FrostRB

Frost RB is ideally suited to the post-MiFID II research/ESG funding environment.

​

UK/EU managers have a significant, and possibly fleeting opportunity to return to using client money for research/ESG.  These two costs combined can represent up to 25% of UK/EU manager pre-tax profit at a time when margins are under pressure.

​

But, to take advantage of this regulatory "dividend", managers will have to adjust the common firm-wide document/interaction counting research valuation methodologies that have characterized the MiFID II environment

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

 

FrostRB is a simple to use but highly customizable multi-asset class research/valuation software platform. Transcending traditional "broker-vote" systems, FrostRB provides an comprehensive research valuation/reporting framework that generates monetary budgets for research products/services that reflect investment processes and universes of the asset manager, down to the fund level.
 

Key benefits include:

Ability to generate and aggregate monetary research budgets down to the fund level, eliminating fund cross-subsidization and meeting FCA/MiFID II requirements.

Specific selection and monetary valuation of individual research products.

Harmonization of research pricing (both priced and unpriced products) resulting in ~15% top-line research savings.

Alignment of research budgets with investment strategy and expected returns.

Streamlined workflow. One set of research appraisals can flow down through all of the investment products in which investment professionals have input to create customized fund/strategy level budgets.

Sophisticated, customizable reporting by strategy, fund, research producer etc. to provide granularity of research payments for clients, regulators, internal constituencies.

An asset manager's ability to demonstrate to clients why and where their research commissions have been spent, and how that has supported the agreed investment process will be a critical competitive differentiator as asset owners increasingly benchmark asset manager research spending as an adjunct to Trade Cost Analysis (TCA).

www.frostrb.com

​

​

​

​

​

​