A-Team Insight Blogs The latest content from across the platform
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…
Channel Capital Advisors Opts for Quantifi XL
Quantifi, provider of analytics and risk management solutions to the global credit markets, has sealed a deal with Channel Capital Advisors, creator of Europe’s first Credit Derivative Product Company, for its tool for pricing and analysing structured credit products. “Quantifi’s proven track record and recognised market experience were important factors in our selection process. We…
Ness Adds Corporate Actions Functionality to Financial Data Enterprise Solution
Ness Technologies has unveiled an enhanced version of its enterprise data management platform, Financial Data Enterprise (FDE), developed by Ness Innovative Business Services (Ness IBS). The new version, FDE 4.5, includes features such as processing of corporate actions, dynamic creation and set-up of instruments and asset classes, enhanced data quality management and streamlined workflows for…
Citisoft Says Data Management Key to Client Reporting
Investment management consulting firm Citisoft has published a white paper focusing on client reporting, and exploring the importance of data management in this context. One of its key findings is that the success of new or updated client reporting initiatives is closely related to the strength of investment managers’ data management systems. The Citisoft report…
Downstream Data Distribution a Rich Seam of Opportunity for Vendors, Aite Analyst Says
In its new report, Managing the Rapids of Downstream Data Connectivity, analyst Aite Group predicts spending on downstream connectivity around enterprise data management projects in Europe and the US will exceed $2.5 billion in 2008. The report also finds that EDM projects typically mature an average of three years before firms really start to tackle…
Broadridge and NewRiver Extend Agreement on Disclosure Doc E-Delivery
Broadridge Financial Solutions has extended its agreement with NewRiver to provide a database of disclosure documents to assist Broadridge in electronic delivery of regulatory documents to investors. For the past five years, Broadridge has worked with NewRiver and a select number of Broadridge clients for e-delivery of confirming and first-dollar prospectuses. NewRiver sources 23,000 disclosure…
A case of mistaken identity?
Another month, another MiFID-related reference data issue for practitioners to get their knickers in a twist about. As Reference Data Review went to press, several of our moles within the marketplace came to us to express their horror at the proposed Alternative Instrument Identifier (AII) for use in identifying derivatives in transaction reports. One source…
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…