Browsing: Research Industry
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Will Clients Agree With UK Asset Managers’ Possible Move to Using Commissions to Pay for Research Once Again?
11/13/2023
Since July 2023, the UK asset management industry has been discussing whether the research payment optionality proposed by Rachel Kent in her UK Investment Research Review is realistic, particularly since ...
UK Proposes Unwinding MiFID II Unbundling Requirements
07/17/2023
Last Monday evening the UK’s Chancellor of the Exchequer delivered his first Mansion House speech. In this speech, Hunt said that he accepted all the recommendations made in Rachel Kent’s ...
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Key Takeaways from Unbundling Uncovered USA 2023
06/21/2023
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 New York conference focused ...
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Buy-Side Spending on Investment Research Expected to Continue Falling in 2023
06/19/2023
According to Integrity Research’s annual research industry outlook, spending by global asset managers on sell-side and independent research is expected to fall 3.5% in 2023 – marking the second consecutive ...
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Banks Hate to Say ‘Sell’ But Largest Firms Show Discipline
04/13/2023
Investment banks averaged eight buy recommendations for every sell recommendation during 2022, according to data from Investars, a research performance measurement firm. In contrast, independent research firms tracked by Investars ...
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20 Years On: Research’s Business Model is Flawed yet Endures
04/11/2023
This is the final installment of five-part series on the state of the investment research industry. Here are links to the first, second, third, and fourth installments. In 2017, bank ...
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20 Years On: The Rise and Fall of Institutional Research
04/06/2023
This is the fourth installment of five-part series on the state of the investment research industry. Here are links to the first, second, and third installments. We sometimes get calls ...
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20 Years On: How Technology Transforms Research
04/04/2023
This is the third of five-part series on the state of the investment research industry. Here are links to the first and second installments. When Integrity Research was founded in ...
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20 Years On: What is the Outlook for Regulatory Reforms to Research?
03/29/2023
This is the second of five-part series on the state of the investment research industry. To see the first installment, click here. In 2003, Fidelity traders celebrated a lavish bachelor ...
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Tricumen: Cash Equities Fell 15% in 2022
03/14/2023
Cash equities was the weak spot in 2022 equities results for the major banks, according to Tricumen, a UK-based market intelligence provider specializing in investment banks. Credit Suisse decimated its ...