MiFID II unbundling highlights costs and opportunities in financial securities research

Implicit pricing will drive a sea change in Data Research unbundling remains a global topic of concern for financial firms as MiFID II implementation nears in January 2018. The unbundling component of MiFID II puts regulations in place to insure that all forms of capital markets research are paid for separate from commission charges thus […]

Basic Market Research annual pricing set by sell side due to MiFID II

As MiFID II’s deadline approaches rapidly, global buy side and sell side firms race to insure that they are meeting the new regulations before January 2018. Open questions remains as to what degree U.S. based financial firms will be impacted by these new European regulations. This week Bloomberg News in “Wall Street Poised to Get […]

Are you prepared for January 2018 deadline for MiFID II?

As financial firms across the globe race to ready their entire business to meet the new mandates of MiFID II they must focus on implementing systems and solutions to meet the new regulations. Transaction Reporting MiFID investment firms are truly under time pressure to insure that they will meet the regulatory requirement for transaction reporting […]

Decision fatigue impacts stock market research

“You might imagine that it’s harder to analyze two stocks than it is to analyze one, and you would be right. In particular, it’s harder to analyze the second stock, because you are tired from analyzing the first” – Matt Levine Decreased research accuracy Mr. Levine brings levity and insight to the stock markets each day with his Money […]

MiFID II Research unbundling impacts beyond the buy-side

“Business models will change as a result of MiFID II. Unbundling of research will be huge, with some US$3 billion of payments for research – 75% of the total annually” – Ollie Cadman   In “MIFID II Will Change the Market in Six Distinct Ways” Mr Cadman presents an informed and insightful view of the changes […]

MiFID2: Beyond Research Unbundling

MiFiD2 will have global impacts With MifiD2 fast approaching and low likelihood that the regulatory changes will be postponed, the impacts on global market participants continue to loom large. Rarely does a week go by that the various issues and changes from MifiD2 are not mentioned in financial industry news. The topic that gains the […]

MIFID II bringing research unbundling and new forms of research to the U.S.

MIFID II’s research unbundling requirements begin to take full effect in 2018 and global asset management firms are responding by standardizing their approach across regions. As these global firms continue to adapt to the ever changing regulatory environment; Greenwich Associates recent report covered by The Trade “found large buy-side firms with a presence in multiple […]

MIFID2 Provides Buy-side with opportunity to explore valuable independent research

“The unbundling of research and execution entailed by MiFID2 is going to overhaul the whole research industry…” – Guillaume Andreu In the timely and insightful article on LinkedIn “Unbundling of research and execution induced by MiFID2 spawns the rise of FinTechs on ​​the research market” by Guillaume Andreu, FinTech firms in the research arena as well […]

The wizard, and a look behind the curtain of language & machine Learning

Researchers, and large corporations (IBM, Google, Facebook) are all searching for the holy grail in machine learning – understanding and responding to the basics of language. A deep learning algorithm created by Google has already been able to learn from their extensive technical support logs and through this learning is now able to create responses […]