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TRACKING READER ENGAGEMENT
Hover over the sections in the research document below for an illustration of how Analyzer tracks user engagement.
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Research Manager is a platform global and regional asset management firms use to search for and view research in line with regulations outlined in by MiFID II. MiFID II regulations require these firms demonstrate process in how they track, control and value their research. Having your firm’s content on the platform ensures its visibility and compliant access.
Research providers can use any of the three BlueMatrix authoring and distribution platforms to feed content to Research Manager; Creator and Courier.
Creator is the industry leading research authoring, compliance and distribution platform used by many of the world’s leading sellside and independent research providers. Courier is a no-cost, web-based platform for publishing research content to Research Manager as well as other research aggregators including Bloomberg, Thomson Reuters, FactSet and S&P Capital IQ.
Content in the form of PDF/XML (RIXML 2.3+) pairs can be submitted via SFTP or https. Link-backs are also supported either through SAML authentication or by direct (unauthenticated) links.
No. Research Manager is neither an exchange nor a store. Your firm’s existing commercial arrangements with your clients remain unaffected.
A daily CSV file will be made available via SFTP containing both un-embargoed and embargoed firm and user level read data.
Research Manager supports any mutually agreed-upon embargo period, typically 90 days. The readership report always includes an indication that someone read your research. The asset management firm can choose to embargo the readership in one of two ways. The first is a full embargo; no details are released until the embargo period ends. The second is a “user” embargo which indicates that someone at their firm read your research without specifying who read it. The buyside firm would first contact you, and you agree to contribute to Research Manager, at which time would discuss the embargo with you as well.
If your firm is using Creator or Courier, entitlements are managed via the admin console. Entitlements may be controlled on any RIXML tag. However, due to the nature of the Research Manager client base, by default, most entitlements are at the individual or firm level. Of note, MiFID II stipulates the onus is upon the asset manager to ensure all consumption is in line with a pre-existing commercial arrangement with the provider. This may lessen the complexity of entitlement controls from a broker perspective.
Yes, any period can be backfilled via the same contribution methods as current research.
BlueMatrix acknowledges the variety of channels by which buyside individuals and firms prefer to consume research, and continues to support any of these preferred channels, whether it be on Bloomberg, FactSet, Thomson Reuters or Capital IQ etc.
Readership data from any research consumed through Research Manager would also have the embargo (30, 90 days, etc.) and could be fed into your Analyzer, as Bloomberg, and Thomson Reuters data is.