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S&P Global Market Intelligence and Westminster Research collaborate to deliver integrated research evaluation and custodial commission sharing agreement management solutions

20 September 2022 Francis Land

S&P Global Market Intelligence and Westminster Research are collaborating to enhance the research evaluation and payment process for asset managers. Since the implementation of MiFID II, asset management companies around the world have been adapting and improving their processes and systems for research evaluation and payments, leading to unprecedented demand for efficient and effective solutions. This partnership brings together research evaluation software and custodial commission sharing agreement (CSA) management and payments solutions, resulting in greater interoperability for clients.

Users of Evaluation, the S&P Global Market Intelligence research evaluation workflow solution, will be able to review interactions, allocate research budgets and make payment instructions within the Evaluation solution for delivery by Westminster Research's custodial commission sharing agreement broker-dealer. Confirmations will then be received in the Evaluation system.

Westminster Research will leverage the research evaluation software available in the Evaluation system to provide an integrated workflow solution utilizing Westminster Research's custodial commission sharing agreement management model to pay for research services.

S&P Global Market Intelligence has been providing integrated research evaluation and payment workflow solutions to asset management companies for over ten years, encompassing interaction tracking, research evaluation, service feedback and virtual custodial commission sharing agreement management. Westminster Research Associates is a FINRA-regulated broker-dealer that has provided custodial commission sharing agreement aggregation management model for asset managers since 1993.


IHS Markit provides industry-leading data, software and technology platforms and managed services to tackle some of the most difficult challenges in financial markets. We help our customers better understand complicated markets, reduce risk, operate more efficiently and comply with financial regulation.


This article was published by S&P Global Market Intelligence and not by S&P Global Ratings, which is a separately managed division of S&P Global.

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