ML X-Rsm,
offered through The
Citation Group®, is a research
delivery alternative that allows investment managers to access
to both proprietary and third-party research from broker dealers
while reducing the complexities of managing multiple commission
pools.
Access to numerous sources of research is a critical component
in the ongoing search for alpha to enhance client returns, but
investment managers are increasingly challenged with commission
management conflicts, including the need to achieve best execution,
the reduction in the number of executing brokers and shrinking
commission pools.
| ML X-R is a full-service
solution: |
- Source and pay for proprietary research from multiple
broker dealers under 28(e) safe harbor protection
- Avoid compromising best-execution obligations
- Simplify commission management by aggregating
research services
Expand your relationship with your Merrill Lynch
Sales Trader
- Strengthen strategic partnerships by consolidating
trade execution with Merrill Lynch
- Increase transparency of research value
- Consolidate back office operational efficiency
- Access a breadth of Merrill Lynch products, including:
|
|
The Citation Group is a registered service
mark of Merrill Lynch & Co., Inc.
ML X-Rsm and ML X-TRADEsm are service marks
of Merrill Lynch & Co., Inc.
|
