Substantive Research launches new Analyst Mapping service
23 November 2020 UK
Image: Aris Suwanmalee/Adobe Stock
Substantive Research, the research discovery and spend analytics provider for the buy-side, has launched a new ‘Analyst Mapping’ service.
Analyst Mapping, which has been produced as real time dashboard, will allow asset managers to gain an aggregated view of banks’ analyst moves, their seniority and sector coverage of relevance to them.
The new service will provide buy-side firms access to centralised data to track analyst moves, which provides them with context for the evaluation and benchmarking of their payments to research providers.
It also helps managers to optimise their research spend and better manage their broker relationships while recognising where their providers are investing.
Substantive Research highlighted this is particularly important post the second Markets in Financial Instruments Directive, as firms are no longer allowed to read research they haven’t paid for.
Mike Carrodus, CEO of Substantive Research, commented: “Our Analyst Mapping tool will enable asset managers to have an aggregate view over analyst moves across the market, evaluate where banks invest or disinvest, benchmark sector expertise gains and losses broker by broker, and ultimately decide how to allocate their research spend in relation to the areas and asset classes relevant to them.”
The Analyst Mapping dashboard has already been rolled out to 35-40 clients and will be complete to all Substantive Research clients by the end of the year.
Substantive Research noted that additional areas of functionality will be added to the dashboard over time.
Analyst Mapping, which has been produced as real time dashboard, will allow asset managers to gain an aggregated view of banks’ analyst moves, their seniority and sector coverage of relevance to them.
The new service will provide buy-side firms access to centralised data to track analyst moves, which provides them with context for the evaluation and benchmarking of their payments to research providers.
It also helps managers to optimise their research spend and better manage their broker relationships while recognising where their providers are investing.
Substantive Research highlighted this is particularly important post the second Markets in Financial Instruments Directive, as firms are no longer allowed to read research they haven’t paid for.
Mike Carrodus, CEO of Substantive Research, commented: “Our Analyst Mapping tool will enable asset managers to have an aggregate view over analyst moves across the market, evaluate where banks invest or disinvest, benchmark sector expertise gains and losses broker by broker, and ultimately decide how to allocate their research spend in relation to the areas and asset classes relevant to them.”
The Analyst Mapping dashboard has already been rolled out to 35-40 clients and will be complete to all Substantive Research clients by the end of the year.
Substantive Research noted that additional areas of functionality will be added to the dashboard over time.
Next industry article →
BNP Paribas partners with CLSA to ease access to China’s equity capital markets
BNP Paribas partners with CLSA to ease access to China’s equity capital markets
NO FEE, NO RISK
100% ON RETURNS If you invest in only one asset servicing news source this year, make sure it is your free subscription to Asset Servicing Times
100% ON RETURNS If you invest in only one asset servicing news source this year, make sure it is your free subscription to Asset Servicing Times