About Us

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:

  1. 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 2019, whilst the most contrarian publication may not even be accessible for a PM.
  2. 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.

Media Coverage:

Institutional Asset Manager: Foresight invests in Substantive Research

Bloomberg: Analyst Jobs Vanish as a Perfect Storm Crashes Into Research

Integrity Research Associates: Research Unbundling Conference a Resounding Success

Bloomberg: Analysts Make Research Cooler, Wonkier and Bespoke to Lure Cash

Fundfire: SEC MiFID Stance Could Bring Implementation Challenges for Managers

Integrity Research Associates: Assessing MiFID II’s Impact in the US

Financial News: Fund managers preparing to get pickier about the market insights they acquire under Mifid II

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

Finextra: RSRCHXchange connects with Substantive Research Daily Briefings