This report examines the extent to which the EU-based investment research industry landscape has changed so far in 2018 following the go-live of MiFID II in January and the regulation’s rules regarding the unbundling of buyside client payments for investment research content and services from any other charges, fees or commissions levied by an investment bank or non-bank broker. The report presents this analysis through the lens of a January 2018 to June 2018 GreySpark survey encompassing 30 different companies – specifically, asset management firms, investment banks, independent research provider companies and independently-run investment research portals or platforms – as well as the findings of a series of interviews with those survey participants.
Living with MiFID II: Accessing Unbundled Investment Research
