FiNETIK – Asia and Latin America – Market News Network

Asia and Latin America News Network focusing on Financial Markets, Energy, Environment, Commodity and Risk, Trading and Data Management

Data Management – a Finance, Risk and Regulatory Perspective- White Paper

Download this  white paper – Data Management – a Finance, Risk and Regulatory Perspective – about the challenges facing financial institutions operating across borders with respect to ensuring data consistency and usability across multiple user types.

 The finance, risk and compliance operations of any financial institution need nimble access to business information, for performance measurement, risk management, and client and regulatory reporting. But although the underlying data may be the same, their individual requirements are different, reflecting the group-level view required by senior management and regulators, and the more operational view at the individual business level.

Where in the past, risk managers have been left to figure out what’s most appropriate for their particular institutions, regulators today are adopting a more aggressive stance, challenging the assumptions underpinning banks’ approaches to risk management. As a result, today’s challenge is not only to understand the current regulatory, risk or finance requirements, but also to set in place the analytical framework that will help anticipate future requirements as they come on stream. To find out more, download the white paper now

Full text and downloads available to members only, please log in or become a member to view premium content and attached documents.  Becoming a member of the ReferenceDataReview.com community is free and easy – just click the link below.      
Source: A-Team, 02.07.2013

Filed under: Corporate Action, Data Management, Library, Reference Data, Risk Management, Standards, , , , , ,

LEI-Dealing with Reality – How to Ensure Data Quality in the Changing Entity Identifier Landscape

“The Global LEI will be a marathon, not a sprint” is a phrase heard more than once during our series of Hot Topic webinars that’s charted the emergence of a standard identifier for entity data. Doubtless, it will be heard again.

But if we’re not exactly sprinting, we are moving pretty swiftly. Every time I think there’s nothing more to say on the topic, there is – well – more to say. With the artifice of the March ‘launch date’ behind us, it’s time to deal with reality. And the reality practitioners are having to deal with is one that’s changing rapidly.

Down load full and detailed report.

LEI-Dealing_with_reality-how_to_ensure_data_quality with Entity Identifiers_06_13.pdf

Source: A-Team, 26.06,2013

Filed under: Data Management, Data Vendor, Library, Reference Data, Standards, , , , , , , , , , , , , , ,

Valuations – Toward On-Demand Evaluated Pricing

Risk and regulatory imperatives are demanding access to the latest portfolio information, placing new pressures on the pricing and valuation function. And the front office increasingly wants up-to-date valuations of hard-to-price securities.

These developments are driving a push toward on-demand evaluated pricing capabilities, with pricing teams seeking to provide access to valuations at higher frequency of update than before.

Download this special report for FREE now! Click the link below.

Source: A-Team, 26.06.2013

Filed under: Data Vendor, Library, Market Data, Reference Data, , , , , , , ,

Outsourcing Reference Data Management: Cost Reduction and New Revenue Opportunities

The past 12 months has seen the emergence of new players offering Business Process Outsourcing (BPO) services for Reference Data Management. These new arrivals expand the range of options available to financial institutions for addressing the challenges of regulatory compliance, operational cost reduction and scalability.

But BPO has other benefits, and innovative adopters have benefited from using the model to create new value-added services. By catering to clients’ data management needs, these players have been able to transform what’s traditionally been considered a cost centre into a new and significant source of revenue.

This paper – from AIM Software – explores this exciting new trend, and describes how an established financial institution took advantage of BPO to turn its enterprise data management initiative into a new source of revenue and business growth.

Download the White Paper Now to Find Out More

Source: A-Team, March 2013

Filed under: Corporate Action, Data Management, Data Vendor, Library, Market Data, Reference Data, Standards, , , , , , , , , , , , , , ,

White Paper: Big Data Solutions in Capital Markets – A Reality Check

Big Data has emerged in recent months as a potential technology solution to the issue of dealing with vast amounts of data within the enterprise. As in other industries, financial services firms of all kinds are drowning in data, both in terms of the sheer volume of information they generate and / or have to deal with, and in terms of the growing and diverse types of data they confront in those efforts.

But the relative immaturity of Big Data solutions, and widespread lack of understanding of what the term really means, leads some to question whether ‘Big Data’ is no more than a technology solution looking for Big Problem to solve.

So is Big Data for real? Can so-called Big Data solutions provide relief to the embattled data architects at financial institutions? Or is Big Data a solution looking for a set of problems to solve?

Research conducted by A-Team Group on behalf of Platform Computing suggests that current market sentiment, financial hardships and regulatory scrutiny may be conspiring to create the perfect conditions for Big Data solutions to provide value to financial institutions.

Download the White Paper Now

Source: A-Team, 15.02.2012

Filed under: Data Management, Data Vendor, Library, Market Data, Reference Data, , , ,

Latin America Fund and Investment News Aug-Oct 2011 – Alternative Latin Investor

American Business Practices in Brazil: A Contrarian’s View

Premium Article OCT, 2011 U.S. companies have been investing heavily in Brazilian private equity in recent years, capitalizing on the across-the-board growth in the country’s small, mid and large cap companies. But according to Malcolm McLelland, an American-born, Brazil-based consultant and…Read Full Article

Latin American Hedge Funds

Premium Article OCT, 2011 Hedge funds have become one of the most vital asset classes in LatAm in recent years, and LatAm hedge funds some of the most successful in the global industry, as local investors aim to diversify their strategies and exposure in the region while foreign investors vie for b…Read Full Article

Brazil

Premium Article OCT, 2011 Given its robust growth in recent years and massive wealth compared to its neighbors, Brazil has attracted the lion’s share of global investment in LatAm, with foreign investors allocating especially aggressively to equity and government bonds. Brazilian investors, …Read Full Article

MILA Integrated Latin American Market

OCT, 2011 On May 30 of this year, the Integrated Latin American Market (Mercado Integrado Latinoamericano, or MILA) was launched, combining the stock markets of Colombia, Chile and Peru into a single cross-trading platform. A key component of a regional trend toward integration, MILA has been wide…Read Full Article

Brazilian Pension Funds

Premium Article OCT, 2011 Alternative asset managers around the globe are vying for the attention of Brazil’s swelling pension funds. As of early 2011, these funds had a total of $342 billion under management and had grown an average of 14% per year for the last five years, one of the highest…Read Full Article

Meta-Trends in LatAm Investment

Premium Article OCT, 2011 The progress of alternative asset investment in LatAm is following two basic meta-trends, that is, large-scale and long-term patterns that transcend specific products, firms or opportunities. These meta-trends are, first, the increasing interpenetration of managers from th…Read Full Article

High Net Worth Individuals in LatAm

Premium Article AUGUST, 2011 The wealth and quantity of high net worth individuals (HNWI) in LatAm has grown in recent years. According to the Capgemini/Merrill Lynch World Wealth Report 2011, the number of LatAm HNWI grew by 6.2% in 2010, and its total HNWI wealth by 9.2%. There are about a half…Read Full Article

Quant Funds

Premium Article AUGUST, 2011 After taking a battering during the 2008 credit crunch and struggling in the early stages of recovery, quantitative (or ‘quant’) funds are trying to reassert themselves in the industry. And a small, but growing, number are looking to start afresh in the …Read Full Article

LatAm Funds

Premium Article AUGUST, 2011 U.S. Institutional investors looking to increase their exposure to emerging markets have been turning increasingly to a handful of LATAM countries, where they see a swelling pool of experienced fund managers working within a context of political stability and economic g…Read Full Article

Institutional Investing in LatAm

Premium Article AUGUST, 2011 For most institutional investors, there is an uncertainty about LatAm´s quality and future – and a certainty about its checkered past – that gives them pause as they investigate young managers in the region. Most of these investors want to see a stron…Read Full Article

Source:Alternative Latin Investor, October 2011

 

Filed under: Brazil, Chile, Colombia, Exchanges, Latin America, Library, Mexico, News, Peru, Risk Management, Services, Wealth Management, , , , , , , , , , , , , , , , ,

Top 10 Root Causes of Data Quality : The Basics – Part 1

We all know data quality problems when we see them.  They can undermine your organization’s ability to work efficiently, comply with government regulations and make revenue. The specific technical problems include missing data, misfielded attributes, duplicate records and broken data models to name just a few.

But rather than merely patching up bad data, most experts agree that the best strategy for fighting data quality issues is to understand the root causes and put new processes in place to prevent them.  This five part blog series discusses the top ten root causes of data quality problems and suggests steps the business can implement to prevent them.

In this first blog post, we’ll confront some of the more obvious root causes of data quality problems.

Root Cause Number  (1) One : Typographical Errors and Non-Conforming Data
Despite a lot of automation in our data architecture these days, data is still typed into Web forms and other user interfaces by people. A common source of data inaccuracy is that the person manually entering the data just makes a mistake. People mistype. They choose the wrong entry from a list. They enter the right data value into the wrong box.

Given complete freedom on a data field, those who enter data have to go from memory.  Is the vendor named Grainger, WW Granger, or W. W. Grainger? Ideally, there should be a corporate-wide set of reference data so that forms help users find the right vendor, customer name, city, part number, and so on.

Root Cause Attack Plan

  • Training – Make sure that those people who enter data know the impact they have on downstream applications.
  • Metadata Definitions – By locking down exactly what people can enter into a field using a definitive list, many problems can be alleviated. This metadata (for vendor names, part numbers, and so on can) become part of data quality in data integration, business applications and other solutions.
  • Monitoring – Make public the results of poorly entered data and praise those who enter data correctly. You can keep track of this with data monitoring software such as the Talend Data Quality Portal.
  • Real-time Validation – In addition to forms, validation data quality tools can be implemented to validate addresses, e-mail addresses and other important information as it is entered. Ensure that your data quality solution provides the ability to deploy data quality in application server environments, in the cloud or in an enterprise service bus (ESB).

Root Cause Number (2) Two : Information Obfuscation
Data entry errors might not be completely by mistake. How often do people give incomplete or incorrect information to safeguard their privacy?  If there is nothing at stake for those who enter data, there will be a tendency to fudge.

Even if the people entering data want to do the right thing, sometimes they cannot. If a field is not available, an alternate field is often used. This can lead to such data quality issues as having Tax ID numbers in the name field or contact information in the comments field.

Root Cause Attack Plan

  • Reward – Offer an incentive for those who enter personal data correctly. This should be focused on those who enter data from the outside, like those using Web forms. Employees should not need a reward to do their job. The type of reward will depend upon how important it is to have the correct information.
  • Accessibility – As a technologist in charge of data stewardship, be open and accessible about criticism from users. Give them a voice when processes change requiring technology change.  If you’re not accessible, users will look for quiet ways around your forms validation.
  • Real-time Validation – In addition to forms, validation data quality tools can be implemented to validate addresses, e-mail addresses and other important information as it is entered.

This post is an excerpt from a white paper available here. More to come on this subject in the days ahead.

Source: 24.08.2011 Steve Sarsfield – The Data Governance and Data Quality Insider

Filed under: Data Management, Library, Standards, , , , , , ,

FT Special Report: Investing in Mexico

Read the FT Special Report at Investing in Mexico FT Special Report June 2011

 

Boom times despite safety fears

There has been a rise in violent crime in some areas, but the country is still a good place for business, says John Paul Rathbone

Better government and smarter leadership, combined with strategic vision, could change Mexico very swiftly, writes Luis Rubio

Regulation: Media wars give hope of more choice

Competition, once an infrequent and timid visitor, is making a loud return, says Adam Thomson

Politics: Reform on hold as all eyes turn to elections

The PRI is tipped to regain the presidency but it is not all plain sailing, writes Adam Thomson

Industry: Aerospace sector helps high-tech economy fly

Advanced manufacturing skills are boosting exports, writes Adam Thomson

US relationship: Bumps on road to better links

Differences persist on guns, drugs and illegal migrants, says Anna Fifield

Still everything to play for in face-off with BrazilJohn Authers considers the nation’s rivalry with Brazil and asks whether there is all still to play

Stock market: Changes give vigour to once-somnolent bourse

Technical and other alterations facilitate business, reports Adam Thomson

Tourism: Aggressive push to promote country’s multifaceted allure

The nation’s tourism industry is working hard to persuade visitors there is more to discover, writes Adam Thomson

Mexico City: Conditions improve for business

A string of liberal social reforms during the past few years has led some observers to rename Mexico’s capital ‘Marcelona’, writes Adam Thomson

FT Special Report, 13.07.2011

Filed under: BMV - Mexico, Brazil, Library, Mexico, News, Risk Management, , , , , , , , , , , , , , , , , , , , , ,

ETF panorama: Aspectos Destacados del 1er Quartal 2011 BlackRock

La industria global de los ETFs mantiene la trayectoria ascendente con la que inició el año, si se comparan los 2,605 ETFs con activos por USD$1,399.4 millones al cierre del primer trimestre de 2011, con respecto de los 2,131 ETFs con activos por USD$1.082 mil millones en el mismo periodo de 2010.  _ETF  Reporte 1er Quartal 2011

En Latinoamérica el sector de ETFs cuenta con 26 ETFs, 405 listados y activos bajo administración por USD $10.2 mil millones, de ocho proveedores en tres bolsas, que se comparan con 21 ETFs, 231 listados y activos por USD$9.3 mil millones de tres proveedores en tres mercados que había a finales del primer trimestre de 2010.

Como sabes, los ETFs son instrumentos que siguen índices, listados y cotizados en mercados bursátiles, que proporcionan transparencia diaria al portafolio. El reporte da cobertura a los productos Exchange Traded Funds (ETFs) a escala global e incluye rankings de proveedores de ETFs e índices globales, en Estados Unidos, Europa, Japón, Asia, Latinoamérica, Medio Oriente y Africa.

Además, incluye comentarios respecto al impacto en los mercados de inversión global debido a acontecimientos como los disturbios en países de Oriente Medio y norte de Africa, así como desastres naturales como el terremoto y tsunami, y la consecuente catástrofe nuclear en Japón.

Adjunto te hacemos llegar el reporte completo en inglés, en formato PDF. En caso de cualquier duda adicional, quedamos a tu disposición.

Source: BlackRock- Carral Sierra, 06.05.2011

Filed under: Asia, Exchanges, Latin America, Library, News, Services, , , , , , , , , , , , , , , , , , , ,

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