Managing Financial Information in the Trade Lifecycle: A Concise Atlas of Financial Instruments and Processes

Groot, Martijn

In stock
Regular price 31.250 KD inc. VAT
License
Table of contents
  • Table of Contentsv
  • Forewordvii
  • Dedication Pageix
  • Series Editor's Prefacex
  • Chapter 1: The Changing Financial Services Landscape1
  • 1.1 Introduction1
  • 1.2 Historical Perspective and Current Industry Landscape2
  • 1.3 The Instrument Lifecycle4
  • 1.4 The Transaction Lifecycle4
  • 1.5 Customer Focus or Product Focus5
  • 1.6 Flow and Bespoke Business Models5
  • 1.7 The Typical Information Architecture8
  • 1.8 Consequences and Costs12
  • 1.9 Outline of This Book's Chapters14
  • Endnotes16
  • Chapter 2: The Instrument Lifecycle: The Life and Times of Financial Instruments17
  • 2.1 Introduction17
  • 2.2 Enter the Protagonist: The Financial Instrument18
  • 2.3 Types of Financial Products22
  • 2.4 Financial Markets52
  • 2.5 The Birth of a Financial Instrument: The Process59
  • 2.6 Describing a Financial Instrument66
  • 2.7 Active Life of Financial Instruments73
  • 2.8 Dependencies Between Instruments80
  • 2.9 Ups and Downs Throughout an Instrument's Life85
  • 2.10 The Demise of a Financial Instrument90
  • 2.11 Conclusions92
  • Endnotes92
  • Chapter 3: The Information Supply Chain: Overview of the Financial Content Market95
  • 3.1 Introduction95
  • 3.2 Overview of the Content Market and Its Changing Dynamics97
  • 3.3 Who Are the Data Sellers?100
  • 3.4 The Information Supply Chain103
  • 3.5 Different Types of Content113
  • 3.6 Licensing and Contract Management137
  • 3.7 Sourcing and Disseminating Information Internally: Technical Perspective142
  • 3.8 Conclusions145
  • Endnotes147
  • Chapter 4: Information Needs in the Transaction Lifecycle149
  • 4.1 Introduction149
  • 4.2 The Information Manufacturing Business: Basic Versus Derived Data151
  • 4.3 The Transaction Lifecycle159
  • 4.4 Processes Under Scrutiny: Regulation and Audit194
  • 4.5 Use Cases198
  • 4.6 Conclusions210
  • Endnotes211
  • Chapter 5: Metrics and Criteria for Success in Infrastructure217
  • 5.1 Introduction217
  • 5.2 The Information Entropy Situation218
  • 5.3 Aspects of Information Quality224
  • 5.4 The Content Manufacturing Process228
  • 5.5 Quality Metrics: Information Management KPIs and Their SLA Context232
  • 5.6 What Constitutes Success in Process and Content Management?244
  • 5.7 Conclusions246
  • Endnotes250
  • Chapter 6: Concluding Comments253
  • Endnotes256
  • Index257
Book details
  • Vendor Elsevier S & T
  • SKU 9780123742896
  • ISBN-13 9780080559933
  • Author Groot, Martijn
  • Category Business & Economics
  • Subject Finance

Do you have questions about this book?

Ask an expert!

Information is the oxygen supply of the financial markets. Financial information, or data, is so important that companies such as Barclays and Citigroup now have executive positions of Chief Data Officer or Head of Data Acquisition. This book, by a long-time industry insider at one of the leading data management vendors, discusses the present and future of financial data management by focusing on the lifecycle of the financial instruments (stocks, bonds, options, derivatives) that generate and require data to keep the markets moving. This book is a concise reference manual of the financial information supply chain and how to maximize effectiveness and minimize cost.

*First book fully dedicated to financial information supply chain and how to manage it effectively
*Addresses hot topics that readers need to know: regulatory reporting regulations, data pooling, hubs, and data exchanges
*Draws from actual lessons learned and presents many real-life scenarios of the business