Pricing & Valuations: Mitigating Risk Webcast
Financial services firms are under growing pressure from regulators, investors and internal risk management teams to mitigate risk by ensuring that the prices they use are accurate. As they strive for accuracy, the firms are demanding a transparent view of the methods which their vendors use to evaluate prices. Vendors are responding by making additional data available. However, the challenges presented by Solvency II, MiFID / MiFID II, the Dodd-Frank Act and ASC 820 remain significant.
During this webinar, industry participants discuss:
• the different methodologies which firms are using to ensure the accuracy of their prices
• the steps being taken by pricing vendors to make their methods transparent
• the impact that regulations are having on the prices and valuations industry
• how industry changes are affecting the relationships between vendors and their clients.
Speakers:
- Daniel Johnson, Global Head of Valuation, LACROSSE GLOBAL FUND SERVICES, WELLS FARGO
- Joel Brown, Senior Pricing & Corporate Actions Manager, Investment Operations - Data Management, INVESCO
- Greg Carlin, Vice President, Securities Evaluations, S&P CAPITAL IQ
- Ian Blance, Head Evaluated Pricing Business Development, SIX FINANCIAL INFORMATION
- David Eliezer, Vice President, NUMERIX
Moderator: Nicholas Hamilton,Reporter, INSIDE REFERENCE DATA
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
Semantic density: old wine, or a new vintage?
Giving AI agents enough context to carry out enterprise tasks has become a priority for firms building them, but it’s expensive. It might not have to be.
Firms get AI access to LSEG data via DataBP admin layer
LSEG has expanded its agreement with DataBP to enable customers’ AI-based tools to request and evaluate data from the exchange and maintain more comprehensive usage records.
Rimes builds agents for exception management
The vendor aims to improve its data foundations to allow for greater agent autonomy.
The great migration: Firms work to integrate ISO 20022
Banks and asset managers are working to adopt the new messaging standard, but it’s easier said than done.
PostSig, CJC team up to run data management for London broker
In the first such deployment between the vendors, CJC will act as an outsourced data administrator using PostSig’s technology to manage the firm’s data.
Buy-side firms warn semantic layers not a quick fix for AI integration
Semantic layers promise to teach AI what a firm’s data means. Keeping that meaning current is the part that may get overlooked, tech heads warn.
Mind the stack: the foundation markets run on
Exchange data is an underappreciated component of the AI era, writes Jeff Kimsey.
BlackRock Aladdin prioritizing semantic layer for agentic AI
The asset manager’s tech platform is spending “a lot of time thinking about” semantics before it rolls out AI for a variety of tasks, says Aladdin exec.