Data Management Insight Blogs The latest content from across the platform
Leading Canadian Asset Management Firm Selects Equipos for Client Reporting Automation
Equipos, a global client communications software provider, today announced that one of Canada’s largest asset managers has appointed Equipos to deploy a fully integrated and automated client reporting system throughout the company’s institutional operation by September 2011. Under terms of the agreement Equipos will automate the acquisition of client portfolio data from the client’s core…
Fortune SGAM Adopts Omgeo Alert and Omgeo CTM Via Hundsun
Omgeo, the global standard for post-trade efficiency, today announced that Fortune SGAM, one of China’s leading investment management firms, is the first company to go live on the Omgeo-Hundsun interface for cross border post-trade processing. The Omgeo-Hundsun interface was established in June 2010 after the two companies entered into a global alliance agreement the previous…
BNY Mellon Asset Servicing Appoints Jon Willis as Head of EMEA Transfer Agency Services
BNY Mellon Asset Servicing has appointed Jon Willis as head of EMEA Transfer Agency Services, with responsibility for the company’s UK and offshore transfer agent activities. Willis will report to Paul Bodart, head of global operations for EMEA. He joins BNY Mellon from International Financial Data Services (IFDS), State Street and DST System’s joint venture…
CrossBorder Capital Selects SunGard’s FastVal for UCITS Compliance
CrossBorder Capital, a London-based independent investment advisory firm, has implemented SunGard’s FastVal, an independent valuation service for vanilla and complex over-the-counter (OTC) derivatives. CrossBorder Capital expanded into alternative investments in 1999 and the FastVal solution, a cost-effective service provided on an ASP basis, is helping the firm comply with UCITS directives covering the independent valuation…
Prioritise Your Projects in Light of the Regulations Coming Down the Pipe, Says Nomura International’s Bannocks
Firms need to get a good handle on the regulations coming down the pipe and how they will impact the data management function, as well as prioritising them in order of timeframes, said Chris Bannocks, managing director and global head of reference data, Operations, Nomura International. Speaking at this week’s JWG organised event on next…
JWG’s Di Giammarino Highlights the Potential Cost of the OFR for Individual Systemically Important Firms
The Office of Financial Research represents a “game of chicken” between the regulatory community and the industry, said PJ Di Giammarino, CEO of think tank JWG, at this week’s event on the regulatory data radar in 2011. “If you don’t provide feedback and get your act together by 15 July deadline, it could get pretty…
CFTC’s Gensler Elaborates on Why Identification Standards are so Important to the Regulatory Function
The five month investigation into the 6 May US flash crash has been widely publicised and everyone and their dog has been fixated on the impact of high frequency trading on the markets at large. However, the investigation has also raised regulatory awareness of the underlying data inadequacies that lie at the heart of the…
Susan Certoma Appointed President of Broadridge’s Brokerage Processing Services Business
Broadridge Financial Solutions announced today the appointment of Susan Certoma as president of Broadridge’s Brokerage Processing Services (BPS) business. In her new role, Certoma will be responsible for all aspects of Broadridge’s Brokerage Processing Services business, which includes equity, option and mutual fund securities processing as well as its Business Process Management (BPM) suite and…
Robert Hegarty Joins Thomson Reuters as Global Head of Market Structure
Thomson Reuters today announced that Robert Hegarty has been named Global Head of Market Structure for the Enterprise business. Hegarty will oversee the expansion of Elektron, the firm’s financial markets ecosystem that delivers content and services worldwide, by cultivating partnerships with market participants to accelerate the growth and value-add for community members. He will report…
The OFR Should Leverage Existing Regulatory Reports and Focus on Systemic Risk Only, Says the Cluff Fund Report
Following on from the decision to establish two new US federal bodies to monitor and address systemic risk – the Financial Stability Oversight Council and the Office of Financial Research – as part of the Dodd-Frank Act, the Anthony T Cluff Research Fund has collected together industry opinion on how these two bodies should operate,…