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Managing Enterprise Data and Subscriptions Spend

Financial institutions consume a broad range of services on a subscription basis to meet their business needs. These include market data and electronic information services, subscriptions for print...
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Deriving True Business Value from the Global LEI

The Legal Entity Identifier (LEI) – the free-to-use entity identifier – has established itself as a viable standard for helping financial institutions identify unique business entities that are...
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Harmonising the Approach to Regulatory Compliance

Regulatory compliance is key to financial institutions, but it can be costly and difficult to achieve in an environment where new regulations are constantly on the horizon and must be implemented...
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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...
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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,...
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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,...
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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...
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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...
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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.
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Tracking bonds for Solvency II’s Matching Adjustment

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

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