Data Management Insight Entity Data, KYC and Client Onboarding The latest content from across the platform
Swift’s Vandenreydt Elaborates on the Three Pillars of its Reference Data Strategy
Swift has broken its reference data strategy down into three main pillars: its response to the Sifma led, Office of Financial Research (OFR) sanctioned working group focused on developing a new legal entity identification (LEI) standard; its payments reference data efforts; and its (rather nebulous at the moment) securities reference data strategy. Fabian Vandenreydt, Swift’s…
Markit Announces Roll of Markit CDX Indices
Markit, a leading, global financial information services company, today announced that its Markit CDX North America Investment Grade and Markit CDX Emerging Markets indices will roll into their next series on September 20 2011. Final membership lists are available here. The Markit CDX NA HY will roll on September 27 2011. A final membership list…
National Interests
Swift’s annual user conference behemoth Sibos kicked off this morning with a debate about the future of securities market infrastructures that painted a particularly sobering picture. Obviously, with the spectre of a potential breakup of the Eurozone loitering in the background, discussion turned to what the impact of such an event would be on the…
Fitch Launches Global Fund Quality Ratings Powered by Lipper Data
Fitch Ratings today launches a new type of fund rating – Fund Quality Ratings – that combines Fitch’s expertise in qualitative fund analysis with rankings and performance data from Lipper, a Thomson Reuters company and leading provider of fund performance data. Fitch’s Fund Quality Ratings offer an independent, forward-looking assessment of a fund’s key performance…
RBC’s Sutton to Join Ex-Citi Colleague Berlanger at Deutsche Bank
After two years as Royal Bank of Canada (RBC) Capital Markets’ global head of customer accounts, Julia Sutton is set to head to Deutsche Bank in October as its new head of client reference data. Sutton, who will be speaking at A-Team’s Data Management for Risk, Analytics and Valuations conference in London on 17 October,…
IMA Highlights Danger of Systemic Risk Data Overload in AIFMD Response
In its response to the European Securities and Markets Authority’s (ESMA) consultation on the Alternative Investment Fund Management Directive (AIFMD), the UK’s Investment Management Association (IMA) highlights the danger of overloading regulators with too much data for the purposes of systemic risk monitoring. IMA director Julie Patterson indicates that under the directive as it currently…
New Research from MSCI on Risk Premia Strategy Indices
MSCI, a leading provider of investment decision support tools worldwide, has released “Harvesting Risk Premia with Strategy Indices”, an extensive study on the role of equity risk premia as drivers of long-term portfolio performance. The paper provides a rigorous analytical framework for understanding the growing array of investment strategy indices – sometimes referred to as…
Fitch Solutions Launches Global CDS Indices
Fitch Solutions, a division of the Fitch Group, has today launched a new family of global CDS indices – including 15 regional sovereign indices, over 40 industry level corporate indices and a further 70 sub-sector corporate indices – which are designed to provide portfolio and risk managers with a comprehensive insight into the direction of…
MSCI Launches New Overseas China Indices
MSCI, a leading provider of investment decision support tools worldwide, including indices, portfolio risk and performance analytics and corporate governance services, announced today the launch of the MSCI Overseas China Indices. The new indices cover over 60 Chinese securities listed in the US and Singapore with a market capitalization of USD 68 billion, none of…
CFTC Appoints Veteran Rogers as Chief of its New Office of Data and Technology
In line with its increased focus on monitoring the data underlying the swaps markets, the Commodity Futures Trading Commission (CFTC) has this week indicated that it will be establishing a new Office of Data and Technology for launch in October and has appointed CFTC veteran of 10 years John Rogers as its new director. Rogers,…