There are lots of people with differing views on what exactly MDM (Master Data Management) means. The philosophical answer is that it means whatever you want it to mean – more importantly your own experiences and personal environment will largely dictate what it means to you.
Mastering Investment Product Data
October 11, 2010
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Data Quality, Technology | Tagged: Account, accuracy, annual reports, charges, collective investments, consistency, CSA, data governance, Data Quality, data quality management, ETL, factsheet, fee, fund, fund facts, governance, investment product master, KID, KII, KIID, Master Data Management, MDM, mutual fund, pooled investments, POS, simplified prospectus, SMA, statement of record, stewardship, summary prospectus, system of entry, tearsheet, timeliness, UCITS IV | 
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Posted by Ronan Brennan
Intersections of data and regulation on the horizon
April 27, 2010I see a few interesting developments on the horizon with respect to data and the various financial regulation bodies.
I have kept my musings deliberately brief – if anyone is looking for more in depth commentary let me know and I will do a follow-up post on that topic…
1 Comment | Data Quality, Regulation | Tagged: 12b-1, 2(a)-7, 40 act, accuracy, asset management, breaking the buck, canada, CESR, client reporting, compliance, CSA, data, Data Quality, fee reform, financial regulation, FINRA, fund facts, fund rules, ific, Ignites, investment companies act 1940, Key Information Document, KID, marketing, Mary Schapiro, middle-office, MiFID, money market, Morgan Keenen, point of sale, RDR, Regulation, regulator, reporting, retail distribution review, SEC, transparency, UCITS, UCITS III, UCITS IV, UK, US | Permalink
Posted by Ronan Brennan
