Data Management

  • 668

    COMPREHENSIVE DATA INTELLIGENCE: empowering the energy marketplace

    Energy companies today face an unprecedented level of market flux and regulatory complexity. To make informed strategic decisions in such an environment, these companies need access to richer and more comprehensive market data than is currently available. In this article, Arun Karur explains how companies can improve trading decisions and better manage their portfolio risk and compliance requirements by utilizing actual and significant market data. In recent years, market understanding in the energy sector has been complicated by major global shifts in supply and demand, as well as increasing supply chain complexity and more stringent regulatory limitations and environmental protection [...]
  • 255

    IMPLEMENTING VOLCKER: who sets the standards for compliance and reporting?

    After a lengthy development period, the Volcker rule (section 619 of the Dodd-Frank Wall Street Reform and Consumer Protection Act) finally hit the regulatory statute books on December 10, 2013. Prior to finalization, many banks had already started work to meet the anticipated requirements for compliance. In this article, Chris Collins, Ted Harvey and Alpa Rajai discuss the real-world challenges associated with Volkerís conformance and reporting requirements and propose some immediate actions that firms can consider as they work to comply with this long-anticipated regulation. Volcker, like many recent regulatory initiatives, is aimed as much at driving changes to culture [...]
  • 1049

    INVESTMENT BOOK OF RECORDS: establishing a single source of “truth” for buy-side firms

    Firms are discovering that there is a strong business need for accurate real-time positional data across their organizations. Access to such data would maximize investment opportunities, ensuring that a firm can be fully invested. For some, an Investment Book of Records (IBOR) addresses that need. Gaining considerable attention in the investment management industry, particularly within more retail-focused firms, an IBOR provides real-time portfolio visibility through the synchronization of frontand back-office systems and can be implemented in a variety of ways. Duncan Cooper discusses the fundamental patterns these options present and considerations for each. Traditionally, an investment manager has a front-office [...]
  • 799

    BENCHMARKING AND MATURITY ASSESSMENTS: how a small time contribution garners major insights and helps to improve data management

    With the onslaught of regulatory change programs and corporate realignments, more firms are performing internal current-state assessments of their practices and procedures and reaching out to the industry to benchmark against peers. Often, these initiatives require considerable time and effort, yet once the final reports are delivered, typically only 20% of the findings are acted upon. In this article, Sylvia Darwell and Gavin Kaimowitz explain how taking a slightly different approach can provide the majority of the results in a fraction of the time. What is Peer Benchmarking? Benchmarking is a continuous, systematic process used to evaluate and compare the [...]
  • 499

    USER-CENTERED DESIGN: increasing the value of data

    User Experience (UX) design has been used in many industries to display information in a way that is easy to consume and interpret. From desktop software to iPhone applications, UX design has become a baseline requirement for consumer products. In recent years, there has been a need for UX design in the business sector as well. The rapidly increasing volume of data firms are facing today is contributing to reduced efficiencies in everyday workflow, increased costs and limited employee potential. In this article, Parry Ruparelia, Jennifer Evans and Matt Hopgood discuss how firms in the capital and commodity markets are [...]