In Sprint 136, we increased the granularity of our Buy-side Review & Release process and added a per-day method to value interactions.
Resource Tracking: Review & Release
In many buy-side firms, portfolio managers and analysts (non-admins) are responsible for valuing their research consumption. To meet this need, firms now have the option for non-admin users to accept/reject and override the rate/value of interactions specific to them.
Enable this setting by navigating to: Access & Admin > Resource Tracking > Review Process
Resource Tracking: Grouping Interactions
Our buy-side review functionality allows admins to enforce data accuracy checks on sell-side interactions. However, buy side firms typically accept or reject allocation level, whereas the sell side often times includes a collection of allocations in one interaction. With this enhancement, all incoming sell-side interactions are separated into individual investor allocations which allows the buy side to accept or reject sell-side interactions at their preferred granularity.
Resource Tracking: Per Day Calculator
As investors become increasingly sophisticated in how they think about an interaction’s value, so does their need for a more diverse set of calculators. The new Per Day Calculator uses the number of days as the rate multiplier to assess an interactions’ value. For example, a buy-side firm can value a 5-day Field Trip with 1 investor attendee over a 3-day Field Trip with 10 investor attendees.