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Broker Votes System - Strategic Product for Investment Research Firms

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Broker votes have become critical for investment research firms since the implementation of MiFID II. Asset managers need to track research consumption and spending on research by fund type to allocate research budgets to sell-side research firms. And sell-side research firms need to monitor consumption of research services to focus on strategic accounts to maximize commission revenue, so they can allocate resources to maximize profitability.

Key Takeaways:
  • Challenges facing investment research firms and the need to upgrade legacy broker votes systems
  • Buy-side firms to track consumption and commission payments for effective use of sell-side research services to maximize profits
  • Sell-side research firms to efficiently process and analyze each vote to optimize commission revenue
  • Moody’s expertise to meet your strategic objectives and maximize profitability