EDM Council wishes to thank
and
for sponsoring the 2011 Industry Benchmarking Survey
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July 2011
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| Report |
Latest presentation by Mike Atkin to EDM Council members identifying the latest developments in global regulatory change and the progress of Council activities
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| Report |
The Building Blocks of Enterprise Data Management - Lessons from the Financial Industry - A presentation given by Mike Atkin at MIT Information Quality Industry Symposium
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October 2010
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| Presentation |
Latest presentation
to brief EDM Council members on activities associated with data management
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June 2010
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| Presentation |
Recent Presentation given to the Office of Financial Research
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| Presentation |
Latest Presentation to
brief EDM Council members on activities associated with data management
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| Presentation |
Presentation
by EDM Council at Regulator Data Workshop in Washington DC on industry initiatives and status
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May 2010
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| Report |
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
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February 2010
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| Presentation |
Latest presentation to brief EDM Council members on activities associated with data management. Heavy emphasis on regulatory activities in the US and Europe.
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| Document |
EDM Council Update
presented to the ISITC forum
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December 2009
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| Document |
End of Year Report
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 modeling).
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| Document |
What's In / Out for 2010
Our summary of the status of EDM as we conclude 2009 and prepare for 2010
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| Document |
EDM Council Update
presented to the ISITC forum
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July 2009
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| Presentation: |
EDM Council Activity Summary
This is 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.
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April 2009
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| Article: |
EDM -
The Road Map Ahead
An article written by Michael Atkin for Institutional Investor, defining the pathway forward for data management
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| Report: |
Progress Report on the activities of the EDM Council
Status report on the activities and projects of the EDM Council
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| Report: |
SIFMA Corporate Actions
Keynote presentation by Michael Atkin to the SIFMA Corporate Actions Division on the status of data management, the lessons learned from recent activities and issues on the immediate radar for the EDM community.
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February 2009
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| Presentation: |
The Democratization of Business Intelligence Strategy
Paper explaining what financial institutions can do to address their information availability challenges.
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| Presentation: |
Data Variance Metrics
The EDM Council and IBM have completed our second data quality pilot. 8,500
fixed income instruments and 20 core data attributes matched among participants.
This presentation provides the highlights of our findings.
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November 2008
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| Presentation: |
EDM and the Road Map Ahead
Text of presentation given by Mike Atkin at the FIMA 2008 conference in London
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July 2008
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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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February 2008
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| Presentation: |
EDM Council General Meeting
February 20 2008, New York.
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| Working Document: |
Data Elements Template
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.
PDF here.
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| Report: |
Metrics Workflow Analysis
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. |
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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.
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| Presentation: |
General Meeting
11 October, 2007
New York
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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
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| 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.
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| 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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| Working Document: |
Results of Data Quality Pilot
This slide deck contains the results of the data quality metrics pilot (April 2007)
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| 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.
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| Presentation: |
Slides from London General Meeting (April 2007)
Slides used to guide the interactive discussions during the EDMC General Meeting
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| 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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February 2007
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| 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)
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| Presentation: |
Slides from NYC General Meeting (Feb 15 2007)
Slides used to guide the interactive roundtable during the EDMC General Meeting
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| 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. |
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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.
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| 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.
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| 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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