All investment research articles
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News
FCA finalises rules for return to investor-funded investment research
FCA makes some changes to guardrails to increase likelihood of take-up of new payment option
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News
UK regulator paves way for return of client-funded investment research
FCA consults on allowing asset managers to bundle payments again, with ‘guardrails’
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News
Act now to curb downside climate risk, investors warned
‘At present, many investments are not accurately priced with regard to climate transition,’ says Thinking Ahead Institute
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News
French groups agree sponsored research charter in post-MIFID II move
Move follows recommendation of financial regulator and drop in number of companies covered by independent research
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News
Aberdeen Standard strikes agreements on UK small cap, China ventures
FTSE 100-listed investment house joins forces with Gresham House and enters China’s pension market
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News
UK regulator rejects MiFID II sector coverage fears
Andrew Bailey says the revised directive could save investors as much as £1bn in the next five years
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News
MiFID II research rules ‘hitting sector coverage and quality’
Largest asset managers have made the largest cuts to their research budgets in the wake of MiFID II changes
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Country Report
Asset management roundup: Legg Mason opens Dublin office
Plus: Natixis combines private equity teams, BMO enters UK fiduciary market, Union’s new research division
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News
MiFID II has shrunk fixed income research market, research indicates
ICMA survey finds asset managers using fewer providers as availability of research declines – but quality ‘has not changed’
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News
Unbundling research payments has hurt transparency, report finds
Widespread move to pay for investment research from P&L may reduce transparency, according to Scope and Frost
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News
Low-cost investment research ‘unsustainable’, managers claim
Quality and scope of investment research is already being affected, survey finds
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News
Broker commission down by 20% as MiFID II bites [updated]
Unbundling rules have caused a cut in commission, survey finds, but rise of algorithms also affecting costs
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News
Allianz ‘still to agree price of investment research’ under MiFID II
Early signs suggest sell-side and buy-side firms are still in ‘price discovery’ stage for investment research
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News
Fidelity backtracks on investment research costs
Asset manager will no longer apply research charge
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News
MiFID II: Pension funds share their thinking about investment research
Use and provision of investment research are set to change
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News
How Europe's top institutional managers will pay for research
IPE surveyed 120 of the biggest European institutional asset managers about incoming MiFID II rules