Recent Insights

  1. Substantive Research ESG Dashboard Wins Waters Technology Award for “ESG Data Initiative of the Year”

    London, 18 May 2022: We are excited to announce that our ESG Dashboard has won “ESG Data Initiative of the Year 2022” at the Waters Technology Inside Market Data Award, 2022. As the importance of ESG continues to grow amongst the investment community, the ESG research and data products marketplace is evolving extremely rapidly, with […]

  2. Greenhouse Gas Emissions Reporting: How Can Data Bridge The Gap

    Starting this month, UK-registered companies are required to disclose climate-related financial information on a mandatory basis, using guidelines from the TCFD. The SEC also announced that it is going ahead with plans to require US public companies to include climate-related disclosures in their financial statement reports. As companies rush to gather as much information on […]

  3. Geopolitical Turmoil Proves the MiFID II doomsayers right

    Competition for the provision of investment research decreases due to MiFID II: bulge-bracket providers reassert dominance  London, 14 April 2022: Substantive Research, the research discovery and research spend analytics provider for the buy-side, today published findings of its latest asset management survey identifying recent research pricing trends and expectation for research spend in 2022. They […]

  4. Russia’s Invasion Of Ukraine Reframes ESG

    How can differentiated ESG data help asset managers navigate the crisis? As the great Russia divestment continues, asset managers cannot rely on ESG ratings alone to guide their response, and niche ESG data providers can become a core tool to navigate a challenging 2022. Substantive Research has developed an industry-first TripAdvisor-like screener for ESG data […]

  5. Unbundling Uncovered New York – June 15th

    Over 600 attendees from the buy and sell side joined us in person and online in November 2021, to debate how the European research market has reemerged from lockdown protocols and the urgent need for better ESG-aligned research and data. On June 15th we will reunite the North American investment research industry at the Metropolitan […]

  6. Substantive Research survey reveals 60% of asset managers will not change investment research processes

    The MiFID II unbundling exemptions in place for SMEs from 1 March 2022 are “unworkable”, according to many asset managers London, 2 March 2022: Substantive Research, the research discovery and research spend analytics provider for the buy-side, today published findings of its latest survey on what the FCA’s changes to MiFID II’s unbundling rules, that […]

  7. ‘S’ The Forgotten Factor with the Hidden Alpha

    The ‘Social’ in ESG has taken a back seat to its more prominent siblings ‘Environment’ and ‘Governance’. There are numerous reasons for why this is the case. Want to find out why and how to utilise social data to improve investment performance? Click the image below to download the first edition of Substantive Research’s monthly […]

  8. Substantive Research Latest Analyst Mapping Finds that the Research Brain Drain Has Stabilised

    Schedule a demo here Brokers that reversed the research brain drain in 2021 are reaping the rewards London, 27 January 2021: Substantive Research, the research discovery and research spend analytics provider for the buy-side, today published findings of its latest equity Analyst Mapping study showing that the brain drain in investment research has stabilised. In […]

  9. Unbundling Uncovered: 5 Key Takeaways from our November Conference

    Earlier this month we had the immense privilege of bringing the investment research market together once again at our annual Unbundling Uncovered conference – but this time physically as well as virtually, with 300 of you joining us at the IoD in London, and 200 of you joining us virtually from the US and Continental […]

  10. Substantive Research Maps Changing Market Share in Investment Research

    London, 29 November 2021: Substantive Research, the research discovery and research spend analytics provider for the buy-side, has completed a study examining how market share is changing in the investment research industry and which firms make up the list of highest paid providers in the industry. Substantive Research analysed research budgets of buy-side firms representing […]