About a-team Marketing Services
The knowledge platform for the financial technology industry

A-Team Insight Blogs

CounterpartyLink Takes Top-Down View of Entity Hierarchies with CPL Hierarchy Profile

Subscribe to our newsletter

CounterpartyLink has reversed the process of building legal entity data hierarchies from the bottom up to deliver CPL Hierarchy Profile, a product designed to provide a top-down, single view of a legal entity including its entire group structure and links between entities in the structure.

The company has been researching and validating entity data from primary sources to build these kinds of top-down data hierarchies on an ad hoc basis for some time, but with CPL Hierarchy Profile it has developed technology that allows it to populate and visualise hierarchies automatically.

James Redfern, managing director of CounterpartyLink, explains: “CPL Hierarchy Profile is a significant departure from our standard process that responds to a customer request for an entity hierarchy by building the chain of ownership up from the entity to the ultimate parent and then maintains the data. CPL Hierarchy Profile responds to a customer request about an entity by starting with the ultimate parent and building down through all the parent’s subsidiaries, exposing all entities that are linked to the entity the customer is interested in. This provides a single view of all entities a parent owns and the links between them. This is important to the understanding of risk in a group structure. It can also support Know Your Customer and Anti-Money Laundering requirements, and help financial institutions comply with sanctions.”

Unlike CounterpartyLink’s core entity data subscription services, CPL Hierarchy Profile solutions will be delivered, for the time being at least, as one-off PDF or flat data file reports and will not be maintained every day, instead providing a snap-shot in time of an entity hierarchy.

Redfern says initial interest in CPL Hierarchy Profile has come mainly from asset managers in Continental Europe, but he expects global take-up of the product in line with the company’s commitment to source, research and validate entity data in more than 200 jurisdictions. He also expects investment banks and stock exchanges that want to make deep dives into entity relationships to match the initial interest of asset managers.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Taming the Private Markets Data Beast: Solving for Valuation, Integration, and Reporting in Alternative Investments

Available On-Demand Institutional activity in private markets has surged as organisations’ traditional investment theses have been upended by global economic volatility, geopolitical instability and fee compression. In their search for better risk-adjusted returns, they have found a rich seam of alpha from private equity and credit, real assets, venture and hedge funds, as well as...

BLOG

Testing Industry Perceptions at Data Management Summit London

Every year at the A-Team Group Data Management Summit we take the pulse of the financial data and tech industry on a range of critical topics of the day. We do this through audience participation questions during the day-long event, urging delegates to interact with speakers and other participants via remote voting on salient questions....

EVENT

Eagle Alpha Alternative Data Conference, Fall, New York, hosted by A-Team Group

Now in its 8th year, the Eagle Alpha Alternative Data Conference managed by A-Team Group, is the premier content forum and networking event for investment firms and hedge funds.

GUIDE

Regulatory Data Handbook 2026 – Fourteenth Edition

Welcome to the fourteenth edition of A-Team Group’s Regulatory Data Handbook. Supervisors increasingly expect firms to demonstrate which rules apply, which data supports each obligation, who owns the control and how exceptions are identified and resolved. Policies and implementation programmes must now be supported by records that can withstand regulatory scrutiny. This edition examines material...