FactSet and ONEaccess Team to Address Research Tracking and Valuation Challenges for MiFID II

Joint solution enhances the tracking and evaluation of research to meet regulatory reporting requirements

Norwalk, CT and London, April 10, 2017 – FactSet, a global provider of integrated financial information, analytical applications and industry-leading service, and ONEaccess, a Visible Alpha company and leading corporate access and research valuation platform, announced today an alliance to provide institutional investor clients with a new suite of tools to track and value research products and services.

The strategic relationship between FactSet and ONEaccess will enable FactSet users to discover corporate access events, create a research valuation framework and carry out a quantitative broker vote within FactSet’s Research Management Solutions (RMS). To accomplish this, three new applications will be made available via subscription through the FactSet workstation and the stand-alone Code Red system: ONEaccess Forward Calendar, ONEaccess Resource Tracking and ONEaccess Broker Vote. FactSet users will have the ability to launch any of these applications to initiate corporate access event discovery and research valuation directly into their existing workflow.

FactSet’s RMS is a single source for broker and third-party research globally and provides a centralized location for research collection, sharing, annotation and collaboration in a manner that supports today’s global regulations. This full-service solution allows firms to integrate with their own proprietary processes and maintain an audit trail that tracks the rationale behind trades to both investors and regulators alike while providing evidence of the valuable research services provided to clients.

”With new disclosure obligations as well as more stringent tracking, many research, sales and trading teams are seeking a comprehensive solution,” explained David Hannibal, Manager of Channel Partners, FactSet. “The combination of FactSet and ONEaccess offers a seamlessly integrated solution with the scale, breadth and depth needed to assist our clients withMiFID II compliance.”

“As investors prepare to comply with MiFID II requirements, ONEaccess offers a flexible approach for tracking, managing, and valuing research, corporate access and events,” said Mike Stepanovich, CEO of ONEaccess. “From one place, FactSet users will be able to access all relevant research content and evaluate it according to their unique preferences. This is important for compliance with MiFID II regulations in Europe and is quickly becoming a best practice in the U.S.”

For more information on FactSet’s research management solutions visit: https://www.factset.com/analytics/research_management

About FactSet
FactSet (NYSE:FDS|NASDAQ:FDS) delivers superior analytics, service, content, and technology to help more than 85,000 users see and seize opportunity sooner. We are committed to giving investment professionals the edge to outperform, with fresh perspectives, informed insights, and the industry-leading support of our dedicated specialists. We’re proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune’s 100 Best Companies to Work For and a Best Workplace in the United Kingdom and France. Subscribe to our thought leadership blog to get fresh insight delivered daily at insight.factset.com. Learn more at www.factset.com and follow on Twitter: www.twitter.com/factset.

About ONEaccess
ONEaccess, a Visible Alpha company, is a content and interactions hub that is changing the way the buy side and the sell side collaborate with one another. Founded in 2014, ONEaccess improves the efficiency of discovering, analyzing and valuing events and interactions between professionals on both sides of the market. Our growing suite of intuitive productivity tools fosters trust and transparency in the broker-client relationship and frees up time for generating alpha in the process.

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Forefront Communications for Visible Alpha
Eric Soderberg
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