Latest Reference Data Blogs

Valuations are a hot topic in today’s increasingly regulated capital markets. Transparency is a prime concern, as are multi-sourcing of pricing data, timely delivery and the process for handling price challenges. And yet, getting to grips with the intricacies of the issues at hand remains elusive. Until now, that is.

Stanley Young has left Bloomberg, where he was CEO of the company's Enterprise Products and Solutions division. He was with Bloomberg almost a year, having joined in June 2012.

BNY Mellon subsidiary Eagle Investment Systems has stepped up to the regulatory plate with a release of its portfolio management platform to support accommodate entity identifiers (LEIs) and enhancements to its investment accounting solution to support the processing of swaps that are cleared in line with Dodd-Frank legislation.

Thomson Reuters is making a second foray into the market for Foreign Account Tax Compliance Act (Fatca) compliance solutions with a data management product designed to help financial institutions identify and tag securities that are subject to Fatca regulation and those that are exempt or, in Fatca terms, grandfathered obligations.

Latest Q&A

Jon Asprey is vice president, strategic consulting, at Trillium Software, where he leads the company’s consulting practice delivering a FATCA data readiness service to foreign financial institutions (FFIs).

Reference Data Videos & Webinars

Video

With the March ‘launch’ of the global legal entity identifier (LEI), the marketplace now officially has a standard it can use for managing entity data. Post-Credit Crunch, the lack of such a standard has forced firms to embark on their own initiatives to create or clean up their entity data, particularly as it pertains to customers, issuers and transactions.

See video
Video
Our panel of experts delves into how ensure valuations data quality for optimal risk management.
See video

Reference Data Review Events

June 4, 2013 - 3:00pm

As portfolio managers venture into pastures new in search of returns, the ability to handle a more complex pricing process becomes imperative to delivering customer satisfaction. The...

June 6, 2013 - 3:00pm

Risk and regulatory imperatives are demanding access to the latest portfolio information. And the front-office increasingly wants up-to-date valuations of hard-to-price securities. The...

Latest Research

The 2013 regulatory environment is putting increased pressure on valuations for speculative-grade corporate credit, namely high-yield bonds, leveraged loans and collateralized loan obligations (CLOs). Not only is the final price under greater scrutiny, financial firms will now be required to defend their methodologies on harder-to-price securities.

The time for talking is over. The time for action is now.

A bit melodramatic, perhaps, but given last month’s official launch of the global legal entity identifier (LEI) standard, practitioners are rolling up their sleeves and getting on with figuring out how to incorporate the new identifier into their customer and entity data infrastructures.

Reference Data Review Poll

What is the main obstacle to achieving enterprise data management for risk and analytics?
Governance (lack of)
11%
Legacy technologies
16%
Lack of integrated data strategy across the organisation
74%
Total votes: 19

Recent comments

5 weeks 2 hours ago
6 weeks 3 days ago
7 weeks 5 hours ago
10 weeks 5 days ago

Reference Data Review Twitter

Follow us on Twitter