Substantive Research
@substantiveSM
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Research Spend Analytics and Discovery for asset managers.
London, England
Joined May 2015
Our CEO Mike Carrodus & Head of Market Data Analytics Czarina Viele Reinante sat down with @rebnatale @WatersTech to discuss the plight of Heads of #MarketData & their often under-appreciated efforts in achieving significant #CostAvoidance for their firms
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ICYMI in a @WatersTech article last week we spoke about the working group we’re putting together of #buyside & #sellside firms that consume #marketdata, with the goal of ensuring that #costavoidance can finally be quantified.
waterstechnology.com
Substantive Research is putting together a working group of market data-consuming firms with the aim of crafting quantitative metrics for market data cost
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ICYMI, last week we published the findings of our latest survey of #buyside opinions on the new #investmentresearch #paymentoptionality rules from the #FCA, which came into force on 1 August. Read more here
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We’re excited to publish our latest survey of the buy side, looking at their views on the #FCA Policy Statement on #InvestmentResearch #PaymentOptionality, showing that opinions are still very divided. Read ➡️
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Great piece in @FinancialNews looking at our latest survey data, which gauges #buyside reaction to the #FCA’s final rules on #investmentresearch payment optionality. Does this mean asset managers will now pass research costs back to end clients?.
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We are seeing the first rise in research budgets since MiFID II!. Our latest survey looks at how investment research spending has evolved in the first half of 2024. Full press release here #MiFIDII #InvestmentResearch #AssetManagement
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Our CEO, Mike Carrodus, recently caught up with @theTRADEnews to discuss the intricacies of the UK #FCA’s consultation paper regarding #investmentresearch payment optionality under #MiFIDII and what proposed rule changes might mean for the industry.
thetradenews.com
The TRADE sits down with Mike Carrodus, chief executive and founder of Substantive Research to unpack the UK’s Financial Conduct Authority’s (FCA) recent bundling rules, discussing the most important...
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We are excited to announce that our #ESGDashboard has won “Best ESG Data Initiative” at the Waters Technology Inside #MarketData Awards, 2024. This is now the third award our #ESG Dashboard has won in recent years. 👉
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A big thank you to everyone who joined us for our Market Data Consumers sessions, focusing on costs & control. It was such an open & interactive afternoon. Thanks to the excellent panel speakers & everyone who engaged so generously with insights!. #MarketData #SubstantiveResearch
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Just over a month to go until our next #UnbundlingUncovered conference in New York and we're delighted to introduce the panel topics and speakers on the day. In Panel 1: How the Regulatory Environment will shape the Research Industry in 2024.
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This week our CEO Mike Carrodus talked to @nikasgari @FT about the @TheFCA consultation on ‘Payment Optionality for Investment Research’, which is accompanied by language on benchmarking. 👉 #InvestmentResearch #CapitalMarkets #MifidII #MarketData #FCA.
ft.com
UK regulator says asset managers should be able to pay for ‘bundled’ research and trading fees
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Czarina Reinante, our Head of Market Data and ESG Analytics, spoke to Financial News about our latest research on the ESG data and ESG research markets. Read the full article here: #esgdata #esg #esgresearch #buyside
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We’re incredibly proud to announce that our very own Czarina Viele Reinante has been awarded the “Services to the Industry” honour at this year’s Women in Technology & Data Awards!. #internationalwomensday2024 #inspireinclusion #iwd2024 #womenintech #marketdata #esg
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Ahead of @TheFCA announcing the results of its Wholesale Market Data Study on 1 March our White Paper sheds light on the industry, showing the extent of price rises & justifications behind them. Read more here: #MarketDataPricing #FinancialRegulation #FCA
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Great to see our CEO Mike Carrodus’ predictions for the investment research market in 2024 published in @theTRADEnews. It will be an interesting year with potential changes to MiFID II and the @TheFCA conclusion on market data pricing. Read here:
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Will European #assetmanagers’ 2024 New Year’s resolutions be to find a way to take external research costs off their P&Ls? Our CEO, Mike Carrodus, was delighted to be invited by Brijesh Malkan @SingletrackEdge to discuss this & other key issues. 👉
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As @TheFCA considers Rachel Kent’s UK Investment Research Review, our study of research pricing, covering 60 large asset management firms, shows some are significantly overpaying for broker research. ➡️Full press release here #InvestmentResearch #BuySide
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Less than a week to go until #UnbundlingUncovered in London & we're delighted to welcome Mike Grubert, MD, Credit & Equities, @teamthirdbridge as a speaker on the day. Register here! #investmentresearch #researchproviders #emergingtechnologies
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Less than a week to go until our next #UnbundlingUncovered conference in London & we're delighted to welcome Rahul Ravikrishnan, Head of Product – Research @EidosMedia as a speaker on the day. Register here! #investmentresearch #rapidtransformation
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We're excited to announce the 5th panel at #UnbundlingUncovered London on 8th November. Engaging with Corporates – Access, Data & Content. Sign up here: #unbundlinguncovered #researchvaluation #researchbudgets #buyside #sellside
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