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  Resources & Documents : 2007
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 2007

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.
 November 2007

Presentation: Michael Atkin (EDM Council) and John Bottega (Citi) were invited to brief the US Department of Defense on the benefits and challenges of EDM.
Click here to view the presentation given by Michael Atkin.
Click here to view slide explanations for Michael Atkin's presentation.
Click here to view the presentation given by John Bottega.

Presentation: FIMA Data Management Conference
EDM Council presentation on supply chain management
Click here to view slide explanations (text)
 October 2007

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

 September 2007

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

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.
 August 2007

Presentation: Presentation by Sean Taylor, UBS
The reputational, operational and financial impact of poor quality data on the business process

Report: Data Metrics Project
Metrics Template
 May 2007

Working Document: Metrics Working Group Meeting on May 22 2007
Brief synopsis of results of working meeting on business metrics

Working Document: Data Quality Metrics Objectives
Components of data quality for metrics initiative

Presentation: Standards for Enterprise Data Management
Presentation given at Standard & Poor’s Reference Data Management and Market Regulation Conference

Presentation: Discussion Outline on Data Element Standards
Discussion outline developed as the basis for an interactive panel facilitated by the Council at the Institutional Investor Enterprise Data Management Summit
 April 2007

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.
 March 2007

Presentation: 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

Case Study: Bank of Scotland (HBOS)
This profile of the HBOS Counterparty, Obligor, Guarantor (COG) initiative illustrates how improving data quality to mitigate risk can be extended to yield enterprise-wide benefits.

Regulatory Document: New Regulatory Guidelines for Basel II
Proposed supervisory guidance for internal ratings-based systems for credit risk, advanced measurement approaches for operational risk, and the supervisory review process (Pillar 2) related to Basel II implementation. Public response is due May 29. The entire document is important reading. The most salient components for EDM are the OpRisk section (pages 9170 – 9188) – look particularly at page 9181 "Assessment of the bank’s business environment and internal control factors"

Working Document: DTCC Muni Terms and Definitions – Industry Review Requested
Spreadsheet of municipal bond terms and definitions used by DTCC as part of their new issue information dissemination service (NIISC). Council participants are asked to review the terms and definitions for accuracy, completeness and consistency with internal usage.
Click here to view the DTCC spreadsheet.
Click here to view the Council cover memo.
Click here to view the DTCC vetting note.

Presentation: Taking Data Management to the Next Level - by Michael Atkin at FIMA 2007
Presentation given at FIMA 2007 outlining current state of affairs in Data Management and EDM Council agenda

Article: Data Quality is the Objective
Contributed article by Michael Atkin to DM Review on data quality and its relationship to supply chain management
 February 2007

Article: Business Information Challenge ... Transforming Data Into Knowledge
Article to be published in "Financial World" magazine making the connection between EDM and risk management.

Article: Looking Into the EDM Crystal Ball
Contributed article written for Reference Data Review on current status and core trends related to EDM (January 07)

White Paper: Delivering Business Value Through Enterprise Data Management
White paper authored by BearingPoint on the drivers and challenges related to EDM implementation.

Presentation: Slides from NYC General Meeting (Feb 15 2007)
Slides used to guide the interactive roundtable during the EDMC General Meeting

Case Study: Daiwa Securities SMBC
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.
 January 2007

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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