Forefront Communications

Markets Media: MiFID II Drives Buy-Side to Measure Research ROI

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Mark Dowd

Mark Dowd

Visible Alpha’s ONEaccess and Institutional Investor have published a report based on an extensive survey of both asset managers and asset owners and covers topics from research budgeting to valuation to implementation. The findings are based on the views of senior asset managers and asset owners who are registered users of Institutional Investor’s private, online community.

Key takeaways from the research include the following:

  • The move by asset managers to pay for research out of P&L is driving the need for more robust research valuation frameworks.
  • In cases where asset managers have chosen to pay for research out of their own P&L, asset owners are concerned about where the costs may resurface.
  • Asset managers and asset owners are looking forward to greater transparency to help identify the most valuable research providers and the impact they are having on investment decisions and performance.
  • Asset managers recognize that managing inducements poses a challenge and they are willing to invest in compliance processes to ensure that their users can continue to consume research through multiple distribution channels.

Read the full article here.

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