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A Design for the Enterprise Risk Ecosystem

Download New White Paper from A-Team Group and Sybase

A Design for the Enterprise Risk Ecosystem The lack of a single, holistic view of enterprise risk among financial institutions has been identified as a key factor in the ongoing financial crisis. With data organized along business lines – largely on a silo basis – risk managers have been merely measuring the risk of firms’ vertical operations, rather than truly managing it. The result has been a lack of real information on holdings, exposures and counterparties, and an incomplete view of enterprise risk.

Industry practitioners expect regulators to impose a more stringent regime upon the financial services industry in the wake of recent events. Meanwhile, risk managers are struggling to establish a view of group-level risk. It’s becoming clear to executives that that a truly enterprise-wide approach to risk management must be underpinned by a consistent, managed approach to data.

The need to establish a standard platform that addresses the data management challenge an enterprise approach to risk requires, is now being recognized by financial institutions as a critical element as they review their risk operations. This Briefing, produced by A-Team Group on behalf of Sybase, gives some insight into issues surrounding the creation of a standard enterprise-wide data architecture and offers guidance on how a risk ecosystem can be achieved. Download your free copy below.
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07 May 2009

White Paper Reveals Lessons Learned on Enterprise-wide, Cross-Asset Risk Management

2008 will be remembered as the year when risk management moved from being a checkbox for compliance officers and regulators to a fundamental pre-requisite for operating a trading business. Lack of awareness and mismanagement of risk has lead to catastrophic events at the corporate, and even systemic, level.

Despite past investment in risk management solutions, firms have learned that risk management at the product, portfolio or even business unit level does not necessarily scale well to provide a view of enterprise risk, where cross-asset class reporting and processing throughout the entire trade life cycle is a requirement.

In a new white paper titled “Enterprise-wide, Cross-Asset Risk Management Takes Charge: Convergence, Consolidation and Connectivity Pave the Way,” Sapient, working with research and publishing company A-Team Group, provides insight into the Sapient approach of managing the challenges of enterprise risk management during these uncertain economic times. The paper lays out a “Three Cs” approach to assist industry firms in implementing enterprise-wide, proactive cross-asset risk management. Sapient’s Three Cs–convergence, consolidation and connectivity–help guide trading and investment firms with how to move to a proactive risk model that will be required in the future.

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17 Dec 2008

Static Instrument Data Becomes Dynamic

OTC Derivatives, Securities Linkages, Shake Up Instrument 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

In this first of three studies, A-Team observed the shift towards centralizing data management to support the enterprise is well underway, now supported – if not initiated – by senior management. There was, however, a clear message across the industry that firms are still facing challenges. In the lead is the challenge of ensuring consistency and quality of instrument data consumed across the enterprise in the current environment…

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01 Jun 2007

Buyer Persona: The Influence Behind Data Management Decisions

A-Team Group, a publishing, research and consulting company specializing in financial information technology, was commissioned by SunGard to conduct a study that would capture what is driving firm-wide reference data decisions globally. Specifically, the goals of the study were to assess global trends in data management across end-user groups, roles, responsibilities, including:

Attitudes of executives responsible for data management
Triggers, factors, and processes for purchasing decisions
Driving priorities in improvements in data management.

A-Team Group held structured discussions with more than 34 senior individuals involved in reference data management in 32 firms located in North America and Europe…

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01 Jun 2007

Fixed Income Pricing: Are Evaluations Gaining Value?

Fixed income instruments have always been difficult to price because of their diversity, volume and features, and not least because they continue to be predominantly traded over-the-counter and in many cases illiquid. And the increasing complexity of instruments, including the growing acceptance of derivatives, and tightening regulations are all putting further pressure on sources of fixed income pricing data.Given this landscape, how are financial institutions coping with the demands for pricing of fixed income securities? And given the illiquidity of many instruments and the dearth of contributed pricing sources in many areas, are evaluations gaining credibility as a pricing source?

We set out to find out:

What are the institutions’ high level needs and preferences in fixed income data and what industry trends are driving these needs?
What are their preferences for sources of data (brokers, vendors, selected exchanges, internal, others) and source types (contributed, evaluated, other) and why?
Is evaluated pricing gaining credibility, generally and in Europe in particular?
What is the perception of the current quality of third-party data available?
What gaps in coverage exist in today’s data sources, and what are the priorities for filling them?
What are the key factors of consideration in selecting data sources?
And much more…

These are questions we were keen to ask our devoted Reference Data Review readers and other data managers when we embarked on our fixed income pricing data survey, commissioned by Reuters…

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01 Nov 2005

Reference Data Review’s Outsourcing Survey

A glimpse into the financial services outlook towards the value of outsourcing reference data

Is outsourcing for reference data management an idea whose time has come? This is a question we were keen to ask our faithful Reference Data Review readers and other data managers when we embarked on our data management outsourcing survey. We turned to the industry for the latest sentiment on value add of data outsourcing and conducted one-on-one interviews with sell-side, buy-side and custodian firms in the U.K., Mainland Europe and the U.S. to understand their current reference data strategies.

Are these data managers willing to consider it for their data management processes? If so, what’s motivating them now? Are there consistent themes across the industry? What data types and functions would they consider outsourcing, and why would they not consider other data types or functions? What do they think are the benefits of outsourcing, and what are the barriers that could be holding them back from accepting managed reference data services? How does the view differ among sell-side, buy-side and custodian firms?

The survey was commissioned by enterprise data management provider SunGard Data Management Solutions, and designed and conducted by A-Team, a leading research and analysis company focusing on the use of information technology in financial markets…

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01 Jun 2005

Reference Data Now: Business Drivers & Approaches to Data Management

Want to know what 100 of the most influential reference data and IT managers say are the key drivers for securing investment into reference data and its management? Or how different financial institutions are approaching the challenge of effectively managing data across the enterprise and what progress they’ve made over the past two years? Or what they really think of issues like data quality, budgets, ROI, and more? So did we. Which is why we embarked on an in-depth and wide-ranging survey covering over 60 questions in order to get inside the mind of the thought leaders and hands-on managers in the industry. Now you can access our full findings in our complimentary report by registering for your free download.

The survey was commissioned by global information company Reuters, and designed and conducted by A-Team, a leading research and analysis company focusing on the use of information technology in financial markets.

The findings are contained in a report, Reference Data Now: Business Drivers & Approaches to Data Management, which is probably the industry’s most authoritative discussion on the current state of the reference data business for the past few years…

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01 Nov 2004

Calendar: FIMA 2011, 8 – 10 November 2011, (London)

Bloomberg Takes Top Slot in A-Team Group's North American Valuations Performance Benchmarking Survey

Omgeo Appoints Clare Fraser as Managing Director of Strategy

Viewpoints on Latency - I Am Not a Number: Approaches to Latency Management

MSCI Launches Risk Weighted Indices

Russell, Research Affiliates Launch Fundamental Index Series

Nikkei Launches “Nikkei China Related Stock 50” Basic Information Data Service

Rates, Curves and Derived Data Management Remains a Neglected Area Following the Crisis, Says Xenomorph

Ecclesiastical Insurance Group Selects DataFlux for Solvency II Data Management Implementation

DTCC Names Reena Walia Managing Director of Equities Risk Management

Daewoo Securities Selects Pricing Partners’ Financial Analytics Solutions

Nykredit Creates Central Data Hub with Cadis Platform

Meritus Gets Out of the Starting Blocks with Microgen 5Series

BANCO BiG Selects SDX to Power its Equity Derivatives Business

Monthly A-Team Insight

A-Team's flagship news and analysis publication, with the best of A-Team's coverage of the Electronic Trading, Low-Latency Connectivity, Market Data, Reference Data and Risk Management Technology segments. With in-depth features and interviews with key newsmakers, A-Team Insight gives busy financial IT executives all they need to know to stay on top of our fast-moving industry.

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	Photos from: Data Management for Risk, Analytics and Valuations – London, October 17, 2011 26 Oct 2011
	VIDEO: Omgeo's Freeman on the Changing Dynamics of the SSI Space 10 Oct 2011

	Serge Minne Named CEO of Wolters Kluwer Financial Services' FRSGlobal Unit 08 Feb 2012
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	Martin Porter & Adrian Guest Join b-next to Head Up International Expansion 08 Feb 2012
	Andrew’s Blog – LEIs: From Inspiration to Perspiration 07 Feb 2012
	AboveNet Names Michael Tighe Vice President of Marketing 07 Feb 2012

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