The Monthly: October 2021

Feature article:

Research distribution and investor engagement: reaching “Generation Netflix” and the retail investor

The world of entertainment has been through a revolution, with catch-up TV and new ways to watch programmes, such as via the PC, tablet or mobile phone. We are at the start of a similar change in investment research, and research providers have a steep learning curve to climb.

• Post MiFID II, brokers no longer have universal access to professional investors.
• The importance of retail investors is being recognised, but the way in which they access research is poorly understood.
• Email engagement has grown, but most research providers struggle to use it effectively.

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