Visible Alpha News

Visible Alpha’s new round of funding includes six new strategic investors and follow-on investment from all existing investors

London, UK – January 4, 2018 – Metzler Asset Management GmbH (Metzler) announces today the implementation of a new process for discovering, tracking and valuing research through the selection of Visible Alpha’s ONEaccess Platform. The addition of the ONEaccess Forward Calendar, Resource Tracking and Broker Vote applications enable the company to meet the compliance obligations associated with MiFID II regulations, particularly those associated with BaFin, the financial regulatory authority in Germany.

The acquisition of Alpha Exchange by Visible Alpha creates an end-to-end solution for research discovery, consumption, tracking, evaluation, payment and collaboration.

New York, NY – October 27, 2017 – ONEaccess, a Visible Alpha company, in collaboration with Institutional Investor, a leading international business-to-business publisher, and Substantive Research today published “MiFID II & Research” (Download the free research HERE). The thirty-five page report provides the results of an extensive survey of both asset managers and asset owners and covers topics from research budgeting to valuation to implementation. The findings are based on the views of senior asset managers and asset owners who are registered users of Institutional Investor’s private, online community.

New applications to help protect investors from inducement risks and meet budgeting obligations of MiFID II regulations

New York, NY – October 9, 2017 – Visible Alpha today announced two new enhancements to its ONEaccess platform to aid clients in preparing for the compliance obligations associated with MiFID II regulations. First, in collaboration with technology provider SPi Global, the firm now offers an email classification solution to help minimize the risk from inducements that come through one’s email inbox. Second, the company has released a budgeting application for managing both fixed and variable research costs in a more impactful and granular fashion.

In partnership with Visible Alpha, integrated solutions enable Eikon buy-side clients to manage research capabilities and compliance more efficiently and effectively

NEW YORK/LONDON, September 12, 2017 – Thomson Reuters, in partnership with Visible Alpha, has launched multiple joint-solutions in its flagship financial desktop Eikon that will help enable financial institutions to further manage impending MiFID II research unbundling requirements, set to be implemented January 3, 2018. These tools, complementing Eikon’s already robust research solutions, allow buy-side professionals to track corporate access and sell-side interactions, manage the research valuation process, review and vote on research provider value as well as manage inducements. All of the following capabilities announced today will be available in Eikon.

(Des Moines, Iowa) – Principal Global Investors (PGI) announce an enhanced process globally for managing equity broker and research evaluation and consumption through the selection of Visible Alpha’s ONEaccess Platform and ITG, a leading independent broker and financial technology provider. The combination of these tools allows the firm to increase monitoring and transparency of their research processes creating additional efficiencies across their global equity products while also allowing the firm to meet their MiFID II requirements.

Offers open connectivity to third party data for research distribution, monitoring and evaluations; creates a provider-neutral hub for MiFID II research payments

New York and London, May 24, 2017 – Instinet Incorporated (Instinet) today announced the launch of RQ Connect (Research Quality Connect), a provider-neutral application within its research payment and commission management platform, Plazma®. RQ Connect enables Research Procurement Management (RPM) systems to transfer research quality assessment data to Plazma. Investment managers can review, edit and confirm this information on their desktops, and seamlessly authorize payments, notably through Instinet Europe Limited’s (Instinet Europe) certified Payment Institution license in Europe. RQ Connect unifies outside evaluation and budgeting processes with the established payment facilities of Plazma.

Ridgewood, NJ and New York, NY, May 17, 2017 -- Castine LLC and ONEaccess, a Visible Alpha company, are pleased to announce their collaboration to provide enhanced RPA (Research Payment Account) solutions to asset managers and hedge funds. Castine has operated in the commission management space for 20 years and is combining its RPA Centre suite of due diligence and commission management modules with ONEaccess’ research consumption data, providing buy-side firms with an end-to-end solution for RPAs.

New York, NY, May 4, 2017 – RIXML.org has created a new Interactions Working Group that brings buy-side, sell-side, and vendor firms together to create an open standard for capturing the inter-firm interactions required under the second Markets in Financial Instruments Directive (“MiFID II”). This new open standard is designed to facilitate the process of capturing the data necessary to comply with MiFID II’s requirements for paying for advisory services.