Markit Commission Manager
Press Releases
Oct. 4, 2011
Challenge
Centralize all Commission Sharing Arrangements and Client Commission Arrangements on one platform.
Solution
Markit Commission Manager provides the sell-side and the buy-side with a single, standardized platform to aggregate and manage trade information, commission balances and vendor invoices and payments.
Features
- Navigate through the Trade, Balance, and Invoice views for trades and commission balances
- Access an aggregated view of commission balances across trading partners
- View trade details to quickly identify the cause behind unreconciled trades
- Utilize the messaging system to communicate with trading partners
- Set parameters and tolerance levels to identify trades that do not match
- Request and approve payments
- Audit all actions, approvals and payments
Markit Calendar
Challenge
There is no single interface for investors to track and coordinate internal and external events.
Solution
Markit Calendar integrates internal events and external event feeds from sell side brokers, independent research firms and event aggregators. The Central Meeting Calendar integrates with Outlook, filters events based on user preferences and provides event search and alert notification.
Features
- View sell side events sourced directly from the brokers, thereby increasing data quality
- Refine event searches and reports based on dynamically updating filters
- Stay informed when other colleagues schedule events with a company on your portfolio or watchlist
- Set up automated event notifications based on your search criteria (portfolio, watchlist, event type, broker, etc.)
- Manage events from within Outlook, thereby keeping with your existing workflow
- Manage itineraries, event details, rooms, and other internal logistics
- Integrate events seamlessly with Markit Vote
Markit Library
Challenge
There is no single interface for investors to view all relevant external content.
Solution
Markit Library integrates external content including broker and independent research and news. The application's robust searching capabilities help investors access the right research at the right time.
Features
- Access sell side and independent research sourced directly from the brokers, thereby increasing data quality and timeliness
- Refine external content searches based on securities, strategies, source, sector, geography or other attributes
- Quickly publish from Markit Library to Markit Firm View with personalized commentary and tags
- Set custom alerts based on your search criteria to be notified of relevant research
- Perform robust searching based on keywords or tags
Markit Research Directory
Challenge
Identifying and managing research sources remains difficult.
Solution
Markit Research Directory offers profile information on over 1,200 research firms, 30,000 contacts and 2,500 research products. The directory is a catalog of research providers and contacts, and can be used to find new research sources, track research contacts (analysts, sales, experts, etc.) and perform administrative vendor functions.
Features
- Help investors find unique research sources by leveraging our proprietary research taxonomy
- Search detailed firm and product profiles by category, coverage specialties, keyword and other filters
- Save your administrators time by leveraging databases that are updated by the providers directly
- Simplify vendor management by adding your own internal tags to a firm or product, including descriptions, coverage specialties, pricing and more
- Apply entitlements to define which providers and which data to display to your end investors
- Integrate Markit Research Directory seamlessly with Markit Vote and Markit Calendar
Markit Vote
Challenge
Identifying, tracking and rewarding providers that have added the most value to your firm remains elusive with existing voting systems.
Solution
Markit Vote provides a comprehensive top-down view of the entire voting process. Research providers, voters and administrators each have their own view for managing events, services, relationships, profiles and detailed reporting.
Features
- Choose from various implementation options, including surveys, points, ratings and one-click ballots
- Improve voting quality by offering context, including graphical views of voting trends, historical data and drill down counterparty information
- Enable administrators to configure the system for specific user groups by, for example, making certain fields required
- Provide a one-stop-shop location for your administrators to manage all tasks, events, reports and other collateral relating to Markit Vote
- Determine the reporting features to be shared with voters, internal teams and counterparties
- Easily manage voter and firm (counterparty) profile information
Markit ResearchTeam
Challenge
Measuring the performance of internal and external recommendations is expensive and difficult.
Solution
Markit ResearchTeam offers a unique way of measuring the performance of internal and external company recommendations. The interface employs a "wisdom of crowds" concept to help investors analyze coverage and performance information at the firm, individual, sector, industry and company level.
Features
- Find the top performing research providers based on sector, industry, company, timeframe, recommendation characteristics and other metrics
- Measure internal performance to find up and coming analysts
- Find the top performing providers and internal teams, alone or in combination
- Measure performance using various performance methodologies and strategies
- Interpret results quickly through multidimensional views and visualizations
- Easily integrate analysis results through detailed reports and lists
