Providing an ecosystem of workflow solutions that enable our stakeholders to efficiently manage their conversations, research distribution and consumption, corporate marketing, and trading activities.
The applications available in the Brokerage, Research, Sales & Trading suite provide solutions to increase the value of the interactions between Institutional Investors and broker/dealers and research providers by smoothing those interactions through efficient workflows. Whether it is facilitating corporate access roadshows or conferences or the access to analysts and distribution of research, our CRM and Events applications connect the stakeholders. When it is time for the investor to evaluate the services and initiate payments, our solutions are there to facilitate that workflow.
For any inquiries, contact us at BRST@ihsmarkit.com
Learn more about our range of solutions for evaluating investment research
The new Global Best Practice means that asset managers must have properly defined and well-managed processes for tracking, evaluating, budgeting and paying for research and associated services. Evaluation enables asset managers to conduct a formal research evaluation process, pre-filter and track service interactions, manage rate cards, produce budgets, and distribute feedback reports direct to research providers. Trading and other associated services can also be evaluated, providing a complete “360 degree” profile of all services received from counterparties.
Commission Manager complements Evaluation providing automated reconciliations and “virtual” CSA credit aggregation through a network of over 60 CSA brokers. Clients can monitor all CSA balances initiate payments and approve invoices through this web-based system.
A platform for sell-side institutions to manage roadshows and coordinate connectivity between corporates, industry experts and investors. iPlanner and our Events product suite provide full event management and reporting capabilities.
He has more than 23 years of experience in the financial services
industry and has focused on commission management and research
procurement services for the last 15 years. Mr. Land joined IHS
Markit in October 2016 and has responsibilities covering product
development, strategy, sales and marketing with a particular focus
on EMEA. He is a regular speaker on trends in research procurement
at conferences and events. Prior to S&P Global, he worked for
Westminster Research Associates, a specialist CSA broker. Before
that, he worked at The Bank of New York (now BNY Mellon) in a
variety of roles within their depositary receipts and global
custody divisions. Mr. Land holds a Bachelor of Arts in economics
and government from the University of Manchester, United Kingdom.
McEvans is the lead product strategy and marketing executive for
our Brokerage, Research, Sales and Trading Program. He has over 13
years of experience in financial services. He drives collaboration
and coordination across product, technology, development, product
consultants and client success. The products within his remit
include BD Data, the leading cross asset data and ownership set for
both the buyside and sellside banks, an event management suite of
solutions that serve broker dealers in corporate access & deal
related events, and research evaluation and payment tools.Prior to the merger of Ipreo and S&P Global Market
Intelligence, McEvans worked in various leadership roles across
Research, Sales & Trading. Those roles focused on banking
client workflows through Account Management, Team Management,
Product Specialist and Strategy roles. He holds a bachelor's degree
in Psychology from Brooklyn College, CUNY.
Newton Ray is product analysis and design senior associate and
subject matter expert for the events and BD Advanced platforms
offered by S&P Global. The events platforms are used to
coordinate corporate access engagements (deal/non-deal roadshows,
conferences, & summits). The applications are meant to provide
a single collaborative channel for corporates, industry experts and
investment managers to interact. The BD Advanced platforms are used
for prospecting for perspective buy-side investors via our BD
Database, managing all proprietary interactions, delivering
research communications, and maintaining investor information.Newton has over 7 years of experience in financial services and
joined S&P Global in May 2017. Before S&P Global he worked
in Credit Suisse's syndicated loans department as a loan operations
specialist.He holds a Bachelor of Arts degree in Economics and Business
from Hampden-Sydney College.