18 October 2016
The CFI.co judges have conferred on Frost Consulting their Best Financial Regulatory Risk Management Advisory United Kingdom 2016 Award.
05 October 2016
Recent FCA guidance on the implementation of MiFID II is the ‘starting gun’ for global research process transformation. The asset manager’s research budgeting process, and the way in which it is communicated to asset owners, will become a major competitive battleground for asset managers. Here’s what asset managers will have to consider when constructing strategy-level research budgets.
30 September 2016
Strategy Level Research Budgets – Firms must document why they have grouped portfolios together to create the strategy budgets.Asset owners must be informed of the quantum of their research budget in advance of the research services being purchased/delivered. Click the headline for more.
06 September 2016
FrostRB, the multi-asset class Research Valuation/Budgeting platform, has announced a technical integration with Investors “Insight” research payment/CSA solutions.
29 August 2016
The IA recently published this guidance piece of research under MiFID II available below. Included in this post are a summary and commentary on the document by Frost Consulting.
24 June 2016
The UK’s decision to leave the European Union will likely have long-term impacts on the UK regulatory environment.
19 April 2016
Fiduciary capitalists, such as leading pension plans and endowments, can be influential in aligning the interests of asset management firms with their clients. The authors make recommendations to guide asset managers and asset owners through a complex information market during this time of dramatic change.
07 April 2016
Frost Consulting’s initial reaction to 7th April Delegated Acts text - CSAs survive and can fund RPAs; Asset owners must be informed of their respective portion in advance; No specific exemption of the research budgeting rules for non-equity asset classes.
10 March 2016
Far-sighted European asset managers are forging a commercial advantage out of an unlikely source - the inevitable regulatory reality of MiFID II. This alchemy may help European managers turn the tide against the predominant theme in asset flows since the turn of the century – the seemingly inexorable market share gains made by large US-based managers as they have broadened asset raising efforts outside of their domestic market.
26 February 2016
Click the title above for a list of press articles covering the launch of our FrostRB research valuation and budgeting solution.