EDM Council logo

Web Access



forgotten your password?
 
 

 

Resources and Documents

All EDM Council articles, presentations, and working documents are posted here in reverse chronological order. This is the central repository for all EDMC content.

All other content auto-generated from document repository.




2017

20170725_GDPR_Webinar.pptx  
25 July 2017 - 327.67KB
EDM Council, Columbia University Partner for Data Management Course
A dozen Columbia University students are making history by incorporating a data management module into their finance- related degrees, developed in partnership with the EDM Council. A report by Joanne Faulkner, Inside Reference Data
18 July 2017 - 385.72KB
2017 Data Management Benchmark Summary
The 2017 benchmarking study consists of 22 DCAM-derived questions that highlight the most essential concepts in data management. The results include comparison to the previous study performed in 2015.
13 July 2017 - 9.24MB
FIBO Status and Access Instructions
Financial Industry Business Ontology (FIBO). Status as of May 2017
30 May 2017 - 320.96KB
2017 Data Management Benchmark Summary (Slides)
The 2017 benchmarking study consists of 22 DCAM-derived questions that highlight the most essential concepts in data management. The results include comparison to the previous study performed in 2015. Slide presentation version
13 July 2017 - 13.71MB
GDPR Data Requirements  
21 September 2017 - 117.21KB
4th Annual Golf Outing - 2017  
14 June 2017 - 1.27MB
Hierarchy of Data Needs  
14 June 2017 - 122.87KB
BCBS 239: Progress Report (4th)
Progress in adopting the Principles for effective risk data aggregation and risk reporting
28 March 2017 - 442.48KB
Industry Research Finds Significant Progress in Data Governance, but Major Challenges in Data Quality Remain
2017 DCAM Data Management Benchmarking Study Spotlights Progress and Identifies Key Challenges
27 July 2017 - 413.57KB
Best Practice Program: Critical Data Element Project Briefing
One of the most significant regulatory directives post the financial crisis has been the introduction of the “Principles for Effective Risk Data Aggregation and Risk Reporting” or BCBS 239. In this directive, banks have been asked to establish sound information infrastructures to support their risk and risk reporting functions. Center to creating this “control environment” is the designation of CDEs or “critical data elements”. Definition: A critical data element (or business element) is a data element that has been identified as having a material impact on a business process or analytic, requiring escalated data quality scrutiny. A CDE can be either an atomic or a derived. This meeting initiates our working group for defining CDE's
13 July 2017 - 515.35KB
List of FIBO Domains and Modules
FIBO contents: FIBO a fully integrated ontology covering the complexity of financial, legal and contractual obligations.
27 April 2017 - 481.80KB
Data Management Glossary
The Standard Glossary of Data Management Concepts. (v0.1.1) Developed by professional data practitioners to establish standard terminology and meaning for the practice of data management, with definitions, related terms and commentary
11 May 2017 - 329.33KB
Member Update & Benchmark Results
EDMC 2017 Spring Member Update & Benchmark Results (Presented in New York)
14 June 2017 - 12.04MB
Data Management Glossary
The Standard Glossary of Data Management Concepts. (v0.2.1) Developed by professional data practitioners to establish standard terminology and meaning for the practice of data management, with definitions, related terms and commentary
04 September 2017 - 328.76KB
Member Update and Benchmark Results
EDMC 2017 Spring Member Update & Benchmark Results (Presented in New York)
14 June 2017 - 17.19MB
DCAM 1.2.1 (Assessor's Guide)
The Data Management Capability Model defines the scope of capabilities required to establish, enable and sustain a mature data management discipline.
28 April 2017 - 2.24MB
Operational Applications of FIBO for Risk
Demonstration of how FIBO works and the capabilities associated with mapping, aggregation, data validation and inference processing for Risk Management. Presented by David Newman, Wells Fargo
28 June 2017 - 10.07MB
DCAM Applied Accreditation  
29 June 2017 - 355.75KB
Regulatory Rx: Treating Root Cause
Webinar: An examination of the scope of regulatory initiatives stemming from BCBS 239, from a data and standards perspective – and our opinion of what it means moving forward.
11 May 2017 - 2.37MB
DCAM Foundations Accreditation
A listing of those who have successfully completed DCAM Foundations training
29 June 2017 - 60.53KB
Schema.org, EDM Council Partner to Create Smarter Searching for Financial Markets Websites
Lending and retail banking businesses earmarked for first full-scale implementations
03 May 2017 - 113.93KB
DCAM Training Programs  
11 September 2017 - 224.82KB
Top 10 ways to Build a Sustainable Data Governance Program
EDM Council Keynote Presentation: Guiding Principles for Sustainable Data Governance Data Governance Financial Services Conference
20 June 2017 - 1.67MB
EDM Council Overview
An introduction to the EDM Council; its primary directives and industry challenges.
27 February 2017 - 846.24KB

2016

20160630_FIBO-V_Orientation_-_FINAL.pptx  
08 July 2016 - 3.79MB
DCAM v1.1 Foundations Training Day 1  
12 April 2016 - 8.40MB
2016_-_Golf_Outing_Brochure.pdf  
17 May 2016 - 195.10KB
DCAM v1.1 Foundations Training Day 2  
12 April 2016 - 8.72MB
Data_Glossary_-_Working_Draft_-_Version_1.0.xlsx  
31 October 2016 - 33.60KB
EDM Council Dues Structure  
22 December 2016 - 231.70KB
SemanticartsTriFold.pdf  
19 May 2016 - 7.98MB
FIBO Implications for Blockchain
Presentation by David Newman SVP, Strategic Planning Manager, Innovation Group, Wells Fargo Bank Chair, FIBO Program, Enterprise Data Management Council
29 April 2016 - 4.19MB
SemanticartsTriFoldFINAL0427161.pdf  
19 May 2016 - 7.98MB
Governance Working Group Minutes: September 7 2016  
07 September 2016 - 482.45KB
20160420 WG Information Security  
20 April 2016 - 464.96KB
LEI System – Data Collection for Direct and Ultimate Parents
LEI ROC: Collecting data on direct and ultimate parents of legal entities in the Global LEI System – Phase 1
10 March 2016 - 301.98KB
20160426 WG Governance  
26 April 2016 - 378.65KB
Member Update (December 2016)
December 2015: EDM Council presentation to members in NYC. including 3-year plan, FIBO Vocabulary and adoption, plus DCAM 2.0 and working groups.
09 December 2016 - 6.67MB
20160607 WG Information Security  
07 June 2016 - 378.48KB
Member Update (March 2016)
March 2016: EDM Council presentation to members in NYC. Including overview of FIBO Interest Rate Swap PoC, approaches to data unification, blockchain and applications, and a full update on the EDM Council agenda
11 March 2016 - 8.43MB
20160628 WG Governance  
28 June 2016 - 593.76KB
Report to Members: January 2016
Highlights of core EDM Council initiatives
21 January 2016 - 234.94KB
Data Glossary Organizational Diagram
Data management roles and relationships
16 December 2016 - 271.09KB
Scoring Sheet Explained  
12 April 2016 - 31.13KB
Data Glossary: Working Draft - Version 1.10  
16 December 2016 - 182.04KB
The Principles of Data Management
A historical perspective of the developments in data management from business computing to data tagging to the development of TCP/IP to semantic processing.
12 September 2016 - 245.81KB
Data Governance Playbook Outline  
21 September 2016 - 216.10KB
Understanding the Data Problem: The Bakery Analogy
A paper written by Michael Atkin
15 December 2016 - 320.88KB
DCAM v1.1 Foundations Training 0.0 Introduction  
12 April 2016 - 5.77MB
What's In, What's Out for 2016
The annual review of what is current for the forthcoming year
07 January 2016 - 32.05KB

2015

20150511_Member_Briefing_Webinar.pdf  
11 May 2015 - 8.50MB
EDM Council Hopes to Spark an Ontology Revolution
FTF News: The first of 30 FIBO Foundations standards is emerging and its backers say what’s to come will be the most important development for data management.
12 June 2015 - 65.05KB
Fenergo_Corporate_Brochure_2015.pdf  
23 June 2015 - 973.31KB
EDM Council Releases its First Formal Ontology Standard
FIBO Foundations Approved as Official OMG Standard
02 June 2015 - 264.93KB
20 Rules of Data Management
Extracted from the DCAM activity
31 August 2015 - 130.83KB
EDM Council to Perform Data Management Benchmarking Study of the Global Financial Industry
Benchmarking Measures Capability Based on Industry-Wide Best Practices
17 June 2015 - 136.05KB
2015 Benchmarking Template
Template for the 2015 online benchmarking survey
15 May 2015 - 315.73KB
EDM Council, OMG Build a Rosetta Stone for Data
Article published in FTF News: FIBO’s goal of becoming the Rosetta Stone for data and its importance for standardizing data reporting in light of current and upcoming regulations.
21 July 2015 - 101.23KB
2015 Benchmarking Template
The 2015 benchmarking initiative has been derived directly from the DCAM and has been designed to ensure that all participants have a consistent view of where we collectively stand against the requirements for sustainable data management. We have extracted the 21 most important concepts associated with the implementation of a data management “control environment.” This survey represents our collective view of the essence of data management. It is designed to measure what both data management professionals and financial industry business users think about the current state of data management capability.
15 May 2015 - 315.73KB
FIBO FCT Meeting Template  
24 March 2015 - 1.12MB
2015 Benchmarking Template
The 2015 benchmarking initiative has been derived directly from the DCAM and has been designed to ensure that all participants have a consistent view of where we collectively stand against the requirements for sustainable data management. We have extracted the 21 most important concepts associated with the implementation of a data management “control environment.” This survey represents our collective view of the essence of data management. It is designed to measure what both data management professionals and financial industry business users think about the current state of data management capability.
01 September 2015 - 309.38KB
FIBO Build, Test, Deploy and Maintain Methodology
Produced by the FIBO Leadership Team including Finance Industry and Ontology specialists with many years of practical experience.
04 September 2015 - 1.91MB
Addressing Emerging Global Standards
Presented at GRCTC Annual GRC Symposium 2015, Dublin, October 2015
30 October 2015 - 7.45MB
FIBO Engagement Process Webinar (slideshow)
Presentations from; Dennis Wisnosky (EDM Council), Dean Allemang (Working Ontologist), Mike Bennett (EDM Council), Richard Beatch (Bloomberg), Lynn Calahan (Wells Fargo) and David Newman (Wells Fargo) presented January 21, 2015
21 January 2015 - 6.01MB
Announcement: DCAM v1.0
EDM Council announces the release of Version 1.0 of the Data Management Capability Assessment Model (DCAM™)
04 February 2015 - 223.95KB
FIBO Infrastructure Support for Follow Your Nose IRIs
Process review for FIBO ontologies.
06 April 2015 - 578.10KB
BCBS 239: Risk Data Aggregation
Basel Committee on Banking Supervision: Principles for effective risk data aggregation and risk reporting
30 August 2015 - 136.82KB
FIBO Loans Overview
Loans FIBO Content Team: Understanding the Legacy “Red” FIBO
08 January 2015 - 1.37MB
Best Practice Approach to Data Management
Presentation by John Bottega at CDO Summit (April 2015)
28 April 2015 - 5.84MB
FIBO Meeting Standard
Process standards for the FIBO Content Team meetings
30 June 2015 - 890.02KB
Bylaws (April 2015)  
22 May 2015 - 312.72KB
FIBO Overview
FIBO™ The Next Generation Data Standard For The Financial Industry
10 October 2015 - 4.69MB
CPMI Consultative Document on UTI
Committee on Payments and Market Infrastructures. Board of the International Organization of Securities Commissions. Consultative report: Harmonisation of the Unique Transaction Identifier
28 August 2015 - 474.19KB
FIBO Resources: Membership Engagement Process  
02 February 2015 - 363.31KB
Data Harmonization and the Mandate for Shared Meaning
Article published by The Clearing House in the Banking Perspective Q2 2015, written by John Bottega, Data Management Advisory Services/EDM Council
30 June 2015 - 228.72KB
FIBO Roadmap
Proposed development schedule for FIBO. This working document identifies all domains to be included in the specification, mapping of the relationship/dependencies and defines the precedence for development.
03 September 2015 - 383.77KB
Data Management Best Practices in Finance
Presentation given by John Bottega at MIT CDO Symposium
23 July 2015 - 9.87MB
FIBO Securities Content Team Meeting: January 12, 2015
High-level overview of financial instruments and securities
13 January 2015 - 2.22MB
Data Quality Dimensions
Seven common concepts for communicating data quality between business groups, with data vendors and with regulators.
31 August 2015 - 158.55KB
FIBO Webinar on Regulation W (slideshow)
Proof of Concept for Reg W using FIBO: Transforming Laws, Regulations and Policies into Ontologies and Business Rules
03 September 2015 - 7.17MB
DCAM / BCBS 239 Cross-reference v1.1
Data Management Implications related to the Principles of Risk Data Aggregation: July 2015
06 September 2015 - 243.13KB
Industry Briefing, Webinar (May 2015)
An update on the progress of DCAM and FIBO as well as a review of the key principles of BCBS239. Presentation given as a webinar to the industry as a whole
11 May 2015 - 5.91MB
DCAM Benchmarking Report 2015
The 2015 data management benchmarking study covered 21 of the most critical concepts related to effective data management. It was derived directly from the EDM Council’s Data Management Capability Assessment Model (DCAM™) – a set of standard criteria used to measure data management functions and processes. The final report includes analysis related to the adoption of data quality processes; the implementation of standards needed to achieve data comparability across the financial system; the establishment of strong governance to ensure successful data integration; and the ability to aggregate data needed by regulators in order to monitor threats to stability across the global financial system.
19 November 2015 - 6.23MB
IOSCO Consultation on Derivatives
Committee on Payments and Market Infrastructures. Board of the International Organization of Securities Commissions. Consultative report: Harmonisation of key OTC derivatives data elements (other than UTI and UPI) – first batch
30 August 2015 - 408.63KB
DCAM Component Structure DCAM v1.1 (July 2015)  
07 September 2015 - 17.03KB
Member Update & Benchmarking (October 2015)
EDM Council presentation to members on the results of the industry-wide benchmarking study, a full update on the progress of DCAM and FIBO as well as a review of the global regulatory environment.
15 October 2015 - 10.11MB
DCAM Harmonizes the Data for the Prime Goal
Published in FTF News by Eugene Grygo
26 February 2015 - 71.42KB
Member Update (April 2015)
Council update to members (New York). Covering the implications of BCBS239 and the progress made in FIBO and DCAM
31 August 2015 - 8.32MB
DCAM Harmonizes the Data for the Prime Goal
Published in FTF News by Eugene Grygo
26 February 2015 - 71.42KB
Members Rights and Obligations (April 2015)  
22 May 2015 - 137.65KB
DCAM Overview
Introduction to Data Management Capability Assessment Methodology (revised)
09 September 2015 - 7.98MB
Office of Financial Research Annual Report (2014)
This report analyzes potential threats to U.S. financial stability, documents our significant progress in meeting the mission of the Office, and reports on key research findings
09 January 2015 - 6.97MB
DCAM Scoring v1.0.3 (June 2015)
Template for scoring DCAM assessments for DCAM v 1.0
01 June 2015 - 43.15KB
OFR Whitepaper on Systemic Risk
Process Systems Engineering as a Modeling Paradigm for Analyzing Systemic Risk in Financial Networks. Written by Richard Bookstaber, Paul Glasserman, Garud Iyengar, Yu Luo, Venkat Venkatasubramanian, and Zhizun Zhang.
12 February 2015 - 2.23MB
DCAM Scoring v1.1.1 (July 2015)
Template for scoring DCAM assessments for DCAM v1.1
07 September 2015 - 185.57KB
Ontology Criteria for Financial Instrument Database (February 2015)
A set of general criteria for financial ontologies contributing to the OFR’s FIRD ontology objective. Developed by the Data and Technology FRAC subcommittee.
01 February 2015 - 63.34KB
DCAM/BCBS239 Alignment with Priorities
Analysis of which DCAM attributes are important within the BCBS framework
06 September 2015 - 24.37KB
Regulatory Analytics and Data Architecture (RADAR) -Kingsley Jones
RADAR Final Report published by Dr Kingsley Jones, Research Fellow, Centre for International Finance and Regulation
16 June 2015 - 6.05MB
DCAM/BCBS239 Cross-reference v1.0 (June 2015)
Data Management Implications related to the Principles of Risk Data Aggregation: June 2015
18 June 2015 - 243.69KB
Response to CPMI-IOSCO on the Harmonization of Key OTC Derivatives Data Elements
EDM Council response to the consultative report on the harmonization of key OTC derivatives data elements recommending an evaluation of FIBO to acheive the goals of both derivatives transparency and overall financial stability analysis.
06 October 2015 - 20.69KB
Driving Strategies and Realizing Business Value with a Robust Data Governance Program
Presentation given at Informatica World 2015
27 May 2015 - 2.13MB
What is FIBO?
Introductory presentation by David Newman, Wells Fargo, for FIMA
01 April 2015 - 3.05MB
EDM Council Appoints Mike Meriton to Head Commercial Services
Press Release: Founder of Council to manage commercial strategy and implementation for next phase of development
08 April 2015 - 112.70KB
Updating FIBO - A Process Guide
This document sets out the practical steps to be followed by FIBO Content Teams and others when working with and updating FIBO content within the FIBO GitHub ecosystem.
30 June 2015 - 7.60MB

2014

Article: Semanticweb.com
'Interest Grows in Riding the Semantic Wave'
09 January 2014 - 91.83KB
FIBO PoC for Regulation-W (slide show)
Presentation on transforming laws, regulations and policies into ontologies and business rules. given at OMG Semantics Workshop (slideshow format)
21 March 2014 - 1.11MB
BCBS 239 Regulatory Update
Industry update on BCBS 239 (Risk Data Aggregation & Regulatory Reporting) Given at FIMA Boston
24 March 2014 - 3.55MB
Formal Remarks on the Concept of 'Data as Infrastructure'
Presentation narration that focuses on the three critical standards developments (SGML, HTML and RDF/OWL) that are at the core of knowledge management and critical for financial organizations.
13 May 2014 - 64.04KB
BCBS 239 Risk Data Aggregation - Road to RDA Adherence (.ppt format)
Presentation given by John Bottega at Data Innovation & Management Exchange Conference
22 May 2014 - 5.34MB
FRAC (US Treasury’s OFR) recommendation for the adoption of ontology
The Financial Research Advisory Committee (FRAC) of the US Treasury’s Office of Financial Research (OFR) unanimously recommended the adoption of ontology as a significant part of OFR’s response to the DFA requirement to ‘prepare and publish’ a financial instrument database. FRAC further recommended that OFR evaluate private sector initiatives (FIBO) to assess how the ontology can contribute to the goals of transparency and financial stability analysis.
25 February 2014 - 85.46KB
BCBS 239 Risk Data Aggregation - Road to RDA Adherence (slide show format)
Presentation given by John Bottega at Data Innovation & Management Exchange Conference
22 May 2014 - 5.31MB
FSB OTC Working Group Consultation Paper
Consultation Paper: Feasibility study on approaches to aggregate OTC derivatives data
04 February 2014 - 506.68KB
BCBS Questionnaire
Basel Committee self assessment questionnaire
17 March 2014 - 127.04KB
Glossary of Acronyms
This links directly with the March 2014 members brief slides
03 March 2014 - 601.53KB
BCBS Task Force report
A composite report from the US and UK BCBS meetings.
20 March 2014 - 166.62KB
Industry Briefing, Webinar (October 2014)
An update on the state of data management within the financial industry including a review of the regional RDA/BCBS 239 roundtable discussions (held throughout September/October)
05 November 2014 - 7.97MB
Core Regulatory Initiatives  
03 April 2014 - 78.76KB
Introduction to DTCC Survey  
11 July 2014 - 45.02KB
Data Governance in the Real World
Presentation given by Mike Atkin at Data Governance Information Quality (DGIQ) Conference. Includes full notes
25 June 2014 - 2.07MB
Job: Citi Global Costing and Analytics Model Designer  
12 March 2014 - 56.56KB
Data is King
John Bottega's viewpoint on risk around data and risk management. Article published on Views on Risk (RiskArticles.com)
13 October 2014 - 141.20KB
LEI Board of Directors Nominations
FSB Proposed nominees to the Board of Directors of the Global LEI Foundation
14 January 2014 - 31.39KB
Data Management Capability Assessment Model (DCAM) Draft Version v0.7 (.pdf)
The DCAM addresses the strategies, organizational structures, technology and operational best practices needed to successfully drive data management based on an understanding of business value combined with the reality of operational implementation.
06 October 2014 - 49.24MB
Member Briefing (March 2014)
A round-up of developments affecting enterprise data management. Presentation given to members in New York.
02 March 2014 - 4.15MB
DCAM Overview
Introduction to Data Management Capability Assessment Methodology
10 June 2014 - 3.72MB
Member Briefing - Abridged (March 2014)
Shortened presentation identifying the recent developments in enterprise data management. Presented at Boston member update.
24 March 2014 - 2.11MB
DCAM Workshop Data Architecture
Slides and notes from DCAM workshop
18 November 2014 - 435.71KB
Member Update (July 2014)
A round-up of developments affecting enterprise data management.
01 July 2014 - 5.46MB
DCAM Workshop Data Mgt Framework #1
Slides and notes from DCAM workshop
06 November 2014 - 1.56MB
Member Update (March 2016)
A snapshot of all that is underway in Enterprise Data Management. Presented as a webinar
31 March 2014 - 4.39MB
DCAM Workshop Data Mgt Framework #2
Slides and notes from DCAM workshop
06 November 2014 - 1.18MB
Member Update (October 2014)
Council update to members covering; the Data Management Capability Model (DCAM) and how we are aligning it to the best practices agenda for the Council; our discussions with global regulators and what is required to support both scenario-based and linked-risk analysis; and the the progress that has been made for the Financial Industry Business Ontology (FIBO).
29 October 2014 - 7.94MB
DCAM Workshop Data Operations
Slides and notes from DCAM workshop
01 December 2014 - 477.78KB
Mindset of the CDO for Regulatory Compliance
Presentation by John Bottega at Evanta CDO Summit in New York
19 November 2014 - 3.65MB
DCAM Workshop Data Quality
Slides and notes from DCAM workshop
24 November 2014 - 545.32KB
OFR’s Advisory Committee issues a unanimous recommendation on ontology
Article published by Semantic Web
04 March 2014 - 202.91KB
DCAM Workshop Governance
Slides and notes from DCAM workshop
06 November 2014 - 1.08MB
Press Release: FSB OTC Working Group Consultation Paper
Feasibility study on approaches to aggregate OTC derivatives trade repository data
04 February 2014 - 26.52KB
DCAM Workshop Introduction
Session 1 guidance slides
06 October 2014 - 726.20KB
Progress Report on Counterparty Data
Released by the Senior Banking Supervisors Group and indicates that SIFI progress toward consistent, timely and accurate reporting of top counterparty exposures fails to meet supervisory expectations. Data quality is of specific concern.
17 January 2014 - 821.48KB
DCAM Workshop Scoring  
08 December 2014 - 33.65KB
Regulatory Technical Standards on MiFID II/MiFIR
European Securities and Markets Authority Consultation Paper
19 December 2014 - 2.78MB
DCAM Workshop Technology Architecture
Slides and notes from DCAM workshop
18 November 2014 - 476.76KB
Regulatory Update (March 2014)
Update provided for PRMIA in Montreal
17 March 2014 - 3.98MB
DTCC Financial Industry Data Quality Survey
The DTCC 2013 Data Quality survey, conducted by Element22, identified emerging data quality industry practices and how those practices can be used to create benchmarks against which future progress could be measured.
03 July 2014 - 739.26KB
Report on Standards in Global Financial Markets
A UK Government Office for Science sponsored project on standard setting in global financial markets.
27 November 2014 - 467.91KB
EDM Council Report to Members, FIBO Engagement Model
Outlines the new structured process for members to engage in the FIBO components.
11 December 2014 - 264.64KB
Report to Members: June 2014
Full report (members only) update by Mike Atkin on the status of the EDM Council activities and initiatives
12 June 2014 - 167.27KB
EIOPA Issues Mandatory Guidance for use of LEI
Published by European Insurance and Occupational Pensions Authority
11 September 2014 - 233.77KB
Strevus : Fatca Compliance  
02 May 2014 - 5.28MB
FIBO : A Transformational Ontology for Wall Street
Introductory presentation given at 2014 Semantic Technology and Business Conference, CA, USA
21 August 2014 - 1.74MB
Strevus: Turning FATCA into a Competitive Advantage with a Relationship-based Program
Manage Compliance While Enriching Your Customer Relationships
02 May 2014 - 96.83KB
FIBO Briefing (Sept 2014)
FIBO: A common Language for the financial industry. Presented by David Newman (Wells Fargo)
11 September 2014 - 1.94MB
Strevus: The Case for End-to-End Electronic-Based Compliance in Financial Services
Overcoming the Paper-based Compliance Roadblock
02 May 2014 - 136.20KB
FIBO Crosses the Chasm
Presentation by Dennis Wisnosky to OMG Semantics Workshop explaining the strategy behind the FIBO Content Team (FCT) roll out plan
26 March 2014 - 5.20MB
Teaching Computers to Understand Meaning
Ontology-Driven Semantics article published by Forbes
25 August 2014 - 688.51KB
FIBO Development Scenario
Proposed development schedule for FIBO across reference data (product) semantics, market data (time and date) semantics and process related semantics. The development schedule identifies all domains to be included in the specification, maps the relationship/dependencies and defines the precedence for development.
12 September 2014 - 707.93KB
The Perfect Storm
Opening remarks by Michael Atkin: Semantics, Crossing the Chasm Workshop March 26, 2014
26 March 2014 - 88.06KB
FIBO Development Scenario
Proposed development schedule for FIBO across reference data (product) semantics, market data (time and date) semantics and process related semantics. The development schedule identifies all domains to be included in the specification, maps the relationship/dependencies and defines the precedence for development.
17 December 2014 - 164.39KB
Update to PRA on UK BCBS Working Group
Copy of letter sent to Prudential Regulation Authority to update following UK BCBS working group meeting 17 February 2014
17 March 2014 - 1.26MB
FIBO PoC for Regulation-W
A major use of FIBO will be to enable unambiguous understanding of Laws, Regulations and Policies. A team lead by Wells-Fargo and including industry leaders from SRI International, Coherent knowledge and Cork University College presented a live demonstration of a proof of concept using Regulation-W. The results of this effort are detailed in the referenced document.
21 March 2014 - 144.98KB
What's In What's Out For 2015
Our annual look at the year in review and the trends expected in the coming 12 months.
09 December 2014 - 43.76KB
FIBO PoC for Regulation-W (ppt)
Presentation on transforming laws, regulations and policies into ontologies and business rules. given at OMG Semantics Workshop (powerpoint format)
21 March 2014 - 1.12MB

2013

2013 / 2011 Industry Data Maturity Scorecard Comparison
Comparison of 2013 Data maturity industry scoring vs that of 2011. Shown as radar diagram.
19 September 2013 - 1.44MB
Industry Briefing, FIMA (Apr 2013)
The Composite Picture of Data Management. Presentation given at FIMA North America
04 April 2013 - 1.90MB
Article on Investment in Semantic Technology
Why the Titans of Business Are Investing Billions in Semantic Technology. Article published by SYS-CON MEDIA
18 December 2013 - 247.90KB
Industry Briefing, Webinar (Jun 2013)
Identifying the actions affecting data management and the implications for financial institutions and their suppliers. Presentation given as a webinar to the industry as a whole
11 June 2013 - 4.28MB
Australia Risk Data Guidelines
Australian Prudential Regulation Authority: Draft Prudential Practice Guide PPG 235 – Managing Data Risk
26 February 2013 - 257.45KB
Interest Rate Swaps  
15 February 2013 - 55.95KB
AVOX Toronto User Group  
01 July 2013 - 87.27KB
IOSCO: Final Report on Technical Challenges to Market Surveillance
On August 22, 2012, IOSCO published its related consultative report entitled Technological Challenges to Effective Market Surveillance, Issues and Regulatory Tools. Seventeen comments letters were received from individuals, associations, markets and regulators. This Final Report discusses and incorporates, as appropriate, those comments.
22 April 2013 - 676.77KB
Banking Affiliate  
11 February 2013 - 6.71KB
ISDA Taxonomy  
21 February 2013 - 63.73KB
Basel RDA Progress Analysis
Results of the G-SIB’s self-assessment against the Basel Committee on Banking Supervision (BCBS) Risk Data Aggregation Principles.
20 December 2013 - 184.04KB
Job Vacancy Template  
24 June 2013 - 584.12KB
BCBS Task Force
The collaborative forum between financial institutions and market authorities for the translation and prioritization of the BCBS Principles into measurable goals that meet the practical requirements of both regulatory authorities and market participants. Working notes from London and New York meetings.
01 November 2013 - 80.02KB
Job: HSBC Group Customer Data Manager  
28 June 2013 - 2.44MB
Body Corporate  
08 February 2013 - 17.41KB
Job: Sagence Data Analyst / Data Profiler  
24 June 2013 - 42.61KB
Business Entity Ownership And Control  
05 March 2013 - 80.20KB
Job: Deloitte Manager Data Mangement  
31 October 2013 - 96.46KB
Business Entity Ownership And Control Rules  
13 February 2013 - 21.73KB
Job: Deloitte Senior Consultant Data Mangement  
31 October 2013 - 100.12KB
Catalog-v001 (.xml)  
08 March 2013 - 30.61KB
Keynote Presentation: Guiding Principles for Sustainable Data Governance
Presented at Data Governance Financial Services Conference, New York, September 24, 2013.
24 September 2013 - 2.37MB
Connecting the Dots: The Primary Key Shift from Security to Entity
White paper demonstrating how FactSet leverages the content and symbology of this entity‐centric infrastructure to help financial professionals expose, integrate, and consume content.
27 March 2013 - 1.36MB
Legal Person  
12 February 2013 - 6.50KB
Contract LEI  
13 February 2013 - 7.69KB
Member Briefing (Dec 2013)
A round up of the latest developments in enterprise data management, presented in Toronto.
16 December 2013 - 4.56MB
Core  
04 February 2013 - 4.15KB
Member Briefing (Sep 2013)
A round-up of developments affecting enterprise data management. Presentation given to members in New York.
19 September 2013 - 7.62MB
Council Summary of RDA Principles
An EDM Council summary of the Basel Report on 'Principles for Effective Risk Data Aggregation'
01 February 2013 - 30.90KB
Member Briefing, London (Oct 2013)
A presentation given at the Data Management Summit in London on the developments in this industry
03 October 2013 - 7.62MB
Credit Default Swaps  
06 March 2013 - 37.72KB
Member Briefing, London (Mar 2013)
Identifying the recent developments in enterprise data management. Presented at London member briefing.
21 March 2013 - 2.04MB
CUSIP Global Services, Partners with CICI Utility to Enhance and Expand Legal Entity Identification
Collaboration will Support New NAIC Reporting Requirements and Issuer Identification
01 March 2013 - 80.14KB
Member Briefing, NYC (Feb 2013)
Identifying the recent developments in enterprise data management. Presented at New York member briefing.
21 February 2013 - 320.57KB
Data Management Infrastructure
The Council’s view on the underlying infrastructure for data management and how the components relate to one another
03 December 2013 - 119.37KB
Natural Person  
12 February 2013 - 6.30KB
Data Practitioner Program: Foundation Workshop Overview
North American foundation workshop course structure.
17 June 2013 - 250.02KB
Next Generation Community Financial Cyberinfrastructure for Managing Systemic Risk
Report of a workshop held by NSF, March 2013
08 April 2013 - 361.39KB
Debt  
14 February 2013 - 1.58KB
Notes: Guiding Principles for Sustainable Data Governance
Dialogue notes from Keynote speech presented at Data Governance Financial Services Conference, New York, September 24, 2013.
24 September 2013 - 92.02KB
Dennis Wisnosky vcf  
27 March 2013 - 394B
NY Fed Financial Stability Plan
Preliminary findings for a systemic risk monitoring program, from Federal reserve Bank of New York.
01 February 2013 - 501.26KB
Derivatives Contracts  
12 February 2013 - 23.04KB
OCC letter
Letter to the Office of the Comptroller of the Currency (Treasury) about public/private collaboration to meet the objectives of the Basel Principles for Risk Data Aggregation
14 November 2013 - 530.57KB
Draft FIBO IFW POC Concept  
01 February 2013 - 622.69KB
Office of Financial Research Annual Report (2013)
The report fulfills a requirement for the OFR to submit a report annually to Congress to assess the state of the United States financial system and analyze threats to U.S. financial stability.
17 December 2013 - 4.00MB
Draft FIBO IFW POC Concept - Fatca  
01 February 2013 - 1.00MB
OFR: Mortgage Loan Identifier
Office of Financial Research (US Dept of Treasury) working paper on the need for a universal mortgage loan identifier
05 December 2013 - 412.95KB
EDM Council Appoints Dennis Wisnosky to Lead FIBO Standards Implementation
Press Release: Former CTO of Department of Defense Business Mission Area to Direct New Suite of Standards
11 February 2013 - 31.70KB
OFR’s LEI Responses to FAQ
Frequently Asked Questions: Global Legal Entity Identifier (LEI)
20 February 2013 - 95.67KB
EDM Council Holds Inaugural FIBO Technology Summit
Technology Experts Explore Process for Sustainable Industry Collaboration on the Use of Semantics for Systemic Risk Applications
09 July 2013 - 80.51KB
OMG Technical Meeting (Panel Discussion)
The Business Case for Financial Data Semantics - The notes from a moderated panel discussion from OMG Technical Meeting, New Brunswick, September 25, 2013
25 September 2013 - 85.52KB
Enterprise Data Management Council FIBO Initiative Receives Top Honors at Ontology Summit 2013
Hackathon spotlights new automated ontology development and evaluation processes and standards
11 June 2013 - 66.07KB
Ontology Metadata  
02 January 2013 - 20.40KB
Entity Ownership And Control  
15 February 2013 - 17.63KB
Organization  
02 January 2013 - 4.99KB
Entity Ownership And Control Rules  
08 February 2013 - 6.95KB
OWL Ontology Metadata  
14 January 2013 - 15.41KB
European Banking Authority’s draft recommendation on the use of the Legal Entity Identifier  
02 December 2013 - 356.82KB
Partnership  
22 January 2013 - 5.22KB
Events  
21 February 2013 - 13.59KB
Partnership Rules  
22 January 2013 - 3.37KB
FATCA and FSDM  
15 March 2013 - 20.88KB
Party  
04 February 2013 - 8.35KB
FATCA and FSDM FIBO xref  
15 March 2013 - 29.16KB
Positions  
21 February 2013 - 4.09KB
FATCA and FSDM Heatmap  
15 March 2013 - 204.55KB
Postal Address  
29 January 2013 - 12.64KB
FIBO an Emerging Industry Standard for Risk Management, Compliance and Regulatory Reporting
Presentation by David Newman (Wells Fargo)
25 April 2013 - 4.12MB
Project and Activity Matrix
Summary of all active EDM Council projects and activities
28 January 2013 - 86.47KB
FIBO Briefing (Dec 2013)
FIBO: A common Language for the financial industry. Presented by David Newman (Wells Fargo)
19 December 2013 - 3.39MB
Regulatory Landscape
Regulatory and Business Data Implications Map and Glossary - A graphical outline of the intersection between regulation & data requirements and common approaches to address them.
13 March 2013 - 124.38KB
FIBO Briefing (June 2013)
FIBO an Emerging Industry Standard for Risk Management, Compliance and Regulatory Reporting. Presented by David Newman (Wells Fargo)
17 June 2013 - 1.86MB
Report to Members: April 2013
A synopsis of the activities of the EDM Council over the past few months.
22 April 2013 - 99.10KB
FIBO Business Ontology - Best Practice for Managing Big Data
Presentation by Mike Bennett to Bank of England, Centre for Central Banking Studies
17 January 2013 - 492.53KB
Report to Members: Dec 2013
Updated synopsis of the activities of the EDM Council
02 December 2013 - 141.86KB
FIBO Foundations Approved by OMG as Standard
FIBO on Track to Become a Global Financial Technology Standard
22 October 2013 - 81.77KB
Rights  
13 February 2013 - 4.54KB
FIBO IFW Meeting Notes 20130111  
11 January 2013 - 61.84KB
Shadow Banking: Issues and Regulatory Approaches
Produced by Jaime Caruana, General Manager of the Bank for International Settlements and the University of Maryland
15 April 2013 - 1.46MB
FIBO IFW Meeting Notes 20130201  
01 February 2013 - 70.94KB
Standard Metrics for Metadata (Working Doc)
Compilation of working meeting discussions.
12 March 2013 - 24.64KB
FIBO Operational Ontologies Demonstration
Presented to CFTC by David Newman and Dennis Wisnosky
19 March 2013 - 3.85MB
Standard Metrics for Metadata (Working Doc)
Compilation of working meeting discussions.
22 April 2013 - 25.71KB
FIBO Overview for FSB Working Group on OTC Aggregation
Presentation to Financial Stability Board, Basel.with accompanying notes
18 November 2013 - 789.36KB
Standards  
02 January 2013 - 5.61KB
FIBO Relationships to Exsisitng Standards  
17 November 2013 - 79.26KB
Swap Rules  
26 February 2013 - 18.13KB
FIBO Technology Summit
Financial industry and Sem Tech leaders discuss ontology evaluation tools, FLORA-2′s potential, and more.
11 June 2013 - 315.34KB
Test Body Corporate  
21 February 2013 - 20.68KB
FIBO Technology Summit Concept Outline
Background hypothesis for the FIBO Technology Summit June 4-5, 2013
02 April 2013 - 110.92KB
Test Body Corporate Ownership And Control  
05 March 2013 - 12.46KB
FIBO Technology Summit Report
The Summit brought together a community of the best minds in the Ontology community to focus on critical technology and collaboration needs to support the Finance Industry. The result was a roadmap in each of the need areas as well as a broad list of recommendations.
18 November 2013 - 7.54MB
Test Credit Default Swaps  
06 March 2013 - 145.81KB
FIBO, BigData and Smart Data Article in American Banker
Article from Tom Steinert-Threlkeld in American Banker: Tame Risk with Smart Data, Not Big Data.
06 March 2013 - 72.14KB
Test Interest Rate Swaps  
26 February 2013 - 85.98KB
Financial Common  
22 February 2013 - 98.22KB
Test Partnership  
22 January 2013 - 3.56KB
Financial Reporting Terms and Definition
e-CFR Definitions
28 January 2013 - 36.50KB
Test Trust  
22 January 2013 - 3.49KB
Formal Organization  
21 February 2013 - 14.97KB
The Data Challenge  
13 March 2013 - 2.17MB
FSOC Annual Report 2013
Financial Stability Oversight Council annual report addressing the activities of the Council and significant financial market and regulatory developments, along with an assessment of those developments on the stability of the financial system.
30 April 2013 - 10.05MB
Trillium’s Data Assurance Solutions for Risk and Compliance  
04 December 2013 - 287.21KB
GARP Article 'Semantics: The Next Big Issue In Big Data For Compliance'  
01 July 2013 - 216.82KB
Trust  
22 January 2013 - 5.17KB
Global Regulatory Reforms Proposals
Side-by-side comparisons and timelines published by GFMA
10 April 2013 - 1.96MB
Trust Rules  
22 January 2013 - 3.86KB
How FIBO Will Clean Up Finance
Article published by Collaborative Planning & Social Business (http://social-biz.org)
18 November 2013 - 106.84KB
Value of FIBO for Risk Analysis
An overview of the significance from implementing FIBO in risk analysis
11 January 2013 - 31.73KB
Indices And Indicators  
19 February 2013 - 5.21KB
What's In,What's Out: 2013
The EDM Council's annual look at the past 12 months.
10 December 2013 - 41.55KB

2012

4th FSB Progress Note on LEI
This is the fourth of a series of notes on the implementation of the legal entity identifier (LEI) initiative.
11 December 2012 - 78.41KB
IOSCO: Consultation Report on Technical Challenges to Market Surveillance
IOSCO Board published this Report with the aim of outlining high level recommendations to assist Market Authorities in addressing the challenges posed by the latest technological developments to effective market surveillance, particularly with respect to: (1) Improving surveillance capabilities on a cross-market and cross-asset basis; and (2) Making more useful to Market Authorities the data collected for surveillance purposes. Public responses were requested.
22 August 2012 - 540.24KB
Address  
08 November 2012 - 2.48KB
ISO 3166  
09 December 2012 - 16.67KB
Address Relation  
04 December 2012 - 7.23KB
ISO 3166-1  
29 November 2012 - 23.45KB
Aligning Business Objectives to Data Management
Dr. Walid el Abed, guest speaker at New York Member briefing
25 July 2012 - 2.98MB
IT Complexity  
28 May 2012 - 446.38KB
Bank of England: The Dog and the Frisbee
Transcript of speech presented at the Federal Reserve Bank economic policy symposium. Paper by Andrew G Haldane, Executive Director, Financial Stability and member of the Financial Policy Committee and Vasileios Madouros, Economist, Bank of England.
31 August 2012 - 1.37MB
Kingland Flyer
Member Collateral
10 May 2012 - 3.49MB
Bank of England: Towards a Common Financial Language
Transcript of speech presented at the SIFMA 'Building a Global Legal Entity Identifier Framework' Symposium, New York. Paper by Robleh D Ali, Andrew G Haldane and Paul Nahai-Williamson
14 March 2012 - 149.48KB
Law  
18 September 2012 - 4.64KB
Benchmark Insight™
Member Collateral
04 April 2012 - 1.22MB
LEI - Call for members for the FSB Legal Entity Identifier Private Sector Preparatory Group
FSB call for interest from private sector experts to support the launch of a global LEI system by March 2013. Nominations and indications of interest are due by Wednesday 11 July 2012.
03 July 2012 - 21.39KB
BMark™ End-of-Day (EOD) Solution
Member Collateral
04 April 2012 - 699.24KB
LEI Test File (.XLS version)
DTCC and SWIFT posted a test file of provisional LEI as well as a summary of attributes. Additional file formats can be downloaded from http://www.sifma.org/issues/operations-and-technology/legal-entity-identifier/legal-entity-identifier-test-file-download-and-terms/
20 January 2012 - 882.00KB
BofA’s New Black-Belt Data Chief Targets Blinding Gaps
The appointment of John Bottega to Bank of America Corp. Article published by Bloomberg
08 May 2012 - 64.90KB
Master Data Management
The Discipline of Operationalizing Data Quality and Data Governance
10 May 2012 - 1.37MB
CCAR Methodology
Comprehensive Capital Analysis and Review 2012: Methodology and Results for Stress Scenario Projections
30 May 2012 - 3.46MB
Member Briefing, Boston (Jul 2012)
Identifying the recent developments in enterprise data management. Presented at Boston member briefing.
13 July 2012 - 1.10MB
CFTC Names DTCC/SWIFT as CICI Provider
The CFTC officially named DTCC and SWIFT as the official providers of the CFTC Interim Counterparty Identifier (CICI).
24 July 2012 - 226.88KB
Member Briefing, London (May 2012)
Identifying the recent developments in enterprise data management. Presented at London member briefing (Updated version)
02 May 2012 - 3.41MB
CICI Designation Fact Sheet
Supporting information - CFTC appointment of DTCC/SWIFT as CICI provider
24 July 2012 - 181.06KB
Member Briefing, NYC (Mar 2012)
Identifying the recent developments in enterprise data management. Presented at New York member briefing.
14 March 2012 - 1.91MB
CICI LEI Order
Supporting information - CFTC appointment of DTCC/SWIFT as CICI provider
24 July 2012 - 449.57KB
Member Briefing, NYC (Jul 2012)
Identifying the recent developments in enterprise data management. Presented at New York member briefing.
25 July 2012 - 1.99MB
CICI LEI Utility
A practical guide jointly published by DTCC and SWIFT on the CICI Utility & the progress towards a global LEI solution
20 November 2012 - 544.59KB
Member Briefing, Toronto (Jun 2012)
Identifying the recent developments in enterprise data management. Presented at Toronto member briefing.
28 June 2012 - 2.16MB
Core Data Attributes Model
Working document used to identify and define core attributes as well as the business processes and functions that require them
08 June 2012 - 42.00KB
Membership Agreement: Affiliate  
23 January 2012 - 568.42KB
Council Update: Executive Summary Report
An update by Mike Atkin on the status of the EDM Council activities and initiatives
11 January 2012 - 469.06KB
Membership Agreement: Associate  
23 January 2012 - 567.85KB
Counterparty Reference Data Management Solution Brochure
Member Collateral
19 April 2012 - 476.52KB
Membership Agreement: Consultant  
23 January 2012 - 567.74KB
Data Management for Investment Management Companies
Presented at TSAM New York: Identifying the primary legislative activities from a data perspective
16 May 2012 - 1.27MB
Membership Agreement: Premier  
02 February 2012 - 568.05KB
Data Quality Working Meeting
Presentation to guide the discussion on the new Data Quality activities
29 March 2012 - 160.44KB
Membership Agreement: Tier A Financial Institution  
23 January 2012 - 568.52KB
Date Time  
09 November 2012 - 4.63KB
Membership Agreement: Tier B Financial Institution  
23 January 2012 - 569.00KB
Demystifying Financial Industry Semantics
An introduction to Semantics and Financial Industry Business Ontology presented by Mike Bennett.
13 March 2012 - 1.91MB
Membership Agreement: Tier C Financial Institution  
23 January 2012 - 568.39KB
Derivatives Assets  
28 May 2012 - 4.23KB
Metadata Subject Areas
Map of metadata by subject area, contributed by ASKGET
24 October 2012 - 107.03KB
Derivatives Contracts Legal Entity  
17 February 2012 - 6.27KB
Metadata Working Group (Definition)
Draft definition of metadata categories
23 October 2012 - 74.11KB
Dublin Core  
01 February 2012 - 15.62KB
NORM® Decision-Aid Tools for Robust Risk Management
Member Collateral
04 April 2012 - 725.29KB
Economic Rate Swaps  
25 May 2012 - 4.01KB
Office of Financial Research Annual Report (2012)
This inaugural OFR Annual Report details the progress of the OFR in meeting its mission (analysis of financial stability, research, addressing data gaps and promoting standards)
20 July 2012 - 3.86MB
EDM Council Plans to Show Semantic Solution for LEI at Next Week’s FSB Meeting
Published in Reference Data Review
10 October 2012 - 47.52KB
OFR Survey of Systemic Risk Analytics
Office of Financial Research Working Paper #0001
05 January 2012 - 1.13MB
EDMC & IBM Alignment Proposal November 29 2012  
29 November 2012 - 22.94KB
Operational Semantics
Presentation prepared by David Newman on the operational implementation of FIBO.
01 June 2012 - 1.55MB
European Systemic Risk Board Annual Report
This report on financial stability in Europe was released by the ESRB.
22 June 2012 - 723.95KB
Overview of FIBO-Business Entities
A diagrammatic explanation of FIBO-Business Entities as a conceptual ontology. This version is in pdf format.
28 September 2012 - 4.70MB
Factset Brochure  
11 June 2012 - 8.90MB
Place  
24 October 2012 - 3.78KB
FATCA Implications
EDM Council member Amy Harkins, BNY Mellon, prepared this overview of FATCA implications and requirements for a recent conference.
22 May 2012 - 407.19KB
Positioning of Metadata
3 slides created by Fannie Mae as an overview
27 November 2012 - 55.21KB
FIBO & FSDM - Alignment Collaboration proposal DRAFT1  
30 November 2012 - 390.26KB
Presentation by MITRE Corporation on Data Quality Metrics
Description of research project for flexible and generic data quality metrics assessments.
26 September 2012 - 731.24KB
FIBO & FSDM - Alignment Collaboration proposal DRAFT4  
14 December 2012 - 448.94KB
Presentation to FSB on FIBO Business Entity
Background for FSB Private Sector Preparatory Group
15 October 2012 - 2.81MB
FIBO and IFW Potential Alignment Discussion 20 April 2012  
20 April 2012 - 110.51KB
PRISM® Web Application for Robust Risk Management
Member Collateral
04 April 2012 - 739.31KB
FIBO Annotation  
11 June 2012 - 1.60KB
RaisePartner: Robust Risk Management
Member Collateral
04 April 2012 - 1.04MB
FIBO for Risk
Presentation by David Newman (Wells Fargo) and Mike Bennett (EDM Council) at the Semantic Technology and Business Conference
05 June 2012 - 1.65MB
Real Estate  
21 November 2012 - 3.42KB
FIBO IFW Meeting Notes 20120420  
20 April 2012 - 63.56KB
Report to Members: January 2012
Full report (members only) update by Mike Atkin on the status of the EDM Council activities and initiatives
11 January 2012 - 571.68KB
FIBO IFW Meeting Notes 20120615  
15 June 2012 - 66.97KB
Report to Members: June 2012
A summary of the projects and initiatives of the Council
25 June 2012 - 536.96KB
FIBO IFW Meeting Notes 20120824  
24 August 2012 - 67.84KB
Report to Members: November 2012
Highlights of EDM Council activities underway.
30 November 2012 - 24.62KB
FIBO IFW Meeting Notes 20121102  
02 November 2012 - 84.44KB
Requirements  
30 April 2012 - 5.54KB
FIBO IFW Meeting Notes 20121109  
09 November 2012 - 78.23KB
RIMES Data Coverage Guide
Member Collateral
05 April 2012 - 589.33KB
FIBO IFW Meeting Notes 20121130  
30 November 2012 - 66.62KB
RIMES Year End Synopsis
Member Collateral
05 April 2012 - 382.88KB
FIBO IFW Meeting Notes 20121214  
14 December 2012 - 75.31KB
Role of the CDO
Leading the way to an information-centric enterprise that is fully connected, operationally efficient and capable of delivering high quality data
09 November 2012 - 1.17MB
FIBO in Operations
An overview of the semantics OTC Derivatives POC presented by David Newman, Wells Fargo.
13 March 2012 - 3.89MB
Scheme  
21 November 2012 - 8.79KB
FIBO-Business Entities (Business Conceptual Ontology) slide deck
A diagrammatic explanation of FIBO-Business Entities as a conceptual ontology. This version is a .pptx slide deck with associated notes.
28 September 2012 - 673.78KB
SEC Swap Reporting
17 CFR Parts 240 and 242. Regulation SBSR—Reporting and Dissemination of Security-Based Swap Information; Proposed Rule
22 February 2012 - 1.82MB
For Wall Street Overseer, Progress Comes at a Crawl
Leading a new federal agency intended to help prevent another financial crisis may seem like a dream job for most economic gurus, but the nomination has been painfully slow. Article posted to New York Times
03 January 2012 - 95.78KB
Securities Instrument Reference Data Management Brochure
Member Collateral
19 April 2012 - 391.04KB
FSB Report on LEI to G20
35 recommendations for the development and implementation of the global LEI system as well as a set of “high level principles” outlining the objectives of the global LEI system.
08 June 2012 - 601.78KB
SKOS (.rdf)  
01 February 2012 - 28.29KB
FSOC Annual Report 2012  
30 April 2012 - 26.83MB
Standard Metrics for Metadata
Initial outline for working group
13 October 2012 - 66.46KB
G20 Declaration
The G20 endorsed the FSB recommendation on LEI (point number 44) and seeks a report on implementation progress by the November 2012 Finance Ministers meeting.
19 June 2012 - 283.43KB
Standard Metrics for Metadata (Working Doc)
Compilation of working meeting discussions.
30 November 2012 - 19.93KB
Geopolitical  
02 December 2012 - 8.40KB
State Codes  
02 December 2012 - 62.46KB
Global Industry Benchmarking Presentation 2012
Results and findings of the 2012 industry benchmarking survey
16 April 2012 - 2.34MB
Swap Definition
CFTC/SEC Definition of “swap” for the purpose of administering the Wall Street Reform and Consumer Protection Act.
10 July 2012 - 293.79KB
Global Industry Benchmarking Report 2012
Detailed assessment of the state of data management across the financial information industry.
16 April 2012 - 801.47KB
Technical Asset Details in BG RH: December 12 2012  
12 December 2012 - 741.97KB
Identification  
20 August 2012 - 5.09KB
Temporal Relation  
04 December 2012 - 5.43KB
iGATE Ref. Data Mgmt. Solution  
28 May 2012 - 675.45KB
Terms (.rdf)  
28 February 2012 - 76.92KB
iGATE RADAR solution  
28 May 2012 - 1.14MB
The 7 Critical Questions  
28 May 2012 - 300.81KB
iGATE Ref. Data Industry Survey synopsis  
28 May 2012 - 582.09KB
The EUI Study  
28 May 2012 - 2.05MB
Industry Briefing, Asia (Jun 2013)
Outlining latest developments in enterprise data management for presentation to Asia Pacific community
26 June 2012 - 974.58KB
The Evolving Role of the CDO
An interview with John Bottega, CDO Bank of America published by Wall Street Technology
25 October 2012 - 379.54KB
Industry Briefing, Informatica Conference (Jan 2012)
Current status of regulatory reform and Council projects presented at Informatica Conference
15 January 2012 - 164.89KB
The Fully Managed Benchmark Data Service
Member Collateral
05 April 2012 - 1.24MB
Industry Briefing, Webinar (Feb 2012)
Identifying the actions affecting data management and the implications for financial institutions and their suppliers. Presentation given as a webinar to the industry as a whole
23 February 2012 - 1.91MB
The Market Calibrated Framework™
Member Collateral
04 April 2012 - 230.55KB
Industry Models and FIBO presentation 2 Nov 2012  
02 November 2012 - 1.39MB
Treasury Announces Members for New Financial Research Advisory Committee
The U.S. Treasury announced the thirty distinguished professionals in economics, finance, financial services, data management, risk management, and IT, who will serve on the Financial Research Advisory Committee of the Office of Financial Research (OFR).
14 November 2012 - 74.04KB
Industry Models and FIBO presentation 24 Aug 2012  
24 August 2012 - 1.85MB
US Treasury: The Financial Crisis Response
A series of charts on the impact of the combined actions of the Treasury, the Federal Reserve, and the Federal Deposit Insurance Corporation on the US economy following the financial crisis.
30 April 2012 - 6.12MB
Interest Rate Swaps Metadata  
29 February 2012 - 4.39KB
What's In,What's Out: 2012
Our view of the concepts and activities that are on the rise in our industry versus those that seem to be waning.
11 December 2012 - 45.75KB
Introduction to FIBO for BAML
Introduction to FIBO presented to BAML Information Architecture Community
16 May 2012 - 949.50KB

2011

ANNA: Allocation of ISINs for new financial instruments
Table defining the instruments and countries for which ANNA allocates ISIN's.
31 January 2011 - 28.96KB
Joint Letter on the Use of LEI
Addressed to participants at the Financial Stability Board meeting
22 November 2011 - 41.51KB
ANNA: ISIN Allocation rules for debt instruments  
31 January 2011 - 30.73KB
Keynote Presentation
by Mike Atkin at the CUSIP Global Summit, NYC
27 October 2011 - 142.07KB
ANNA: ISIN uniform guidelines relating to ISO 6166  
31 January 2011 - 300.70KB
LEI Recommendation to OFR
Created by a coalition of global financial institutions and trade associations and presented to OFR. Recommendation for ISO 17442 as the new standard, SWIFT as the registration authority, DTCC/Avox as the facilities manager plus coordination with ANNA on QA process and implementation.
08 July 2011 - 334.19KB
Bank of America Names John Bottega Chief Data Officer
Press Release: Bank of America announced today that John Bottega has joined the company as Chief Data Officer.
13 December 2011 - 71.68KB
LEI Requirements Development Process
Status of the joint EDM Council/SIFMA selection of the candidate to implement LEI
08 February 2011 - 22.68KB
Big Data: Harnessing a Game-Changing Asset
Article published by Economist Intell Unit on the opportunities good data management bring to a firm
30 December 2011 - 992.03KB
LEI Requirements Template
Draft template for collection of financial institution requirements for LEI. This will become the requirements document (RFP) for the standards candidates
01 February 2011 - 103.16KB
Building the Global Data Infrastructure
An update on data standards in relation to internal data management challenges.
07 February 2011 - 139.37KB
LEI Solicitation of Interest
This is the final SOI document for organizations interested in participating in the
15 May 2011 - 252.78KB
Capability Statements
Excerpt from methodology on capability statements for EDM
07 March 2011 - 107.07KB
Location  
27 June 2011 - 19.72KB
Carole Mahoney V Card  
01 January 2011 - 586B
Member Briefing (NYC)
Presentation for members on the status of industry activity and Council initiatives
07 September 2011 - 847.45KB
CFTC Final Rulemaking for Data Reporting
The CFTC released its notification of final rulemaking for issues related to data recordkeeping and reporting.
21 December 2011 - 1.45MB
Member Briefing: June 2011
A presentation by Mike Atkin to EDM Council members identifying the latest developments in regulatory change and the progress of Council activities
09 June 2011 - 608.05KB
CFTC Semantics Working Group
Presentation to the CFTC’s Data Standardization Subcommittee by our working group on semantics
13 December 2011 - 3.22MB
Member Briefing: July 2011
A presentation by Mike Atkin to EDM Council members identifying the latest developments in regulatory change and the progress of Council activities
02 July 2011 - 671.90KB
Considerations in Ontology Alignment
This paper describes the EDM Council Semantics Repository and in particular the steps taken to align the content of financial industry semantics with common cross industry terms
16 May 2011 - 163.71KB
Member Briefing: March 2011
Presentation given by Mike Atkin to update the industry on the status of activities associated to data and risk management
31 March 2011 - 730.43KB
Consultation Paper on Logistical and Technical Arrangements for Reporting to Hong Kong Trade Repository
Financial Infrastructure Department Hong Kong Monetary Authority
01 July 2011 - 609.17KB
Members Rights & Obligations  
05 May 2011 - 44.95KB
Consultation Papers on OTC Derivatives Reporting from Canada
CSA Consultation Paper 91‐402. Derivatives: Trade Repositories
23 June 2011 - 353.63KB
Mike Atkin V Card  
01 January 2011 - 612B
Council Comments: OFR Policy Statement on Entity ID
This is our official response to the US Department of Treasury on behalf of the Office of Financial Research
26 January 2011 - 47.12KB
Mike Bennett V Card  
01 January 2011 - 579B
Council Update: Executive Summary Report
Executive summary update by Mike Atkin on the status of the EDM Council activities and initiatives
26 August 2011 - 104.65KB
Minutes: Data Quality WG Meeting, 9 March  
09 March 2011 - 74.33KB
Council Update: Full Member Report
Full member update by Mike Atkin on the status of the EDM Council activities and initiatives
09 August 2011 - 77.65KB
Obama Nominates Berner for New Treasury Post
Article in Financial Times
17 December 2011 - 64.77KB
Data Quality Rule Book Proposal
The Data Quality Working activities are currently focused on our proposal to create a common/shared data quality rule book (on an attribute-by-attribute basis) for the financial industry containing rules for evaluating both the logical structure and content validity of both reference and transactional data. This proposal outlines the plan and approach.
01 June 2011 - 108.51KB
OFR Themes
Our assessment of the outcome of the OFR’s inaugural conference held December 1 in Washington DC
05 December 2011 - 61.76KB
DFA and Data Implications
EDM Council has formed a working group of its Board to examine the specific data issues associated with Dodd-Frank implementation. These are the minutes of the meeting.
31 March 2011 - 62.07KB
OMG Standard for Semantics Repository
Minutes of the first official working meeting between OMG and the Council to structure the workstreams and define the deliverables
21 April 2011 - 102.20KB
Discussion Presentation: Data Quality WG, 20 January  
20 January 2011 - 256.15KB
OMG to Bolster EDM Council Semantics Repository with Established Framework
Report published by A-Team Group on EDM Council - OMG relationship
30 March 2011 - 66.28KB
Discussion Presentation: Data Quality WG, 9 March  
09 March 2011 - 421.42KB
OTC Proof of Concept Presentation
Presentation to regulators on the use of semantics for describing and analyzing OTC derivatives
23 September 2011 - 2.59MB
Does John Bottega's Hire as B of A's Chief Data Officer Mean the CDO is Back?
Article in Bank Technology News
15 December 2011 - 49.30KB
OTC Proof of Concept Presentation
Presentation by David Newman, Wells Fargo, outlining the use of semantics for describing and analyzing OTC derivatives.
28 November 2011 - 5.71MB
ECB IT Forum
a presentation by Mike Atkin at the European Central Bank IT Forum, Frankfurt
27 September 2011 - 184.71KB
Presentation: EDMC-OMG WG on Content Disposition, 5 May
Goals of joint semantics and standards workstream.
05 May 2011 - 104.50KB
EDMC-OMG Workstream Definitions and Objectives, April 20
Slides outlining the goals and success criteria for the joint (EDM Council - OMG) working groups.
20 April 2011 - 84.64KB
Presentation: EDMC-OMG WG on Technical Model Framework, 5 May
Goals of joint semantics and standards workstream.
05 May 2011 - 112.00KB
European Legislative and Regulatory Update
Presentation by Barbara Ridpath, CEO, International Centre for Financial Regulation at EDM Council meeting in London
15 September 2011 - 1.43MB
Presentation: EDMC-OMG WG, 13 April
Planning meeting between EDM Council and OMG to commence joint working group
13 April 2011 - 923.12KB
Financial industry Trade Associations Coalition Releases Framework for a Global Legal Identifier System
Press Release surrounding proposal for a global LEI solution
03 May 2011 - 345.66KB
Presentation: EDMC-OMG WG, 27 April  
27 April 2011 - 413.45KB
FPML Derivatives Product Registry
ISDA White Paper on Product Representation for Standardized Derivatives
09 June 2011 - 799.19KB
Presentation: EDMC-OMG Working Group on Workstream Definitions and Objectives, 4 May
Goals of joint semantics and standards workstream.
04 May 2011 - 116.00KB
FSOC 1st Annual Report
US Financial Stability Oversight Council reporting on the state of the US financial system. It focuses on heightened risk management and supervisory attention, reforms to address structural vulnerabilities and steps to strengthen the housing finance system.
26 July 2011 - 21.98MB
Regulatory Workshop
a presentation by Mike Atkin at the Regulatory Data Workshop, Washington DC
19 October 2011 - 168.28KB
FSOC Annual Report 2011
Financial Stability Oversight Council Annual Report 2011
26 July 2011 - 9.01MB
Requirements for a Global LEI Solution
Proposal generated by the industry identifying the requirements for a gloal LEI solution
03 May 2011 - 2.01MB
G-20 Communiqué
Report from G-20 meeting in Paris on priorities for financial stability .
15 October 2011 - 91.78KB
SEC/CFTC Study 719(b) on Derivatives
Joint study on the feasibility of mandating algorithmic descriptions for derivatives
07 April 2011 - 642.20KB
Global Bank Regulation - Stranded in the U.S?
An article by Tom Groenfeldt
30 June 2011 - 71.70KB
Semantic Use Cases for OTC Derivatives
Presented to CFTC Technical Advisory Committee on the use of semantics to meet regulatory objectives
13 September 2011 - 123.43KB
Improving Financial Data : A Public Sector Perspective
Presentation by Lew Alexander Financial Stability Advisor, NY Fed to EDM Council members
07 September 2011 - 48.27KB
Silos Are Good For Farmers, Not So Good For Banks
Article published in Forbes
21 December 2011 - 37.07KB
IOSCO: OTC Derivatives Data Reporting and Aggregation Requirements
The International Organization of Securities Commissioners report on OTC derivatives reporting and data aggregation endorsing LEI and encouraging international cooperation on OTC classification and instrument ID.
23 August 2011 - 840.21KB
Socializing Common Ontology
Possible ways in which terms from a recognized and attested ontology may be incorporated or referenced within the Semantics Repository
16 May 2011 - 203.89KB
IOSCO: Regulators Role in Mitigating Systemic Risk
The International Organization of Securities Commissioners (IOSCO) Disuscion Paper on how securities regulators can identify, monitor, mitigate and manage systemic risk
01 March 2011 - 728.29KB
The Building Blocks of Enterprise Data Management
A presentation given by Mike Atkin at MIT Information Quality Industry Symposium
13 July 2011 - 505.23KB
Issa Data Act
Bill to amend title 31, United States Code, to require accountability and transparency in Federal spending.
13 June 2011 - 224.14KB
Update on the Dodd-Frank Data Developments Like LEI from EDM Council
Tom Groenfeldt, Forbes
05 September 2011 - 42.59KB
Jim Halcomb V Card  
01 January 2011 - 353B
What’s In, What's Out: 2011
EDM Council’s annual review of the ‘year that was.’
19 December 2011 - 92.19KB

2010

A Crisis is a Terrible Thing to Waste
The sheer volume of data owned by banks and businesses can make its management unpalatable. But the consequences of ignoring it are increasingly grim. An article published in IBS Journal.
01 July 2010 - 124.78KB
Minutes: Data Quality WG, 4 November  
04 November 2010 - 40.54KB
Assessing the Changes in Systemic Risk Management
Presentation given by Mike Atkin at FIMA London 2010
18 November 2010 - 136.47KB
Minutes: Data Quality WG, 8 July  
08 July 2010 - 68.50KB
Building Blocks of Data Management
A short presentation given to MIT Information Quality Industry Symposium on the background to regulatory change
14 July 2010 - 90.33KB
Minutes: Data Quality WGroup, 22 September  
01 October 2010 - 32.88KB
CESR: MiFID Transaction Reporting
CESR Proposal to European Commission on MiFID transaction reporting. Including their opinion on the need for a standard entity identifier and the role of BIC
16 April 2010 - 443.37KB
NAS Workshop Report
Final report from the National Academy of Sciences Workshop on the technical and data capabilities needed for systemic risk regulation held November 3, 2009 at the request of Senator Jack Reed
28 January 2010 - 1.94MB
CFTC Questions on Standards for Derivatives (719 (b) Frank Dodd)
Published questions from Section 719(b) Title VII of Dodd-Frank on feasibility study on the use of semantics to describe the attributes of OTC derivatives.
14 December 2010 - 351.72KB
National Science Foundation Conference
Knowledge Representation & Information Management for Financial Risk Management. A presentation by Mike Atkin
21 July 2010 - 95.50KB
Data for Financial Risk Management
Results of conference sponsored by Pew Trust, National Science Foundation and University of Maryland on the relationship between data, systemic risk oversight and knowledge representation
22 July 2010 - 87.25KB
NIF: Letter of Submission
From Senator Jack Reed for the creation of "National Institute of Finance"
05 February 2010 - 50.79KB
Data Management Survey - Beyond Golden Copy
Research sponsored by Thomson Reuters on the current state of data management implementation among leading financial institutions
08 March 2010 - 135.59KB
NIF: Senate Bill on Data (S.3005)
Senator Jack Reed formally introduced 5.3005 - a bill to create the "National Institute of Finance".
05 February 2010 - 62.27KB
Data Management Update: 2010
an update published by Aite Group.
26 March 2010 - 127.45KB
Nobel Laureates Letter to Senator Dodd
In support of the National Institute of Finance Act of 2011
11 February 2010 - 191.04KB
Data Quality: Sample Matrix  
17 June 2010 - 34.72KB
Nobel Laureates Letter to Senator Shelby
In support of the National Institute of Finance Act of 2011
11 February 2010 - 191.31KB
Davis Polk Analysis (Report): Dodd-Frank Regulatory Reform Legislation
Report of analysis by Davis Polk on the Dodd-Frank regulatory reform legislation
09 July 2010 - 603.69KB
NSF & Pew: Workshop Report
Over fifty invited academic researchers, financial regulators and industry practitioners brought diverse perspectives and expertise to discuss the knowledge representation challenges for effective financial information management (July 2010). This report describes the discussions flowing from the workshop and its immediate aftermath in greater detail.
29 November 2010 - 1.40MB
Davis Polk Analysis (Slides): Dodd-Frank Regulatory Reform Legislation
Presentation of analysis by Davis Polk on the Dodd-Frank regulatory reform legislation
09 July 2010 - 670.52KB
OFR Policy Statement on Entity ID
1st official act of the Office of Financial Research. This statement makes the process associated with implementation official. Quote… "if a LEI is established to the satisfaction the Office by July 15, 2011, the Office, in consultation with the Chairperson of the Council, plans to issue a regulation mandating the use of such a standard for data reported to the Office."
24 November 2010 - 60.06KB
Discussion Presentation: Data Quality WG, 14 October  
29 October 2010 - 207.43KB
Presentation to guide discussion group (26 August)  
01 October 2010 - 148.05KB
Discussion Presentation: Data Quality WG, 17 June  
17 June 2010 - 282.74KB
Proposed Rule on Swaps
The CFTC published a comprehensive new regulatory framework for swaps and security-based swaps. Comments are due 60 days after publication. Information about unique counterparty identifiers is on page 104 of the posted document.
29 November 2010 - 436.86KB
Discussion Presentation: Data Quality WG, 21 May  
18 July 2010 - 27.89KB
Reed Proposes Financial Risk Data Clearinghouse
The National Institute of Finance is an idea whose time appears to have come. An article published by Bank Systems & Technology/Wall Street & Technology
22 February 2010 - 51.54KB
Discussion Presentation: Data Quality WG, 29 July  
29 July 2010 - 139.53KB
Regulatory Data Workshop
Presentation by Mike Atkin on industry initiatives and status
10 June 2010 - 167.77KB
Discussion Presentation: Data Quality WG, 4 November  
04 November 2010 - 347.63KB
Regulatory Reform: House/Senate Comparison
Side-by-side summary of the key regulatory reform proposals in both the House and Senate versions of regulatory reform legislation prepared by Davis Polk and Wardwell LLP
21 May 2010 - 586.12KB
Discussion Presentation: Data Quality WG, 8 July  
08 July 2010 - 320.36KB
Report from Senior Supervisors Group
Observations on Developments in Risk Appetite Frameworks and IT Infrastructure. Particular interest in Section IV C (data aggregation for risk)
23 December 2010 - 405.09KB
Dodd-Frank Legislation
Final language: Dodd-Frank Wall Street Reform and Consumer Protection Act
29 June 2010 - 86.39KB
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
11 May 2010 - 197.24KB
ECB: Reference Data Utility
Presentation by Francis Gross of the European Central Bank on the "reference data utility" concept
20 March 2010 - 506.63KB
Report to Members: October 2010
Latest Report to EDM Council members on the status of projects, initiatives and activities. This report contains our assessment of the Office of Financial Research and updates on discussions with relevant stakeholders.
01 October 2010 - 121.16KB
EDM Council Elaborates on the industry Group's Progress
An article published by A-Team Group
25 February 2010 - 97.20KB
Response to SEC/CFTC
Formal comment letter to SEC/CFTC in response to Dodd-Frank mandatory study on using Semantic contractual structure of OTC derivative contracts
16 December 2010 - 58.22KB
End of Year Report
Status report on the issues and activities that make up the agenda of the EDM
23 December 2010 - 101.08KB
Restoring Financial Stability Act
Summary of the financial regulatory reform legislation passed by the Senate on May 20, 2010. The summary was prepared by DC law firm Davis Polk and Wardwell LLC.
24 May 2010 - 418.07KB
Excerpt of recent presentation on Global Regulatory Activities  
16 July 2010 - 99.26KB
Semantic Technology Conference 2010
A presentation given by Mike Bennett
23 June 2010 - 1.22MB
Fed Reserve: Need for Standardized LEI
US regulatory agencies concept paper on entity identification setting out the requirements and principles associated with the entity ID. This paper coincides with the policy release by the OFR and the draft rule on derivatives submitted by the SEC/CFTC
15 December 2010 - 577.27KB
Semantics Repository Conceptual Model
A presentation given by Mike Bennett
25 November 2010 - 598.13KB
Fed's Tarullo Pushes for Mandatory Reference Data Reporting and Standardisation
An article published by A-Team Group
18 February 2010 - 56.80KB
Semantics Repository Presentation
Presented by Mike Bennett at National Science Foundation Conference
21 July 2010 - 175.16KB
FIMA Data Management Conference: October 2007 (London)
EDM Council presentation on supply chain management
18 July 2010 - 427.11KB
Senate Regulatory Reform Bill: Dodd-Frank Act
Senator Chris Dodd introduced "Restoring American Financial Stability Act". A copy of the legislation is posted. Sections 152-156 (pages 60-79) are about the creation of the Office of Financial Research
17 March 2010 - 1.95MB
Framework for Systemic Risk Monitoring
A presentation given by Mike Atkin to Pew Economic Policy Group
20 July 2010 - 146.99KB
Senator Reed SPonsors Legislation Creating Executive Agency to Collect Data on Systemic Risk
An article published on jimhamiltonblog.blogspot.com
25 February 2010 - 54.87KB
FSTC Article: Data Requirements for Systemic Risk
Article produced by Mike Atkin for the Financial Services Technology Consortia's magazine "The Innovator"
20 January 2010 - 42.58KB
Servicing the Profit Center
Discussion outline developed as basis for interactive roundtable at the North American Financial Information Summit.
18 July 2010 - 30.08KB
Global Industry Benchmarking Presentation 2010
Results and findings of the 2010 industry benchmarking survey
28 October 2010 - 867.29KB
Smart Regulation: Is it Possible?
Aite Group report on the pending changes in the legislative process
29 January 2010 - 236.30KB
Global Industry Benchmarking Report 2010
Comparable metrics on how financial institutions are implementing their data management programs
15 September 2010 - 2.07MB
State of Data and Risk Management in the Financial Industry
Presentation given to Global Investment Technology Leadership Roundtable
10 November 2010 - 115.34KB
Latest presentation to brief EDM Council members on activities associated with data management
Latest Presentation to brief EDM Council members on activities associated with data management
16 July 2010 - 702.58KB
Summary Report on LEI discussions
Report on discussions held with US regulators and financial institutions on the SWIFT proposal related to entity identification.
28 April 2010 - 32.77KB
Member Briefing: May 2010  
19 May 2010 - 514.82KB
Supply Chain Management for Reference Data
A presentation given by Mike Atkin at TSAM London 2010
09 March 2010 - 258.17KB
Member Briefing: June 2010 (New York)  
18 June 2010 - 608.42KB
Swaps Sleuths Are the Fix for Too Tangled to Fail
An article published by Bloomberg Business Week
18 February 2010 - 61.45KB
Member Briefing: March 2010
Latest presentation to brief EDM Council members on activities associated with data management. Heavy emphasis on regulatory activities in the US and Europe
10 March 2010 - 1.69MB
SWIFT: Background LEI Document
Working Documents from discussions on entity identification
14 April 2010 - 179.59KB
Member Briefing: October 2010
Presentation for members on the status of industry activity and Council initiatives.
14 October 2010 - 1000.12KB
Testimony of Federal Reserve Board Governor Daniel K Tarullo
Before the U.S. Senate Banking Committee on equipping financial regulators with the tools necessary to monitor systemic risk
12 February 2010 - 128.83KB
Member Briefing: September 2010
Presentation for members on the status of industry activity and Council initiatives.
22 September 2010 - 990.56KB
The Government's 'Canary in a Coal Mine'
The Office of Financial Research (OFR) occupies just 20 pages in the Senate Banking Committee's massive 1,336-page financial reform bill-but its importance far outstrips the brief space devoted to it.
10 April 2010 - 68.88KB
Members Briefing: February 2010 (New York)  
25 February 2010 - 1.44MB
The New Age of Data Management
Discussion outline developed as basis for interactive roundtable at the Lakefront Data Conference
18 July 2010 - 27.43KB
Minutes: Data Quality WG, 14 October  
14 October 2010 - 22.75KB
US Senate Financial Reform Analysis
Summary of key points contained in Senator Dodd's "Restoring American Financial Stability Act" including how it compares to the bill adopted by the US House of Representatives. This analysis was provided by the law firm Polk & Wardwell LLP in Washington DC
17 March 2010 - 980.58KB
Minutes: Data Quality WG, 17 June  
17 June 2010 - 32.11KB
What's in, What's out: 2010
An annual look at what's 'in' and 'out' in Data Management
21 December 2010 - 40.90KB
Minutes: Data Quality WG, 21 May  
21 July 2010 - 27.89KB
Windows in Financial Services
Discussion outline developed as basis for interactive roundtable at the Windows in Financial Service Forum
19 July 2010 - 27.01KB
Minutes: Data Quality WG, 26 August  
26 August 2010 - 30.92KB
Working Document: Data Dimensions Definitions  
22 September 2010 - 99.29KB
Minutes: Data Quality WG, 29 July  
29 July 2010 - 50.99KB
Working documents: Data Attributes Required for Uniqueness
Discussed during meetings held with US regulators and financial institutions on the SWIFT proposal related to entity identification.
26 April 2010 - 26.00KB

2009

A-Team Group: Harnessing Data for Better Valuations
Data Management Survey 2009
02 November 2009 - 1.51MB
Member Briefing: June 2009 (New York)  
17 June 2009 - 371.92KB
Before Dealing with Systemic Risk, How About Getting Data on it?
Article published in Securities Industry News
16 September 2009 - 54.30KB
Member Briefing: November 2009
Updated version of the slides we've been using to brief our members on the status of activities
29 October 2009 - 283.02KB
BEI Implementation Specification
Joint Research between EDM Council and Swift to validate the requirements for a Business Entity Identifier.
30 January 2009 - 39.30KB
New Regulatory Body Promoted to Standardize Financial Data
An article published in Financial Adviser
03 September 2009 - 189.52KB
Compensation survey for datat management and financial information professionals
An industry-wide compensation survey for North America and Europe produced by Lakefront Data
31 July 2009 - 1.00MB
NIF Executive Summary
Position paper on the rationale and objectives behind our collaborative effort to create a National Institute of Finance
17 July 2009 - 49.43KB
Data Foundation Paper
Data Foundation Paper provided to global regulators to introduce the concepts for developing greater oversight of data content infrastructure
12 February 2009 - 146.10KB
Progress Report on the activities of the EDM Council
Status report on the activities and projects of the EDM Council.
06 April 2009 - 46.16KB
Data Management : Thinking Small
Tips for pragmatic data management. An article published in Financial-i
03 September 2009 - 182.27KB
Progress Report on the Activities of the EDM Council
Status report on the activities and projects of the EDM Council
13 April 2009 - 128.35KB
Data Maturity White Paper
Produced by Lakefront Data Ventures
31 January 2009 - 474.76KB
Reengineering Financial Services
Article published in CEO Magazine
01 July 2009 - 132.72KB
Data Quality Variance Metrics
Presentation highlighting the findings of the data quality assessment
06 January 2009 - 188.79KB
Report to Members: July 2009  
15 July 2009 - 64.15KB
Data Requirements for Financial Oversight
Paper written by the EDM Council outlining the data requirements for systemic oversight.
22 June 2009 - 64.76KB
Report to Members: March 2009
Status Report on the activities and projects of the EDM Council
02 March 2009 - 43.72KB
Early Warning Market System Gains Steam in Wash, Wall St
An article published in The Wall Street Journal
31 August 2009 - 135.33KB
Securities Reference Data Utility
A market infrastructure for improved transparency, market integration and efficiency, and for risk reduction. Outline of the concept and progress by Francis Gross, European Central Bank, DG Statistics
15 March 2009 - 580.68KB
ECB : Reference Data Utility
Presentation by Francis Gross, of the European Central Bank on the concept for a Reference Data Utility
03 April 2009 - 725.50KB
Semantics Repository Release Update  
28 July 2009 - 54.76KB
EDM Council Activity Summary
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.
15 July 2009 - 198.96KB
Semantics Repository Update
Summary of current status and immediate next steps for the Semantic Repository
01 August 2009 - 58.38KB
EDM: The Road Map Ahead
Keynote speech by Mike Atkin at FIMA identifying what we have learned and how we need to prepare for the future.
18 March 2009 - 110.52KB
The Data Dilema
An Article published in Incisive Media, Risk Management
01 July 2009 - 69.22KB
EDM: The Road Map Ahead
Article published in Institutional Investor defining the pathway forward for data management
01 April 2009 - 68.90KB
The Democratization of Business Intelligence Strategy
Paper explaining what financial institutions can do to address their information availability challenges
01 March 2009 - 581.41KB
Enabling Improved Regulation and Lowering Systemic Risk
Presentation to the European Central Bank, BaFin and the Commission of European Securities Regulators on the critical importance of standard attribute tags and business entry identifiers.
22 January 2009 - 169.15KB
The Need for Semantics Repositories
Keynote speech by Michael Atkin to the IBM Data Governance Council on the Future of Risk Measurement and Reporting
27 February 2009 - 53.88KB
End of Year Report December 2009
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 modelling).
11 December 2009 - 77.91KB
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
01 July 2009 - 159.90KB
In Search of the Gold Standard
Article published in Enterprise Risk Management
09 July 2009 - 30.39KB
US House Financial Reform Analysis
Summary of key points contained in HR.4173 "Wall Street Reform and Protection Act". This analysis was prepared by the law firm Davis Polk Wardwell in Washington DC
15 December 2009 - 152.13KB
Industry Update
Presentation by Mike Atkin at ISITC Industry Forum
07 December 2009 - 537.88KB
US NIF and ECB's Reference Data Untility Need Clarify and Strong Leadership
An article published in A-Team Insight
31 August 2009 - 315.06KB
Industry Update: April 2009
Presentation by Mike Atkin to SIFMA Corporate Actions Division
01 April 2009 - 74.10KB
What's In, What's Out: 2009
Our summary of the status of EDM as we conclude 2009 and prepare for 2010
18 December 2009 - 99.80KB
Managing Risk and Promoting Transparency in Turbulent Times
Presentation by Michael Atkin to TSAM on the need to 'Get the Data Foundation Right'
04 March 2009 - 109.77KB
When "Who's Who" Is Not Enough: Counterparty Data in the Spotlight
Presentation given by Martijn Groot, Asset Control
12 March 2009 - 231.92KB
Managing Risk and Promoting Transparency in Turbulent Times (text version)
Text of keynote presentation by Michael Atkin to TSAM on the need to 'Get the Data Foundation Right'
04 March 2009 - 145.25KB

2008

Academic Article on the Measurement of Operational Risk Exposurefor Basel II  
29 February 2008 - 318.83KB
Institutions Join EDM Council to Collaborate on Changing Enterprise Data Manangement Practices  
18 November 2008 - 214.02KB
BEI and Operational Risk Presentation for FIMA: July 2008 (New York)
Presentation by EDM Council on the relationship between BEI and operational risk for the FIMA Entity Data Management Conference
18 July 2008 - 151.45KB
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
09 May 2008 - 23.47KB
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.
29 April 2008 - 107.20KB
Metrics Meeting Report
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
05 February 2008 - 39.57KB
Cutter Associates Technology Council
The devil is in the data. a presentation given by Mike Atkin
03 December 2008 - 121.98KB
Metrics Report on Performance Implications
Report on the status of our metrics initiative designed to meausre the business implications of faulty data on various calculations and derived fields
02 May 2008 - 193.38KB
Data Attribute Severity
Summary of impact on data attributes to business and operating functions
09 May 2008 - 24.48KB
Operational Risk and the Importance of Accurate Business Entity Identification
An article written by Michael Atkin for Vision 2010, SIBOS edition
27 August 2008 - 1.35MB
Data Elements Template (xls)
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.
15 January 2008 - 103.00KB
Overview of Semantics Repository  
15 December 2008 - 42.55KB
Data Elements Template (xls)
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.
05 February 2008 - 166.00KB
Performance Metrics Pilot
Overview of the EDM Council pilot proposal for measuring the impact of faulty data on business applications
28 May 2008 - 329.00KB
Data Policy and the Secure Enterprise
Presentation notes from Will Gibson at the Institutional Investor Conference on Data Management highlighting the importance of establishing and implementing a comprehensive data policy within financial institutions
25 September 2008 - 65.58KB
Practical Solution to the Problem of 'Meaning'
Article written by Mike Bennett defining the EDM Councils Semantics Repository
15 December 2008 - 29.16KB
Data Quality Overview  
11 May 2008 - 40.50KB
Presentation given to FSA: Enabling Improved Regulation and Lowering Systemic Risk  
14 November 2008 - 251.50KB
Downstream Integration Online
This outline is a collection of the issues identified by EDM Council members on the critical subject of downstream integration.
16 May 2008 - 87.38KB
Report to Members: December 2008  
09 December 2008 - 42.40KB
EDM Council General Meeting: September 2008 (New York)  
09 September 2008 - 527.49KB
Report to Members: March 2008  
24 March 2008 - 43.18KB
EDM Council Marks Third Anniversary
Press Release: EDM Council sees data emerging as fourth horizontal function within financial institutions
10 June 2008 - 115.83KB
SEC Presentation on Data Risk
Slides used as guideline for discussion with the SEC Office of Risk Assessment
29 October 2008 - 76.18KB
EDM Council Meeeting 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
15 January 2008 - 159.56KB
Semantics Repository Overview
Semantics Repository Overvidew of the EDM Council's repository project to standardize reference data business terms and definitions
19 May 2008 - 75.16KB
General Meeting: February 2008 (New York)
February 20 2008, New York
21 February 2008 - 653.73KB
Shifting Data from Task to Strategic Priority
Excerpts from roundtable discussion hosted by Windows in Financial Services and moderated by EDM Council
04 June 2008 - 538.76KB
General Meeting: June 2008 (London)  
25 June 2008 - 182.70KB
SIFMA Operations Conference
EDM Council presentation on identification of instruments, entities and data attributes
05 May 2008 - 157.81KB
General Meeting: March 2008 (London)  
19 March 2008 - 547.29KB
Slide notes: FIMA Conference: November 2008 (London)
Text of presentation given by Mike Atkin at the FIMA 2008 conference in London
12 November 2008 - 112.02KB
General Meeting: May 2008 (New York)  
20 May 2008 - 2.65MB
The Quest for Meaning in Financial Systems
Article written by Mike Bennett introducing Business Semantics
15 December 2008 - 27.26KB
Implementation Working Group: Minutes June 2008  
02 June 2008 - 53.00KB
What's In, What's Out: 2008
What's in, What's Out: 2008
15 December 2008 - 50.98KB

2007

ABN AMRO Case Study
This profile of ABN AMRO describes their approach for a shared service centre strategy for reference data management.
20 August 2007 - 40.00KB
FIMA Conference: November 2007 (Expanatory Text)  
07 November 2007 - 27.67KB
ADP Brokerage Services, Deutsche Borse/Avox and Standard & Poor's Join EDM Council
Press Release: First service provider, exchange and data vendor join as organizational sponsors as overall membership grows 69% in six months
17 January 2007 - 26.29KB
FIMA Conference: November 2007 (London)  
07 November 2007 - 716.50KB
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
14 March 2007 - 812.39KB
FIMA Data Management Conference: November 2011 (slide explanations)
EDM Council presentation on supply chain management
05 November 2007 - 55.35KB
Barings Asset Management Case Study
This profile of BAM examines the process for implementing an internal operational control framework to better manage fiduciary obligations and risk.
06 September 2007 - 15.55KB
General Meeting: April 2007 (London)
Slides used to guide the interactive discussions during the EDMC General Meeting
19 April 2007 - 332.63KB
Building a Sustainable Data Management Strategy
Contributed article to Vision 2010 on EDM drivers
01 March 2007 - 54.00KB
General Meeting: February 2007 (New York)
Slides used to guide the interactive roundtable during the EDMC General Meeting
15 February 2007 - 285.53KB
Business Case for Data Manangement  
16 July 2007 - 10.96KB
General Meeting: October 2007 (New York)
11 October, 2007 New York
09 October 2007 - 325.48KB
Business Information Challenge... Transforming Data into Knowledge
Article published in "Financial World" magazine making the connection between EDM and risk management.
01 February 2007 - 26.25KB
General Meeting: September 2007 (London)  
24 September 2007 - 197.61KB
Daiwa Securities SMBC Case Study
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.
05 March 2007 - 29.57KB
HBOS Case Study
A profile of how HBOS, by improving data quality to mitigate risk, extended the benefits to enterprise-wide.
02 April 2007 - 19.50KB
Data Metrics Project
Metrics Template
24 August 2007 - 54.19KB
Impact of Poor Quality Data on the Business Process
A presentation given by Sean Taylor (UBS) on the reputational, operational and financial impact of poor quality data on the business process
27 March 2007 - 1.10MB
Data Quality Is the Objective
Contributed Article by Mike Atkin to DM Review on data quality and its relationship to supply chain management.
26 February 2007 - 26.79KB
JPMorgan Chase Case Study
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.
18 January 2007 - 28.39KB
Data Quality Metrics Objectives
Components of data quality for metrics initiative
11 May 2007 - 23.59KB
Looking Into the EDM Crystal Ball
Contributed article written for Reference Data Review on current status and core trends related to EDM
28 February 2007 - 87.91KB
Data Quality Pilot
EDM Council Metrics Workstream : Data Quality Pilot
19 April 2007 - 662.90KB
M&G Investments Case Study
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.
08 August 2007 - 20.63KB
Delivering Business Value Through EDM
A financial services point of view published by BearingPoint
05 March 2007 - 395.85KB
Marcus Evans Conference (June 2007)  
09 July 2007 - 261.00KB
Delivering Business Value Through Enterprise Data Management
White paper authored by BearingPoint on the drivers and challenges related to EDM implementation.
22 February 2007 - 395.85KB
Marcus Evans Conference: Building the Infrastructure for EDM  
26 June 2007 - 216.51KB
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
23 May 2007 - 64.55KB
Minutes of Meeting: Metrics Working Group  
12 April 2007 - 32.00KB
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
23 May 2007 - 43.32KB
Overview of COG  
25 September 2007 - 1.11MB
Discussion Slides: Metrics Working Group  
11 April 2007 - 777.26KB
Report to Members: July 2007
Critical Data Elements Result from metrics working meetings on process to define the most critical data elements throughout the trade lifecycle
31 July 2007 - 41.06KB
EDM as a Business Priority  
06 July 2007 - 65.58KB
Results of Data Quality Pilot
This slide deck contains the results of the data quality metrics pilot
19 April 2007 - 662.90KB
EDM Council Completes Data Quality Metrics Pilot
Press Release: Enterprise Data Management Council tackles the elusive challenge of generating verifiable business metrics
02 May 2007 - 21.15KB
S&P Data Management Forum
Presentation given by Mike Atkin at the Standard & Poor’s data forum on the state of enterprise data management.
18 October 2007 - 100.95KB
EDM Council Members Work with DTCC to Standardize Financial Instrument Terms and Definitions  
24 April 2007 - 19.94KB
S&P Data Management Forum (Explanatory Text)  
18 October 2007 - 88.00KB
EDM Council Names Michael Atkin Managing Director
Industry advocate to guide Council’s evolution as the mechanism for the financial services industry to address its data management challenges
13 February 2007 - 91.83KB
Slide Explanations for Michael Atkin's presentations
Michael Atkin (EDM Council) and John Bottega (Citi) were invited to brief the US Department of Defense on the benefits and challenges of EDM.
15 November 2007 - 61.78KB
EDM Scorecard
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.
16 May 2007 - 97.93KB
Standards for Enterprise Data Management
Presentation given at Standard & Poor’s Reference Data Management and Market Regulation Conference
22 May 2007 - 147.53KB
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.
02 January 2007 - 24.82KB
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.
16 May 2007 - 40.40KB
Executive Summary of Agenda and Initiatives: October 2006
Synopsis of current initiatives associated with our four primary work streams
01 March 2007 - 48.73KB
US Army Enterprise Solutions: Presentation by Michael Atkin
Michael Atkin (EDM Council) and John Bottega (Citi) were invited to brief the US Department of Defense on the benefits and challenges of EDM.
15 November 2007 - 175.21KB
Fifteen Global Financial Services Institutions Elect to Join the EDM Council Board of Directors, Reflecting EDM Momentum  
05 December 2007 - 29.30KB
US Army Enterprise Solutions: Presentation by John Bottega
Michael Atkin (EDM Council) and John Bottega (Citi) were invited to brief the US Department of Defense on the benefits and challenges of EDM.
15 November 2007 - 777.56KB
FIMA Conference: October 2007 (London)  
09 October 2007 - 616.00KB
What is COG
An overview of COG
26 September 2007 - 608.93KB
FIMA Conference: March 2007 (New York)
Taking data management to the next level
14 March 2007 - 191.23KB
What's In,What's Out: 2007
Here’s our end-of-year view of EDM
04 December 2007 - 68.74KB
FIMA Conference: March 2007 (New York)
Presentation given at FIMA 2007 outlining current state of affairs in Data Management and EDM Council agenda
14 March 2007 - 191.23KB

2006

Agenda Development Survey
EDMC Survey of members on issues and priorities
08 March 2006 - 68.29KB
General Meeting: September 2006 (New York)
Supporting material for the EDMC General Meeting
21 September 2006 - 298.34KB
Business Case Working Group:February 2006
Status of Research. A Presentation by David Gertler (IBM)
16 February 2006 - 240.75KB
Governance Research Strategy
Objectives and structure for research on governance approaches
22 December 2006 - 25.75KB
Business Metrics Strategy Report
Raw material from working group on performance and data quality metrics
11 September 2006 - 69.83KB
How to Get Reference Data to the Top of the Senior Management Agenda
Presentation by Michael Atkin at FIMA
05 March 2006 - 131.34KB
Centralization Research Strategy
Objectives and structure for research on data centralization approaches
22 December 2006 - 32.91KB
Implementation Working Group
Minutes of Working Group Report
10 August 2006 - 30.79KB
Council Sets Agenda to Advance EDM as a Core Operational Infrastructure
Press Release: EDM Council consolidates research findings, recognizes progress within the financial services industry and proposes plan of action to facilitate enterprise-wide data management
24 October 2006 - 47.25KB
Implementation Working Group: February 2006
Status of Progress. A presentation by Ari Marcus (BearingPoint)
16 February 2006 - 113.34KB
Credit Suisse Case Study
Documentation on how Credit Suisse automated the data analytics and calculation process for local currency / emerging market bonds.
12 December 2006 - 15.56KB
Inaugural Session of EDM Council Outlines Key Industry Initiatives
Financial Institutions meet to discuss strategies for managing data as an enterprise resource
23 August 2006 - 87.42KB
Current State of Industry
Thoughts on EDM drivers and phases of development
01 May 2006 - 57.04KB
Members Brief: February 2006 (New York)  
16 February 2006 - 113.34KB
Current State of The Industry  
18 December 2006 - 57.04KB
MFID Summary
Core template on information implications associated with Markets in Financial Information Services Directive
28 August 2006 - 24.24KB
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
27 December 2006 - 65.50KB
Momentum Builds Behind the EDM Council as European Executives Join in London
Enterprise Data Management (EDM) strategies recognized as the route to achieving improved operational efficiencies and business success
02 November 2006 - 87.08KB
DTCC Reengineering Project Plan
Summary of Council recommendation for adoption of standard terms and definitions as part of DTCC’s reengineering initiative.
27 December 2006 - 57.08KB
Operational Risk and Reference Data
Presentation by Allan Grody at Financial Management Association European Conference
22 December 2006 - 62.63KB
EDM - Making the Transition from Why to How
A report form Michael Atkin
22 December 2006 - 289.02KB
Principia Verbum: Entering the Age of Reason in Data Management
Contributed article to The Exchange Handbook on the drivers of EDM
01 February 2006 - 1.02MB
EDM Council Meets in New York
To discuss business case and implementation best practice research for Enterprise Data Management
22 December 2006 - 78.16KB
RegNMS Summary
Core template on information implications associated with Regulation New Market Systems
21 August 2006 - 29.67KB
EDM Council Meets in New York to Discuss Business Case and Implementation Best Practice Research
Press Release: EDM Council membership experiences over 70% growth in four months
13 March 2006 - 78.16KB
Report to Members: August 2006
Status report on EDM Council activities
23 August 2006 - 37.59KB
EDM Council Names Michael Atkin Managing Director
Industry advocate to guide Council’s evolution as the mechanism for the financial services industry to address its data management challenges
13 February 2006 - 91.83KB
Report to Members: March 2006  
03 April 2006 - 37.04KB
EDM Council – Insights from Year One
Contributed article for GoldenSource Customer Newsletter
17 May 2006 - 25.30KB
Result to Members - Status of Activities
Results of Industry interviews and surveys on Council agenda and priorities.
01 June 2006 - 192.53KB
EDM Council: Result of Research
Presentation for EDMC General Meeting in Toronto
20 June 2006 - 239.54KB
s Define Hierarchy of Priorities on Path to Achieving Enterprise-Wide Data Management
EDM Council Executive Advisory Board convenes in NY and London to prioritize Council agenda and confirm key Enterprise Data Management (EDM) requirements
30 May 2006 - 26.74KB
Enterprise Data Management: Making the Transition from Why to How
Contributed article to Waters Magazine on the rationale for EDM
01 March 2006 - 289.02KB
S&P Reference Data Conference: September 2006
Presentation by Michael Atkin to S&P reference data conference
13 September 2006 - 376.22KB
Enterprise Data Management: Trough of Disillusionment or Enlightened Maturity?
An article presented by Mike Atkin to WBR setting the context for FIMA 2006
14 January 2006 - 26.28KB
Supply Chain Issues to Address
Agenda for Supply Chain Working Group as basis for discussion and prioritization
06 September 2006 - 15.28KB
Executive Advisory Board: October 2006
Presentation on the status of EDM Council activities
31 October 2006 - 736.60KB
Supply Chain Working Group Report
Minutes of working group meeting
07 August 2006 - 37.33KB
FIMA Conference: November 2006 (London) (Explanatory text
Text of the presentation given by Michael Atkin (Managing Director) at FIMA 2006
27 December 2006 - 124.19KB
Sustainable Business Circle
Staff thoughts on relationship between EDM and internal business drivers
01 May 2006 - 224.76KB
G30: Global Clearing and Settlement Monitoring Report
Final G-30 report on clearing and settlement
01 May 2006 - 318.60KB
Sustainable Business Circle
Why EDM is rising as a priority. A report from Michael Atkin
22 December 2006 - 224.76KB
General Meeting, March 2006
Presentation from First London General Meeting of EDM Council
22 March 2006 - 81.34KB
The Business Case on One Slide
Summary of business drivers by category
01 June 2006 - 10.96KB
General Meeting: February 2006 (New York)
Presentation by Michael Atkin
16 February 2006 - 92.51KB
Update on Progress
Objectives and structure for research on governance approaches.
22 December 2006 - 280.67KB
General Meeting: February 2006 (New York)  
22 December 2006 - 240.75KB
What Financial Institutions Want
Thoughts on the objectives of EDM from the customer perspective
07 February 2006 - 40.04KB
General Meeting: September 2006 (London)
Supporting material for the EDMC General Meeting
22 December 2006 - 259.99KB
What's In, What's Out: 2006
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.
22 December 2006 - 17.89KB

2005

Business Case Research Template
Initial Research template used to focus business case/metrics efforts
01 April 2005 - 175.85KB
Momentum Builds Behind the EDM Council as European Executives Join in London
Enterprise Data Management (EDM) strategies recognized as the route to achieving improved operational efficiencies and business success
02 November 2005 - 87.08KB
EDM Council is Launched
Press Release: Industry vendors and financial institutions team-up to support and promote Enterprise Data Management (EDM) as an industry initiative for today’s complex data management challenges.
08 June 2005 - 83.56KB
Operational Risk & Reference Data
Abstract article by Allan Grody (NYU) on the relationship between data and risk management
01 November 2005 - 370.89KB
Inaugural Advisory Meeting
Presentation to initiate the EDM Council
16 June 2005 - 204.22KB
The Case for Standards
Initial Council thoughts for standards requirements
01 June 2005 - 137.47KB
Inaugural Session of EDM Council Outlines Key Industry Initiatives
Press release following inaugural Advisory Meeting of EDM Council
23 August 2005 - 87.42KB