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…

READ THE REST