Inside Reference Data/News
Performa Goes Live with Eagle
Asset management firm PRP Performa, which has more than $2 billion in assets under management, has gone live with data management, investment accounting and performance measurement systems from Eagle Investment Systems.
Dutch Regulator Approves LSE¹s UnaVista for Transaction Reporting
UnaVista, the London Stock Exchange¹s approved reporting mechanism in the UK, has been approved by Dutch regulator, AFM, for transaction reporting.
Pricing Partners Adds US Investment Bank Client
A US investment bank has selected the internet derivatives valuation platform from Pricing Partners, which provides valuations for derivatives and structured products, to use for revaluation for its equity and interest rates derivatives.
Principia Deploys Web Platform for Valuation Surveillance
Software company Principia Partners has launched a software-as-a-service version of its valuation, investment analysis and risk surveillance platform, Principia SFP. The system can now be used as an integrated web-based service to manage vanilla and…
Vendors Ready Functionality to Comply With Dodd-Frank Act
Data management vendors are assessing opportunities for helping firms comply with the new requirements under the Dodd-Frank Wall Street Reform Act in the US
"Significant Challenges" in Aggregating Data for Single Customer View Requirements
Around 10 reference data items have to be aggregated for firms to comply with the single customer view requirements in the UK, and depending on the existing set-up, this can be challenging to achieve, say market participants
HSBC's Serenita: "Data Management Business Cases Need to Be Based on Fixing Pain Points"
Data management projects are not only about cost savings. The main focus should be on fixing the pain points, says HSBC's Peter Serenita
The OFR Factor
It has become impossible to have a conversation without discussing the potential impact of the Office of Financial Research, says Tine Thoresen
Ref Data Industry Gears up for OFR Director Selection Process
Industry groups are mobilizing candidates for the position as director of the Office of Financial Research
RBC Preps Single Customer View Requirements with Client Ref Data Changes and Steering Committee
Royal Bank of Canada is getting ready for the single customer view requirements in the UK, identifying eligible claimants in the event of a bank failure and adding the information to its client reference database
Anna Board to Discuss ISO Registration Authority Agreement
ISO has revised its registration authority agreement, and Anna is in the process of reviewing it for the ISIN standard
TowerGroup Survey: Firms Prep Corp Actions Technology Improvements
The 2010 TowerGroup Operational Risk Assessment Survey preliminary results reveal focus on corporate actions initiatives will rise in the coming years
Instrument Classification Challenges Spark Call for Standards Review
At the ISITC meeting in London in July, data management experts discussed whether one way to solve the challenge related to classifying financial instruments could be to use the data repository in messaging standard ISO 20022
OpenSettlement Readies Geographic Expansion
OpenSettlement, which offers a platform for managing standing settlement instructions, is preparing for international expansion
Codel to Target Corp Act Infrastructure Players for XBRL Data Authenticity Service
Digital fingerprint company Codel is targeting exchanges and clearing and settlement organizations, highlighting the need to prove the integrity of data
Single Customer View Projects May Suffer from 'Regulatory Overload'
The deadline for the Financial Services Compensation Scheme Reform in the UK, which requires firms to aggregate customer data, is fast approaching, but few firms are taking a strategic approach or worrying about the potential business consequences of non…
Corp Actions Professionals in Demand Following Increase in Complexity
Experienced corporate actions professionals are in demand – but there are not many of them around
Final Version of Wall Street Reform Bill Includes Set Up of Data Collection Facility
The US Senate has passed the Wall Street Reform Bill, which includes the creation of the Office of Financial Research.
Instrument Classification Challenges Spark Call for Standards Review
At the ISITC meeting in London yesterday, data management experts questioned if one way to solve the challenge related to classifying financial instruments could be to use the data repository in messaging standard ISO 20022
SEB-Supported Financial Online Community Adds Corp Actions Discussions
The Benche, a financial online community created by SEB, has added custody to its coverage, including corporate actions