Pricing and Reference Data Industry Insights

Confidence & Control

The Role of Security in Reference Data Management

Warren Buckley, Chief Technology Officer, PolarLake

If the financial crisis of the last few years has taught us anything it has been that control and transparency in reference data management are now even bigger issues for anyone involved in operations and IT than they were before the crisis.  While there are a huge number of stories relating to unsecured client account information, mostly within Retail and Consumer environments, what about the control required for non client account data or reference data as we know it? In the post Lehman Brothers world of control we have seen in the market a massive focus on who in a firm gets access to all sorts of reference data, largely seen as not worth the effort to control in the past. Why is the trader in the equities division requesting massive amounts of fixed income pricing data? Why is the commodities analyst requesting settlement instructions for financial institutions? And why is all data on all asset classes being sent to all downstream systems, leading to a reference data security free for all?

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Reference Data Supply Chain Management is Here Today

John Randles, CEO PolarLake

Back office efficiency is top of the business agenda in most Investment Banks and Asset Managers driven by risk management and regulation demanding faster delivery of data into downstream systems. With that our clients are reporting downstream consumer getting much closer to the data, more specific on what they want and the timeliness of the delivery.

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Aite Group recognises PolarLake’s Reference Data Distribution Leadership

Cliff Cunningham, Director Product Marketing, PolarLake

Aite Group, a leading independent financial services research and advisory group, has recognised PolarLake as the closest in the market to an “off the shelf” Reference Data Distribution solution.

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Reference Data Distribution – A special case in Business IT alignment

John Randles, CEO PolarLake

There is no end to the amount of literature in the world of IT, Business Consulting and the Harvard Business Reviews of this world on the age old debate in how to align business and IT. But how relevant are these works to the Reference Data world? When it comes to Reference Data we see it as a very peculiar case. This is because business requirements are so distributed across the organization and so many stakeholders that are peers of each other.

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Reference Data Integration Goes Prime Time

John Randles, CEO PolarLake

In this time of massive industry crisis why should Financial Institutions be concerned with Reference Data Integration? The answer is simple: cost and risk, everybody’s focus right now.

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