Maximizing ROI on research spend lowers costs, adds to returns and aligns budgets and is an integral part of the investment process/offering.
Models to develop asset-manager specific valuation frameworks. FrostRB is a highly customisable research valuation software platform that allows asset managers to construct multi-asset class research budgets to meet European regulation.
Designed to meet evolving regulatory requirements, systematic processes to adapt "Broker-Vote"/Research Commission Allocation outputs to customised dynamic Research Budgeting Frameworks. Design/Implementation/Payment
"Audit" of the manager's current research procurement process to assess preparation and likely compliance with MiFID II requirements.
Regulatory/client reporting, CSA optimisation.
The origins of the current economic and regulatory model governing the institutional research business date back to the (US) Securities and Exchange Act of 1934. This venerable framework is on the cusp of transformational change. Frost helps asset managers, plan sponsors, banks and other market participants understand and capitalise on regulatory change.
Creating a consistent, transparent research budgeting process.
The challenge: managing complexity in creating a consistent, transparent research budgeting process.
CFA UK and the CFA Institute sponsored Frost Consulting to Produce - fill in the form below to request your copy.