A-Team Insight Blogs The latest content from across the platform
Xtrakter’s New Reference Data Capabilities Attract First Client
Xtrakter, a provider of capital markets data, trade matching and regulatory reporting, welcomes TFG Fund Services as the first client to access Xtrakter’s recently launched reference data product, known as XREF. Xtrakter, part of the Euroclear group since 2009, now offers a rich and detailed source of static data on over 300,000 different fixed income…
ISITC US Confirms ISO 20022 Feedback and Corporate Actions Messaging High on the Agenda for 2011
The US arm of the International Securities Association for Institutional Trade Communication (ISITC) has decided upon a list of standardisation related items for its agenda in 2011, including responding to a list of feedback requests by ISO for various message types. Reflective of its work in the standards arena as part of the investment roadmap,…
AIM Global Reference Data and Risk Management Survey 2010: Efficient Management of Corporate Actions is Gaining Importance
AIM Software, a provider of centralised reference data management software to the financial industry, has announced the results of its Global Reference Data and Risk Management Survey conducted for the seventh consecutive year. The study was designed to inquire into the driving forces, challenges and planned investments for reference data automation. This year’s survey was…
Paul Capital Selects SunGard’s Investran Data Exchange for Investor Reporting
Paul Capital, a global private equity firm, has selected SunGard’s Investran Data Exchange solution to manage the firm’s investor reporting processes. Investran Data Exchange is a web-based, multi-directional portal that provides document management, reporting and workflow solutions to assist alternative investment firms in their fundraising, investor relations, portfolio monitoring and M&A processes. Investran Data Exchange…
Manual Processes Persist in Data Management for Nearly Half of Aim Software’s Survey Respondents
Nearly half (at 48%) of the respondents to Aim Software’s seventh annual reference data survey still use terminals for data look-up and manual processing, in spite of the leaps and bounds made in the development of sophisticated data management technology over the last few years. The survey, which was co-sponsored by SIX Telekurs, conducted between…
Ref Data Needs to go “Back to Basics” to Consider End User Requirements, Says Deutsche Bank’s Sean Taylor
Last year, Deutsche Bank’s director of financial intermediaries Sean Taylor predicted that the “winds of change” were due to blow through the reference data industry and this year’s FIMA saw him elaborate on what has changed thus far as a result of a regulatory shakeup and the profound shift in the way firms view risk management….
Oppenheimer & Co Inc Goes Live with Broadridge’s Global Proxy Services
Broadridge Financial Solutions today announced that Oppenheimer & Co Inc has signed a new multi-year agreement and commenced live operations with Broadridge’s Global Proxy services to support its clients’ international assets in over 70 markets. The new agreement enables Oppenheimer’s institutional and branch clients to receive and vote proxy notifications for international securities through Broadridge’s…
US SEC Adds More Data Requirements to its Proposed Hedge Funds Rules
The US Securities and Exchange Commission (SEC) has added a further set of data disclosure requirements to those it is proposing for the hedge funds market as part of the Dodd-Frank reforms. Under the proposed reforms, more organisational and operational information will be needed for SEC registration purposes from investment advisers and the private funds…
SIX Telekurs’ Newbury Highlights Potential Clash Between MiFID Best Ex and IFRS for the Valuations Sector
The valuations business is facing an unprecedented amount of change as a result of the barrage of regulatory requirements coming down the pipe and some rule changes could potentially conflict with each other, thus causing serious challenges for those caught in the compliance trap. One such potential clash is between the revised best execution requirements…
Increased Timeliness and Complexity Have Put Valuations Teams Under Pressure, Says JPMorgan’s Guibout
The risk data requirements of clients and regulators have resulted in an increase in the need for intraday pricing and much more data around a price, explained Marcel Guibout, executive director of the fund accounting product in EMEA for JPMorgan Worldwide Securities Services, to attendees to last week’s SIX Telekurs valuations roadshow in London. This…