how to leverage a market data inventory platform for enterprise-wide gains
TRANSCRIPT
FROM
DataManagementReview.comNovember 8, 2016
Welcome to A-Team Group’s webinar:
How to leverage a market data inventory
platform for enterprise-wide gains
FROM
DataManagementReview.comNovember 8, 2016
Moderator:
Andrew Delaney, Chief Content Officer,
A-Team Group
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DataManagementReview.comNovember 8, 2016
Panel Member: Robert Mohan, Vice President and Manager,
Investment Information Management, Wellington
Management Company, LLP
Area of Expertise:
• Cost reduction
• Vendor expertise
• Inventory management
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DataManagementReview.comNovember 8, 2016
Panel Member: William Damm, Associate Director, Head of
Accounts Payable & Market Data Finance, Point72 Capital
Management LP
Area of Expertise:
• Management reporting for independent research and
market data
• Challenges of the management and compliance functions
in relation to exchange reporting
• Sales and Use tax with regard to research and market data
• Soft dollar compliance and reporting
• Integration of ERP systems with FITS and other
specialized management and reporting tools.
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DataManagementReview.comNovember 8, 2016
Panel Member: Steve Matthews, CEO, TRG
Area of Expertise:
• Steve has spent his career in the financial technology
space focused on delivering software solutions that deliver
improved operational efficiency and reduce costs for
financial services firms
• Prior to TRG Steve worked for a company owned by
Thomson Reuters and as a result had significant exposure
to the market data space
• Steve is a firm believer that the only way to deliver valuable
solutions that truly address pain points is to partner with
clients to both understand their unique challenges and to
jointly design, develop and deliver solutions to market
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DataManagementReview.comNovember 8, 2016
What is market data inventory and how does it help financial institutions?
Benefits of an inventory platform
Functions to consider
Capabilities to consider
Performance of current providers
How market data inventory services are delivered and the issues of legacy systems
How to migrate from a legacy system to leverage modern platforms
Leveraging the inventory platform for spend management across the enterprise
Eight step process to choosing the right market data inventory platform
Talking Points
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DataManagementReview.comNovember 8, 2016
What is market data inventory and how does it
help financial institutions?
FROM
DataManagementReview.comNovember 8, 2016
Benefits of an inventory platform
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DataManagementReview.comNovember 8, 2016
Functions to consider
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DataManagementReview.comNovember 8, 2016
Capabilities to consider
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DataManagementReview.comNovember 8, 2016
Performance of Current Providers
FROM
DataManagementReview.comNovember 8, 2016
How market data inventory services are delivered
and the issues of legacy systems
FROM
DataManagementReview.comNovember 8, 2016
How to migrate from a legacy system to leverage
modern platforms
FROM
DataManagementReview.comNovember 8, 2016
Leveraging the inventory platform for spend
management across the enterprise
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DataManagementReview.comNovember 8, 2016
Eight step process to choosing the
right market data inventory platform
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DataManagementReview.comNovember 8, 2016
8-Step Guide to Choosing the Right Market
Data Inventory Platform
Visit white papers section of DataManagementReview.com
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DataManagementReview.comNovember 8, 2016
Eight step process to choosing the right market data inventory platform
Step 1: If you don’t already use one, research and implement a market data inventory
platform
Step 2: Consider the key functionality offered, in particular the reporting and analytics
capabilities
Step 3: Consider the capabilities of your new provider
Step 4: Look for a well-established web-based platform
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DataManagementReview.comNovember 8, 2016
Step 5: How focused is your provider on your core platform?
Step 6: If you are considering migrating, ensure you negotiate
favourable terms and support from your new provider for
switching
Step 7: How strong is the client engagement and user community?
Step 8: Consider if you have broader needs beyond tracking market data
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Thank you to our sponsors
Contact us at:
Steve Matthews
Email: [email protected]
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DataManagementReview.comNovember 8, 2016
Upcoming A-Team Group Events
Visit DataManagementReview.com/events
November 17th Data Management Summit New York
February 2nd Intelligent Trading Summit London
March 15th Data Management Summit London
June 8th Intelligent Trading Summit New York
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Visit webinars section of DataManagementReview.com
December 8th
High
performance
market data
management
technologies
Upcoming A-Team Group Webinars
November 15th
Meeting the high
stakes challenge
of effective
sanctions data
monitorings
November 22nd
Shareholding
Disclosure: Are
Financial Firms
on top of this
regulatory
challenge?
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A-Team Group Handbook Series
Visit the data management handbooks section ofDataManagementReview.com
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