Interaction tracking
is at the heart of this
Fast approaching MiFID II regulation will require all research to be unbundled and transparently valued.
With greater independence gained in an unbundled world comes an increased strain on asset management firms. Streamlining research procurement and technology-led resource management are vital in the face of the growing regulatory burden.
Incoming MiFID II regulations will require research to be unbundled from execution costs, transparently valued and fully auditable. With better links between front and back office, RSRCHX offers a centralised view of research consumption, enabling managers to better control and monitor their firm's usage and purchases of third party research.
The overriding regulatory ambition to deliver greater fairness and transparency will likely necessitate more not fewer relationships. With upfront compliance and due diligence checks, integrated oversight and budget setting, RSRCHX ensures that the firm's research consumption is auditable, defensible and reportable.
- Free for buy side firms
- Access reports from existing subscriptions
- Purchase research per note or buy subscriptions from new providers
- Centralised payments and automated electronic invoicing
- CSA, RPA and hard dollar payments
- Due diligence and compliance checks
- Budget setting and monitoring
- Interaction tracking and usage record keeping