The online report where institutional investors examine the role of unbiased independent research and brokerage services in a risk controlled investment strategy as well as the state of the marketplace today.

As a result of both the ‘Dotcom Boom’ of 2002 and the more recent ‘Financial Crisis’, the sourcing of research for investment purposes has been scrutinised in depth with institutional investors questioning if the advice they receive and brokerage services they use are truly serving their needs instead of that of a third party.

As institutional investments demand higher quality research and brokerage services under strict investment governance guidelines, the independent research and brokerage sector is stepping into the limelight. Priding itself on offering an unbiased approach to trading and investment whilst providing a high quality and rapid service the sector is going through it’s own boom period.

‘The Role of Independent Research and Brokerage’ is the first report of its type where institutional investors will discuss the key issues in working with the independent sector and overcoming challenges they face

Key issues to be addressed include:

• Measuring and justifying the value of optimal research results
• Post the Myners Report are institutional investors getting better value for their brokerage payments and research budget?
• Assessing the experience of an independent research team – asking the right questions
• Payment model – understanding the method that what works best for you and ensuring your research provider gets paid
• What level of customer service do institutional investors really need to satisfy their investment requirements?
• Carrying out due diligence on how ‘independent’ your research provider or broker is

This will be an ideal opportunity for you as an independent research provider to highlight your support for the institutional investment sectors they seek to develop their understanding of the advantages of using an independent approach to research acquisition and brokerage services.

Key service and product providers this report is suitable for include:

• Independent Research Providers
• Independent Brokers
  • Execution only brokers
  • Specialist CSA brokers
  • Inter-dealer brokers
• Data providers
• Research technology companies
• Pension consultants
• Plus other third party companies

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