The Asset Manager's Unbundling Checklist

FT _Editor letter_Oct 2017.jpg

MiFID II and research unbundling

In January 2018, the European MiFID II delegated directive requires investment firms to unbundle research from dealing commissions.

Using information from regulatory bodies such as ESMA, FCA and AMF we have collated insights into one crib sheet. In order to comply and understand the details of the MiFID II requirements, please download our checklist for asset managers.

In this 2-slide presentation, we cover the following key topics:

  • Selection

  • Inducement

  • Evaluation

  • Payments

  • Tracking

  • Reporting

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The Future of Equity Research

EXECUTIVE ROUNDTABLE IN SHANGHAI, CHINA

shanghai  in a beautiful dusk

The deadline for MiFID II is fast approaching.

It is now clear that procurement of investment research is among the most challenging operational, strategic and regulatory issues for asset managers. While MiFID II was drafted for Europe, its impact will be felt worldwide.

This radically new regulatory environment is coinciding with an unprecedented wave of technological innovation. All aspects of the conservative asset management industry are due for disruption.

In this 50-slide presentation, we explore the following topics:

  • The MiFID2 regulatory roadmap

  • Evaluating investment research

  • How to price research

  • Working with the new buy-side

  • What impacts to expect in 2018

Alphametry uses your personal information to administer your account and to provide the products and services you requested. You may unsubscribe at any time. Please review our Privacy Policy for more information.

By clicking the button above, you consent to allow Alphametry to store and process the personal information submitted to provide you the content requested.