What UK Heads of Trading & Dealing Teams Must Know About CSA Resurgence
The FCA marks a significant shift for UK buy-side trading desks, reopening the door to funding research through trading commissions after years of separation under MiFID II. With Commission Sharing Agreements once again permitted, Heads of Trading are being pulled back into decisions around research funding, broker engagement, and budget control. This change elevates trading’s role beyond execution, placing greater emphasis on governance, transparency, and commercial oversight. Firms that respond proactively can unlock stronger broker partnerships and better alignment between research spend and investment outcomes, while those that delay risk operational and compliance challenges in a rapidly evolving landscape.
How Castine’s RMS is Setting a New Industry Standard
As asset management grows more complex and data-driven, Castine LLC’s next-generation Research Management System (RMS) is redefining how investment teams operate. Enhanced by the 2025 acquisition of ResearchPool, Castine RMS centralizes research, data, and collaboration into a single, intelligent platform. With powerful data integration, flexible workflows, AI-driven insights, and seamless system connectivity, Castine RMS helps firms reduce silos, strengthen compliance, and turn research into measurable results.
Castine announces the completion of its ISO 27001 certification
Castine announces the completion of its ISO 27001 certification, reinforcing its commitment to best practices in information security and data protection. This internationally recognized standard demonstrates Castine’s robust governance, risk management, and proactive approach to safeguarding client data against evolving cyber-security threats.
Outsourcing Oversight: SEC Expectations and the Role of Due Diligence Software
This blog post appeared in Integrity Research’s Newsletter December 22, 2025. John McGough, Castine’s Head of Global Business Development is the author.
Investment Management: Embrace Data Automation, Staying Still is Not an Option
In today’s competitive market, automation is essential for active management firms to stay ahead. Many firms struggle with disorganized data and manual processes, diverting resources from high-impact strategies. Our Research Management Solution (RMS) offers seamless Microsoft Office integration, centralized data access, enhanced search, and AI-powered features, streamlining workflows and driving better investment outcomes.
Unlock Differentiated Alpha by Lifting Your Internal Research
Investment firms struggle to share valuable research due to complex access and search processes. Castine offers a solution: an easy-to-use platform for streamlined sharing, organization, and access to internal research, empowering teams to make informed investment decisions.
European Investments with Our Sell Side Research API
European Investments with Our Sell Side Research API Feb 26, 2024 — by Castine in Insights European stocks are currently enjoying a surge in interest among international investors seeking promising investment opportunities beyond the U.S. market. As the demand for insightful investment strategies grows.
Making ESG Engagement Reporting at Fund Level Easy!
New regulations require investment managers to report engagement activities at the fund level. Achieving this is complex due to data quality issues, ticker variants, and mismatches with fund holdings. Castine offers an automated solution with ticker mapping and robust aggregation, streamlining ESG engagement reporting and saving significant time and effort.
ResearchPool RMS – Doing What it Takes to Simplify Investment Management
Many professionals struggle to quickly find internal research, especially in investment management, where data is often disorganized and spread across multiple systems. The complexity of managing numerous issuers, securities, and identifiers adds to this challenge. To address this, Our Research Management Solution offers features like enhanced issuer search, unified content aggregation, customizable data fields, seamless MS Office integration, and advanced data tables, all designed to streamline workflows and boost productivity.