Metzler implements Visible Alpha platform
January 5, 2018

Germany's Metzler Asset Management GmbH (Metzler) has this week announced the implementation of a new process for discovering, tracking and valuing research through the selection of Visible Alpha's ONEaccess Platform. The addition of the ONEaccess Forward Calendar, Resource Tracking and Broker Vote applications enable the company to meet the compliance obligations associated with MiFID II (markets in financial instruments directive II) regulations, particularly those associated with BaFin, the financial regulatory authority in Germany.

Through Metzler's engagement with Visible Alpha, the firm's approximately 25 investment professionals will be able to discover corporate access events and set up custom valuation frameworks for their interactions with brokers and research providers in a granular way.

"In preparing to comply with MiFID II regulations, we evaluated a number of vendors with a focus on data integrity and ease of use for our investment professionals," said Thorsten Koeble, Head of MiFID II Management at Metzler Asset Management. "The ONEaccess Platform allows us to source interactions data directly from our research provider relationships and to track and value those interactions in one seamless workflow."

Visible Alphas says the ONEaccess Platform:

Empowers asset managers to monitor, aggregate and analyze all of their interactions with research providers in one place, ensuring that consumption is aligned with the firm's research budgets.

Facilitates the assessment of research quality through customizable research provider scorecards in which Metzler can assign weightings to valuable research services.

Enables Metzler to build broker review processes from the bottom up using detailed consumption and value metrics.





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Germany's Metzler Asset Management GmbH (Metzler) has this week announced the implementation of a new process for discovering, tracking and valuing research through the selection of Visible Alpha's ONEaccess Platform. The addition of the ONEaccess Forward Calendar, Resource Tracking and Broker Vote applications enable the company to meet the compliance obligations associated with MiFID II (markets in financial instruments directive II) regulations, particularly those associated with BaFin, the financial regulatory authority in Germany.

Through Metzler's engagement with Visible Alpha, the firm's approximately 25 investment professionals will be able to discover corporate access events and set up custom valuation frameworks for their interactions with brokers and research providers in a granular way.

"In preparing to comply with MiFID II regulations, we evaluated a number of vendors with a focus on data integrity and ease of use for our investment professionals," said Thorsten Koeble, Head of MiFID II Management at Metzler Asset Management. "The ONEaccess Platform allows us to source interactions data directly from our research provider relationships and to track and value those interactions in one seamless workflow."

Visible Alphas says the ONEaccess Platform:

Empowers asset managers to monitor, aggregate and analyze all of their interactions with research providers in one place, ensuring that consumption is aligned with the firm's research budgets.

Facilitates the assessment of research quality through customizable research provider scorecards in which Metzler can assign weightings to valuable research services.

Enables Metzler to build broker review processes from the bottom up using detailed consumption and value metrics.



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