Archive of: 2017

• Tabb Forum: BNP Asset Management's MiFID II Research Budget Transparency: A Global Competitive Challenge?

  24 July 2017

  BNP Asset Management’s decision to release MiFID II research budgets to all of its global clients, not just those covered by MiFID II, may be a competitive inflection point for the industry…

• MiFID II Research Budgets: The Client Frontier

  21 January 2017

  Under MiFID II, asset managers need to begin the process of delivering MiFID II client research budgets in 2H 2017. Given the importance of this exercise, and the rapidly shrinking timeframe, asset managers need to be devising research budget policies and related client communication strategies now, as this has become a competitive issue that will soon outweigh the regulatory considerations.