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CUSIP Global Services Enhances Products and Services to Improve Market Efficiency and Transparency

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CUSIP Global Services (CGS) has implemented a series of product and service enhancements designed to improve the efficiency and transparency of financial markets. Provided at no additional cost to CGS customers, these improvements include an expansion of the standard CUSIP data field, the introduction of a series of counterparty risk reports, and infrastructure improvements to the Association of National Numbering Agencies (ANNA) Service Bureau.

This is CGS’ first major uplift of its products and services since it was acquired by FactSet from S&P Global in March 2022, as the latter was required to divest the organisation to merge with IHS Markit. As part of FactSet, CGS is managed on behalf of the American Bankers Association by FactSet Research Systems, with a board of trustees that represents the voices of leading financial institutions.

CGS new product and service enhancements include:

13(f) data field added to CUSIP feed: SEC Form 13(f) is a quarterly report that must be filed by all institutional asset managers with $100 million or more under management. In January of 2023, the SEC put in place new rules to require electronic filing of the form, along with amendments to modernise the form and enhance information provided. Effective 12 January 2023, CGS integrated a 13(f) data field across its CUSIP ACCESS and data feed products, allowing users to identify and add the 13(f) classification to existing security master files.

Counterparty risk reports: In response to recent market and geopolitical crises, such as the collapse of Silicon Valley Bank and Signature Bank, and the introduction of US sanctions on Russia, CGS has begun producing a series of counterparty risk reports that provide a listing of all CUSIPs issued for the affected firms and their associated entities. The reports include all relevant CUSIP, ISIN, security description and security type data fields and are available free of charge to CGS customers.

Association of National Numbering Agencies (ANNA) Service Bureau tech infrastructure improvements: In collaboration with its operating partner, SIX Financial, CGS has implemented a series of technology and infrastructure improvements to the ANNA Service Bureau (ASB), a global hub of primary source ISIN data. The enhancements, implemented on behalf of ANNA, introduce new data attributes, data quality tools and an improved user interface, all supporting support the implementation of the revised ISIN standard ISO 6166.

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