Recent Insights

  1. 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 […]

  2. 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 […]

  3. 5 Key Things from Transparency and Transition in Market Data 2021

    Published on Tabb Forum in July 2021 This June, after 6 years of running the industry leading annual MIFID II / research unbundling events in London, New York and most recently online, we were delighted to be able to bring our focus to market data – a more mature market than research but one that […]

  4. Regulatory outlook and implications for investment research

    At our recent Unbundling Uncovered event our panel on the regulatory outlook and its implications for investment research covered the softening of MiFID II rules, the direction of the SEC under Gensler, the FCA post Brexit and more. If navigating the regulatory requirements of the global research market wasn’t already complicated enough – given an […]

  5. 5 things we learned from Unbundling Uncovered: Summer 2021

    The summer edition of Unbundling Uncovered, held on June 9th, brought together more than 600 registered attendees from the research market in our first virtual event for 2021 (Although we hope to be back in person at our Autumn event in November). As always, there was plenty to debate and discuss. Regulation was in focus, […]

  6. Substantive Research Launches Industry-First ‘TripAdvisor’ for ESG Data Providers

    Allows Asset Managers to compare ESG data providers to improve investment decision processes  London, 3 June 2021: Substantive Research,  the research discovery and research spend analytics provider for the buy-side, today announced the launch of the latest function to be added to its offering for Asset Managers – the inclusion of Environmental, Social and Governance […]

  7. Event – Unbundling Uncovered – June 9th

    A Substantive Research Digital Event – June 9th 1pm BST / 8am EST Over 700 attendees joined us online in October 2020 to debate the key implications of the regulatory and COVID-driven virtual environment on US and European research markets. On June 9th, we will reunite the investment research industry to discuss various topics, including: […]

  8. Event – Transparency & Transition in Market Data – June 10th

    A Substantive Research Digital Event Heads of Market Data at asset managers around the world are battle-weary. A perceived lack of viable alternatives in key parts of the market leads them to possess limited leverage within negotiations with suppliers as their costs increase, and they lament the opacity in provider agreements that become harder to […]

  9. Addressing the unintended consequences of MiFID II unbundling rules

    First published on Tabb Forum in May 2021 Faster than anyone anticipated, the FCA issued a consultation on the 28th April as part of its work with HM Treasury on capital markets reform and the competitiveness of the UK financial sector. The consultation includes significant changes to MiFID II research unbundling rules with the FCA […]

  10. Substantive Research Launches Dashboard for Asset Managers

    Enables Analyst Mapping, Benchmarking of Research Pricing and Research Discovery London, 29 April 2021: Substantive Research,  the research discovery and research spend analytics provider for the buy-side, today announced the launch of their new, integrated Dashboard providing asset managers with detailed insights on their research providers’ pricing, sector coverage and investment in analyst teams. Developed […]