Buy-side firms consider shared services as sell-side adoption increases
If consumer firms and suppliers wotk as true business partners rather than just on a buyer-seller basis, users can get better deals, and vendors can leverage licensing opportunities.
CPPIB organizes positions and trade date information through connection with order management systems
Speakers shared guidance on data management innovation and drivers
From case studies to special reports, a look at IBOR in 2014
Industry executives are looking to move away from their traditional use of data management resources and methods. Michael Shashoua reports that EDM, centralization and shifts in firms’ cultures are all being considered
While giving the keynote address at this year's Toronto Trading Architecture Summit, Jeff Hurley, who is head of technology at the Canada Pension Plan Investment Board (CPPIB), discussed the main areas of innovation in this regulatory environment.
Microsoft Excel spreadsheets will continue to be widely used at asset management firms for the foreseeable future. But new regulations, technological advancements, and risk management concerns are leading buy-side firms to examine ways to lessen their…
Moderator Barry Chester, wrapping up a panel discussion on the business case for installing an investment book of record (IBOR), asked a question that should be asked of any hot new piece of technology: Is IBOR just a buzzword? Surprisingly, not everyone…
There is no one way to make a business case for an investment book of record (IBOR). Not when an IBOR still means so many different things to different people. That’s why the panelists at Waters’ IBOR breakfast briefing were all over the map when it came…
When developing an investment book of record (IBOR), it's important that traders and portfolio managers retain ownership of the data and that the IBOR remains an investment function, and not a function of compliance or reporting, according to Jay Vyas,…
To close out the CTO panel at the Buy-Side Technology North America Summit, the CTOs were asked to give predictions for 2014. Here’s how they answered.
The pace of technology change has increased such that Fidelity Investments is reconsidering the length of its enterprise license agreements (ELAs) with vendors, CTO Mihir Shah revealed during a conversation about vendor relationships at the Buy-Side…
BST North American Summit 2013 CTO Panel: Tell the Business What You're Building, But Don't Let Them Buy the Drills
How many of you have cluttered garages, Jeff Hurley, CTO at the $188 billion Canada Pension Plan Investment Board, asked the audience at the recent New York-hosted Buy-Side Technology North American Summit.
Firms have to muster the will and resources to act on data management improvements before advancing innovations, or even compliance efforts, according to several speakers and panelists at the Toronto Financial Information Summit on July 10.
Costs and resources for data management take precedence in reference data, so firms must develop a palette of strategies, centralization, sourcing and prioritization to make the most of what they have to work with
Tick data specialist OneMarketData recently conducted a survey about the use of social media in the investment community. The company’s director of solutions, Louis Lovas, revealed some of its findings this week to an audience at the Toronto Financial…
The Canada Pension Plan Investment Board has hired Bettina Wadehn as program director for data management. Wadehn's prior experience includes executive and senior manager roles at Bank of Nova Scotia, Scotia Capital and Reuters
CPPIB addresses a siloed data management structure with an overhaul designed to balance speed and accuracy