Invesco names director of ESG research
Molly Betournay joins from Vermont-based advisory firm
Molly Betournay joins from Vermont-based advisory firm
Recent years have increasingly seen ‘diverging generational attitudes towards wealth management’
Funds from Vanguard, iShares and SSGA included in new research
Analysis reveals S&P indices where equity analysts can add the most value
The EU directive could destroy the research landscape, argues Nick Burchett
Fidelity International has reversed its stance on research costs and is joining many asset managers in absorbing the fees of external research, instead of passing it on to clients.
Axa Investment Managers (IM) Framlington Equities has restructured its internal research capabilities to integrate five main thematics it believes will impact future returns.
Liontrust has warned investors to expect up to a £1.5m hit to revenues from its decision to absorb research costs under incoming Mifid II regulation.
More than half (53%) of European investment professionals expect firms to absorb the cost of research under Mifid II regulations, according to a survey by the CFA Institute.
Mifid II rules on payment for research could extend to sales and trading roles, the Financial Conduct Authority (FCA) has warned.
The Securities and Exchange Commission (SEC) has announced that UK investment firms will be able to temporarily access research from the US post-Mifid II.
Rathbones has appointed Richard Briggs and Stuart Chilvers as analysts in its equity and fixed income teams, respectively.