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Research can be further categorized as buy-side research or sell-side research. Sell-side research is conducted by sell-side analysts at investment banks and independent equity research boutiques, and is sold to buy-side investors. Buy-side research, however, is usually not published as it is created for internal use at an asset manager or ...
CSAs have gained traction as a tool giving asset managers greater control over their research payments and enabling them to expand their range of research providers to include independent research providers (IRPs). CSA penetration rates vary significantly across Europe but are highest in the UK, recently reaching 70%. [5]
Research providers, who produce original research and derived signals, Aggregators, who enrich and aggregate data, and; Investment funds, who use data to add value to their investment process. IDSO publications are developed by working groups composed of representatives from these Alternative Data organizations.
An alternative form is known as independent research or alternative research, this is research that is not provided by a bank or broker. However, someone has to fund the costs of conducting the research, and when the funder is the company being researched, this form of independent research is termed “ sponsored ” or “company-paid” research.
MSCI is a global provider of equity, fixed income, real estate indices, multi-asset portfolio analysis tools, ESG and climate products. It operates the MSCI World, MSCI All Country World Index (ACWI), and MSCI Emerging Markets Indices, among others. MSCI is an abbreviation for Morgan Stanley Capital International.
A Commission Sharing Agreement (CSA), or in the US named Client Commission Agreement (CCA), is a type of soft dollar arrangement that allows money managers to separately pay the executing broker for trade execution and ask that broker to allocate a portion of the commission directly to an independent research provider. [1]
Glass, Lewis & Co. (Glass Lewis) [2] is a major American proxy advisory services company. As of spring 2019, Glass Lewis controlled 28% of the proxy advisory market for mutual funds; this makes it the second-largest company in the market behind Institutional Shareholder Services.
The CFA Institute Research Challenge is an annual global competition in equity research hosted by the CFA Institute started in 2007. The competition provides university students with hands-on training and mentoring in financial analysis.