Analysis, news, and podcasts from the Castine team, on the market it works in every day: commission management, CSA services, research payments, and trader compensation.
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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.
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.
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.
Vendor and contract oversight may appear to work well, but fragmented systems, unclear ownership, and reactive workflows can create hidden costs and operational risk. Castine Telescope and Contract Manager bring due diligence, contracts, renewals, utilization, approvals, and compliance into structured, centralized systems—helping firms reduce unnecessary spend, strengthen oversight, and stay audit-ready
For decades, premium data terminals have powered investment professionals. But as AI, cost pressures, and modern workflows reshape the industry, firms need more than market data, they need research infrastructure. Discover why Castine RMS complements premium terminals by centralizing knowledge, reducing costs, and creating an AI-ready foundation for investment management.
In this conversation we meet Rudolf Siebel, a Managing Director at the BVI German Investment Funds Association.
Investment research has never been more abundant, yet valuable insights remain fragmented across disconnected systems. Castine’s Research Management System (RMS) unifies external investment research with internal knowledge into a single intelligent platform, enabling AI-powered discovery, stronger collaboration, and better-informed investment decisions by transforming fragmented information into connected, continuously enriched investment intelligence.
Spinnaker helps research brokers eliminate revenue slippage by automating invoicing, capturing billable activity, improving reconciliation, and delivering globally consistent processes that protect and optimize the full value of research.
In this conversation, several members of the Castine team discuss the key takeaways from the June 11, 2026 Unbundling Uncovered conference in New York.
Europe’s Listing Act marks a major shift in MiFID II research funding by reintroducing bundled research payments across all issuers. While preserving transparency and governance requirements, the reform increases operational complexity. Asset managers must now focus on scalable infrastructure, robust controls, and effective commission management to implement flexible funding models
In this conversation, Aaron Walter and Steve Stone discuss the status of CSAs from a global perspective with Robin Hodgkins, president of Castine. Topics include the current state of CSAs in the USA but focus more on how CSAs and "payment optionality" are being re-introduced to the United Kingdom. Where brokers and asset managers stand on rolling out CSAs, what actual and perceived hurdles exist, and when full use of CSAs is likely in the UK.
Castine RMS 2.0 helps buy-side investment teams centralize and operationalize sell-side and independent research through a unified, AI-ready platform. With access to millions of searchable research documents from hundreds of providers, firms can reduce workflow fragmentation, improve research discoverability, enhance collaboration, and power next-generation AI-driven investment and research workflows.
Castine Adds 300+ Research Providers to RMS 2.0 Platform
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One surface, kept current. Dated, on-category analysis is how buyers and answer engines both learn who knows this market.