Browsing: Studies

Main Barrier to AI Content Integration for Buy-Side is Broker Licensing Issues

07/20/2026
UK-based research and data advisory firm Substantive Research and Aiera, the New York-based provider of AI-based content delivery, recently published a joint study finding that almost 80% of the 35 ...

Survey: The US vs EU Research Budget Divergence

05/04/2026
Substantive Research recently published findings from a survey of the 50 largest asset managers globally showing US investment research budgets have recovered 40 basis points since 2022, while European budgets ...
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Morningstar Sustainalytics: Institutional Investors Signal Rising Demand for ESG Data Integration Amid Market Maturity

03/11/2026
Morningstar Sustainalytics, a global ESG data, research, and ratings provider, recently released its State of ESG Data Survey, citing a growing dependence on sustainability information.  Following are some of the ...
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Lowenstein Sandler Survey: Alt Data Adoption Reaches 90% as AI Integration Reshapes Vendor Economics

03/06/2026
Alternative data adoption among private fund managers reached 90% in 2025, up from 67% the prior year and 62% in 2023, according to Lowenstein Sandler's annual survey of 107 investment ...
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Buy-Side Surveys Reveal Gap Between AI Adoption and Generative AI Deployment

02/04/2026
Four independent surveys conducted between mid-2025 and January 2026 paint a consistent picture of buy-side investment research. Alternative data adoption is mature and budgets are rising, but generative AI deployment ...
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Demand for ESG Ratings Remains Strong, but Companies Seek More Alignment with Reporting Standards

01/27/2026
ERM, the world’s largest advisory firm focused on sustainability, recently released the latest version of its Rate the Raters series, finding that demand for ESG ratings remains strong, although companies ...
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Evaluating the Impact: MSCI’s ESG Ratings in Global Equity Markets

01/06/2026
MSCI’s Guido Giese and Drashti Shah recently released a white paper that reviews the financial performance of ESG ratings in global and developed markets over the past 11 and 17 ...
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Passing on Research Costs to Clients Will Reverse MiFID II Damage

12/03/2025
Substantive Research, a UK-based research and market data benchmarking services provider, recently found in an industry survey that a majority of asset management firms plan to pass research costs back ...
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Private Markets Data Fees Soar by Up to 40% as Vendors Say Take It or Leave It

10/28/2025
According to a recently published study conducted by UK-based research and data advisory firm Substantive Research, data vendor renewals range from 10% to 40% for consumers already paying between $100,000 ...
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Survey: The Future of Alternative and Market Data 2025

09/18/2025
According to a survey recently published by alt data advisor and sourcing firm Neudata, almost 60% of data consumers surveyed say they plan to spend more on alternative data in ...
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