A-Team Group, specialists in news, research and events for financial IT executives, is pleased to announce the publication of the first in a series of vendor benchmarking studies - Performance Benchmarking: Valuations in European Buy-Side Institutions. A-Team Group conducted a comprehensive survey with 67 European institutions–a mix of asset managers and the securities services firms that support them–to understand what they are doing to "get it right" when it comes to the critical function of accurate valuations. This first release is a 34-page report, sponsored by Interactive Data and Markit, and is available for free download at www.ValuationsData.com.
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New Report from A-Team - Performance Benchmarking: Valuations in European Buy-Side Institutions
Industry Briefing & Survey: Harnessing Data for Better Valuations
A new industry briefing and survey report from A-Team Group and GoldenSource
A-Team Group, a publishing and research company specialising in financial information technology, was commissioned by enterprise data management specialist GoldenSource to conduct research into the challenges of managing pricing and valuations data.
Throughout the course of October 2009, A-Team Group researchers interviewed senior-level specialists closely aligned to market data or valuations. Several spanned multiple responsibilities including oversight of client data, product information, and trading risk.
The interview sample was spread across asset managers (52%), Tier-1 and Tier-2 banks (32%), broker/dealers (11%) and custodians (5%).
Geographically, participants were dispersed across the United Kingdom (47%), Europe (21%), and the United States (32%). Over half of the respondents had global responsibility within their organizations.
GoldenSource/A-Team Study reveals 78% Buy-side to Re-evaluate Data Strategy
The rapid take-up of OTC derivatives and associated business risk, is causing buy-side firms to reevaluate strategies, even those with well established data practices, according to an international survey commissioned by GoldenSource Corporation. The research, carried out by A-Team Group, studied trends among buy-side firms in managing instrument data and found that almost 80 per cent of asset managers are reviewing their data management strategies due to complex products. A copy of the full report, Buy-side Firms Take a Hard Look at Data Practices, is now available for download here.
Enterprise Data Management Goes Strategic
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…
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…
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…
