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| All EDM Council articles, presentations, and working documents are posted here in reverse chronological order. This is the central repository for all EDMC content. |
July 2008
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| Report: |
BEI and Operational Risk
Presentation by EDM Council on the relationship between BEI and operational risk for the FIMA Entity Data Management Conference in NYC.
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| Report: |
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
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May 2008
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| Presentation: |
Performance Metrics Pilot
Overview of the EDM Council pilot proposal for measuring the impact of faulty data on business applications
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| Presentation: |
EDM Council General Meeting
EDM Council General Meeting, NYC, May 21 2008
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| Document: |
Semantics Repository Overview
Semantics Repository Overview of the EDM Council’s repository project to standardize reference data business terms and definitions.
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| Report: |
Downstream Integration Outline
This outline is a collection of the issues identified by EDM Council members on the critical subject of downstream integration.
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| Presentation: |
SIFMA Operations Conference
EDM Council presentation on identification of instruments, entities and data attributes.
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| Report: |
Metrics Report on Performance Implications
Report on the status of our metrics initiative designed to measure the business implications of faulty data on various calculations and derived fields.
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| Report: |
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
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| Working Document: |
Data Attribute Severity
Summary of impact of data attributes to business and operating functions
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| Working Document: |
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.
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April 2008
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| Presentation: |
Windows in Financial Services
Discussion outline developed as basis for interactive roundtable at the Windows in Financial Services Forum
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| Presentation: |
The New Age of Data Management
Discussion outline developed as basis for interactive roundtable at the Lakefront Data Conference
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| Presentation: |
Servicing the Profit Center
Discussion outline developed as basis for interactive roundtable at the North American Financial Information Summit.
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January 2008
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| Document: |
2008 Diary of events
Scheduled diary of events and meetings planned throughout 2008, as agreed by the Board of Directors. The EDM Council reserves the right to revise these dates to accommodate unforeseen circumstances. Any updates will be posted to the EDM Council website.
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| Presentation: |
EDM Council Meeting 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.
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| Working Document: |
Data Elements Template
Working template designed to
(1) to create/define a consolidated list of critical data elements (i.e. those that must be right including derived elements); and
(2) to create a basic heat map classifying the implications of each data element on essential operations for trade execution, settlement processes, books and records, analysis and research, portfolio management, and risk/compliance.
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December 2007
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| Presentation: |
What’s In / What’s Out for 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.
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October 2007
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| Presentation: |
S&P Data Management Forum
Presentation given by Mike Atkin at the Standard & Poor’s data forum on the state of enterprise data management. Click here to view the text explaining the slide. |
| Presentation: |
General Meeting
11 October, 2007
New York |
| Presentation: |
What is COG An Overview of COG |
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September 2007
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| Report: |
EDM Business Metrics
Critical Data Elements Result from metrics working meetings on process to define the most critical data elements throughout the trade lifecycle
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| Presentation: |
General Meeting,
27 September, 2007
London, UK |
| Case Study: |
M&G Investments 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. |
| Case Study: |
Barings Asset Management This profile of BAM examines the process for implementing an internal operational control framework to better manage fiduciary obligations and risk. |
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April 2007
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| Presentation: |
Discussion Outline on EDM Maturity Cycle Discussion outline developed as the basis for an interactive panel facilitated by the Council at the SIFMA Operations Conference |
| Working Document: |
Results of Data Quality Pilot This slide deck contains the results of the data quality metrics pilot (April 2007) |
| Article: |
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. |
| Presentation: |
Slides from London General Meeting (April 2007) Slides used to guide the interactive discussions during the EDMC General Meeting |
| Working Document: |
Data Quality Metrics Pilot Results Review of the results of the EDMC metrics pilot on data quality. |
| Working Document: |
EDM Score Card 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. |
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January 2007
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| Case Study: |
EDM Success Story – JPMorgan Chase 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. Click here to view the case. |
| Case Study: |
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. |
| Working Document: |
Data Quality Metrics Test Result Spreadsheet containing the results of the data quality metrics test of fixed income instruments focusing on terms and conditions data elements and pulled from the operational database used for settlement. |
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