Research Spend Decisions Strongly Tied to Firm Assets in the U.S.

Current research budgets vary widely but predictably across asset sizes, but change may be on the horizon for U.S. investors.


What you will learn in this report:

  • How does asset size relate to research budget size?
  • How do firms expect their research spend to change in the future?

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In the wake of MiFID II, buy-side firms across the global investment community are reassessing their research payment decisions. For U.S. equities investors, current research budget sizes continue to trend closely with firm asset sizes, but this may not hold for the future as revealed in the 2018 All-America Research Team survey.

Nearly 3,900 investment professionals at 1,359 institutions managing an estimated $13 trillion in U.S. equities participated in Institutional Investor‘s 2018 All-America Research Team survey.