Recent Insights

How can differentiated ESG data help asset managers navigate the crisis? As the great Russia divestment continues, asset managers cannot rely on ESG ratings alone to guide their response, and niche ESG data providers can become a core tool to navigate a challenging 2022. Substantive Research has developed an industry-first TripAdvisor-like screener for ESG data […]

Over 600 attendees from the buy and sell side joined us in person and online in November 2021, to debate how the European research market has reemerged from lockdown protocols and the urgent need for better ESG-aligned research and data. On June 15th we will reunite the North American investment research industry at the Metropolitan […]

The MiFID II unbundling exemptions in place for SMEs from 1 March 2022 are “unworkable”, according to many asset managers London, 2 March 2022: Substantive Research, the research discovery and research spend analytics provider for the buy-side, today published findings of its latest survey on what the FCA’s changes to MiFID II’s unbundling rules, that […]

The ‘Social’ in ESG has taken a back seat to its more prominent siblings ‘Environment’ and ‘Governance’. There are numerous reasons for why this is the case. Want to find out why and how to utilise social data to improve investment performance? Click the image below to download the first edition of Substantive Research’s monthly […]

Schedule a demo here Brokers that reversed the research brain drain in 2021 are reaping the rewards London, 27 January 2021: Substantive Research, the research discovery and research spend analytics provider for the buy-side, today published findings of its latest equity Analyst Mapping study showing that the brain drain in investment research has stabilised. In […]

Earlier this month we had the immense privilege of bringing the investment research market together once again at our annual Unbundling Uncovered conference – but this time physically as well as virtually, with 300 of you joining us at the IoD in London, and 200 of you joining us virtually from the US and Continental […]

London, 29 November 2021: Substantive Research, the research discovery and research spend analytics provider for the buy-side, has completed a study examining how market share is changing in the investment research industry and which firms make up the list of highest paid providers in the industry. Substantive Research analysed research budgets of buy-side firms representing […]

Join us on November 10th, 2021 via livestream to hear industry leaders discuss research budgeting, valuation, expert networks, ESG, and Alt Data in an ever-evolving research and data market. Back in June 2021, over 600 attendees joined us online to debate the key implications of the regulatory and COVID-driven virtual environment on US and European […]

Over 600 attendees joined us online in June 2021 to debate the key implications of the regulatory and COVID-driven virtual environment on US and European research markets. On November 9th we will reunite the investment research industry at the Institute of Directors, 116 Pall Mall, London to discuss how research and data providers are addressing […]

With concerns over the ‘greenwashing’ of sustainability performance amongst organisations, identifying those ESG data providers who present information with transparent methodologies has never been more important.   In September 2021 we published the findings of an independent survey of the evolving Environmental Social and Governance (ESG) data provider marketplace. Over 300 data vendors were analysed through […]