how to leverage a market data inventory platform for enterprise-wide gains

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DataManagementReview.comNovember 8, 2016

Welcome to A-Team Group’s webinar:

How to leverage a market data inventory

platform for enterprise-wide gains

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Moderator:

Andrew Delaney, Chief Content Officer,

A-Team Group

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Panel Member: Robert Mohan, Vice President and Manager,

Investment Information Management, Wellington

Management Company, LLP

Area of Expertise:

• Cost reduction

• Vendor expertise

• Inventory management

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Panel Member: William Damm, Associate Director, Head of

Accounts Payable & Market Data Finance, Point72 Capital

Management LP

Area of Expertise:

• Management reporting for independent research and

market data

• Challenges of the management and compliance functions

in relation to exchange reporting

• Sales and Use tax with regard to research and market data

• Soft dollar compliance and reporting

• Integration of ERP systems with FITS and other

specialized management and reporting tools.

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Panel Member: Steve Matthews, CEO, TRG

Area of Expertise:

• Steve has spent his career in the financial technology

space focused on delivering software solutions that deliver

improved operational efficiency and reduce costs for

financial services firms

• Prior to TRG Steve worked for a company owned by

Thomson Reuters and as a result had significant exposure

to the market data space

• Steve is a firm believer that the only way to deliver valuable

solutions that truly address pain points is to partner with

clients to both understand their unique challenges and to

jointly design, develop and deliver solutions to market

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What is market data inventory and how does it help financial institutions?

Benefits of an inventory platform

Functions to consider

Capabilities to consider

Performance of current providers

How market data inventory services are delivered and the issues of legacy systems

How to migrate from a legacy system to leverage modern platforms

Leveraging the inventory platform for spend management across the enterprise

Eight step process to choosing the right market data inventory platform

Talking Points

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What is market data inventory and how does it

help financial institutions?

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Benefits of an inventory platform

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Functions to consider

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Capabilities to consider

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Performance of Current Providers

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How market data inventory services are delivered

and the issues of legacy systems

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How to migrate from a legacy system to leverage

modern platforms

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Leveraging the inventory platform for spend

management across the enterprise

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Eight step process to choosing the

right market data inventory platform

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8-Step Guide to Choosing the Right Market

Data Inventory Platform

Visit white papers section of DataManagementReview.com

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Eight step process to choosing the right market data inventory platform

Step 1: If you don’t already use one, research and implement a market data inventory

platform

Step 2: Consider the key functionality offered, in particular the reporting and analytics

capabilities

Step 3: Consider the capabilities of your new provider

Step 4: Look for a well-established web-based platform

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Step 5: How focused is your provider on your core platform?

Step 6: If you are considering migrating, ensure you negotiate

favourable terms and support from your new provider for

switching

Step 7: How strong is the client engagement and user community?

Step 8: Consider if you have broader needs beyond tracking market data

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Thank you to our sponsors

Contact us at:

Steve Matthews

Email: [email protected]

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December 8th

High

performance

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management

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Upcoming A-Team Group Webinars

November 15th

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November 22nd

Shareholding

Disclosure: Are

Financial Firms

on top of this

regulatory

challenge?

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how to leverage a market data inventory platform for enterprise-wide gains

Data & Analytics