Metzler Asset Management Selects Visible Alpha for MiFID II Research Tracking and Valuation

Metzler Asset Management GmbH (Metzler) announced the implementation of a new process for discovering, tracking and valuing research through the selection of Visible Alphas ONEaccess Platform. The addition of the ONEaccess Forward Calendar, Resource Tracking and Broker Vote applications enable the company to meet the compliance obligations associated with MiFID II regulations, particularly those associated with BaFin, the financial regulatory authority in Germany.

Through Metzlers engagement with Visible Alpha, the firms approximately 25 investment professionals will be able to discover corporate access events and set up custom valuation frameworks for their interactions with brokers and research providers in a granular way.

In preparing to comply with MiFID II regulations, we evaluated a number of vendors with a focus on data integrity and ease of use for our investment professionals, said Thorsten Koeble, Head of MiFID II Management at Metzler Asset Management. The ONEaccess Platform allows us to source interactions data directly from our research provider relationships and to track and value those interactions in one seamless workflow.

The ONEaccess Platform selected by Metzler Asset Management:

  • Empowers asset managers to monitor, aggregate and analyze all of their interactions with research providers in one place, ensuring that consumption is aligned with the firms research budgets.
  • Facilitates the assessment of research quality through customizable research provider scorecards in which Metzler can assign weightings to valuable research services.
  • Enables Metzler to build broker review processes from the bottom up using detailed consumption and value metrics.

We are very excited to add Metzler Asset Management to our roster of asset managers leveraging the ONEaccess Platform, said Karina Limburg, Senior Sales at Visible Alpha. While many of our clients implement the ONEaccess Platform to meet MiFID II compliance obligations, the research tracking and valuation functionality enables firms to implement best practice processes for managing their research relationships and businesses over the long term.

About Metzler Asset Management

Metzler Asset Management provides sound investment services to institutional clients and financial intermediaries. The Metzler experts draft customized and sophisticated portfolio management concepts as well as efficient and secure administrative solutions. In portfolio management, they concentrate on established equity, bond and multi-asset strategies. In addition, Metzler offers capital preservation and absolute return strategies geared to risk-bearing capacity as well as fund-based investment solutions. Administration services, e.g. Master KVG, the fund platform Metzler Fund Xchange and reporting, provide suitable structures and high process reliability also for highly complex contexts.

About Visible Alpha

Visible Alpha is transforming the way Wall Street firms collaborate on research, financial models and other services with breakthrough tools for discovery, analysis and valuation. With more than 300 employees globally, the rapidly growing company combines advanced data correction methodologies, a secure distribution network and sophisticated analytical tools to drive efficiencies and transparency into the research process while also enabling firms to generate alpha in new and differentiated ways. Visible Alpha is backed by firms including Bank of America Merrill Lynch, Citi, Jefferies, Morgan Stanley and UBS. For more information on Visible Alpha, please visit