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Coleman Research Gears Up to Attend Unbundling Uncovered 2019 Event in London

The implementation of the MiFID II regulatory framework in early 2018 in Europe has substantially changed the way portfolio managers and buyside analysts access, share and value external research.  With the industry still working to hone best practices in addressing the associated operational challenges, Coleman Research is pleased to announce that CEO Kevin Coleman will speak at the annual Unbundling Uncovered event hosted by Substantive Research in London on November 12, 2019.  


The event will go in-depth about the market with regards to changes in pricing, providers’ moves to consolidation, and asset managers’ search for actionable insights from their new research valuation processes.   While the US is unlikely to follow Europe from a regulatory perspective, numerous panels will discuss ways in which this nonetheless affects global research providers. These panels will cover a variety of topics including budget efficiency with performance, changes in provider business models, research valuation and budgeting, and corporate access.


Kevin Coleman will join other industry leaders on the Regulatory Arbitrage panel, which will discuss the crucial difference between national regulators within Europe, and between Europe and other regions. They will also be discussing how US research unbundling unfolds in response to MiFID II, and how this will ultimately impact research and asset management. 


Coleman’s newly released SaaS Platform, Expert Relationship Management (ERM) is well-positioned to address these industry complexities, especially buyside corporate access. “Another trend we have noticed is buy-side firms extending their corporate access contacts beyond the Investor Relations team to all types of corporate access, as well as industry experts and key influencers in each industry.  The buyside now needs to formally track these interactions, which can be a costly and time-consuming process,” explained Coleman. “Our Platform, Coleman ERM helps the buyside build out their own proprietary lists of corporate access professionals and helps them manage these interactions through a robust set of compliance tools, designed specifically for the buyside.”

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