CSA

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.

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: