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The FATCA introduction date (1st January 2013) is looming large and focusing the attention of financial institutions on what needs to be done. From my conversations with several financial institutions...
With reference to the ‘Unlocking Transformational Efficiency in Fund Operations’ posting on the Tabb Forum, Unit Pricing is a prime example of a function firms should invest in for continuous improve...
As we near summer’s end, many of us will be experiencing that old familiar “back to school” feeling, as we refocus our thoughts and plans towards the forthcoming term. In financial services, the focus...
The introduction of the proposed Standard Legal Identifier (LEI) is a golden opportunity for many financial institutions to enhance and improve overall client data management and achieve the coveted c...
Client data and reference data management are topics that are very much in the spotlight at the moment as global regulators move to introduce new legal requirements and more stringent standards (such...
The world of client onboarding is bracing itself for a raft of new regulations that will have a significant impact on global reference data and associated data quality for risk management and complian...