At Substantive our tagline is “Source Quality, Save Money” – we ensure that portfolio managers don’t miss the best research, and provide data-driven insight into how research providers compare. We don’t broke research or charge providers.
Asset managers can subscribe to two main products:
- Thematic Research Monitoring. We keep the investment function aware of everything outside their core research provider list with a weekly monitoring service matched to individual portfolio managers’ investment processes. Understanding consensus in specific trades and themes will be difficult in 2018, whilst the most contrarian publication may not even be accessible for a PM.
- Value/Price Benchmarking. We keep the procurement function aware of the best matched analysts and providers for their firm’s specific needs. With greater scrutiny on the research budget understanding more suitable or cheaper alternatives is the only way to get value for money.
Research flow from 350+ bank and independent research providers, plus an experienced editorial team and proprietary custom-built A.I. allow us to provide clients with a unique perspective on quality, suitability, value and coverage.
Integrity Research Associates: Assessing MiFID II’s Impact in the US
Investment Week: Asset Manager Code of Conduct Unveiled
Integrity Research Associates: Substantive Research Develops Methodology for Ranking Research
Euromoney Magazine: Counting the Cost of Research