S&P Global Market Intelligence and Visible Alpha bring enhanced tracking and research valuation tools to clients

Posted by Visible Alpha on 4/30/18 8:00 AM

Collaboration between data and technology firms aims to help investors and brokers meet MiFID II reporting requirements

New York, April 30, 2018  S&P Global Market Intelligence (SPGMI), a division of S&P Global (NYSE: SPGI), today announced that it is collaborating with Visible Alpha through the company’s ONEaccess platform to aid mutual institutional buy-side clients with tracking and valuing research products and services following the application of the revised EU Markets in Financial Instruments Directive and Regulation (MIFID II).

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Topics: Company Updates, MiFID II

New Report from ONEaccess Shows MiFID II Driving Asset Managers and Asset Owners to Measure Research ROI

Posted by Visible Alpha on 10/27/17 7:31 AM

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.

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Topics: Company Updates, MiFID II

Visible Alpha Adds Email Tracking and Budgeting to its ONEaccess Research Valuation Solution for MiFID II

Posted by Visible Alpha on 10/9/17 4:52 AM
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.

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Topics: Company Updates, Product News, MiFID II

Thomson Reuters Strengthens Eikon MiFID II Research Unbundling Compliance Capabilities with New Applications from Visible Alpha

Posted by Visible Alpha on 9/12/17 8:00 AM
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.

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Topics: Company Updates, MiFID II

Principal Global Investors Selects Visible Alpha and ITG for Equity Research Valuation and Payment Administration

Posted by Visible Alpha on 9/7/17 7:52 AM

(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.

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Topics: Company Updates, MiFID II

RIXML.org Creates Interactions Working Group to Create Schema to Help Firms Comply with MiFID II

Posted by Visible Alpha on 5/4/17 9:20 AM

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.

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Topics: Company Updates, MiFID II

FactSet and ONEaccess Team to Address Research Tracking and Valuation Challenges for MiFID II

Posted by Visible Alpha on 4/10/17 6:44 AM
Joint solution enhances the tracking and evaluation of research to meet regulatory reporting requirements

Norwalk, CT and London, April 10, 2017 – FactSet, a global provider of integrated financial information, analytical applications and industry-leading service, and ONEaccess, a Visible Alpha company and leading corporate access and research valuation platform, announced today an alliance to provide institutional investor clients with a new suite of tools to track and value research products and services.

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Topics: Company Updates, MiFID II

Liquidnet and ONEaccess Deliver Integrated Research Management Solutions for MiFID II Compliance

Posted by Visible Alpha on 3/29/17 7:31 AM
New Partnership Optimizes Research Management Workflow for Institutional Investors

NEW YORK, March 29, 2017 – Liquidnet, the global institutional trading network, and ONEaccess, a Visible Alpha company and leading corporate access and research valuation platform, today announced a partnership to provide institutional investors with solutions to seamlessly manage, track, and pay for eligible research under MiFID II. This partnership between Liquidnet and ONEaccess offers clients of both companies a more efficient technology solution for managing their interactions with research content.

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Topics: Company Updates, MiFID II

ONEaccess Unveils Research Valuation Solution for MiFID II

Posted by Visible Alpha on 3/16/17 7:23 AM
ONEaccess solves MiFID II compliance challenges with smart tools for implementing and managing a sustainable research valuation and RPA framework.

New York, March 16, 2017 — ONEaccess, a Visible Alpha company, today announced new enhancements to its platform that will allow asset managers to comply with MiFID II requirements, including regular assessment of research quality, management of research budgets, and enforcement of stricter controls around inducements.

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Topics: Company Updates, MiFID II

IHS Markit and ONEaccess Partner to Provide Historical Interactions and Holistic Corporate Events Calendar

Posted by Visible Alpha on 2/3/17 8:01 AM
New functionality helps customers meet their MiFID II requirements around consuming and evaluating research.

LONDON (February 3, 2017) – IHS Markit® (Nasdaq: INFO), a world leader in critical information, analytics and solutions, and ONEaccess, a Visible Alpha service and leading sell-side resource tracking and corporate access platform, today announced a strategic partnership to provide mutual customers with historical interactions and a holistic future corporate events calendar available through the Markit Interactions platform.

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Topics: Company Updates, MiFID II