CASE STUDY : ALTANA WEALTH

“I have been impressed by the Mereus product. We can now see where Research makes a difference to the business by quantifying the total Research read and identifying the leading providers and analysts. The value of Research providers has become very clear. In some cases we have renegotiated broker agreements and overall operational costs have significantly reduced.”

- Antony Lingard, Altana Wealth CEO

Lower fund costs and increase management and performance fee income. See how Mereus can measure the More
Mereus stores research documents in a far more efficient way than conventional email servers. The More
Let us demonstrate how Mereus delivers real time access to who, when and which research documents More

FT Article : Shake-up on charges for UK asset managers

Britain’s financial watchdog will on Wednesday pledge a shake-up of the opaque way asset managers pass costs on to their clients after it uncovered “inherent flaws” in the existing system.

Martin Wheatley, the head of the Financial Conduct Authority, will tell a conference that existing rules on how fund managers spend their clients’ cash are failing to bite effectively and are likely to be tightened.

Mereus Case Study - Video presentation from Lee Robinson, Altana Wealth

Hear Lee explain why it's important to measure research usage and how Mereus has led to significant financial benefits for both his Investors and his Hedge Fund.

Why Regulators Care About Research Commission Spending - Neil Scarth

Neil provides the opening presentation for our October 18, 2013 breakfast briefing giving details of how UK regulation is driving global change and opportunities in the procuring of Research by Asset Managers.

Breakfast Briefing : How to Profit from Cutting your Spend on Research

As lead sponsor Mereus is delighted to invite you to COO Connect's forthcoming Breakfast Briefing : What paying attention to the sourcing and cost of research can do for you : lift investment performance, cut trading costs and trim IT expenditure.

Article : UK Regulator may Spark a Revolution in how Fund Managers Buy Broker Research

At a time of desultory returns, with performance fees still a distant memory at many funds and plenty languishing below high water marks, the scope to use investors’ money to cover the cost of managing that money is a lively topic of discussion. In fact, putting costs on to the fund is an existential issue at firms struggling to run their business on management fees alone.

White Paper : The Changing Face of Research Procurement

Commission Sharing Agreements

Asset managers today face a much more dynamic environment whereby they can pay for high quality research for their clients without being obliged to simultaneously combine it with trade execution. This ‘unbundling’ of commissions has been made mandatory in some G20 regulatory regimes while in some places the standards are still loose. This paper maps out:

FSA Paper : Conflicts of Interest between Asset Managers and their Customers : Identifying and Mitigating the Risks

3 How firms managed the purchase of research and trade execution services on behalf of customers
3.1 Too few firms adequately controlled spending on research and execution services