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The Who, What, When and Why of the Algorithmic Trading Universe

A-Team’s Algorithmic Trading Directory is the industry’s only reference for professionals active in the algorithmic and electronic trading community. The directory provides an easy-to-use guide to help buy-side professionals understand the algorithms on offer from their brokers and other trading counterparties and suppliers, where to find them, and who to talk with about them.

The Algorithmic Trading Directory lists algorithmic trading services offered by brokers, investment banks, and other sell-side financial institutions to their buy-side customers, in the form of detailed profiles of the firms’ electronic trading service offerings. Each profile features descriptive information on the proprietary algorithms on offer, including analysis of who should be using them, under what market conditions and to what end.

The Directory also includes a guide to the various forms of generic algorithms used and offered by major sell-side players, definitions of key terms, and abstracts of relevant articles with A-Team analysis.

The Algorithmic Trading Directory is available now! If you’re logged in, you can download your free copy by clicking on the PDF image below.

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Next Generation EDM Must Support Financial Services Workflow – Globally

A-Team Group, a publishing, research, and consulting company specializing in financial information technology, was commissioned by Reuters, a leader in delivering financial data and services, to help capture the financial services industry’s current views on enterprise data management (EDM). Specifically, A-Team’s study endeavored to uncover:

• How the industry is incorporating EDM in its business processes,
• What characteristics are priorities for forward-thinking EDM implementation to be effective,
• Where components are readily available, and
• If there is consensus on required change needed for the future.

The overarching objective of the study was to gain insight on whether financial institutions’ thinking on EDM has evolved over the past few years. If so, what is driving growth of EDM solutions? Is EDM a source of competitive advantage for financial institutions and/or a requirement to manage firms in an environment of mounting regulation? Is it necessary for proactive risk management…

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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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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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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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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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Sponsored by Intel - Published April 2007
116 pages - A-Team Group Research Report

Financial markets participants are rushing to deploy low latency architectures to handle soaring data volumes and to power best execution strategies and algorithmic trading applications. This report explores the market dynamics that have driven the need for low latency systems and how a set of technologies are being deployed to support different trading applications…

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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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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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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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Sponsored by FT Interactive Data, Reuters, Telekurs Financial

The only guide to software interfaces to the major sources of reference data.

• Software Providers: Working with Reference Data
• Published Date: February 1, 2004
• Report Size: 252 pages, A4 bound hard copy
• Number of Software Providers: 99 (see our table of contents for full list)
• Major Data Vendors Covered: Bloomberg, Exchange Data International, FT Interactive Data, Reuters, Standard & Poor’s, Telekurs Financial
• Operational Categories (11): Portfolio Management, Performance Measurement, Investment Accounting, Risk Management, Risk Analytics, Securities Lending, Corporate Actions Processing, Order Management, Data Management, Compliance, Regulatory Reporting
• Price: £895. For software providers that participated in the questionnaire, we are offering a discount of 30% off the list price as a sign of our appreciation.

We are offering a free 31-page information pack containing information from the report including the report introduction, market overview, data integration overview, sample software provider factfiles and sample tables from our extensive cross-reference section. It also includes a bonus chart from the report illustrating the percentage of interfaces by data vendor. You can register to receive this information pack below…

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