Trading ServicesEvaluation

IHS Markit provides a platform for managing and distributing feedback to your research and execution partners, to help simplify the broker evaluation process.


  • Asset managers
  • |
  • Hedge funds
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  • Broker dealers
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  • Research providers
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  • Investment banks


  • 47k+investment professionals in database
  • 3,500+ research providers in database


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Product Summary

Evolving global regulations, including MiFID II, have led to a heightened focus on how commission dollars are allocated. Investment professionals need to evaluate the services that are being delivered to them by their counterparties and determine how to compensate for those services appropriately.

Markit’s Evaluation platform allows buyside firms to demonstrate a transparent process linking the quality and quantity of goods and services supplied by providers and the expected benefit to investors. In addition, easily track the evaluation cycle, maximise evaluator responsiveness, analyse results and provide feedback to the sellside. Multiple options for formalising and recording the evaluation process helps simplify workflows.

Evaluation is integrated with our Interactions and Payments platforms to enable a more efficient commission allocation process. Review attended meetings during the evaluation period to help assess broker relationships. Retrieve evaluation results in our Payments platform to make payments for eligible services with CCA/CSA credits.

    Key Benefits

    • Flexibility

      Evaluation using points, rankings or currency, with ability for evaluators to track points allocated across firms, individuals and categories of your choice

    • Detailed assessment

      Scorecards with detailed reporting for broker evaluations, including market share analysis, evaluation trend data and qualitative feedback, as well as ability to send scorecards directly to brokers from the system

    • Easy to use

      Manage the evaluation process through a workflow timeline and graph track where evaluators are in the ballot completion process and send reminders

    • Robust reporting

      Flexible assessment of services for both internal and external consumption, including reporting and summaries by broker, analyst, service type, region and sector

    • Historical insight

      View of historical ballots and seamless integration of previously used formats to enable year-over-year analysis

    Thought Leadership

    Esma’s equity research proposals: explained