Metzler AM Taps Visible Alpha for Mifid II Research Compliance

Implementing a new research tracking and valuation workflow based on Visible Alpha's tools will enable the firm to get better results from research relationships, as well as comply with Mifid II.


By using Visible Alpha’s ONEaccess Forward Calendar, Resource Tracking and Broker Vote applications, Metzler’s team of about 25 investment professionals will be able to identify corporate access events and create custom valuation frameworks governing their interactions with brokers and research providers.

“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. The ONEaccess Platform

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