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Top Research Stories 2018

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Our top 2018 articles about MiFID 2 research unbundling

Year one of research unbundling have already brought many changes to the European investment research industry.

We have selected and compiled our top publications covering key investment research trends and topics.

Please download your collection of articles and learn more in this 34-pages e-book about:

  • The new economics of investment research

  • Research-as-a-Service

  • Global regulatory divergences

  • The evolution of research coverage

  • The future of investment process

  • Technology for the new asset managers

  • Alternative research

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The Asset Manager's MiFID II Guide To Research Unbundling

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MiFID II and research unbundling

In January 2018, MiFID II requires investment firms to unbundle research from dealing commissions in Europe.

We have compiled important publications from regulatory bodies such as ESMA, AMF and FCA, and organized them by key topics for efficient reading.

Please download our guide for asset managers and learn more in this 50-pages e-book about:

  • Research definition

  • Budgets

  • The Research Payment Account

  • Macroeconomic and FICC research

  • Corporate access

  • Trial periods

  • Non-EU Countries

  • Collective Portfolio Management

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Evaluating Investment Research

REGULATORY CONSULTATION RESPONSE

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In late 2016, the French AMF and UK FCA regulators have consecutively launched a public consultation on the future implementation of new MiFID II provisions on payments for research.

Among the main topics of discussion, the evaluation of purchased research by investment firms remains complex and even controversial.

In this white paper, we revisit current practices and explore new ones.
You will learn more about:

  • Why value investment research?

  • What are the industry's current practices?

  • Are popular analyst rankings compliant?

  • What are the emerging rating methodologies?

  • How is technology changing the value of research?

  • Available for download in English and French

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.