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December 20, 2021

What is a Market Data Benchmark Review? In our benchmark review we aim to capture and analyze business spend, document and record internal workflows and compare these results with standards we view lead the industry. The review is broken down into down into 4 sections


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August 3, 2021

When to escalate w/ Vendors? When engaging with a market data vendor during a renewal, escalation can be a highly effective negotiation strategy. Most individuals’ tasks with managing these market data vendor renewals have no authority to approve spend.


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January 13, 2021

What are soft dollars?   Soft dollars are a means of paying for market data and research services through a brokerage firm’s account rather than your own company’s account. In general, soft dollar arrangements are allowable, so long as the services purchased with client commissions are used by the investment management firm to support their investment decision making process.   


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September 21, 2017

The first two articles in this series focused on the Challenges of Managing Market Data and Market Data Licensing Recommendations. Now we focus on market data vendor management.