Refinitiv AI Alerts Provide Actionable Market Insights for Financial Professionals

Refinitiv, an LSEG business, has launched Refinitiv AI Alerts, a market data powered intelligent assistant available in Microsoft Teams. The solution provides personalised, timely and actionable market insights for financial professionals including asset managers, investment bankers, analysts, wealth managers, and traders. It has been built in collaboration with ModuleQ, a leader in human-centered AI, with user specific content suggestions and alerts driven by ModuleQ’s proprietary algorithms and Refinitiv’s Intelligent Tagging service, the whole linked back to Refinitiv Eikon and Workspace for deeper analysis and action.

Refinitiv AI Alerts is the latest solution to be launched as part of Refinitiv’s collaboration on financial services with Microsoft, announced in 2020. Andrea Remyn Stone, group head, data and analytics at LSEG, says: “Microsoft Teams has become an indispensable platform for professionals across financial services, with institutions accelerating their adoption, and increasingly integrating critical data and tools into the platform to simplify the workflow and user experience. Refinitiv AI Alerts brings critical content and insights to Refinitiv’s customer base within this platform, with the goal of allowing users to discover and act on timely information across Teams, Refinitiv solutions and Microsoft 365 seamlessly.”

DTCC Adds Treasury Kinetics, Makes Data Services Available in Snowflake Data Marketplace

DTCC has released DTCC Treasury Kinetics, a service providing access to US treasury transaction data and increasing transparency into the repurchase agreement (repo) market. Using data from the government securities division of DTCC subsidiary Fixed Income Clearing Corporation, the service provides a daily summary of aggregated and anonymised trade activity including number of trades, volumes, dollar amounts and rates for delivery vs. payment repo. The service also provides historical data dating back to 2011, allowing users to back-test current repo data against historical events.

DTCC Treasury Kinetics is the latest service in the firm’s ongoing effort to deliver data that helps clients better navigate market uncertainty. DTCC is working to expand access to Treasury Kinetics and other data services products by making them available on cloud-based marketplaces, beginning with Snowflake Data Marketplace, which is expected to be available in the first quarter of 2022.

Trulioo Enhances Digital Onboarding with Acquisition of HelloFlow

Trulioo, a provider of global identity verification, has acquired HelloFlow, a no-code, drag-and-drop builder of client onboarding, monitoring and digital workflow solutions. The acquisition accelerates the delivery of a single end-to-end identity platform by combining Trulioo GlobalGateway, a data and identity services network for both business and individual verification, with a suite of orchestration, onboarding workflow and risk management capabilities. While optimising onboarding workflows, the platform also ensures compliance with KYC, AML and other regulatory and fraud prevention requirements.

JPM Digs in the Dirt for Supply-Chain Risk Data

JP Morgan Asset Management will soon be using soil analysis data among other forensic sources to calculate supply-chain risk to its investments. As part of the effort, the investment arm of the New York-based banking giant has reportedly hired a third-party vendor to examining soil samples to discover the sources of cotton used by clothing companies. The bank is trialling the use of forensic data after attempts to source similarly granular information using AI proved unsatisfactory.

Transcend Includes ESG Criteria in Collateral Analytics

Analytics provider to the collateralised markets Transcend will incorporate ESG criteria into its processes. Clients will be able to add ESG performance metrics into their collateral management and workflows. The New Jersey-based company will include metrics including restriction lists, KPI data as well as ESG scores and ratings.

Dow Jones Launches New ESG Data Service Covering 6,000 Companies

Dow Jones has begun offering sustainability scores on 6,000 companies in data sets that are aligned with Sustainability Accounting Standards Board (SASB) standards. The new service combines company-disclosed information and sentiment scores gathered from global news outlets. Companies assessed will be gauged across 26 sustainability categories and the data backtested an analysed using machine learning, the New York-based financial markets and information provider said.

ISS Tool Aims to Tame Labels and Standards Tangle

ISS ESG has launched a tool that the data provider hopes will help asset managers and owners navigate the complex field of sustainability reporting labels and standards. The new product, which became operational this month, will enable clients to comply with the reporting frameworks of standards setters the world over. In its initial iteration, the ISS ESG Labels and Standards Solutions will cover AMF, GreenFin, AFG, Nordic Swan, UNGC, Label SRI, Label Relance and Towards Sustainability (Febelfin) frameworks. Others will be rolled out later.

Happy 30th Anniversary ANNA

The Association of National Numbering Agencies (ANNA) celebrates its 30^th anniversary this week. The association was founded on 29 January 1992 by 22 National Numbering Agencies (NNAs) following publication of the International Securities Identification Number (ISIN) standard ISO 6166 on the 1 November 1981, a standard driven by industry need to improve cross-border trading. ANNA now has 119 members and partners globally allocating ISINs for more than 200 jurisdictions. Its mission is to foster standardisation in the financial industry by upholding and promoting ISO’s principles for adoption, development and maintenance of the ISIN to identify, FISN to describe, and CFI to classify financial and referential instruments.

Origin Connects to Clearstream API to Launch Instant-ISIN 2.0 for Eurobonds

Debt and capital markets fintech Origin has launched a new version of instant code allocation utility Instant-ISIN 2.0, which now offers both allocation and activation of ISINs for Eurobond issuance, while also providing CFI and FISN codes automatically. The new feature, which will be made available to Origin Dealer customers, will return an ISIN instantly upon request, while simultaneously communicating the transaction terms and details to other infrastructure providers within the Eurobond market. Instant-ISIN 2.0 is driven by connecting into Clearstream’s Primary Issuance API, which was developed using the latest version of the open source data standard Airbrush v3, designed and launched by Origin in 2021.

EDM Council Highlights Challenges to ESG Data Delivery

Data management industry group the EDM Council has outlined proposals it says will make delivering ESG data easier for rating providers and data aggregators (RPDAs). In the New York-based council’s second report into managing ESG data it said that RPDAs were experiencing specific challenges with ESG data that were not present in their other activities. In the report, the EDM Council identifies 11 challenges that need to be overcome, including a lack of harmonisation in reporting standards and gaps in the data record.