White Paper

Building the Business Case for Joining the Reference Data Utility

The benefits of joining a reference data management utility include the ability to improve data quality, simplify complex data management infrastructures, meet constantly expanding and changing...
White Paper

Entity Data Quality: New Approaches and the Four Categories of Data Quality Management

Legal entity data is critical to data strategy, business decisions and regulatory compliance, but it can be a challenge to ensure the data is accurate and reliable as the entity universe is large,...
White Paper

8-Step Guide to Choosing the Right Market Data Inventory Platform

Market data inventory platforms have been used by financial institutions to track, manage and control market data for decades, but as technology has developed, so too have inventory platforms,...
White Paper

The Reference Data Utility: How Goldman Sachs, JPMorgan Chase & Co and Morgan Stanley are breaking the reference data mold

The Reference Data Utility (RDU) built by SmartStream and backed by Goldman Sachs, JPMorgan Chase & Co, and Morgan Stanley is up and running and ready to deliver reference data management...
White Paper

Meeting the Data Challenge of AIFMD

The Alternative Investment Fund Management Directive (AIFMD) came into effect in 2013. Most financial institutions within its scope, particularly hedge funds and firms that service those funds, have...
White Paper

Navigating BCBS 239 and the New Stress-Testing Regime

Rigorous stress testing – and emerging regulations like Basel’s BCBS 239 – mean that the risk and finance functions can no longer act in isolation.
White Paper

Tracking bonds for Solvency II’s Matching Adjustment

How are you tracking bonds that are eligible for Solvency II’s Matching Adjustment (MA)?
White Paper

A Utility Approach for Operational Process Improvement

Data management is a high-cost, no-margin activity for financial institutions across the board. Business requirements and regulatory pressure demand more depth of processing and breadth of reporting...
White Paper

Getting to Grips with the Challenge of Beneficial Ownership

Understanding beneficial ownership of an entity – a corporation or a fund – has emerged as a key element of many financial institutions’ compliance activities. A raft of relatively new regulations –...
White Paper

Solvency II: How Insurers, Asset Managers and Asset Servicers are Meeting the Data Challenge

The EU’s Solvency II regulation is due to come into effect in January 2016. Aimed at ensuring the insurance industry fully understands the risks associated with its investments, the regulation places...

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