White Paper

Applying Open Data Principles to Financial Data Governance

To ensure sound data governance, an enterprise needs a centralised framework for understanding all data, typically an online data catalogue that lists data sources and the metadata that describes...
White Paper

Meeting the Complex Data Management Challenges of Shareholding Disclosures

Getting shareholder disclosure right has become a priority for financial institutions that are already required to monitor breaches of ownership thresholds that are used to protect sensitive...
White Paper

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...
White Paper

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...
White Paper

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...
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...

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