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Firms Unbundling Research Across Global Operations, Report Says

The Financial Times, citing a survey by Liquidnet, reports that asset managers worldwide are implementing MiFID II requirements on investment research in their global operations and not only in Europe. The EU regulation, which went effective in January, required European financial firms to separate investment research costs from trading commissions and other charges paid to banks and brokers.  In the Liquidnet survey cited by the FT, 53 percent of 55 firms had implemented unbundling as a global policy and 20 percent planned to do so in the next five years.  AllianceBernstein and MFS are among firms that have implemented unbundling standards in their global operations, the FT reported.