Author Mike Carrodus

Mike Carrodus founded Substantive Research, a research curation, comparison and valuation service in early 2015 with two goals in mind: to match research providers and PMs using a bespoke, data-driven process, and to help asset management firms ensure that they were consuming the highest quality research at the cheapest price. Substantive has a bi-weekly readership of over 1,000 buy-side professionals who use their newsletter as a key identifier of the best thematic work. Prior to starting Substantive Research in April 2015, he was Global Head of Institutional Sales at Ned Davis Research, one of the leading independent investment strategy research providers.

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Key Takeaways From the Unbundling Uncovered Conference

12/13/2021
The following is a guest article by Mike Carrodus, founder of Substantive Research, a research curation and benchmarking service, summarizing topics discussed at the firm’s recent conference focused on current ...
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America’s Response to MiFID II’s Research Regulations

05/13/2019
The following is a guest article by Mike Carrodus, founder of Substantive Research, a research curation and benchmarking service, which will be hosting a conference on the implications of MiFID II ...
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Assessing MiFID II’s Impact in the US

06/04/2018
The following is a guest article by Mike Carrodus, founder of Substantive Research, a curator of daily macroeconomic research from sell-side brokers and independents, which will be hosting a conference ...
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MiFID II and Research: What’s the Exchange Rate between a Soft and a Hard Dollar?

09/20/2017
The following is a guest article by Mike Carrodus, founder of Substantive Research, a curator of daily macroeconomic research from sell-side brokers and independents.  So that’s it, game over. The past ...
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Cross-Subsidizing Research: Major MiFID II Headache

10/26/2016
The following is a guest article on cross-subsidization of research by Mike Carrodus, founder of Substantive Research, a curator of daily macroeconomic research from sell-side brokers and independents. In Substantive Research’s ...