EDMC Logo

Demystifying Financial Services Semantics Conference, NY, 2012


The EDM Council freely provides access to all published resources from this website for member firms and firms interested in future membership. Please register to get a web access ID and password.
About
Sponsors
Resources & Documents
Success Stories
Contact
Join EDM Council
EDM Council BLOG
Member Login
Register for Website Access
Global Regulatory Activity
Semantics Repository
Data Management Maturiy Model
Data Quality
Industry Benchmarking
Standards
Presentation, Reports and Others
Links
Links - Standards Related
Links - Trade Groups
Links - Regulatory
Links - Industry Utilities

EDM Council wishes to thank
Thomson Reuters
and

Headstrong

for sponsoring the 2011 Industry Benchmarking Survey





  Resources & Documents : 2006
2012   |   2011   |   2010   |   2009   |   2008   |   2007   |   2006   |   2005
All EDM Council articles, presentations, and working documents are posted here in reverse chronological order. This is the central repository for all EDMC content.

 December 2006

Case Study: Credit Suisse Fixed Income Index Analytics
Documentation on how Credit Suisse automated the data analytics and calculation process for local currency / emerging market bonds.

Report: EDM Council What's In / What's Out for 2007
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.
 November 2006

Presentation: Enterprise Data Management: We Get It - So What?
Presentation given at FIMA 2006 in London

Presentation: FIMA 2006 (London) – text
Text of the presentation given by Michael Atkin (Managing Director) at FIMA 2006
 October 2006

Working Document: MSRB Trade Confirmation Requirements
Spreadsheet of MSRB rules (G-12, G-14, G-15) mapped to MDDL
and DTCC

Working Document: DTCC Reengineering Project Plan
Summary of Council recommendation for adoption of standard terms and definitions as part of DTCC’s reengineering initiative.

Report: Summary of Agenda and Initiatives
Synopsis of current initiatives associated with our four primary
work streams

Presentation: Executive Advisory Board
Presentation on the status of EDM Council activities

Working Document: Data Quality POC: Data Elements for Trade Confirmation
Spreadsheet of the data elements required for trade confirmation to be used as the basis for our data quality proof-of-concept
 September 2006

Presentation: London General Meeting
Supporting material for the EDMC General Meeting

Presentation: NY General Meeting
Supporting material for the EDMC General Meeting

Working Document: Business Metrics Strategy Report
Raw material from working group on performance and data quality metrics

Working Document: Centralization Research Strategy
Objectives and structure for research on data centralization approaches

Working Document: Governance Research Strategy
Objectives and structure for research on governance approaches

Article: EDM Council: Update on Progress
Contributed article to STP Magazine

Presentation: From Reference Data to Enterprise Data Management
Presentation by Michael Atkin to S&P reference data conference

Report: Supply Chain Issues to Address
Agenda for Supply Chain Working Group as basis for discussion and prioritization
 August 2006

Report: Report to Members – Status of Activities
Status report on EDM Council activities

Working Document: Business Metric Worksheet
Spreadsheet of key performance indicators developed as basis for metrics activity

Report: Implementation Working Group Report
Minutes of working group meeting

Working Document: MiFID Summary
Core template on information implications associated with Markets in Financial Information Services Directive

Working Document: RegNMS Summary
Core template on information implications associated with Regulation
New Market Systems
 July 2006

Article: Confessions of a Standards Advocate
Contributed article to Inside Reference Data on standards and standards processes

Report: Supply Chain Working Group Report
Minutes of working group meeting

Report: Business Case Working Group Report
Minutes of working group meeting

Presentation: EDM Council: Result of Research
Presentation for EDMC General Meeting in Toronto

Report: Implementation Working Group Report
Minutes of working group meeting

Article: Building a Sustainable Data Management Strategy
Contributed article to Vision 2010 on EDM drivers

Article: Enterprise Data Management: Trough of Disillusionment or Enlightened Maturity?
Contributed article to WBR setting the context for FIMA 2006
 June 2006

Report: Result to Members – Status of Activities
Results of industry interviews and surveys on Council agenda and priorities

Working Document: Business Case on One Slide
Summary of business drivers by category

Presentation: Operational Risk & Reference Data
Presentation by Allan Grody at Financial Management Association European Conference
 May 2006

Article: Operational Risk and Reference Data: Exploring Costs,
Capital Resources and Risk Mitigation

Academic article by Allan Grody (NYU) on the relationship between data and risk mitigation

Article: EDM Council – Insights from Year One
Contributed article for GoldenSource Customer Newsletter

Working Document: Current State of Industry
Staff thoughts on EDM drivers and phases of development

Working Document: Sustainable Business Circle
Staff thoughts on relationship between EDM and internal business drivers

Article: Global Clearing and Settlement: Final Monitoring Report
Final G-30 report on clearing and settlement
 April 2006

Working Document: Agenda Development/Issue Prioritization Survey
EDMC survey of members on issues and priorities
 March 2006

Presentation: How to Get Reference Data to the Top of the Senior Management Agenda
Presentation by Michael Atkin at FIMA

Report: General Meeting Results
Minutes of general meeting in London

Presentation: EDM Council General Meeting
Presentation at General Meeting in London

Article: Enterprise Data Management: Making the Transition from Why to How
Contributed article to Waters Magazine on the rationale for EDM
 February 2006

Article: Principia Verbum: Entering the Age of Reason in Data Management
Contributed article to The Exchange Handbook on the drivers of EDM

Working Document: What Financial Institutions Want
Staff thoughts on the objectives of EDM from the customer perspective

Report: General Meeting Results
Minutes of general meeting in NYC

Presentation: EDM Council Hypothesis and Business Plan
Presentation by Michael Atkin at General Meeting
in NYC

Presentation: Business Case Working Group – Status of Research
Presentation by David Gertler (IBM) at General Meeting in NYC

Presentation: Implementation Working Group – Status of Progress
Presentation by Ari Marcus (BearingPoint) at General Meeting in NYC


  Resources & Documents >>
2012   |   2011   |   2010   |   2009   |   2008   |   2007   |   2006   |   2005



© 2012 EDM Council, All Rights Reserved