Data Management Insight Blogs The latest content from across the platform
JPMorgan WSS Launches Sites For Compliance Officers
JPMorgan Worldwide Securities Services has introduced two new websites targeted at chief compliance officers to help them meet various mutual fund compliance requirements. The U.S. Securities and Exchange Commission requires mutual funds to appoint COOs and implement comprehensive policies and procedures to prevent fund companies and advisors from violating SEC regulations and securities laws. The…
Capco Introduces Dividend Forecasts to Global Index Monitor
Capco Reference Data Services is expanding its Global Index Monitor product, acquired through the purchase of Iverson Financial to include dividend forecasts. The new data, branded Global DivCast, will be available in the fourth quarter of this year. It is being positioned as a centralised source of dividend data providing current and accurate dividend projections…
EUSD: Catch Up on Progress
As mentioned in our special focus supplement of the June edition of Reference Data Review, the EU Savings (Tax) Directive went into effect on July 1, with implications for paying agents on identifying instruments falling under the directive. Data vendors worked with user firms to help by providing tagged data within product modules. FT Interactive…
Changes at Cicada; Schachne, Bhimani Leaves; Redfern, Stacey Transfer to CPL
There have been changes at Cicada as Bruce Schachne has left his role as vice president of global sales to join Standard & Poor’s as vice president of marketing in the global market development division of its ratings group. Hubert Holmes will now resume the global sales management role in addition to his business development…
Reuters Adds Another Third-Party Distributor, Linedata…
Reuters is making its Datascope reference and historical data solution available through Linedata Services. The data will be accessible through Linedata’s Icon fund management system, which covers real-time investment accounting, portfolio valuation, collective investment pricing and management/client reporting. Pete Hudson, head of product marketing at Linedata Services (UK), says, “We are seeing increasing demand from…
Levy Replaces Birch at UBS; Birch Moves to Schroders
Stuart Levy has become head of UK data management at UBS based in London. He replaces Steven Birch who has moved to become head of data management at Schroder Global Asset Management, also in London.
…While Rumours Persist of Reuters’ Purchase of Ecowin
Rumours have been circulating that Reuters is in negotiations to acquire Swedish data vendor Ecowin, with whom it recently entered a third-party distribution deal to integrate DataScope data into the Ecowin database (Reference Data Review, June 2005). Reuters is already a distributor of Ecowin’s economic data, and fees between the two vendors are essentially netted…
IBM Loses Glasser from Data Management Team
In a surprise departure, Dessa Glasser has left her role as director within IBM’s Global Services division, where she was a key player in its reference data strategy. It is not clear where she has moved to or who will replace her.
Accenture Partners with Nikko Systems Solutions in Japan
Accenture has signed a five-year deal to work with local firm Nikko Systems Solutions to establish joint sales and support teams to market and implement capital markets solutions based on the two companies’ service offerings within the Japanese market. A key aspect of the service will be the promotion of Accenture’s Managed Reference Data Services…
Pecs Cytron Leaves DST International
Pamela Pecs Cytron has left her role as executive vice president at DST International, a role she joined just last year. Prior to DST International, Pecs Cytron was at SunGard’s Front Capital Systems as managing director of the Americas, and senior vice president, sales and general manager, North America for Netik.