AxiomSL has partnered Refinitiv to combine the former’s Global Shareholding Disclosures (GSD) solution with the latter’s reference data. The aim is to enable financial institutions to automatically enrich client positions while managing regulatory obligations across multiple jurisdictions. John Mason, head of pricing and reference data at Refinitiv, says: “Asset managers face challenges in understanding local rules around shareholder disclosures and calculating their own holdings given complexities around voting rights and share classes. This partnership provides a simple solution by combining AxiomSL’s technology with Refinitiv’s global data, enabling asset managers to quickly and easily assess their positions in different instruments.”
A-Team Insight Briefs
Regulatory initiatives increasingly require firms to put in place robust data lineage frameworks to aid in understanding the workings behind reported values. But data lineage can add business value beyond regulatory compliance. As they move to automate data lineage processes by incorporating metadata management into their frameworks, firms can start to benefit from enhanced data...
By Mahim Mehra, Senior Risk Advisor, AxiomSL. With the original introduction of the Fundamental Review of the Trading Book (FRTB), the Basel Committee on Banking Supervision (BCBS) completely rewrote the rules used to determine how much capital financial institutions must hold in order to adequately capitalize their exposure to market risk. The previous FRTB changes...
Now in its 9th year, the Data Management Summit (DMS) in London explores how financial institutions are shifting from defensive to offensive data management strategies, to improve operational efficiency and revenue enhancing opportunities. We’ll be putting the business lens on data and deep diving into the data management capabilities needed to deliver on business outcomes.
High-profile and punitive penalties handed out to large financial institutions for non-compliance with Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations have catapulted entity data management up the business agenda. So, too, have industry and government reports on the staggering sums of money laundered on a global basis. Less apparent, but equally important, are...