Targeted Research Crown Integrity Research Associates tracks the entire external research industry and assists hedge funds and asset managers in optimizing spend on external research. This presents an opportunity to position advanced benchmarking, cost-optimization, and vendor rationalization services to clients seeking greater value from their research budgets.

MiFID II Expertise With a history of launching MiFID II Research Solution Providers and conducting in-depth reviews of tools for research unbundling, there is a sales angle for regulatory compliance support, RFP response services, and technology assessments that help asset managers comply and optimize their research workflows.

Strategic Partnerships Recent collaboration with Plunkett Research indicates a readiness to integrate macro data and backtesting practices, signaling cross-sell opportunities for data analytics, backtesting platforms, and enhanced research methodologies to improve investment decision making.

Boutique Advisory Strength As a small firm with 2-10 employees and revenue in the 1M-10M range, Integrity Research may be seeking scalable, high-touch enterprise solutions, managed services, and AI-assisted research tools that fit lean teams while expanding client coverage and value delivery.

Competitive Positioning The firm differentiates by covering obscure and hard-to-find research sources and by managing risk through compliance due diligence. This creates a compelling narrative for sales pitches around vendor discovery platforms, due diligence tooling, and risk management software integrations tailored to research spend.