ResearchPool has launched a new interactions management tool on its platform that allows buy-side firms to simplify the monitoring, aggregation, analysis and evaluation of investment research and corporate access related interactions.As part of the investment process, investment professionals acquire, in addition to written investment research, a range of other advisory services from sell-side firms, such as conferences, one-to-one meetings with corporate executives, tailored roadshows, sell-side analyst calls and meetings. Investment firms may also arrange meetings and interact directly with corporates.
MIFID-II’s research unbundling regulations has uncovered that some investment firms spend more than fifty percent of their external investment research budget on such services. Consequently, the effective monitoring and evaluation of sell-side advisory services and corporate access interactions is essential to ensure maximum ‘bang for buck’.
ResearchPool’s robust new interactions management tool allows investment firms to directly input and securely store all sell-side and corporate interactions directly into the ResearchPool’s research management platform, alongside side the firm’s investment research library and research budgeting tools.
The analysis and statistics created by ResearchPool’s interactions management tool will allow investment professional to evaluate the efficiency and effectiveness of their interactions whilst providing firm-wide transparency and allowing effective oversight.
Pedro Fernandes, Co-Founder and CEO of ResearchPool, says: “At ResearchPool we continually listen and act on feedback from our investment professional clients and community to develop and deliver innovative technology solutions that make a real difference to the daily workload of the buy-side. The launch of our new interactions management tool that simplifies and accurately monitors sell-side advisory and corporate interactions demonstrates this commitment.”
