Transparent Pricing for Accounting Disclosures, Due Diligence, Price Challenges -- Webcast
This webinar is no longer available.
Transparency has become the most pressing issue in the pricing and evaluations space. However, financial firms' requirements with regards to transparency vary depending on the context in which a price is being used. This webinar explores the need for transparent pricing for three distinct purposes: accounting disclosures, due diligence and the daily price challenge process.
The topics covered in this webinar include:
- What sorts of due diligence checks do financial firms want to perform on their pricing vendors?
- Where do vendors draw the line in terms of what they are willing to share with their clients during due diligence?
- What types of information are financial firms now asking their pricing vendors to supply as a result of IFRS 13? Why is market color so important for IFRS 13?
- Typically, when a customer challenges a price, what additional data do they need in order to be reassured?
- What are the main factors that influence the frequency and nature of price challenges?
Speakers:
* Daniel Johnson, director, valuation, Wells Fargo Global Fund Services
* Anthony O'Connor, head of product management, OTC Pricing and Risk, at HSBC
* Greg Carlin, vice president, securities evaluations, S&P Capital IQ
* Jayme Fagas, global head of valuations and transparency, pricing and reference services, at Thomson Reuters
* Moderator: Nicholas Hamilton, deputy editor, Inside Reference Data
This webinar is no longer available.
Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.
To access these options, along with all other subscription benefits, please contact info@waterstechnology.com or view our subscription options here: https://subscriptions.waterstechnology.com/subscribe
You are currently unable to print this content. Please contact info@waterstechnology.com to find out more.
You are currently unable to copy this content. Please contact info@waterstechnology.com to find out more.
Copyright Infopro Digital Limited. All rights reserved.
As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (point 2.4), printing is limited to a single copy.
If you would like to purchase additional rights please email info@waterstechnology.com
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (clause 2.4), an Authorised User may only make one copy of the materials for their own personal use. You must also comply with the restrictions in clause 2.5.
If you would like to purchase additional rights please email info@waterstechnology.com
More on Data Management
CME rankles market data users with licensing changes
The exchange began charging for historically free end-of-day data in 2025, angering some users.
Data heads scratch heads over data quality headwinds
Bank and asset manager execs say the pressure is on to build AI tools. They also say getting the data right is crucial, but not everyone appreciates that.
Reddit fills gaping maw left by Twitter in alt data market
The IMD Wrap: In 2021, Reddit was thrust into the spotlight when day traders used the site to squeeze hedge funds. Now, for Intercontinental Exchange, it is the new it-girl of alternative data.
Knowledge graphs, data quality, and reuse form Bloomberg’s AI strategy
Since 2023, Bloomberg has unveiled its internal LLM, BloombergGPT, and added an array of AI-powered tools to the Terminal. As banks and asset managers explore generative and agentic AI, what lessons can be learned from a massive tech and data provider?
ICE launches Polymarket tool, Broadridge buys CQG, and more
The Waters Cooler: Deutsche Börse acquires remaining stake in ISS Stoxx, Etrading bids for EU derivatives tape, Lofthouse is out at ASX, and more in this week’s news roundup.
Fidelity expands open-source ambitions as attitudes and key players shift
Waters Wrap: Fidelity Investments is deepening its partnership with Finos, which Anthony says hints at wider changes in the world of tech development.
Data standardization key to unlocking AI’s full potential in private markets
As private markets continue to grow, fund managers are increasingly turning to AI to improve efficiency and free up time for higher-value work. Yet fragmented data remains a major obstacle.
Digital employees have BNY talking a new language
Julie Gerdeman, head of BNY’s data and analytics team, explains how the bank’s new operating model allows for quicker AI experimentation and development.