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Brandes Investment Partners Licenses XSP
Brandes Investment Partners, a global investment advisory firm with $125 billion in assets under management, has licensed the XSP solution for global corporate actions processing.
GoldenSource Appoints Hugh Stewart VP of Sales, EMEA and Asia
EDM solutions provider GoldenSource has hired Hugh Stewart as vice president of sales of EMEA and Asia, reporting to Neil Vanlint, senior vice president, client operations, EMEA and Asia. Most recently, Stewart served as founder and director of Oroboros, an investment and commercial banking consultancy and advisory company focused on risk management, derivatives and commercial…
Quantifi Selected by III Associates for Valuations
Hedge fund manager III Associates has integrated the Quantifi Toolkit into its systems for end-of-day valuations of its structured credit portfolios. Quantifi Toolkit is a model library for structured credit pricing and risk analysis and contains a full suite of market tested and validated models. Coverage includes credit derivatives products and bespoke structures including: CDS,…
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…
Citadel Rolls-Out CADIS Version 5, With Structured Products Focus
Citadel Associates, provider of data management solutions to investment managers, has begun the roll-out of version 5 of its CADIS system to clients. CADIS sits at the heart of Citadel’s Investment Solutions Layer proposition. Version 5 contains new functionality for managing data associated with complex derivatives and structured products, and to facilitate more rapid take-on…
Live Launch of ISO 20022 Proxy Voting Messages Set for December
Swift is gearing Swift is gearing up for the live launch of its ISO 20022-based proxy voting messages on the network. This follows a pilot of the new messages, which replace earlier ISO 15022-based messages and market practice for proxy voting (Reference Data Review, November 2006). Based on feedback from the pilot, Swift’s standards group…