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The knowledge platform for the financial technology industry

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Goldman’s Perry Highlights Instrument Data Challenges of the OTC Derivatives Reforms Within Dodd Frank

The reform of the OTC derivatives markets as part of the US Dodd Frank Act will likely cause a whole heap of instrument identification challenges, according to Jim Perry, vice president of product data quality at Goldman Sachs. Speaking at last week’s FIMA conference in London, Perry indicated that the central clearing of these products…

Manual Processes Persist in Data Management for Nearly Half of Aim Software’s Survey Respondents

Nearly half (at 48%) of the respondents to Aim Software’s seventh annual reference data survey still use terminals for data look-up and manual processing, in spite of the leaps and bounds made in the development of sophisticated data management technology over the last few years. The survey, which was co-sponsored by SIX Telekurs, conducted between…

Xtrakter’s New Reference Data Capabilities Attract First Client

Xtrakter, a provider of capital markets data, trade matching and regulatory reporting, welcomes TFG Fund Services as the first client to access Xtrakter’s recently launched reference data product, known as XREF. Xtrakter, part of the Euroclear group since 2009, now offers a rich and detailed source of static data on over 300,000 different fixed income…

Paul Capital Selects SunGard’s Investran Data Exchange for Investor Reporting

Paul Capital, a global private equity firm, has selected SunGard’s Investran Data Exchange solution to manage the firm’s investor reporting processes. Investran Data Exchange is a web-based, multi-directional portal that provides document management, reporting and workflow solutions to assist alternative investment firms in their fundraising, investor relations, portfolio monitoring and M&A processes. Investran Data Exchange…

SIX Telekurs’ Newbury Highlights Potential Clash Between MiFID Best Ex and IFRS for the Valuations Sector

The valuations business is facing an unprecedented amount of change as a result of the barrage of regulatory requirements coming down the pipe and some rule changes could potentially conflict with each other, thus causing serious challenges for those caught in the compliance trap. One such potential clash is between the revised best execution requirements…

What’s in a Name?

If there was one topic that dominated this week’s FIMA conference in London, it was the subject of legal entity identification. In line with the developments in the US around setting data standards at a regulatory level via the Office of Financial Research, Ken Price, CEO of the Depository Trust and Clearing Corporation’s Avox business,…

Avox and GoldTier Partner on Enhanced ‘Know Your Customer’ System

Avox, a supplier of legal entity data on financial entities globally, announced today that it has partnered with GoldTier, a compliance software provider, to create an enhanced system to help the financial industry comply with increasingly strict regulatory “Know Your Customer” (KYC) requirements. GoldTier is a leading provider to financial firms of software for onboarding…

Panopticon Partners with GoldenSource to Extend Scope of Data Visualization for the Securities and Investment Management Industry

Panopticon Software, the leading provider of visual data analysis software for real-time, CEP and time series data, today announced that it has signed a partnership agreement with GoldenSource, a data management provider for the securities and investment management industry, to provide a user-friendly reporting and data visualization layer to its data management systems. GoldenSource will…

FRSGlobal Hires Founder of STB Systems and Makes Further Hires in Asia Pacific and Japan

FRSGlobal, part of Wolters Kluwer Financial Services, the industry-recognised leader in content-rich solutions for unified global regulatory reporting and risk management, today announced that it has appointed Michael Thomas as Head of Business Development and Operations for North Asia. FRSGlobal has also made a number of additional new hires in the region to boost its…

CSB Faces Lobbying on Cusip ID Fees from Three US Industry Associations

Reflecting the general desire within the user community for lower costs and easier access to instrument identifiers, this week, three US-based industry associations have sent a letter to the Securities and Exchange Commission (SEC) asking the regulator to step in and limit the fees that Standard & Poor’s’ Cusip Service Bureau (CSB) charges for its…