Data Management Insight Brief
SimCorp Unveils Factor Aggregation Tool for Quants
SimCorp has introduced the Axioma Factor Library Suite to aggregate fundamental, technical and macroeconomic factors into a single data resource for asset managers and hedge funds, among other users.
The library includes exposures for 50,000 securities across 90 countries with historical data dating back to 1997. Users can access the data through the Axioma Risk Model Machine or via the Snowflake platform to integrate research into existing investment pipelines.
Ian Lumb, head of analytics product management at the financial technology provider said the suite provides proprietary factor research to give clients a broader universe of signals for investment strategies.
“By offering access via Snowflake, we enable seamless integration into client workflows and automation, allowing them to easily incorporate our research into existing investment processes and confidently design strategies that reflect their unique investment identity,” Lumb said.
Factor libraries allow quantitative managers to test hypotheses and build bespoke risk models by combining equity styles with macroeconomic drivers.
SimCorp also announced that it had appointed Debbie Townley as chief people officer to manage its workforce and culture strategy.
Townley previously spent 18 years in human resources roles at BlackRock, Brooks MacDonald and GAM Investments, where she also served as chief people officer.
Based in London, Townley reports to chief executive Peter Sanderson.
Datamaran ESG Regulation Monitoring Software Up and Running
Datamaran has created standalone regulatory monitoring software that combines artificial intelligence with expert-curated intelligence to track ESG regulations globally.
The platform provides continuous monitoring and automated alerts to help companies identify relevant legislative developments and coordinate responses across internal teams.
Marjella Lecourt-Alma, chief executive and co-founder of the AI-powered risk and governance provider, said that the product “gives leaders the clarity, foresight, and structure they need to move from reactive compliance to proactive governance by delivering relevant and timely AI-powered insights within a structured workflow”.
The system includes visual dashboards and applicability indicators to provide early warning signals from the policy proposal stage through to rule implementation.
CUSIP Enables Direct Requests for Carbon Market Identifiers
CUSIP Global Services has rolled out a direct request mechanism for voluntary carbon market (VCM) registries to obtain identifiers.
EcoRegistry is the first platform to integrate this process, linking listed carbon projects to the specific alphanumeric codes that CSG provides. This initiative follows a partnership with BeZero Carbon to establish unique identifiers aimed at improving the traceability of environmental assets.
CGS EMEA regional head Darren Purcell said the foundation of every financial transaction is the ability to accurately and instantly identify the underlying asset and its core structure.
“By incorporating VCM CUSIPs into the core registration workflow, EcoRegistry is helping to set a new standard for transparency and institutional rigour in the VCM ecosystem,” Purcell said.
The system uses a nine-character format to capture unique attributes of carbon credit initiatives throughout their lifecycles.
FINBOURNE Technology and Alkymi Partner to Launch Private Credit Risk Monitoring Solution
FINBOURNE Technology and Alkymi have formed a strategic partnership to provide an integrated credit risk monitoring solution specifically for the private credit industry. The collaboration combines Alkymi’s AI-powered document ingestion platform with FINBOURNE’s data management and analytics capabilities. The solution aims to help asset managers, lenders, and asset owners proactively identify emerging risks and improve operational control across complex portfolios.
The partnership addresses the limitations of traditional, manual credit monitoring, which often fails to detect issues until a covenant breach or default occurs. By automating the processing of borrower documents and financial data, the system allows for the early detection of deteriorating credit quality. Alkymi’s technology automates document verification and compliance tracking, while FINBOURNE provides a unified data environment that ensures bi-temporal accuracy and eliminates the need for manual reconciliation across front, middle, and back-office functions.
This integrated approach creates a single source of truth for investment operations, offering full auditability and flexible data models to support diverse credit structures. By streamlining the flow of financial metrics and covenant monitoring, the joint solution enhances transparency and enables more informed decision-making for private credit exposures.
Study Prompts TRG Screen Data Spend ROI Calculator
Data subscription management technology provider TRG Screen has released an interactive tool to model cost savings and efficiency gains.
The innovation builds on the findings of a study by research firm Hobson & Company that found firms that adopt purpose-built market data management technology saw triple-digit ROI, and reduced market data spend by an average of 10% and reference data spend by 25%.
Based on those findings, TRG Screen built its interactive ROI calculator, enabling firms to study their own data spend and identify where savings can be made.
“”This independent research validates what we see across our client base every day,” said TRG Screen chief customer strategy officer Nadine Scott. “When firms gain end-to-end visibility and control, the impact shows up quickly in reduced spend, reclaimed time and lower risk.”
FactSet Incorporates Kepler Cheuvreux AMR
FactSet has announced a partnership to integrate Kepler Cheuvreux’s aftermarket research (AMR) into its systems, incorporating equity research covering 1,000 stocks across 34 sectors into the FactSet interface.
The integration includes artificial intelligence tools to summarise and contextualise European equity data for users, the financial digital platform provider said.
Kendra Brown, Senior Vice President at FactSet, stated that the partnership strengthens the platform’s position through the largest independent research footprint in Europe.
The service adds to an existing repository containing reports from 1,800 brokers including Barclays and Deutsche Bank. AMR solutions provide financial professionals with historical and current analysis to assist with investment decision-making.
SimCorp Chosen as AllianceBernstein’s Investment Tech Provider
Investment management firm AllianceBernstein has selected SimCorp as its core investment technology partner in an agreement that will see the implementation of the SimCorp One platform to serve as front-to-back infrastructure for the firm.
This transition aims to provide investment teams with centralised, real-time data and proprietary tools for trading.
The firm’s platforms will be unified on a single investment platform to serve global clients, Karl Sprules, Chief Operating Officer of AllianceBernstein, said.
The multi-year phased rollout of the system is underway, starting with the core investment data platform.
Quest Unveils Data Platform to Automate Multiple Capabilities
Quest Software has launched the Trusted Data Management Platform featuring the Automated Data Product Factory, a software-as-a-service product that unifies data modelling, cataloguing, governance, quality and a data marketplace into a single interface.
The system uses artificial intelligence and natural language prompts to automate the creation of production-ready data assets for corporate use.
The platform is designed to deliver simplicity through automation by unifying multiple capabilities in a converged offering, chief executive Tim Page said.
Users can reduce the time required to create data products from weeks to days, potentially lowering delivery costs by 40 per cent, the company said.
Oracle Agentic Platform Targets Banks, Financial Companies
Oracle has launched a new agentic platform for the banking and finance sector, featuring applications and pre-built artificial intelligence agents designed to automate customer engagement and business processes across digital and branch channels.
The agents operate within an architecture that maintains human oversight for decision-making and ethical governance, the enterprise software and cloud services provider said.
“By combining domain specific AI, human-in-the-loop governance, and enterprise grade scalability, we’re enabling banks to drive proactive, hyper-personalised engagement while innovating responsibly and competitively,” said Sovan Shatpathy, senior vice president at Oracle Financial Services.
The system features specific tools for loan originations, application tracking and credit decision-making to improve operational speed.
Alkymi Builds Private Credit Data Extraction Tool
Alkymi, an AI-powered data specialist for private investors, has launched Alkymi Private Credit to automate the extraction of data from unstructured documents to assist with risk management and compliance within the private credit market.The release follows projections that the private credit sector will expand to US$5 trillion dollars by 2029, increasing the complexity of manual data processing.
“Private credit is scaling faster than the infrastructure that supports it,” chief executive Harald Collet said. “Alkymi Private Credit was built specifically to address this challenge, combining AI automation with enterprise-grade controls to give firms continuous visibility into their portfolios, including covenant tracking so they can modernise operations without compromising accuracy or regulatory requirements.”
The platform centralises inbound documents like loan agent notices and financial statements to produce structured datasets for portfolio and accounting systems.