Recent Insights

  1. ‘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 […]

  2. 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 […]

  3. 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 […]

  4. 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 […]

  5. Unbundling Uncovered On Demand – November 10th

    Join us on November 10th, 2021 via livestream to hear industry leaders discuss research budgeting, valuation, expert networks, ESG, and Alt Data in an ever-evolving research and data market. Back in June 2021, over 600 attendees joined us online to debate the key implications of the regulatory and COVID-driven virtual environment on US and European […]

  6. Unbundling Uncovered London – November 9th

    Over 600 attendees joined us online in June 2021 to debate the key implications of the regulatory and COVID-driven virtual environment on US and European research markets. On November 9th we will reunite the investment research industry at the Institute of Directors, 116 Pall Mall, London to discuss how research and data providers are addressing […]

  7. How to Combat Greenwashing? Find the Right Data Partner

    With concerns over the ‘greenwashing’ of sustainability performance amongst organisations, identifying those ESG data providers who present information with transparent methodologies has never been more important.   In September 2021 we published the findings of an independent survey of the evolving Environmental Social and Governance (ESG) data provider marketplace. Over 300 data vendors were analysed through […]

  8. Substantive Research Completes Survey of the Evolving ESG Data Marketplace

    Rich and diverse ecosystem developing outside of traditional/established ESG Data providers London, 10 September 2021: Substantive Research,  the research discovery and research spend analytics provider for the buy-side, has published the findings of its independent survey of the evolving Environmental Social and Governance (ESG) data provider marketplace.  Its final report is entitled: “How to Combat […]

  9. Keys to growth of research providers post-COVID

    The last 18 months has presented a huge test for the sell side research providers in the way they must deliver value to their clients. Interactions that were once face-to-face have changed irreversibly overnight, and this has led to transformational change in the way research is being distributed and consumed.  In June we brought together […]

  10. Virtually delivered research should be worth less?

    Last month at our summer Unbundling Uncovered conference, panellists addressed key issues around valuation and budgeting for buy side firms, and with the pandemic causing a seismic shift towards virtual engagements, the conversation continued to be focussed around how this has impacted the value of relationships. Looking back at previous conferences, this panel has always […]