Connecting the Reference Data Dots

Managing Risk and Exposure through Linking Aggregated Position Data

A-Team Group, a publishing, research and consulting company specialising in financial information technology, was commissioned by Enterprise Data Management specialists, GoldenSource, to conduct a series of three studies focused on specific challenges faced by global reference data managers:

• The current state in managing instrument data in reference data master files
• The growing importance of linking counterparty data into the security master
• The industry status in connecting positions/holdings data with reference data

This report, the third and last in the series, summarizes the growing importance of linking position data into the securities and reference data master. As with A-Team’s predecessor study – the counterparty report – it highlighted topics on positions data, as well as draw connections across the overall study. This report is focused on positions data and how it relates to reference data management and the Securities Master File. GoldenSource and A-Team hypothesized that the current environment is placing new demands on financial services firms’ understanding of this data in overall business practices, and we set out to validate this theory…

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