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Research

MiFID II research rules to add fiduciary layer for asset owners
Onus will be on plan sponsors to approve disclosed charges

P&I’s article discusses the new fiduciary responsibility plan sponsors are facing involving soft dollars and commission unbundling, following the European Commission finalizing the MiFID II directive. Steve Glass is quoted discussing the implications these regulations will have, and the additional fiduciary risk to asset owners.

When the Dust Settles
Has transition management finally laid the ghosts of scandles past to rest?

The cleanup from the transition scandal which unfolded over the past several years appears to be progressing. This article discusses the status of the transition management industry now that the dust is finally settling. Steve Glass, Zeno’s President & CEO, is quoted throughout this article.

Commission unbundling: a new fiduciary responsibility for asset owners. Are you ready??
This is the featured article in the Mid Year 2016 Zeno Newsletter. The article provides an update on the new directive by the European Union governing the ways that investment managers can purchase research with their clients’ commission dollars. It is intended to both alert asset owners of this new fiduciary responsibility and offer guidance on how to structure new oversight programs that prudently discharge those responsibilities.

Funds upping pressure to get best execution on FX trades
This article discusses how pension funds are increasingly concerned about transparency in transaction costs and achieving best execution. Steve Glass is quoted discussing how managers are the fiduciaries and should negotiate FX trades.

Some fear asset owner concerns not on table
This article discusses how the SEC’s Equity Market Structure Advisory Committee will study the structure and operations of the U.S. equities markets and make recommendations to the SEC on regulatory changes. Steve Glass is quoted in this article, and discusses concerns from a pension fund’s point of view.

Best execution a real conundrum
The focus of this article is on how market participants define best execution in different ways, making creating a single prescriptive definition difficult. Steve Glass is quoted in this article.

Tracking trading costs
P&I’s June 1, 2015 edition featured Zeno charts showing trading cost trends for large cap and small cap strategies.

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