Library
This page contains a complete chronological listing of all documents, reports, articles, presentations and press releases relating to the EDM Council, our member firms and the industry as a whole.
2013
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FIBO an Emerging Industry Standard for Risk Management, Compliance and Regulatory Reporting
Presentation by David Newman (Wells Fargo) June 2013 17 June 2013 - 1.86MB |
The Composite Picture of Data Management
Presentation given at FIMA North America 04 April 2013 - 1.90MB |
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FIBO Technology Summit At SemTechBiz
Financial industry and Sem Tech leaders discuss ontology evaluation tools, FLORA-2′s potential, and more. 11 June 2013 - 559.90KB |
Council Update (London)
Identifying the recent developments in enterprise data management. Presented at London member briefing. 21 March 2013 - 2.04MB |
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Council Update (Webinar)
Identifying the actions affecting data management and the implications for financial institutions and their suppliers. Presentation given as a webinar to the industry as a whole 11 June 2013 - 4.28MB |
Regulatory and Business Data Implications Map and Glossary
Graphical outline of the intersection between regulation & data requirements and common approaches to address them. 13 March 2013 - 124.38KB |
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FIBO Technology Summit – Opening Remarks
Transcript of the Opening remarks from FIBO Technical Summit. Presented by Michael Atkin 04 June 2013 - 74.30KB |
Australia Risk Data Guidelines
Australian Prudential Regulation Authority: Draft Prudential Practice Guide PPG 235 – Managing Data Risk 26 February 2013 - 257.45KB |
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Standard Metrics for Metadata - Working Spreadsheet
Compilation of working meeting notes from bi-weekly meetings over the past 6 months. The aim of this research is to translate current best practices into the formal structure of the Data Management Maturity Model (DMM). 04 June 2013 - 71.92KB |
Council Update (NYC)
Identifying the recent developments in enterprise data management. Presented at New York member briefing. 21 February 2013 - 320.57KB |
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Core Data Concepts
Working document used to identify and define core data concepts as well as the business processes and functions that require them 21 May 2013 - 84.13KB |
OFR’s Responses to FAQ’s on LEI
Frequently Asked Questions: Global Legal Entity Identifier (LEI) 20 February 2013 - 95.67KB |
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FSOC Annual Report 2013
Financial Stability Oversight Council annual report addressing the activities of the Council and significant financial market and regulatory developments, along with an assessment of those developments on the stability of the financial system. 30 April 2013 - 10.05MB |
Business Entity Ownership And Control Rules
13 February 2013 - 21.73KB |
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DMM Internal Self-Assessment Model v2.01
Working model for member firms to assess their DMM 30 April 2013 - 402.86KB |
Basel Risk Data Principles
Basel Committee on Banking Supervision: Principles for effective risk data aggregation and risk reporting 01 February 2013 - 136.82KB |
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DMM Internal Self-Assessment Model
Working model for member firms to assess their DMM 25 April 2013 - 398.36KB |
Summary of Basel Data Principles
A summary of the Basel Principles for Effective Risk Data Aggregation 01 February 2013 - 30.90KB |
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FIBO an Emerging Industry Standard for Risk Management, Compliance and Regulatory Reporting
Presentation by David Newman (Wells Fargo) 25 April 2013 - 4.12MB |
NY Fed Financial Stability Plan
Preliminary findings for a systemic risk monitoring program, from Federal reserve Bank of New York. 01 February 2013 - 501.26KB |
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Summary Report to Members
A synopsis of the activities of the EDM Council over the past few months. 22 April 2013 - 99.10KB |
EDM Council Overview
Update of current projects and initiatives. 29 January 2013 - 4.60MB |
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IOSCO: Final Report on Technical Challenges to Market Surveillance
On August 22, 2012, IOSCO published its related consultative report entitled Technological Challenges to Effective Market Surveillance, Issues and Regulatory Tools. Seventeen comments letters were received from individuals, associations, markets and regulators. This Final Report discusses and incorporates, as appropriate, those comments. 22 April 2013 - 676.77KB |
Financial Reporting Terms and Definition
e-CFR Definitions 28 January 2013 - 36.50KB |
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Core Data Management Maturity (DMM) Model
Revised version for implementation phase of the DMM initiative. 18 April 2013 - 1.46MB |
Project and Activity Matrix
Summary of all active EDM Council projects and activities 28 January 2013 - 86.47KB |
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Shadow Banking: Issues and Regulatory Approaches
Produced by Jaime Caruana, General Manager of the Bank for International Settlements and the University of Maryland 15 April 2013 - 1.46MB |
Data Management Strategy, Data Quality, and Support Processes
Definition of the components, business processes and capability areas required for certification of data management effectiveness relating to Data Quality, Data Management, and Supporting Processes. 18 January 2013 - 921.18KB |
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Global Regulatory Reforms Proposals
Side-by-side comparisons and timelines published by GFMA 10 April 2013 - 1.96MB |
FIBO Business Ontology - Best Practice for Managing Big Data
Presentation by Mike Bennett to Bank of England, Centre for Central Banking Studies 17 January 2013 - 492.53KB |
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Next Generation Community Financial Cyberinfrastructure for Managing Systemic Risk
Report of a workshop held by NSF, March 2013 08 April 2013 - 361.39KB |
The Value of FIBO for Risk Analysis
An overview of the significance from implementing FIBO in risk analysis 11 January 2013 - 31.73KB |
2012
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What's In,What's Out: 2012
Our view of the concepts and activities that are on the rise in our industry versus those that seem to be waning. 11 December 2012 - 45.75KB |
European Systemic Risk Board Annual Report
This report on financial stability in Europe was released by the ESRB. 22 June 2012 - 723.95KB |
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Fourth FSB Progress Note on LEI
This is the fourth of a series of notes on the implementation of the legal entity identifier (LEI) initiative. 11 December 2012 - 78.41KB |
DMM Operational Review
The structural components of the DMM. 21 June 2012 - 1.37MB |
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Report to Members (Interim)
Highlights of EDM Council activities underway. 30 November 2012 - 24.62KB |
G20 Declaration
The G20 endorsed the FSB recommendation on LEI (point number 44) and seeks a report on implementation progress by the November 2012 Finance Ministers meeting. 19 June 2012 - 283.43KB |
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DMM Overview
Assessing Data Management Capabilities Using the DMM Framework 28 November 2012 - 1.41MB |
Core Data Attributes Model
Working document used to identify and define core attributes as well as the business processes and functions that require them 08 June 2012 - 42.00KB |
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Sample DMM Radar Diagram
Example output from DMM - Radar Diagram 28 November 2012 - 616.77KB |
FSB Report on LEI to G20
35 recommendations for the development and implementation of the global LEI system as well as a set of “high level principles” outlining the objectives of the global LEI system. 08 June 2012 - 601.78KB |
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Positioning of Metadata
3 slides created by Fannie Mae as an overview 27 November 2012 - 55.21KB |
FIBO for Risk
Presentation by David Newman (Wells Fargo) and Mike Bennett (EDM Council) at the Semantic Technology and Business Conference 05 June 2012 - 1.65MB |
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Data Governance Conference Keynote
Presented at DG Winter Conference 26 November 2012 - 1.73MB |
Operational Semantics
Presentation prepared by David Newman on the operational implementation of FIBO. 01 June 2012 - 1.55MB |
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CICI Utility & Progress Towards a Global LEI Solution
A practical guide jointly published by DTCC and SWIFT 20 November 2012 - 544.59KB |
CCAR Methodology
Comprehensive Capital Analysis and Review 2012: Methodology and Results for Stress Scenario Projections 30 May 2012 - 3.46MB |
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Metadata Subject Areas
Map of metadata by subject area, contributed by ASKGET 24 October 2012 - 107.03KB |
Core Data Management Maturity (DMM) Model
Draft release version for implementation phase of the DMM initiative. 30 May 2012 - 1.38MB |
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Metadata Working Group (Definition)
Draft definition of metadata categories 23 October 2012 - 74.11KB |
FATCA Implications
EDM Council member Amy Harkins, BNY Mellon, prepared this overview of FATCA implications and requirements for a recent conference. 22 May 2012 - 407.19KB |
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Presentation to FSB on FIBO Business Entity
Background for FSB Private Sector Preparatory Group 15 October 2012 - 2.81MB |
Data Management for Investment Management Companies
Presented at TSAM New York: Identifying the primary legislative activities from a data perspective 16 May 2012 - 1.27MB |
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Standard Metrics Minutes
Result of October 10 meeting 10 October 2012 - 73.19KB |
DMM Internal Self-Assessment Model
Working model for member firms to assess their DMM. 14 May 2012 - 447.32KB |
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FIBO-Business Entities (Business Conceptual Ontology) slide deck
A diagrammatic explanation of FIBO-Business Entities as a conceptual ontology. This version is a .pptx slide deck with associated notes. 28 September 2012 - 673.78KB |
Council Update: Presentation
Identifying the recent developments in enterprise data management. Presented at London member briefing (Updated version) 02 May 2012 - 3.41MB |
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FIBO-Business Entities (Business Conceptual Ontology) pdf format
A diagrammatic explanation of FIBO-Business Entities as a conceptual ontology. This version is in pdf format. 28 September 2012 - 4.70MB |
FSOC Annual Report 2012
30 April 2012 - 26.83MB |
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Presentation by MITRE Corporation on Data Quality Metrics
Description of research project for flexible and generic data quality metrics assessments. 26 September 2012 - 731.24KB |
US Treasury: The Financial Crisis Response
A series of charts on the impact of the combined actions of the Treasury, the Federal Reserve, and the Federal Deposit Insurance Corporation on the US economy following the financial crisis. 30 April 2012 - 6.12MB |
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Semantic Solutions for Systemic Risk Analysis
FIBO presentation by David Newman (wells Fargo) to Financial Regulators 12 September 2012 - 1.25MB |
2012 Global Industry Benchmarking Survey Presentation
Results and findings of the 2012 industry benchmarking survey 16 April 2012 - 2.34MB |
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Bank of England: The Dog and the Frisbee
Transcript of speech presented at the Federal Reserve Bank economic policy symposium. Paper by Andrew G Haldane, Executive Director, Financial Stability and member of the Financial Policy Committee and Vasileios Madouros, Economist, Bank of England. 31 August 2012 - 1.37MB |
Full Report: 2012 Global Industry Benchmarking Survey
Detailed assessment of the state of data management across the investment banking, securities servicing and asset management industry segments. 16 April 2012 - 801.47KB |
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DMM Structure
Business summary of the Data Management Maturity Model 31 August 2012 - 814.43KB |
Data Quality Working Meeting
Presentation to guide the discussion on the new Data Quality activities 29 March 2012 - 160.44KB |
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IOSCO: Consultation Report on Technical Challenges to Market Surveillance
IOSCO Board published this Report with the aim of outlining high level recommendations to assist Market Authorities in addressing the challenges posed by the latest technological developments to effective market surveillance, particularly with respect to: (1) Improving surveillance capabilities on a cross-market and cross-asset basis; and (2) Making more useful to Market Authorities the data collected for surveillance purposes. Public responses were requested. 22 August 2012 - 540.24KB |
DMM Launch Meeting Slides
Core model review process kick off meeting including SEC Chief Data Officer Lew Alexander's case study on the recent DMM workshop and appraisal conducted by Booz Allen Hamilton. 27 March 2012 - 472.17KB |
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Aligning Business Objectives to Data Management
Dr. Walid el Abed, guest speaker at New York Member briefing 25 July 2012 - 2.98MB |
DMM Draft Core Model
Formal draft version of DMM 23 March 2012 - 307.54KB |
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Council Update (NYC)
Identifying the recent developments in enterprise data management. Presented at New York member briefing. 25 July 2012 - 1.99MB |
Bank of England: Towards a Common Financial Language
Transcript of speech presented at the SIFMA 'Building a Global Legal Entity Identifier Framework' Symposium, New York. Paper by Robleh D Ali, Andrew G Haldane and Paul Nahai-Williamson 14 March 2012 - 149.48KB |
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Data Quality Dimensions
Seven common concepts for communicating data quality between business groups, with data vendors and with regulators. 25 July 2012 - 158.55KB |
Citi's Implementation of DMM
A short presentation on the drivers and benefits from implementing the DMM into Citi enterprise data governance program. 14 March 2012 - 194.04KB |
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CICI LEI Order
Supporting information - CFTC appointment of DTCC/SWIFT as CICI provider 24 July 2012 - 449.57KB |
Council Update (NYC)
Identifying the recent developments in enterprise data management. Presented at New York member briefing. 14 March 2012 - 1.91MB |
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CICI Designation Fact Sheet
Supporting information - CFTC appointment of DTCC/SWIFT as CICI provider 24 July 2012 - 181.06KB |
Demystifying Financial Industry Semantics
An introduction to Semantics and Financial Industry Business Ontology presented by Mike Bennett. 13 March 2012 - 1.91MB |
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OFR Annual Report
This inaugural OFR Annual Report details the progress of the OFR in meeting its mission (analysis of financial stability, research, addressing data gaps and promoting standards) 20 July 2012 - 3.86MB |
FIBO in Operations
An overview of the semantics OTC Derivatives POC presented by David Newman, Wells Fargo. 13 March 2012 - 3.89MB |
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Council Update (Boston)
Identifying the recent developments in enterprise data management. Presented at Boston member briefing. 13 July 2012 - 1.10MB |
Council Update (Webinar)
Identifying the actions affecting data management and the implications for financial institutions and their suppliers. Presentation given as a webinar to the industry as a whole 23 February 2012 - 1.91MB |
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Swap Definition
CFTC/SEC Definition of “swap” for the purpose of administering the Wall Street Reform and Consumer Protection Act. 10 July 2012 - 293.79KB |
SEC Swap Reporting
17 CFR Parts 240 and 242. Regulation SBSR—Reporting and Dissemination of Security-Based Swap Information; Proposed Rule 22 February 2012 - 1.82MB |
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LEI - Call for members for the FSB Legal Entity Identifier Private Sector Preparatory Group
FSB call for interest from private sector experts to support the launch of a global LEI system by March 2013. Nominations and indications of interest are due by Wednesday 11 July 2012. 03 July 2012 - 21.39KB |
Council Update (Informatica Conference)
Current status of regulatory reform and Council projects presented at Informatica Conference 15 January 2012 - 164.89KB |
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Council Update (Toronto)
Identifying the recent developments in enterprise data management. Presented at Toronto member briefing. 28 June 2012 - 2.16MB |
Council Update: Executive Summary Report
An update by Mike Atkin on the status of the EDM Council activities and initiatives 11 January 2012 - 469.06KB |
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Council Update (Asia)
Outlining latest developments in enterprise data management for presentation to Asia Pacific community 26 June 2012 - 974.58KB |
Report to Members
Full report (members only) update by Mike Atkin o the status of the EDM Council activities and initiatives 11 January 2012 - 571.68KB |
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Report to Members
A summary of the projects and initiatives of the Council 25 June 2012 - 536.96KB |
OFR Survey of Systemic Risk Analytics
Office of Financial Research Working Paper #0001 05 January 2012 - 1.13MB |
2011
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CFTC Final Rulemaking for Data Reporting
The CFTC released its notification of final rulemaking for issues related to data recordkeeping and reporting. 21 December 2011 - 1.45MB |
Issa Data Act
Bill to amend title 31, United States Code, to require accountability and transparency in Federal spending. 13 June 2011 - 224.14KB |
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What’s In, What's Out: 2011
EDM Council’s annual review of the ‘year that was.’ 19 December 2011 - 92.19KB |
FPML Product Representation for Standardized Derivatives
ISDA White Paper 09 June 2011 - 799.19KB |
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CFTC Semantics Working Group
Presentation to the CFTC’s Data Standardization Subcommittee by our working group on semantics 13 December 2011 - 3.22MB |
Member Briefing: June 2011
A presentation by Mike Atkin to EDM Council members identifying the latest developments in regulatory change and the progress of Council activities 09 June 2011 - 608.05KB |
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OFR Themes
Our assessment of the outcome of the OFR’s inaugural conference held December 1 in Washington DC 05 December 2011 - 61.76KB |
Considerations in Ontology Alignment
This paper describes the EDM Council Semantics Repository and in particular the steps taken to align the content of financial industry semantics with common cross industry terms 16 May 2011 - 163.71KB |
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OTC Proof of Concept Presentation
Presentation by David Newman, Wells Fargo, outlining the use of semantics for describing and analyzing OTC derivatives. 28 November 2011 - 5.71MB |
Socializing Common Ontology
Possible ways in which terms from a recognized and attested ontology may be incorporated or referenced within the Semantics Repository 16 May 2011 - 203.89KB |
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Joint Letter on the Use of LEI
Addressed to participants at the Financial Stability Board meeting 22 November 2011 - 41.51KB |
LEI Solicitation of Interest
This is the final SOI document for organizations interested in participating in the 15 May 2011 - 252.78KB |
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Keynote Presentation
by Mike Atkin at the CUSIP Global Summit, NYC 27 October 2011 - 142.07KB |
Requirements for a Global LEI Solution
Proposal generated by the industry identifying the requirements for a gloal LEI solution 03 May 2011 - 2.01MB |
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ECB IT Forum
a presentation by Mike Atkin at the European Central Bank IT Forum, Frankfurt 27 September 2011 - 184.71KB |
DMM Core Model v 3.1.13
Working document: Revised core model 22 April 2011 - 63.20KB |
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European Legislative and Regulatory Update
Presentation by Barbara Ridpath, CEO, International Centre for Financial Regulation at EDM Council meeting in London 15 September 2011 - 1.43MB |
OMG Standard for Semantics Repository
Minutes of the first official working meeting between OMG and the Council to structure the workstreams and define the deliverables 21 April 2011 - 102.20KB |
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Semantic Use Cases for OTC Derivatives
Presented to CFTC Technical Advisory Committee on the use of semantics to meet regulatory objectives 13 September 2011 - 123.43KB |
EDMC-OMG Workstream Definitions and Objectives, April 20
Slides outlining the goals and success criteria for the joint (EDM Council - OMG) working groups. 20 April 2011 - 84.64KB |
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Member Briefing (NYC)
Presentation for members on the status of industry activity and Council initiatives 07 September 2011 - 847.45KB |
Presentation: EDMC-OMG WG, 13 April
Planning meeting between EDM Council and OMG to commence joint working group 13 April 2011 - 923.12KB |
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Improving Financial Data : A Public Sector Perspective
Presentation by Lew Alexander Financial Stability Advisor, NY Fed to EDM Council members 07 September 2011 - 48.27KB |
SEC/CFTC Study on Describing Derivatives
Joint study on the feasibility of mandating algorithmic descriptions for derivatives 07 April 2011 - 642.20KB |
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Council Update: Executive Summary Report
Executive summary update by Mike Atkin on the status of the EDM Council activities and initiatives 26 August 2011 - 104.65KB |
Member Briefing: March 2011
Presentation given by Mike Atkin to update the industry on the status of activities associated to data and risk management 31 March 2011 - 730.43KB |
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IOSCO: OTC Derivatives Data Reporting and Aggregation Requirements
The International Organization of Securities Commissioners report on OTC derivatives reporting and data aggregation endorsing LEI and encouraging international cooperation on OTC classification and instrument ID. 23 August 2011 - 840.21KB |
DFA and Data Implications
EDM Council has formed a working group of its Board to examine the specific data issues associated with Dodd-Frank implementation. These are the minutes of the meeting. 31 March 2011 - 62.07KB |
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Council Update: Full Member Report
Full member update by Mike Atkin on the status of the EDM Council activities and initiatives 09 August 2011 - 77.65KB |
Draft Capability Model White Paper
Relating to Data Quality within DMM Framework 07 March 2011 - 181.13KB |
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Example DMM Radar Chart
Example of how the DMM metrics might be evaluated 01 August 2011 - 26.63KB |
Capability Statements
Excerpt from methodology on capability statements for EDM 07 March 2011 - 107.07KB |
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FSOC Annual Report 2011
Financial Stability Oversight Council Annual Report 2011 26 July 2011 - 9.01MB |
DMM Measurement Areas
Excerpt from methodology on incremental measures for data management 07 March 2011 - 120.00KB |
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FSOC 1st Annual Report
US Financial Stability Oversight Council reporting on the state of the US financial system. It focuses on heightened risk management and supervisory attention, reforms to address structural vulnerabilities and steps to strengthen the housing finance system. 26 July 2011 - 21.98MB |
IOSCO: Regulators Role in Mitigating Systemic Risk
The International Organization of Securities Commissioners (IOSCO) Disuscion Paper on how securities regulators can identify, monitor, mitigate and manage systemic risk 01 March 2011 - 728.29KB |
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The Building Blocks of Enterprise Data Management
A presentation given by Mike Atkin at MIT Information Quality Industry Symposium 13 July 2011 - 505.23KB |
LEI Requirements Development Process
Status of the joint EDM Council/SIFMA selection of the candidate to implement LEI 08 February 2011 - 22.68KB |
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DMM Core Model (pdf version 2.1)
Working document: Revised core model, PDF version 11 July 2011 - 399.83KB |
Building the Global Data Infrastructure
An update on data standards in relation to internal data management challenges. 07 February 2011 - 139.37KB |
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Legal Entity Identifier Recommendation to OFR
Created by a coalition of global financial institutions and trade associations and presented to OFR. Recommendation for ISO 17442 as the new standard, SWIFT as the registration authority, DTCC/Avox as the facilities manager plus coordination with ANNA on QA process and implementation. 08 July 2011 - 334.19KB |
LEI Requirements Template
Draft template for collection of financial institution requirements for LEI. This will become the requirements document (RFP) for the standards candidates 01 February 2011 - 103.16KB |
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Member Briefing: July 2011
A presentation by Mike Atkin to EDM Council members identifying the latest developments in regulatory change and the progress of Council activities 02 July 2011 - 671.90KB |
ANNA: Allocation of ISINs for new financial instruments
Table defining the instruments and countries for which ANNA allocates ISIN's. 31 January 2011 - 28.96KB |
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Consultation Paper on Logistical and Technical Arrangements for Reporting to Hong Kong Trade Repository
Financial Infrastructure Department Hong Kong Monetary Authority 01 July 2011 - 609.17KB |
Council Comments: OFR Policy Statement on Entity ID
This is our official response to the US Department of Treasury on behalf of the Office of Financial Research 26 January 2011 - 47.12KB |
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Consultation Papers on OTC Derivatives Reporting from Canada
CSA Consultation Paper 91‐402. Derivatives: Trade Repositories 23 June 2011 - 353.63KB |
SEI: Sustainable Business Process Improvement
Draft white paper developed by Software Engineering Institute 03 January 2011 - 1002.55KB |
2010
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End of Year Report
Status report on the issues and activities that make up the agenda of the EDM 23 December 2010 - 101.08KB |
Davis Polk Analysis (Slides): Dodd-Frank Regulatory Reform Legislation
Presentation of analysis by Davis Polk on the Dodd-Frank regulatory reform legislation 09 July 2010 - 670.52KB |
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Report from Senior Supervisors Group
Observations on Developments in Risk Appetite Frameworks and IT Infrastructure. Particular interest in Section IV C (data aggregation for risk) 23 December 2010 - 405.09KB |
Davis Polk Analysis (Report): Dodd-Frank Regulatory Reform Legislation
Report of analysis by Davis Polk on the Dodd-Frank regulatory reform legislation 09 July 2010 - 603.69KB |
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What's in, What's out: 2010
An annual look at what's 'in' and 'out' in Data Management 21 December 2010 - 40.90KB |
Dodd-Frank Legislation
Final language: Dodd-Frank Wall Street Reform and Consumer Protection Act 29 June 2010 - 86.39KB |
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Response to SEC/CFTC
Formal comment letter to SEC/CFTC in response to Dodd-Frank mandatory study on using Semantic contractual structure of OTC derivative contracts 16 December 2010 - 58.22KB |
Semantic Technology Conference 2010
A presentation given by Mike Bennett 23 June 2010 - 1.22MB |
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Regulatory Paper on the Need for Standardized Legal Entity Identifier
US regulatory agencies concept paper on entity identification setting out the requirements and principles associated with the entity ID. This paper coincides with the policy release by the OFR and the draft rule on derivatives submitted by the SEC/CFTC 15 December 2010 - 577.27KB |
Member Briefing: June 2010 (New York)
18 June 2010 - 608.42KB |
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CFTC Questions on Standards for Derivatives (719 (b) Frank Dodd)
Published questions from Section 719(b) Title VII of Dodd-Frank on feasibility study on the use of semantics to describe the attributes of OTC derivatives. 14 December 2010 - 351.72KB |
Regulatory Data Workshop
Presentation by Mike Atkin on industry initiatives and status 10 June 2010 - 167.77KB |
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NSF & Pew: Workshop Report
Over fifty invited academic researchers, financial regulators and industry practitioners brought diverse perspectives and expertise to discuss the knowledge representation challenges for effective financial information management (July 2010). This report describes the discussions flowing from the workshop and its immediate aftermath in greater detail. 29 November 2010 - 1.40MB |
Restoring Financial Stability Act
Summary of the financial regulatory reform legislation passed by the Senate on May 20, 2010. The summary was prepared by DC law firm Davis Polk and Wardwell LLC. 24 May 2010 - 418.07KB |
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Semantics Repository Conceptual Model
A presentation given by Mike Bennett 25 November 2010 - 598.13KB |
Regulatory Reform: House/Senate Comparison
Side-by-side summary of the key regulatory reform proposals in both the House and Senate versions of regulatory reform legislation prepared by Davis Polk and Wardwell LLP 21 May 2010 - 586.12KB |
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OFR Policy Statement on Entity ID
1st official act of the Office of Financial Research. This statement makes the process associated with implementation official. Quote… "if a LEI is established to the satisfaction the Office by July 15, 2011, the Office, in consultation with the Chairperson of the Council, plans to issue a regulation mandating the use of such a standard for data reported to the Office." 24 November 2010 - 60.06KB |
Member Briefing: May 2010
19 May 2010 - 514.82KB |
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Assessing the Changes in Systemic Risk Management
Presentation given by Mike Atkin at FIMA London 2010 18 November 2010 - 136.47KB |
Report on EDM Council Activities
Status report on the issues and activities that make up the agenda of the EDM council including a summary of US and European regulatory developments 11 May 2010 - 197.24KB |
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State of Data and Risk Management in the Financial Industry
Presentation given to Global Investment Technology Leadership Roundtable 10 November 2010 - 115.34KB |
Summary Report on LEI discussions
Report on discussions held with US regulators and financial institutions on the SWIFT proposal related to entity identification. 28 April 2010 - 32.77KB |
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Presentation: 2010 Global Industry Benchmarking Survey
Results and findings of the 2010 industry benchmarking survey 28 October 2010 - 867.29KB |
Working documents: Data Attributes Required for Uniqueness
Discussed during meetings held with US regulators and financial institutions on the SWIFT proposal related to entity identification. 26 April 2010 - 26.00KB |
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Member Briefing: October 2010
Presentation for members on the status of industry activity and Council initiatives. 14 October 2010 - 1000.12KB |
CESR: MiFID Transaction Reporting
CESR Proposal to European Commission on MiFID transaction reporting. Including their opinion on the need for a standard entity identifier and the role of BIC 16 April 2010 - 443.37KB |
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Presentation to guide discussion group (26 August)
01 October 2010 - 148.05KB |
SWIFT: Background LEI Document
Working Documents from discussions on entity identification 14 April 2010 - 179.59KB |
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Latest Report to EDM Council members on the status of projects, initiatives and ativities.
Latest Report to EDM Council members on the status of projects, initiatives and activities. This report contains our assessment of the Office of Financial Research and updates on discussions with relevant stakeholders. 01 October 2010 - 121.16KB |
ECB: Reference Data Utility
Presentation by Francis Gross of the European Central Bank on the "reference data utility" concept 20 March 2010 - 506.63KB |
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Member Briefing: September 2010
Presentation for members on the status of industry activity and Council initiatives. 22 September 2010 - 990.56KB |
US Senate Financial Reform Analysis
Summary of key points contained in Senator Dodd's "Restoring American Financial Stability Act" including how it compares to the bill adopted by the US House of Representatives. This analysis was provided by the law firm Polk & Wardwell LLP in Washington DC 17 March 2010 - 980.58KB |
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Full Report: 2010 Global Industry Benchmarking Survey
Comparable metrics on how financial institutions are implementing their data management programs 15 September 2010 - 2.07MB |
Senate Regulatory Reform Bill: Dodd-Frank Act
Senator Chris Dodd introduced "Restoring American Financial Stability Act". A copy of the legislation is posted. Sections 152-156 (pages 60-79) are about the creation of the Office of Financial Research 17 March 2010 - 1.95MB |
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Data for Financial Risk Management
Results of conference sponsored by Pew Trust, National Science Foundation and University of Maryland on the relationship between data, systemic risk oversight and knowledge representation 22 July 2010 - 87.25KB |
Member Briefing: March 2010
Latest presentation to brief EDM Council members on activities associated with data management. Heavy emphasis on regulatory activities in the US and Europe 10 March 2010 - 1.69MB |
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Semantics Repository Presentation
Presented by Mike Bennett at National Science Foundation Conference 21 July 2010 - 175.16KB |
Supply Chain Management for Reference Data
A presentation given by Mike Atkin at TSAM London 2010 09 March 2010 - 258.17KB |
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National Science Foundation Conference
Knowledge Representation & Information Management for Financial Risk Management. A presentation by Mike Atkin 21 July 2010 - 95.50KB |
Data Management Survey - Beyond Golden Copy
Research sponsored by Thomson Reuters on the current state of data management implementation among leading financial institutions 08 March 2010 - 135.59KB |
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Framework for Systemic Risk Monitoring
A presentation given by Mike Atkin to Pew Economic Policy Group 20 July 2010 - 146.99KB |
Members Briefing: February 2010 (New York)
25 February 2010 - 1.44MB |
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Windows in Financial Services
Discussion outline developed as basis for interactive roundtable at the Windows in Financial Service Forum 19 July 2010 - 27.01KB |
Testimony of Federal Reserve Board Governor Daniel K Tarullo
Before the U.S. Senate Banking Committee on equipping financial regulators with the tools necessary to monitor systemic risk 12 February 2010 - 128.83KB |
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The New Age of Data Management
Discussion outline developed as basis for interactive roundtable at the Lakefront Data Conference 18 July 2010 - 27.43KB |
Nobel Laureates Letter to Senator Shelby
In support of the National Institute of Finance Act of 2011 11 February 2010 - 191.31KB |
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Servicing the Profit Center
Discussion outline developed as basis for interactive roundtable at the North American Financial Information Summit. 18 July 2010 - 30.08KB |
Nobel Laureates Letter to Senator Dodd
In support of the National Institute of Finance Act of 2011 11 February 2010 - 191.04KB |
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FIMA Data Management Conference: October 2007 (London)
EDM Council presentation on supply chain management 18 July 2010 - 427.11KB |
NIF: Letter of Submission
From Senator Jack Reed for the creation of "National Institute of Finance" 05 February 2010 - 50.79KB |
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Latest presentation to brief EDM Council members on activities associated with data management
Latest Presentation to brief EDM Council members on activities associated with data management 16 July 2010 - 702.58KB |
NIF: Senate Bill on Data (S.3005)
Senator Jack Reed formally introduced 5.3005 - a bill to create the "National Institute of Finance". 05 February 2010 - 62.27KB |
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Excerpt of recent presentation on Global Regulatory Activities
16 July 2010 - 99.26KB |
NAS Workshop Report
Final report from the National Academy of Sciences Workshop on the technical and data capabilities needed for systemic risk regulation held November 3, 2009 at the request of Senator Jack Reed 28 January 2010 - 1.94MB |
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Building Blocks of Data Management
A short presentation given to MIT Information Quality Industry Symposium on the background to regulatory change 14 July 2010 - 90.33KB |
2009
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What's In, What's Out: 2009
Our summary of the status of EDM as we conclude 2009 and prepare for 2010 18 December 2009 - 99.80KB |
ECB : Reference Data Utility
Presentation by Francis Gross, of the European Central Bank on the concept for a Reference Data Utility 03 April 2009 - 725.50KB |
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US House Financial Reform Analysis
Summary of key points contained in HR.4173 "Wall Street Reform and Protection Act". This analysis was prepared by the law firm Davis Polk Wardwell in Washington DC 15 December 2009 - 152.13KB |
Industry Update: April 2009
Presentation by Mike Atkin to SIFMA Corporate Actions Division 01 April 2009 - 74.10KB |
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End of Year Report December 2009
Status report on the issues and activities that make up the agenda of the EDM Council (including a summary of regulatory activities, systemic risk, supply chain management, standards, source tagging POC, semantics repository, entity identification, data management maturity modelling). 11 December 2009 - 77.91KB |
EDM: The Road Map Ahead
Keynote speech by Mike Atkin at FIMA identifying what we have learned and how we need to prepare for the future. 18 March 2009 - 110.52KB |
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Industry Update
Presentation by Mike Atkin at ISITC Industry Forum 07 December 2009 - 537.88KB |
Securities Reference Data Utility
A market infrastructure for improved transparency, market integration and efficiency, and for risk reduction. Outline of the concept and progress by Francis Gross, European Central Bank, DG Statistics 15 March 2009 - 580.68KB |
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Member Briefing: November 2009
Updated version of the slides we've been using to brief our members on the status of activities 29 October 2009 - 283.02KB |
When "Who's Who" Is Not Enough: Counterparty Data in the Spotlight
Presentation given by Martijn Groot, Asset Control 12 March 2009 - 231.92KB |
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Data Management Maturity Positioning Document
Summary of goals and objectives of the Data Management Maturity Model 21 August 2009 - 204.65KB |
Managing Risk and Promoting Transparency in Turbulent Times (text version)
Text of keynote presentation by Michael Atkin to TSAM on the need to 'Get the Data Foundation Right' 04 March 2009 - 145.25KB |
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Semantics Repository Update
Summary of current status and immediate next steps for the Semantic Repository 01 August 2009 - 58.38KB |
Managing Risk and Promoting Transparency in Turbulent Times
Presentation by Michael Atkin to TSAM on the need to 'Get the Data Foundation Right' 04 March 2009 - 109.77KB |
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NIF Executive Summary
Position paper on the rationale and objectives behind our collaborative effort to create a National Institute of Finance 17 July 2009 - 49.43KB |
Report to Members: March 2009
Status Report on the activities and projects of the EDM Council 02 March 2009 - 43.72KB |
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EDM Council Activity Summary
A modified presentation by staff to the EDM Council's Board of Directors. It provides a summary of the current state of activity and initiatives. 15 July 2009 - 198.96KB |
The Democratization of Business Intelligence Strategy
Paper explaining what financial institutions can do to address their information availability challenges 01 March 2009 - 581.41KB |
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Report to Members: July 2009
15 July 2009 - 64.15KB |
The Need for Semantics Repositories
Keynote speech by Michael Atkin to the IBM Data Governance Council on the Future of Risk Measurement and Reporting 27 February 2009 - 53.88KB |
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The Pulse of Data Management
EDM Council report based on interviews with the heads of data management from 20 global financial institutions on the state of enterprise data management and its relationship to current operational practices 01 July 2009 - 159.90KB |
Data Foundation Paper
Data Foundation Paper provided to global regulators to introduce the concepts for developing greater oversight of data content infrastructure 12 February 2009 - 146.10KB |
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Data Requirements for Financial Oversight
Paper written by the EDM Council outlining the data requirements for systemic oversight. 22 June 2009 - 64.76KB |
BEI Implementation Specification
Joint Research between EDM Council and Swift to validate the requirements for a Business Entity Identifier. 30 January 2009 - 39.30KB |
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Member Briefing: June 2009 (New York)
17 June 2009 - 371.92KB |
Enabling Improved Regulation and Lowering Systemic Risk
Presentation to the European Central Bank, BaFin and the Commission of European Securities Regulators on the critical importance of standard attribute tags and business entry identifiers. 22 January 2009 - 169.15KB |
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Progress Report on the Activities of the EDM Council
Status report on the activities and projects of the EDM Council 13 April 2009 - 128.35KB |
Data Quality Variance Metrics
Presentation highlighting the findings of the data quality assessment 06 January 2009 - 188.79KB |
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Progress Report on the activities of the EDM Council
Status report on the activities and projects of the EDM Council. 06 April 2009 - 46.16KB |
2008
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Overview of Semantics Repository
15 December 2008 - 42.55KB |
General Meeting: May 2008 (New York)
20 May 2008 - 2.65MB |
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What's In, What's Out: 2008
What's in, What's Out: 2008 15 December 2008 - 50.98KB |
Downstream Integration Online
This outline is a collection of the issues identified by EDM Council members on the critical subject of downstream integration. 16 May 2008 - 87.38KB |
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Practical Solution to the Problem of 'Meaning'
Article written by Mike Bennett defining the EDM Councils Semantics Repository 15 December 2008 - 29.16KB |
Data Attribute Severity
Summary of impact on data attributes to business and operating functions 09 May 2008 - 24.48KB |
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Report to Members: December 2008
09 December 2008 - 42.40KB |
List of Core Data Attributes
These slides contain a list of the 143 critical data attributes as defined by the membership for primary business application processes 09 May 2008 - 23.47KB |
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Cutter Associates Technology Council
The devil is in the data. a presentation given by Mike Atkin 03 December 2008 - 121.98KB |
SIFMA Operations Conference
EDM Council presentation on identification of instruments, entities and data attributes 05 May 2008 - 157.81KB |
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Presentation given to FSA: Enabling Improved Regulation and Lowering Systemic Risk
14 November 2008 - 251.50KB |
Metrics Report on Performance Implications
Report on the status of our metrics initiative designed to meausre the business implications of faulty data on various calculations and derived fields 02 May 2008 - 193.38KB |
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Slide notes: FIMA Conference: November 2008 (London)
Text of presentation given by Mike Atkin at the FIMA 2008 conference in London 12 November 2008 - 112.02KB |
Business Entity Identification Research
Result of primary research by the EDM Council and BearingPoint on the business justification case for an international business entity identifier. 29 April 2008 - 107.20KB |
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SEC Presentation on Data Risk
Slides used as guideline for discussion with the SEC Office of Risk Assessment 29 October 2008 - 76.18KB |
Reprt to Members: March 2008
24 March 2008 - 43.18KB |
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Anatomy of Data Management
A draft Maturity Model discussion document aggregating the content for any project development process 01 October 2008 - 53.97KB |
General Meeting: March 2008 (London)
19 March 2008 - 547.29KB |
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Data Policy and the Secure Enterprise
Presentation notes from Will Gibson at the Institutional Investor Conference on Data Management highlighting the importance of establishing and implementing a comprehensive data policy within financial institutions 25 September 2008 - 65.58KB |
Academic Article on the Measurement of Operational Risk Exposurefor Basel II
29 February 2008 - 318.83KB |
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EDM Council General Meeting: September 2008 (New York)
09 September 2008 - 527.49KB |
General Meeting: February 2008 (New York)
February 20 2008, New York 21 February 2008 - 653.73KB |
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BEI and Operational Risk Presentation for FIMA: July 2008 (New York)
Presentation by EDM Council on the relationship between BEI and operational risk for the FIMA Entity Data Management Conference 18 July 2008 - 151.45KB |
Data Elements Template (xls)
This is a revision of the working template designed to create a consolidated list of critical data elements for both security and business entity master files as well as capture the importance of each data element on essential business operations. 05 February 2008 - 166.00KB |
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General Meeting: June 2008 (London)
25 June 2008 - 182.70KB |
Metrics Meeting Report
Report from the Metric Working Meeting (Jan 23) outlining adjustments to the data elements template and setting out the project timeline for this phase of the initiative 05 February 2008 - 39.57KB |
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Implementation Working Group: Minutes June 2008
02 June 2008 - 53.00KB |
EDM Council Meeeting with SEC on Interactive Data
The Council has been invited to brief the Securities & Exchange Commission on the status of legal entity identification and data attribute tagging. This is a copy of our presentation given on January 16, 2008 15 January 2008 - 159.56KB |
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Performance Metrics Pilot
Overview of the EDM Council pilot proposal for measuring the impact of faulty data on business applications 28 May 2008 - 329.00KB |
2007
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What's In,What's Out: 2007
Here’s our end-of-year ‘holiday view’ of EDM. Rants, raves and alternative points of view are welcome. On behalf of all of us, please accept our wishes for a happy, healthy, safe and prosperous holiday season. 04 December 2007 - 68.74KB |
EDM as a Business Priority
06 July 2007 - 65.58KB |
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Slide Explanations for Michael Atkin's presentations
Michael Atkin (EDM Council) and John Bottega (Citi) were invited to brief the US Department of Defense on the benefits and challenges of EDM. 15 November 2007 - 61.78KB |
Marcus Evans Conference: Building the Infrastructure for EDM
26 June 2007 - 216.51KB |
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US Army Enterprise Solutions: Presentation by Michael Atkin
Michael Atkin (EDM Council) and John Bottega (Citi) were invited to brief the US Department of Defense on the benefits and challenges of EDM. 15 November 2007 - 175.21KB |
Standards for Enterprise Data Management
Presentation given at Standard & Poor’s Reference Data Management and Market Regulation Conference 22 May 2007 - 147.53KB |
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US Army Enterprise Solutions: Presentation by John Bottega
Michael Atkin (EDM Council) and John Bottega (Citi) were invited to brief the US Department of Defense on the benefits and challenges of EDM. 15 November 2007 - 777.56KB |
The Enterprise Data Management Scorecard
Contributed article by the EDM Council for the Exchange Handbookon where the financial industry currently stands on the EDM continuum and where we are headed in our quest for data management nirvana. 16 May 2007 - 40.40KB |
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FIMA Conference: November 2007 (Expanatory Text)
07 November 2007 - 27.67KB |
EDM Scorecard
This document is designed to provide a common framework for evaluating the issues associated with EDM. The goal is to focus on the practical implications of these areas (ideally as consensus) and to define the "so what" in terms of what we can/should/are doing to fix these problems. 16 May 2007 - 97.93KB |
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FIMA Conference: November 2007 (London)
07 November 2007 - 716.50KB |
Business Metric Worksheet (xls)
Spreadsheet of key performance indicators developed as basis for metrics activity 14 May 2007 - 52.50KB |
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FIMA Data Management Conference: November 2011 (slide explanations)
EDM Council presentation on supply chain management 05 November 2007 - 55.35KB |
Data Quality Metrics Objectives
Components of data quality for metrics initiative 11 May 2007 - 23.59KB |
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S&P Data Management Forum
Presentation given by Mike Atkin at the Standard & Poor’s data forum on the state of enterprise data management. 18 October 2007 - 100.95KB |
General Meeting: April 2007 (London)
Slides used to guide the interactive discussions during the EDMC General Meeting 19 April 2007 - 332.63KB |
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S&P Data Management Forum (Explanatory Text)
18 October 2007 - 88.00KB |
Results of Data Quality Pilot
This slide deck contains the results of the data quality metrics pilot 19 April 2007 - 662.90KB |
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General Meeting: October 2007 (New York)
11 October, 2007 New York 09 October 2007 - 325.48KB |
Discussion Slides: Metrics Working Group
11 April 2007 - 777.26KB |
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FIMA Conference: October 2007 (London)
09 October 2007 - 616.00KB |
HBOS Case Study
A profile of how HBOS, by improving data quality to mitigate risk, extended the benefits to enterprise-wide. 02 April 2007 - 19.50KB |
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What is COG
An overview of COG 26 September 2007 - 608.93KB |
Impact of Poor Quality Data on the Business Process
A presentation given by Sean Taylor (UBS) on the reputational, operational and financial impact of poor quality data on the business process 27 March 2007 - 1.10MB |
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Overview of COG
25 September 2007 - 1.11MB |
FIMA Conference: March 2007 (New York)
Taking data management to the next level 14 March 2007 - 191.23KB |
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General Meeting: September 2007 (London)
24 September 2007 - 197.61KB |
FIMA Conference: March 2007 (New York)
Presentation given at FIMA 2007 outlining current state of affairs in Data Management and EDM Council agenda 14 March 2007 - 191.23KB |
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Barings Asset Management Case Study
This profile of BAM examines the process for implementing an internal operational control framework to better manage fiduciary obligations and risk. 06 September 2007 - 15.55KB |
Assessing the State of Data Management within the Finance Industry
Presentation by John Bottega, Chief Data Officer, Citigroup Markets & Banking delivered at the FIMA conference 14 March 2007 - 812.39KB |
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Data Metrics Project
Metrics Template 24 August 2007 - 54.19KB |
Daiwa Securities SMBC Case Study
This case study of the Daiwa Securities SMBC Europe represents a clear illustration of the classic business case for an infrastructure-driven implementation approach for EDM. 05 March 2007 - 29.57KB |
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ABN AMRO Case Study
This profile of ABN AMRO describes their approach for a shared service centre strategy for reference data management. 20 August 2007 - 40.00KB |
Executive Summary of Agenda and Initiatives: October 2006
Synopsis of current initiatives associated with our four primary work streams 01 March 2007 - 48.73KB |
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M&G Investments Case Study
This profile of M&G Investments emphasizes the importance of elevating data management as a core factor for investment modeling, trade processing and compliance management. 08 August 2007 - 20.63KB |
General Meeting: February 2007 (New York)
Slides used to guide the interactive roundtable during the EDMC General Meeting 15 February 2007 - 285.53KB |
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Report to Members: Business Metrics (July 2007)
Critical Data Elements Result from metrics working meetings on process to define the most critical data elements throughout the trade lifecycle 31 July 2007 - 41.06KB |
JPMorgan Chase Case Study
This case study of the operational hub migration project at JPMorgan Chase addresses the organizational approach and program execution process associated with consolidation of data operations. 18 January 2007 - 28.39KB |
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Business Case for Data Manangement
16 July 2007 - 10.96KB |
EDM Success Story – Mellon Financial
This case study is a profile of the vendor management program at Mellon Financial and focuses on the benefits of centralized contract management and the advantages of working with data vendors as long-term strategic partners. 02 January 2007 - 24.82KB |
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Marcus Evans Conference (June 2007)
09 July 2007 - 261.00KB |
2006
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DTCC Reengineering Project Plan
Summary of Council recommendation for adoption of standard terms and definitions as part of DTCC’s reengineering initiative. 27 December 2006 - 57.08KB |
Implementation Working Group
Minutes of Working Group Report 10 August 2006 - 30.79KB |
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FIMA Conference: November 2006 (London) (Explanatory text
Text of the presentation given by Michael Atkin (Managing Director) at FIMA 2006 27 December 2006 - 124.19KB |
Supply Chain Working Group Report
Minutes of working group meeting 07 August 2006 - 37.33KB |
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Sustainable Business Circle
Why EDM is rising as a priority. A report from Michael Atkin 22 December 2006 - 224.76KB |
EDM Council: Result of Research
Presentation for EDMC General Meeting in Toronto 20 June 2006 - 239.54KB |
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Operational Risk and Reference Data
Presentation by Allan Grody at Financial Management Association European Conference 22 December 2006 - 62.63KB |
Result to Members - Status of Activities
Results of Industry interviews and surveys on Council agenda and priorities. 01 June 2006 - 192.53KB |
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EDM - Making the Transition from Why to How
A report form Michael Atkin 22 December 2006 - 289.02KB |
The Business Case on One Slide
Summary of business drivers by category 01 June 2006 - 10.96KB |
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General Meeting: February 2006 (New York)
22 December 2006 - 240.75KB |
EDM Council – Insights from Year One
Contributed article for GoldenSource Customer Newsletter 17 May 2006 - 25.30KB |
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What's In, What's Out: 2006
First annual EDM Council list indicating where we are as an industry and our opinion of where we are going over the next 12 months. 22 December 2006 - 17.89KB |
Sustainable Business Circle
Staff thoughts on relationship between EDM and internal business drivers 01 May 2006 - 224.76KB |
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General Meeting: September 2006 (London)
Supporting material for the EDMC General Meeting 22 December 2006 - 259.99KB |
G30: Global Clearing and Settlement Monitoring Report
Final G-30 report on clearing and settlement 01 May 2006 - 318.60KB |
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Centralization Research Strategy
Objectives and structure for research on data centralization approaches 22 December 2006 - 32.91KB |
Current State of Industry
Thoughts on EDM drivers and phases of development 01 May 2006 - 57.04KB |
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Update on Progress
Objectives and structure for research on governance approaches. 22 December 2006 - 280.67KB |
Report to Members: March 2006
03 April 2006 - 37.04KB |
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Governance Research Strategy
Objectives and structure for research on governance approaches 22 December 2006 - 25.75KB |
General Meeting, March 2006
Presentation from First London General Meeting of EDM Council 22 March 2006 - 81.34KB |
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Current State of The Industry
18 December 2006 - 57.04KB |
Agenda Development Survey
EDMC Survey of members on issues and priorities 08 March 2006 - 68.29KB |
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Credit Suisse Case Study
Documentation on how Credit Suisse automated the data analytics and calculation process for local currency / emerging market bonds. 12 December 2006 - 15.56KB |
How to Get Reference Data to the Top of the Senior Management Agenda
Presentation by Michael Atkin at FIMA 05 March 2006 - 131.34KB |
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Executive Advisory Board: October 2006
Presentation on the status of EDM Council activities 31 October 2006 - 736.60KB |
Members Brief: February 2006 (New York)
16 February 2006 - 113.34KB |
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General Meeting: September 2006 (New York)
Supporting material for the EDMC General Meeting 21 September 2006 - 298.34KB |
Business Case Working Group:February 2006
Status of Research. A Presentation by David Gertler (IBM) 16 February 2006 - 240.75KB |
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S&P Reference Data Conference: September 2006
Presentation by Michael Atkin to S&P reference data conference 13 September 2006 - 376.22KB |
Implementation Working Group: February 2006
Status of Progress. A presentation by Ari Marcus (BearingPoint) 16 February 2006 - 113.34KB |
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Business Metrics Strategy Report
Raw material from working group on performance and data quality metrics 11 September 2006 - 69.83KB |
General Meeting: February 2006 (New York)
Presentation by Michael Atkin 16 February 2006 - 92.51KB |
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Supply Chain Issues to Address
Agenda for Supply Chain Working Group as basis for discussion and prioritization 06 September 2006 - 15.28KB |
What Financial Institutions Want
Thoughts on the objectives of EDM from the customer perspective 07 February 2006 - 40.04KB |
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MFID Summary
Core template on information implications associated with Markets in Financial Information Services Directive 28 August 2006 - 24.24KB |
Principia Verbum: Entering the Age of Reason in Data Management
Contributed article to The Exchange Handbook on the drivers of EDM 01 February 2006 - 1.02MB |
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Report to Members: August 2006
Status report on EDM Council activities 23 August 2006 - 37.59KB |
Enterprise Data Management: Trough of Disillusionment or Enlightened Maturity?
An article presented by Mike Atkin to WBR setting the context for FIMA 2006 14 January 2006 - 26.28KB |
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RegNMS Summary
Core template on information implications associated with Regulation New Market Systems 21 August 2006 - 29.67KB |
2005
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Operational Risk & Reference Data
Abstract article by Allan Grody (NYU) on the relationship between data and risk management 01 November 2005 - 370.89KB |
Inaugural Advisory Meeting
Presentation to initiate the EDM Council 16 June 2005 - 204.22KB |
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Meta Data Management Maturity Model
Article published by Information Management 07 October 2005 - 127.71KB |
The Case for Standards
Initial Council thoughts for standards requirements 01 June 2005 - 137.47KB |