Substantive Research - Unbundling Uncovered London, November 2022
Over 400 attendees from the buy and sell side joined us in person in New York in June 2022 to debate how the American research market has re-emerged from lockdown protocols, and the implications for research budgeting and valuation from investment professionals’ increasingly data-driven focuses. On November 9th we will reunite the global investment research industry at the Institute of Directors in London to discuss the key issues affecting the external research and data markets, and how research providers are being valued and rewarded in a volatile market climate.
Regulatory issues are back with a vengeance – the SEC’s announcement that it would not be extending the no action relief covering research payments has implications for any firm with a European entity that is consuming US broker research. All the potential solutions have structural challenges and none of them are achievable before the no action expires in July 2023.
Panels will also cover how buy side approaches to research budgeting, valuation and consumption are evolving, how corporate access now works post-lockdowns and what’s changed most, and how the greater focus on ESG and alt data works from a research and data budgeting and valuation perspective. Attendance for confirmed buyside delegates is complimentary, and there are also a limited number of complimentary sellside places.
