Loomis Sayles, a U.S. investment management firm, has installed Heliograph’s TradeFlow platform to help manage the settlement process, and is now directing 70% of its transactions through the system. TradeFlow additionally is allowing Loomis Sayles to offer its clients’ custodians the choice between receiving Swift messages or electronic faxes, an important capability since many smaller custodians are not connected to Swift.
A-Team Insight Blogs
Loomis Sayles to Use Heliograph’s TradeFlow Platform
Upcoming Webinar: Market data management, licensing and administration in the post-Covid environment
Date: 25 May 2021 Time: 10:00am ET / 3:00pm London / 4:00pm CET Duration: 50 minutes Market data administration has always been a challenge. For many firms, keeping tabs on permissioning and entitlements, compliance with licensing agreements, and reconciling all that with increasingly complex invoices requires a significant dedicated resource with a clear understanding of...
Reformis, a buy-side business transformation consultancy, continues to build out its vendor partnership programme with the addition of Matrix IDM’s cloud native data management software, and NeoXam’s Impress reporting solution. These join the company’s list of existing partners and products including IHS Markit’s EDM software, Snowflake’s cloud data platform, and Compliance Solution Strategies’ Accudelta product....
Now in its 10th year, the Data Management Summit (DMS) in NYC explores the shift to the new world where data is redefining the operating model and firms are seeking to unlock value via data transformation projects for enterprise gain and competitive edge.
They say time flies when you’re enjoying yourself, and so it seems the industry have been having a blast with its preparations for the introduction of the global legal entity identifier (LEI) next month. But now it’s time to get serious. To date, much of the industry debate has centred on the identifier itself: its...