Insights

Power Your AI with the Sell Side Research that Your Investment Teams Rely On
Investment teams already pay for valuable sell-side and independent research, but finding the right evidence can consume hours. Castine connects authorised research to internal AI applications, helping teams search, retrieve and compare original reports faster. With consistent metadata and source visibility, firms can turn research access into a more efficient investment workflow.

The Operational Risk of Calculating Trader Compensation in Spreadsheets
Spreadsheets remain widely used for trader compensation, but their flexibility creates significant operational risk. Formula errors, broken links, version drift, undocumented overrides, and weak audit trails can lead to inaccurate payouts, reporting discrepancies, and costly restatements. CFOs need compensation processes that combine flexibility with stronger controls, transparency, reconciliation, and auditability.

CSA vs RPA & P&L: Why CSAs Are the More Practical Research Funding Choice
As research funding evolves across the UK and EU, asset managers are reassessing the limitations of RPAs and P&L funding. CSAs offer a more flexible approach, combining transparent governance, operational efficiency, stronger broker alignment, and research budgets that can scale with trading activity, without the rigidity and administrative burden associated with alternative models.