Monthly Archives: February 2014

The Path to True EDM

Rob Brachowski, Reference Data Product Manager


Enterprise Data Management (EDM) is currently used to refer to a spectrum of solutions, ranging from ETL (extract, transform, load) systems along with basic data quality components, through to truly enterprise-wide solutions for managing and delivering all funds’ investment management data.

ETL is vitally important and often complex to achieve, coordinating data across multiple systems to ensure consistency and accuracy, but it is not accurate to define it as EDM. It is really just simplistic view of reference data management. Read More…

The Challenges and Solutions for the Production of an IBOR

Mal Cullen, Head of the Americas and Eagle ACCESS℠


IBOR Whitepaper

Earlier this week, I had the privilege of sitting on a panel at a breakfast meeting in New York hosted by Waters Technology to discuss best practices and guidelines for the development of an effective IBOR capability.

IBOR has become an increasingly valuable tool for investment managers in recent years as they face a burgeoning volume of information and the need to meet new financial regulations. However, inflexible portfolio management infrastructures are hindering many firms’ abilities to adapt to these organizational and market changes with the effective and efficient production of an IBOR. Read More…

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