A-Team Insight Knowledge Hub RTI The latest content from across the platform
Solving the Outstanding Pain Points of Solvency II
Solvency II continues to trouble insurance firms and asset managers, with many insurers still using manual workarounds and struggling to get the fund look through element of the regulation right despite the elapse of nine months since the compliance deadline on January 1, 2016. The ongoing pain points and potential benefits of a successful Solvency…
McKay Brothers Secures Growth Funding via IMC Investment
By Zoe Schiff Microwave connectivity specialist McKay Brothers has secured funding for future growth through a capital injection from Dutch trading technology provider IMC. The investment agreement – announced September 1 – also reaffirms McKay’s continued independence under co-founders Stéphane Tyc and Bob Meade. Terms of the investment weren’t disclosed, but the companies said funds…
Peter Moss Discusses His Plans for the SmartStream Reference Data Utility
The appointment of Peter Moss as CEO of SmartStream’s Reference Data Utility (RDU) signals renewed energy behind the utility and a drive to move beyond early users and make the RDU a solution for many financial institutions, as well as a commercial success for SmartStream. Moss joined the company in August, a year or so…
More Uncertainty Around PRIIPs Compliance Deadline
Uncertainty around the compliance deadline for EU regulation Packaged Retail Investment and Insurance Products (PRIIPs) was underlined this week when the European Parliament voted against the Level 2 Regulatory Technical Standards (RTS) supplementing the regulation. PRIIPS is due to take effect on 31 December 2016, but this second vote objecting to the RTS brings the…
Establishing One True Data Voice: Extracting Long Term Benefits from MiFID II Compliance
By Boyke Baboelal, Director of Data Services at Asset Control The delay to the implementation of Markets in Financial Instruments Directive II (MiFID II) – now pushed back to January 2018 – gives institutions a chance to take a different approach. While many of the issues regarding MiFID II are still up in the air,…
Recorded Webinar: Solvency II Update: Are we effectively meeting the regulatory data requirement?
Nine months on from the January 2016 Solvency II compliance deadline, insurance firms and asset managers should have satisfactory responses to the regulation in place. But how effectively are they meeting the regulatory data requirement for the look-through and reporting elements of the regulation, and how best can they achieve not only compliance, but also…
Tumbling Down the Rabbit Hole
By Christian Voigt, Senior Regulatory Adviser at Fidessa With much of the MiFID II Level 2 text close to being finalised, the markets continue to dive even deeper into the details and home in on Level 3 material, such as the Q&As and ESMA guidelines. One such detail lies in the phrase “traded on a…
Recorded Webinar: Best practice solutions for client lifecycle management
The challenges of client lifecycle management continue to increase, driven by regulation and requiring financial institutions to review processes around client onboarding, Know Your Customer (KYC) and client data maintenance. The webinar will outline the challenges faced by financial institutions, discuss best practice solutions, detail the need to integrate high quality entity data, and include…
Sapient Releases Synapse Platform to Support Data Usage and Requirements Management
Sapient Global Markets has released Synapse, a hosted platform designed to help business and technology users manage data requirements and metadata, accelerate project delivery, and increase accountability. The platform brings together siloed metadata to create a more efficient way for firms to track, view and analyse data usage and understand how user actions affect other…
SmartStream Names Peter Moss as CEO of its Reference Data Utility
SmartStream Technologies has named Peer Moss, former head of Thomson Reuters Financial division, as CEO of its Reference Data Utility (RDU). Moss joins the company after 25 years with Thomson Reuters, during which time he set up the Thomson Reuters Enterprise business, was responsible for the data and technology operations of the Financial Markets business…