Drawing on real-world best practice and operational case studies, this one-day Masterclass will equip those with responsibilities for responding to research regulations with the skills to ensure effective change management and return on investment from these new processes.


Best Practice in Research Procurement Masterclass

📅25 April 2017
09:00 - 17:30 (8 hours 30 minutes)


👤Mr Alistair Haig, Early Career Fellow in Finance, University of Edinburgh Business School

👤Mr Mike Carrodus, Founder & CEO, Substantive Research


This event is now over. For details of future masterclasses on this topic, view our upcoming events ยป

MiFID II’s new regulations covering research procurement will change how asset managers in Europe can buy, consume and pay for external research.
Under the new rules effective January 3rd 2018 fund managers will need to set pre-agreed budgets for research payments, provide detailed audit trails of payments made to research providers, and also disclose transparent methodologies as to how they select and pay for research.

In this Masterclass participants will focus on understanding what the options are and how to hone in on the key drivers for each attendee’s firm when making those choices.

Join us to:

  • Review best practice
  • Consider areas where your own firm’s practice may be improved
  • Identify opportunities to maximise the benefit of research

Location: 6 Crowne Plaza London, 19 New Bridge St, London, EC4V 6DB

Course Fees (Include course materials, daytime catering and evening dinner at the Chinese Cricket Club, Crowne Plaza)

20% discount for the staff and alumni of the University of Edinburgh.

📖View the full course outline


Crowne Plaza London - The City
19 New Bridge St, London EC4V 6DB, UK

Further information


👤 Executive Education Enquiries
UEBS Executive Education enquiries
📞 0131 651 5245

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