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O’Dwyer Takes On UK Corporate Actions For SmartStream
SmartStream Technologies has appointed Jeremy O’Dwyer to head its UK Corporate Actions team in London, a newly created position to leverage SmartStream’s recent acquisition of Effective Solutions and to drive business development of its TLM corporate actions product. He brings more than 20 years of in-depth experience of the financial services marketplace from both the…
MarketAxess Hires European Operations Head
MarketAxess, a multidealer platform for credit products and provider of related data, has hired Iain Baillie to head up its European operations. Baillie joins from Schroder Salomon Smith Barney, where he was managing director and before that head of investment grade secondary trading in Europe.
M&I Picks XCB For CA Processing
Marshall & Ilsley (M&I) Trust Company has signed a three-year licensing agreement for Xcitek’s CostBasis (XCB) software and will use it to process cost allocation factors and tax opinions on corporate actions. Mark Cashion, assistant vice president, M&I Trust Company, says the move to XCB has increased accuracy and timeliness of processing cost basis activity…
Official Launch For Eagle Reference Manager
Eagle Investment Systems has launched Eagle Reference Manager, a security reference data management and workflow product. Reference Manager is a standalone system designed to consolidate, translate, validate and disseminate reference data throughout an enterprise. Eagle, well known for its EaglePace and EagleStar portfolio management and accounting solutions respectively, has managed data integration as part of…
Reference Data Comes Out Of The Shadows
It’s always a good sign when the editors of a new newsletter are flooded by market participants with news to report, rather than having to hound industry contacts in search of stories. It says something about the vibrancy of the market space. And so it has been with Reference Data Review. It seems that we…
Institutions Gearing Up For The Switch To ISINs In German Market
Financial institutions in Germany are gearing up for the introduction of the International Securities Identification Number later this month, an event requiring preparation that has been compared with the scale of the euro’s introduction. Germany and Austria switch to ISIN on April 22, ahead of most other European countries. France and other countries linked to…
Business As Usual In The Numbers Game
Tony Kirby may no longer work at Reuters, but he’s still secretary of the Reference Data User Group. In a month of turmoil, he spoke to Reference Data Review about the group’s activities and ongoing relations with its counterparts. Tony Kirby is in danger of becoming a professional financial technology evangelist. A few years ago,…
Eagle Investment Systems Seals Collaborative Pacts with FT Interactive Data and Charles River Development
In a flurry of activity, Eagle Investment Systems this month beefed up its data offerings in an alliance with FT Interactive Data and linked with Charles River Development to develop links between their systems for STP implementations. The deal with FTID allows users of the browser-based Eagle Portal to access real-time pricing data. The move…
First American Picks XSP For Corporate Actions
California investment adviser First American Trust is to use Xcitek software to automate its corporate actions processing. The Xcitek Solutions Plus (XSP) ISO 15022-compliant global corporate actions automation solution developed by New York-based data company Xcitek and Solutions Plus will be used by First American to manage corporate actions processes and monitor exceptions by automating…
Big Fish Jumps from Surprisingly Large Pond
The first few months in the life of a new publication are, understandably, fraught times for the perpetrators. Like cinema or theatre, there is a balance of business and creative activity to be achieved, and you can be successful in neither, either or both. We feel optimistic about which of those Reference Data Review is…