"Finance Breakfast" - Data management governance in Asset Management Institutions

Date: 10/04/2009

Breakfast from 8:30am to 10:30am.

Location : Investance Paris Office.

 
Investance Practice Exchange Breakfasts allow professionnals from de Financial Industry to share concerns and feedback about a specific issue and get an overview of market trends.
 

Programme overview                             

8:15am    Breakfast
8:30am    Speakers
9:30am    Questions and discussion

> Presentation and feedback:
Which governance models for referentials?
How the data from third parties are administered and indentified?
From a large french Asset Manager.

> Discussion. Issues covered include:
Governance

How ownership rules are defined?
How rights are managed, contracts respected,...?
In which structure the referential service must be positionned? (IT, operational support, risk,...)
Third party management, impacts form 2008 financial crisis

Which rules need to be setting-up?
How to manage specific needs from each Asset Manager ?
How to manage regutation changes?
How to manage data confidentiality between managers?
How the financial crisis has been managed?

 
For Risk, Data Management, DSI departments and operation support functions.