RIDGEWOOD, N.J., September 15, 2025 — Castine is expanding its educational outreach with a free three-part webinar series for brokers and asset managers at all stages of Commission Sharing Arrangement (“CSAs” or “Commission Management”) adoption. Presented in partnership with Integrity Research, the series reflects the growing momentum across markets to reengage with CSAs as strategic tools for funding investment research.
Recent regulatory reforms in the UK—and anticipated changes across the EU through 2026—are prompting firms to revisit how they pay for and consume research. While CSA usage declined in Europe following MiFID II’s 2017 restrictions, the UK’s policy shift now affirms their value in improving research quality and investment outcomes. The EU is expected to follow suit, while the U.S. and other global markets have continued to embrace CSAs as standard practice.
Castine’s webinar series is designed to help firms navigate this evolving landscape, whether they’re exploring commission management for the first time or refining mature programs. The sessions include:
CSA101 – Introduction to CSAs
Foundational overview of commission management, MiFID II’s impact on research, and renewed global acceptance of CSAs.
CSA201 – Asset Manager Implementation
Practical guidance for UK-based and international managers on building compliant CSA programs and communicating their value to end-asset owners.
CSA301 – Broker Implementation
Focused on broker-side CSA execution, including agreements, reporting, and best practices for supporting asset manager clients.
The series features global insights from Michael Mayhew, CEO of Integrity Research, and John McGough, Head of Global Business Development at Castine.
Sessions will be moderated by Robin Hodgkins, Castine’s President.
Webinar Dates:
September 25
October 9
October 26