Data Management Insight Blogs The latest content from across the platform
EDM Evolves to Cover Workflow Orchestration, Study Finds
Enterprise data management (EDM) is entering a new phase, progressing from a goal of collating, cleansing and storing data, and evolving into a broader strategy encompassing workflow orchestration and subsequent distribution to downstream applications. This is one of the key findings in a new white paper produced by A-Team Group and sponsored by Reuters. The…
CUSIP Service Bureau’s New Web-Based System Streamlines Request Process
The CUSIP Service Bureau (CSB), the provider of unique issuer and instrument identifiers operated for the American Bankers Association by Standard & Poor’s (S&P), has introduced CUSIP Request, a new web-based system for processing requests for securities identifiers. Together with its internal IT team, S&P created a web-based prototype that enabled customers to attach documents…
Swift CEO Campos Favours ‘Cautious But Intelligent’ Ref Data Strategy
Reference data is a challenging business, and while it is part of Swift’s strategy, the co-operative is taking a “very cautious” but “intelligent” approach to the space. So says its chief executive officer Lázaro Campos in a wide-ranging and frank interview with Reference Data Review’s sister title A-Team IQ this month. As has been well-documented…
Counterparty Data: Finding its Rightful Place in the Sun at Last, As Revenue Generation Gains Hit Home
Progress with industry-level efforts to create a universal standard for entity identification may be going nowhere fast, but this is not preventing financial institutions from undertaking projects to get their counterparty data in order. As a result, counterparty data is fast losing its reputation as the poor relation of the reference data family. As Mike…
Time for a MiFID for Corporate Actions? By Richard Newbury, Head of Product Services at Telekurs
Corporate actions processing is moving to centre stage in the minds of back office managers, in the same way that trading has been to the front office for a very long time. Corporate actions processing is expensive in terms of human resources. There are persistent rumours that missed corporate actions have cost some banks dearly…
ATD Takes Cleansed CA Data From Fidelity ActionsXchange
Automated Trading Desk (ATD) has signed up for cleansed US domestic equity corporate actions information from Fidelity ActionsXchange, via its ActionService product. After a trial of the corporate actions solution, ATD made its decision to go with Fidelity ActionsXchange based on its timeliness, data accuracy and ease of integration into its own system, according to…
Vancouver-based OTC Val Enters Structured Products Pricing Space, Targets White-Labelling Deals
Firms seeking independent prices for OTC derivatives have a potential new partner in the shape of Vancouver-headquartered OTC Valuations Limited (OTC Val). Founded this year and comprising a team of people with backgrounds in mathematical modeling, valuation system implementation, training, proprietary trading support and spreadsheet consulting services in the OTC derivatives area, OTC Val has…
Siperian Partners with Capco, Integrates with Lombardi for BPM
California-based master data management (MDM) provider Siperian says its effort to penetrate the financial services space is gathering momentum, as it signs new clients applying its solution for client on-boarding, risk management, corporate actions processing and compliance. The vendor has also entered into strategic partnerships with Capco and New Jersey-based business and technology consulting firm…
Counterparty/Client Data Efforts Kicked Up a Notch to Support Proactive Risk Management, Report Finds
Proactive risk management is a key driver for investment in improving client and counterparty data, finds a new report from A-Team Group, sponsored by GoldenSource. While it has been well publicised that regulations like KYC and AML have forced firms to pay tactical attention to client and counterparty data, it is now clear that there…
Aubrey Leaves Thomson for Fitch, Plans End to End Solution for Fixed Income Derivatives Data, Analytics
In a move that has surprised some industry observers, Thomas Aubrey has joined Fitch Ratings as a managing director in its global business development team. Aubrey comes from Thomson Financial, where he had been director of investment management for more than three years. Despite having been tipped for a plum role in the new Reuters…