Latest Reference Data Blogs

Sarah Underwood

eClerx and Comply Exchange have teamed up to offer an end-to-end tax reporting solution that is designed to help financial institutions meet the requirements of regulations including the Foreign Account Tax Compliance Act (Fatca) and the OECD’s Common Reporting Standard (CRS).

Sarah Underwood

Xenomorph has extended the capability of its TimeScape EDM+ enterprise data management solution through the integration of Tableau’s business intelligence and visualisation software. The integration is in line with the company’s strategy of adding tools for both data managers and business users to its TimeScape platform and follows the addition of native charting and heatmap capabilities, as well as integration with Microsoft’s Power BI and Aqumin’s AlphaVision visual landscapes.

Sarah Underwood

Technology options including cloud solutions, managed services and data utilities can take enterprise data management (EDM) to the next level and deliver business benefits, but there are challenges along the way as firms contend with legacy systems, increasing regulation and the ongoing divide between business and IT.

Sarah Underwood

Mizuho International has gone live with the second phase of a project based on GoldenSource enterprise data management (EDM) solutions. The London-based securities and investment banking arm of Mizuho Securities, part of the Mizuho Financial Group, implemented GoldenSource’s entity master application, Customers & Counterparties, in January and recently went live with the company’s security master application, Securities & Products.

Latest Q&A

To accompany our recent webinar on the Putting the LEI into Practice, we asked participants to give us their thoughts on the key discussion themes. Here is Marty Williams, Vice President, Reference Data Development, Interactive Data.

Reference Data Videos & Webinars

Video
A-Team Group editor, Sarah Underwood, is joined by Dennis Slattery of EDMworks for a Q&A session to address the following: How to implement better data governance and workflow amidst data inconsistencies and duplication, challenging regulatory demands, organisational overlaps, varied documentation standards, and other challenges.
Video
How do you effectively screen for sanctions, watch lists and Politically Exposed Persons (PEPs)? Getting it right is essential for complying with regulations like AML, KYC and FATCA, reducing the risk of incurring heavy fines, and keeping your firm’s reputation intact. But what are the options, considerations and solutions available for effective data sourcing and screening?

Reference Data Review Events

May 28, 2015 - 3:00pm

Tying in with the launch of the Solvency II Handbook at our DMS NYC event this month, this webinar will discuss current data management issues with Solvency II and practical approaches to...

June 2, 2015 - 3:00pm
What progress has been made with a utility model and in what aspects of data management are there practical examples of its use?

Latest Research

Sweeping new global financial regulations are changing the way financial firms perform valuations. Regulations call for robust and transparent asset and liability assessments, and for detailed insight into the real value and risk exposures in portfolios. In this report, Jayme Fagas, global head of valuations & transparency at Thomson Reuters, discusses the impact of regulation on structured notes and the valuation challenges that market participants must overcome. Ms. Fagas also touches on the pricing solutions firms will need to implement if they are to successfully address their regulatory responsibilities and satisfy industry best practices and standards.

Want to get a handle on Solvency II and what it means for data management? Need to make sure you have all the bases covered for the looming January 2016 deadline? Our Solvency II Data Management Handbook is now available for free download to help you.

Reference Data Review Poll

What is the main obstacle to achieving enterprise data management for risk and analytics?
Governance (lack of)
14%
Legacy technologies
17%
Lack of integrated data strategy across the organisation
69%
Total votes: 35

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