“Has the Mifid II research unbundling experiment succeeded or failed?”
Portfolio Advisor | February 24, 2021
Our Head of Investment Research, Chanakya Dissanayake, is featured in Portfolio Adviser in a story on the impact of MiFID II on research.
Extract from the article: “According to the regulations, private wealth managers need to have a formal view on the securities they advise on. This, coupled with customer demand for in-depth coverage of securities listed globally, has significantly increased in-house costs of producing this research. We expect research demand from niche areas such as macroeconomic research, ESG-focused research and small-/mid cap-research – areas with less sell-side coverage.”
Latest News
The muted deal environment, characterized by high-interest rates, hefty valuations & heightened regulatory scrutiny, pushed LPs to be more cautious in 2023.
Read MoreNearly two-thirds of PE and VC firms are planning to raise funds in 2024, with the sector anticipating future interest rate cuts from central banks.
interest rate cuts, PEVC firms
Read MoreHeat stress in Rome & other Italian cities has led to temporary decreases in both online and in-person searches for housing.
Heat stress, raising insurance
Read MoreTechnology has an important role to play in helping private market firms remain compliant with regulations, as their operations become more complex.
Read MoreHalf of private market firms are unsatisfied with third-party portfolio monitoring tools because of data management and coordination reasons.
Data Management, Portfolio monitoring, Private Market
Read More