Browsing: Independent Research

SEC Commissioner Pushes for Review of Current U.S. Research Analyst Rules

06/17/2024
Last week, speaking before the International Bar Association’s Asset Management Industry Conference on Global Challenges and Opportunities, SEC Commissioner, Mark Ueda discussed the history of U.S. regulations covering investment research.  ...
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Introducing the Spotlight Series – No.1: TriggerPoint

06/10/2024
The following is the first in a series of articles about the insights, struggles and victories of running a successful IRP in today’s market environment.  This article was written by ...
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Melius Research Hires Former Credit Suisse Analyst as Head of Consumer & Retail Research

06/04/2024
Yesterday, independent research, data analytics, and investment firm Melius Research, announced that former Credit Suisse analyst Karen Short will join the firm as a Managing Director and Head of Consumer ...
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Is AI a Revenue Opportunity for Investment Research and Alt Data Firms?

05/31/2024
Last week, News Corp and OpenAI signed a multi-year partnership.  One of the relevant questions this news poses for research and alternative data providers is whether AI might become a ...

First Trust Launches First ETF Based on IRP New Constructs’ Research

05/28/2024
Earlier this month, Wheaton Illinois-based fund manager First Trust filed a prospectus for the First Trust Bloomberg Core Earnings Leaders Index ETF.  This ETF is based on a proprietary measure ...
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Tegus Hits Industry Milestone with Over 100,000 Expert Transcripts

04/23/2024
Tegus has announced a significant milestone: the company's proprietary library now boasts over 100,000 expert transcripts, making it the largest and most rapidly expanding source of qualitative expert research globally. ...
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FCA Issues Consultation Paper on Research Payment Optionality

04/11/2024
Yesterday, the UK’s Financial Conduct Authority issued its long awaited CP24/7 on Payment Optionality for Investment Research recommending changes to the way UK asset managers can pay for investment research. ...
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Morningstar Launches New Index Series That Targets Leading Low Carbon Transition Companies

04/04/2024
Morningstar, a Chicago-based investment research and data services provider, recently announced the launch of the Morningstar Low Carbon Transition Leaders Indexes, a new series of indices that provide exposure to ...
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Majority of European IRPs Expect Buy-Side Firms to “Rebundle”

03/28/2024
The seventh annual survey conducted by trade association Euro IRP found that 60% of IRPs believe that asset managers will move to using client money to pay for external research ...
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Expert Network Bridger Consulting Acquires DeepBench

03/25/2024
Last week, New-York-based expert network firm Bridger Consulting Group, Inc., announced it was acquiring Boston-based technology driven expert network provider DeepBench.  Terms of the deal have not been released. Background ...
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