Randy Baron discusses recent changes in the asset management industry, how regulations have influenced asset managers’ research effort. The episode touches on the relationship between deep-dive research and regulatory obligations, and the importance of engaging with the right providers for research
– It’s important to engage with the right firms for deep, differentiated research that can set your portfolios apart
– Compliance is a need, whereas deep, differentiated research is a want, and “needs” are increasing, taking up more costs, but more extensive research is necessary for keeping your competitive edge
– The “Chinese Wall” between, for example, investment banking and research is only getting bigger
– More transparent reporting will be a prominent regulatory requirement, but the need for quality research is increasing
"Differentiated research – like the boutique firms that have a deep knowledge into a subject or category – is going to have much more of an impact going forward than, for example, the big banks that have a very wide range of research, but don’t go very deep into it."
Visit Randy’s profile and the Pinnacle Associates website or book a demo with us, to see how we can help your business.