Data Management Insight Data Governance & Standards The latest content from across the platform
Tony Kirby Trades in Accenture for Ernst & Young
Tony Kirby has left Accenture – which he joined to work in its data management and managed reference data services business, but where he ultimately spearheaded much of the consultancy’s MiFID work – to join Ernst & Young as head of regulation and compliance.
Catherine Downhill Joins Fitch Ratings’ Global Business Development Team
Fitch Ratings has appointed Catherine Downhill as commercial director for Fitch’s Valuspread and Market Implied Ratings services. She joined Fitch on Monday December 10 and reports to Thomas Aubrey, managing director in Fitch’s Global Business Development team, London. Prior to joining Fitch, Downhill was most recently business manager for equity and fixed income evaluated pricing…
Taking the Risk Out of Mutual Fund Compliance By Jeff Levering, Vice President, NewRiver
Selling a mutual fund requires complex mutual fund information to be summarised down into data that sellers can understand, which is most often driven by a technology or data warehouse infrastructure. Missing and/or bad mutual fund data is nothing new, but it has recently garnered the attention of regulators as it was directly responsible for…
Interactive Data Steps Up Focus on Asia to Meet Pent-Up Demand, Pricing, Reference Data Key
Interactive Data Corporation is stepping up its focus on Asia and a key element of what it is offering in the region and for which it says Asian demand is growing are its pricing and reference data capabilities. Interactive Data’s approach in Asia “is not at the division or product level”, according to Roger Sargeant,…
BB&T Renews XSP Licence, Adds Second Data Feed into Golden Copy
Branch Banking & Trust (BB&T) in the US – which has $130.8 billion in assets – has renewed its licence for the XSP corporate actions solution, with the addition of an interface to a second corporate actions data feed – DTC Redemption and Reorganization – to complement the data it already takes from Xcitek, formerly…
Moody’s Acquires Mergent Evaluations Business, Plans to Offer Full Range of Fixed Income Prices
Moody’s has agreed to acquire the assets of Mergent Pricing and Evaluation Service from Xinhua Finance subsidiary Mergent, and will integrate the pricing service for corporate and municipal bonds into Moody’s Evaluations in a bid to offer a complete range of fixed income valuation services. Mergent will support Moody’s new service offering by providing its…
EDI Adds Shareholder Circulars, Says “No Fall-Out” From Decision to Compete Head-On with LSE
Reference and corporate actions data provider Exchange Data International (EDI) has fulfilled a commitment made earlier this year to offer online access to shareholder circulars (Reference Data Review, March 2007). An enhancement to its direct sourced UK corporate actions database WinCAB2, the web-based service enables more timely, easier and cheaper access to these documents, which…
Swift Shifts Reference Data Strategy Personnel
Swift has made some changes to the personnel handling its reference data strategy. The co-operative has appointed Paolo Bernini head of information products of which reference data is an important component, it says. Peter O’Keefe meanwhile has moved from product management to markets, with responsibility for defining Swift’s reference data strategy – with a particular…
Citadel Signs Principal Global to Data Management Platform
Principal Global Investors has selected CADIS from Citadel Associates as its global data management platform. Principal Global Investors manages $244.9 billion in assets primarily for retirement plans and other institutional clients and is a member of the Principal Financial Group. With CADIS, Citadel’s component-based platform for the management of corporate data – version 5 of…
Hong Kong’s CLSA Picks Coexis Syn~ for Enterprise Ref Data Management, Back Office Replacement
London and New York-based technology vendor Coexis has signed a global contract with Hong-Kong based investment bank CLSA Asia-Pacific Markets for the deployment of Coexis’ Syn~ for enterprise-wide reference data management and securities processing. Syn~ will be the primary processing system for CLSA Transaction Management at its Global Operations Centre in Singapore. Syn~ will then…