On 01 Mar 2008 in A-Team Free, A-Team Insight Quarterly, ATIQ-Features, ATIQ-Issue 3 - Q1 2008, Delivery Terms, RDR-Enterprise Data Management, RDR-The Interview, Reference Data Review 
By Thea George, Editorial Director, A-Team Group
When you’re embarking on a major post-trade infrastructure refresh, pick a solution that can coexist with your legacy set-up and enable you to migrate piece by piece and capitalise on opportunities for quick wins. That’s the message from T Rajah, CIO at Hong Kong-based broker CLSA
The presence of Thiyagarajah (T) Rajah, chief information officer at CLSA, on a panel discussing enterprise data management at Swift’s Sibos conference in Boston in October last year served as a strong indication of his belief in the importance of solving the reference data challenge.
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On 01 Oct 2007 in A-Team Free, A-Team Insight Quarterly, ATIQ-Features, ATIQ-Issue 2 - Q4 2007, Delivery Terms, RDR-Industry Initiatives, RDR-The Interview, Reference Data Review
By Thea George, Editorial Director, A-Team Group
Long the heir apparent to his predecessor Lenny Schrank, Lázaro Campos has finally taken the helm at Swift. Here he tells A-Team IQ how he plans to build on its franchise to better meet the needs of its customers in the securities industry
When we meet Lázaro Campos at Swift’s La Hulpe headquarters in August, he recalls that he received the news of his appointment as the co-operative’s new CEO on a Tuesday. “I was just about to give a presentation to 400 people,” he says. “I didn’t tell anyone at the time, except my wife.”
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On 01 Oct 2007 in A-Team Free, A-Team Insight Quarterly, ATIQ-Features, ATIQ-Issue 2 - Q4 2007, Delivery Terms, RDR-The Interview, Reference Data Review
By Thea George, Editorial Director, A-Team Group
DTCC/Thomson Financial JV Omgeo may have an “enviable” position in the securities trade processing and reference data space, but its CEO Marianne Brown remains impatient for it to capitalise on some urgent opportunities
As the end of her first year as president and chief executive officer of trade processing and reference data specialist Omgeo approaches, Marianne Brown believes the market environment represents a greater opportunity for her company today even than it did back when Omgeo was created, in the midst of the industry’s preoccupation with preparing for the US market’s move to T+1 settlement. “Our opportunity today is twofold,” she says; “to continue to penetrate individual markets as they move towards STP, and to enable cross-border transaction processing globally.”
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On 01 Jul 2007 in RDR-The Interview, Reference Data Review 
The appointment of chief data officers (CDOs) has been heralded as a sign that financial institutions’ senior managers have at last recognised the importance of enterprise data management. While this is undoubtedly true, taking the EDM remit and running with it through to a successful conclusion is no mean feat. Enterprise data projects risk being derailed at a number of turns, and those charged with spearheading them must balance the often conflicting needs of different stakeholders, while demonstrating a solid ROI and equipping the firm with the appropriate resources – both human and technology - for the job.
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On 19 Jun 2007 in A-Team Free, A-Team Insight Quarterly, ATIQ-Features, ATIQ-Issue 1 - Q3 2007, Delivery Terms, MDI-The Corporation, MDI-The Interview, Market Data Insight, RDR-The Corporation, RDR-The Interview, Reference Data Review
By Andrew Delaney
In an exclusive interview with A-Team IQ in April – just days before news of the Thomson-Reuters deal emerged – Reuters CEO Tom Glocer shared his views on his achievements at Reuters so far, and his plans for “Phase 3” – to make Reuters great again
Prologue
The CEO stepped out of the limousine and climbed the grey steps that led to the revolving doors into the run-of-the-mill glass and steel high-rise. Ushered through the lobby to the elevators, he rode to the allocated floor, where he was escorted along a sombre corridor to the teak double-doors of the board room.
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On 19 Jun 2007 in A-Team Free, A-Team Insight Quarterly, ATIQ-Features, ATIQ-Issue 1 - Q3 2007, Delivery Terms, RDR-Enterprise Data Management, RDR-The Interview, Reference Data Review
By Thea George, Editorial Director, A-Team Group
A truly successful data project will not only address the technology challenge, but also the business process re-engineering required, reckons enterprise data management veteran John Fleming
The appointment of chief data officers (CDOs) has been heralded as a sign that financial institutions’ senior managers have at last recognised the importance of enterprise data management. While this is undoubtedly true, taking the EDM remit and running with it through to a successful conclusion is no mean feat. Enterprise data projects risk being derailed at a number of turns, and those charged with spearheading them must balance the often conflicting needs of different stakeholders, while demonstrating a solid ROI and equipping the firm with the appropriate resources – both human and technology – for the job.
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On 01 May 2007 in RDR-The Interview, Reference Data Review
An outsourced portfolio valuations service could save the industry significant amounts of money by eliminating duplication of effort by investment banks, custodians and trustees. So believes Jeff Gooch, recently appointed to head Markit Group’s portfolio valuations and trade processing businesses.
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On 01 Feb 2007 in RDR-The Interview, Reference Data Review
Reference data projects are “huge, scary and often not perceived as adding measurable value”. To avoid being derailed by the complexity and long payback time of such projects, firms should break the problem down into manageable chunks and accept that great value can be added to the business by addressing just part of the problem, either as a discrete project or within the context of an overall programme. This is the view of Neil Edelstein, a 30 year veteran of the data business who recently left Accenture to join New York based professional services firm Jordan & Jordan as director and reference data specialist.
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On 01 Oct 2003 in RDR-The Interview, Reference Data Review
Last summer’s release of Tullett Liberty’s Post:marker service heralded the interdealer broker’s first commercial foray into straight-through-processing. But as chief information officer Geoff Chapman explains, the firm has underpinned the offering with counterparty and security master databases it started work on more than five years ago.
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On 01 Aug 2003 in RDR-The Interview, Reference Data Review
Reuters has long been a dominant player in front-office data. Can it leverage that position to gain critical mass throughout the enterprise? RDR talks to reference data chief Kevin Bradshaw
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On 01 Jul 2003 in RDR-The Interview, Reference Data Review
Nearly a decade ago, a licence to distribute London Stock Exchange started Exchange Data International down the data aggregation route. RDR reports on how far they’ve come
A little over two years ago, the phrase reference data was pretty much unknown. Today it is in danger of becoming one of those tick-box capabilities that suppliers claim to have because they’ve heard that customers are buying it.
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On 01 Jun 2003 in RDR-The Interview, Reference Data Review
On the growing recognition of the Swiss vendor’s role as a global reference data provider
Mention Telekurs to people of a certain age in the London financial technology business and you’ll quite often find that they have a picture of a second division player in the real-time market data industry. Either that, or the words that spring to mind are ‘Swiss’ and ‘back-office’, neither of which excite the front-office, trading-oriented London crowd.
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On 01 May 2003 in RDR-The Interview, Reference Data Review
Dutch data management specialist Asset Control has ambitious plans to integrate the complete set of reference datafeeds into a single industry utility, chief executive Ger Rosenkamp explains.
When Asset Control announced at the end of last month that it had mapped and normalised Telekurs Financial’s Valordata Feed (VDF) to its AC Plus system and ACDEX service (see RDR, Issue 03), there were a few raised eyebrows among both data vendors and software developers.
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On 01 Apr 2003 in RDR-The Interview, Reference Data Review
Soliton plans to leverage its data acquisition technology and expertise to target the reference data management solutions space that Reuters is leaving behind.
When one door closes, another one opens – an old saying but one that has real meaning behind the doors of Soliton’s offices.
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On 01 Mar 2003 in RDR-The Interview, Reference Data Review
Tony Kirby may no longer work at Reuters, but he’s still secretary of the Reference Data User Group. In a month of turmoil, he spoke to Reference Data Review about the group’s activities and ongoing relations with its counterparts.
Tony Kirby is in danger of becoming a professional financial technology evangelist. A few years ago, he was highly visible as the public face of the Global Straight-Through Processing Association. The GSTPA is now defunct, but Kirby had already moved to head Reuters’ Global STP Programme.
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On 01 Feb 2003 in RDR-The Interview, Reference Data Review
FT Interactive Data has spent much of the recent past consolidating its datasets to address the needs of its customers internationally. Reference Data Review spoke to Tom Aubrey, European markets director, about the company’s view of the market.
“If you explain to people outside the securities industry that in effect the industry can’t agree on how to identify a security, they don’t understand how it can work – and that is a fair comment,” says Aubrey.
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