Products

Research Discovery

Research Discovery

Solutions for the investment function

  • Dedicated editorial team, filtering the research market across 400 providers
  • Weekly email showcasing best in class research matched to your interests and investment process
  • Due diligence and matching of the ”best fit” providers to fit portfolio managers’ needs
  • Access to the underlying publication in a MiFID II compliant manner
Research Spend Analytics

Research Spend Analytics

Solutions for the broker relations/research procurement function

  • Benchmark your research costs versus your peers
  • Optimize your budget to find quick wins on price and repurpose to higher value providers
  • Track and monitor analyst moves to assess changes in coverage and seniority
  • Provide research budget transparency and compliance to clients or internal finance functions

About us

Our founder and CEO, Mike Carrodus founded Substantive Research in early 2015 with two goals in mind: to match analysts and portfolio managers using a bespoke, data-driven process, and to help asset management firms ensure they were consuming the highest quality research at the best price. Mike was joined by his ex colleague Hamish Risk and they soon expanded the team to include expertise in data science, AI and buy-side coverage. With a strong focus on transparency and trust, our solutions grew to serve our close and like-minded community of investors and asset managers

Together with our industry-leading research Unbundling Uncovered conference, our products have ensured that over the last three years we have helped 70+ buy-side firms get the most value from their research budgets and allocate within their list to ensure the most beneficial effects for their investment teams. A renewal rate of 95% points to the fact we’ve delivered value to a multiple of our cost, and we are delighted to be able to do that for many more clients in the coming years now that we are building out our team into North America and Asia. Contact us to learn more about us and how we can help you and your teams.

The Team

Mike Carrodus

Founder & CEO
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Hamish Risk

Head of Research Discovery
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Krystal Somaza

Head of Data & Analytics
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Jon Furse

CTO
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Matthew Zegleman

Head of Sales, Europe
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Drew Hermann

Head of Sales – Americas
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Dale Graham

Financial Controller
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Nathan Hyatt

Sales Associate
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Savvas Tachramanis

Data Analyst
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