Articles by Michael Shashoua
Michael Shashoua: Focusing on Fatca’s Readiness
The US Fatca foreign tax compliance regulation has received significant recent attention, although not because firms falling under its purview are ready to comply with its requirements. Michael says it’s time to turn that attention into action and…
Wells Fargo's Johnson Discusses Regulations' Effect on Valuations
Michael Shashoua speaks to Daniel Johnson of Wells Fargo Global Fund Services about the challenges for valuations teams created by AIFMD and IFRS 13
HSBC Hires Experienced Data Executive
Lorraine Waters has joined the firm's data management unit as deputy group chief data officer and head of data policies
The Origin of Data
A growing drumbeat for generating or collecting data closer to its source—the issuer—is beginning to be heard
UBS Finds Data Opportunity in Client Onboarding
Client onboarding teams have taken on responsibility for managing data, particularly for linking client and legal entity data with other key reference data, operations executive Simon Feddo said at the European Financial Information Summit
EFIS Live: Tarrill Baker Keynote
Inside Reference Data editor Michael Shashoua reported live from the keynote address at the European Financial Information Summit in London on September 26, delivered by Tarrill Baker of HSBC.
Dolan to Lead Fidelity ActionsXchange
Will Dolan, who has held a few senior roles within Fidelity Investments since 2004, has been named head of Fidelity ActionsXchange
Re-Defining Managed Services
The advancement of real-time as a criteria for reference data is driving changes in the use of managed services in the space
IRD's Editor on Fatca's Effects on Data Operations
Inside Reference Data editor Michael Shashoua updates developments with Fatca tax regulation and how that will affect data operations
Raising Fatca Stakes
Data operations necessary for compliance with the US foreign accounts tax law, even with a delayed deadline, still need a lot of work, Michael Shashoua reports. Firms are considering the structure of their data repositories and approach to client…
SimCorp Names Colson to European Post
The portfolio management software maker has hired Emmanuel Colson, recently of Thomson Reuters, as co-head of its Western European unit
DST Unveils Anova Improvements
Software provider DST Global Solutions has added reporting support and improved the user interface in version 3.0 of its Anova software
Markit, Genpact Partner on KYC Service
The data and process service providers are developing a customer data service they say will improve the efficiency and quality of client data processing, and plan to launch the offering in the second quarter of 2014
Moody's Service Ties Together Economic, Regulatory Data
Version 3.4 of RiskFrontier from Moody's Analytics applies economic capital changes to regulatory capital changes for Basel III compliance
Don't Delay, Do Fatca Compliance Today
Experts on the US Foreign Account Tax Compliance Act (Fatca) spot hurdles including governments' agreements, data security and incomplete parts of the rules, but say that shouldn't delay anyone from getting prepared
IRD's Editor on Finding Value From Data
Michael Shashoua considers how the industry defines value in relation to data management
Regulation & Standards special report
September 2013 - sponsored by:Citihub, Genpact, GoldenSource, London Stock Exchange, SIX Financial Information
Managing Risk special report
September 2013 - sponsored by: Axiom, Fidelity ActionsXchange
The Impact of FATCA on Data Operations -- webcast
Inside Reference Data gathered leading industry experts for a webcast on September 6, 2013 to discuss how firms are managing the data demands created by Foreign Account Tax Compliance Act (FATCA) and the initiatives being implemented to ensure compliance.
Choosing Data Battles
Choices concerning the value of data, the use of data utilities and planning data governance are gaining importance to firms preparing to meet data demands produced by new compliance requirements
eVestment Integrates Morningstar Data
The data provider, which mostly collects and distributes its own institutional investment information, is easing Morningstar data into its mix, through past acquisitions
HSBC CDO Defines Value Of Data Chain
HSBC data executive Tarrill Baker defines structures for data management and finds worth in hierarchies. She speaks with Michael Shashoua about how this is achieved and when automation is useful
IRD's Editor on Basel Committee's Latest Guidance
The Basel Committee on Banking Supervision has been actively defining details of Basel III capital adequacy rules. Expect more from the committee throughout the remainder of the year.
Basel Committee Returns To Spotlight
The Basel Committtee on Banking Supervision sees the upcoming G20 summit as an opportunity to put forward more details on Basel III capital adequacy rules