Latest Reference Data Blogs

Lee Forsyth

Banks must navigate the maze of regulations or face costly fines. Lee Forsyth, Global Lead KYC Consultant at Thomson Reuters, explains there’s a way through with new solutions.

Sarah Underwood

Cusip Global Services (CGS) and Ipreo are building out an existing relationship in the US municipal market to allow users of Ipreo’s security issuance software in global equity and fixed income markets to automatically submit requests for Cusip and ISIN identifiers through the company’s global cross-asset class book building system. Once created, the identifiers are automatically populated back into the Ipreo system and distributed to sell-side and buy-side participants involved in a new issue offering.

Sarah Underwood

Increasing enforcement of Know Your Client (KYC) regulations and large fines for non-compliance are driving banks to review client onboarding processes and make changes that will not only help them meet regulatory requirements, but also improve the client experience, increase efficiency and reduce time to revenue.

Colin Gibson

A large number of financial institutions (FIs) have appointed chief data officers (CDOs) over the past couple of years. I know a few of them and while they come from a wide variety of backgrounds—some technical, some business, some ‘data geek’—they share a common belief that an organization’s data is one of its most important assets. They would like to be shaping their data agenda to help drive business growth, even business transformation. However, most of them find themselves fighting a rearguard action, focusing on the basics, laying fundamental foundations without which the ‘clever stuff’ is no more than a pipe dream.

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
We plan to put the spotlight on this much overlooked but important regulation which has wide-ranging implications for risk data aggregation and reporting, data governance and data architecture.
Video
The wave of LIBOR-inspired compliance requirements has particular implications for capital market participants. Proactive management of a firm’s risk and compliance environments is desperately needed to stay ahead of this wave.
See video

Reference Data Review Events

April 16, 2015 - 12:00am - 12:00pm
DMS New York City is THE event to be at for the North American community of data management executives. If you are a senior manager involved in data or technology for the mid- to back-office at a...
April 28, 2015 - 3:00pm
What's next for enterprise data management? We discuss technology approaches such as cloud, utility models and hybrid models, and the evolution of data, covering transaction data, regulatory data and...

Latest Research

There’s now a bright spotlight shining on the process of client onboarding primarily due to regulations that are driving change in what is typically a fragmented and decentralised approach. While many firms recognise that getting their onboarding house in order is essential to achieving regulatory compliance and avoiding hefty penalties, addressing those functions in isolation is not enough. What’s missing that would help you achieve a true end-to-end approach?

The idea of a shared-services facility for reference data management is gaining industry traction, with a variety of initiatives already seeking to meet an array of market requirements.

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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