New Wave for Counterparty and Client Data

Traditional Methods Make Way for Proactive Risk Management & Compliance

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

The participants in this second study were senior-level individuals responsible for counterparty and or customer data quality and availability throughout the enterprise, and they had a close proximity to operations. They were involved in developing – as well as implementing and operating – the strategy for data management in these areas. Specifically, study participants held a range of job roles and responsibilities encompassing compliance, risk, securities master, client, counterparty, and/or SSI data management for organizations that could cover a hundred or more jurisdictions of operation…

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