4 Ways to Manage Your Corporate Access Resources More Efficiently

One thing is becoming very clear in our discussions with large asset managers – they are increasingly focused on how they manage corporate access internally. For many years, asset managers haven’t really had to think too much about their Corporate Access process or indeed look at implementing systems that help administer it more efficiently, but this is rapidly changing.

Pricing for meetings – the changing landscape

In June 2017, we wrote in our whitepaper Preparations for MiFID II – Are you sure this is the right way? that for the industry to move forward in terms of corporate access pricing there needed to be an open and honest conversation between the sell side and their clients around both the value and true cost of the service being provided. Our sense at the time was that the process of price discovery was still at a very early stage but just a few months on and it is clear that progress is being made and a number of firms are starting to clearly define their positions.