Pricing: the Meaning and Impact of Transparency -- Webcast
CLICK HERE to listen to the archived webcast
The introduction of a plethora of new regulations and the changing priorities of financial firms are leading to demands for greatly levels of transparency into the origins of prices and valuations. Data consumers are no longer satisfied to receive a price in isolation; now they also want access to the assumptive and observable data that has been used by the pricing provider, and they want to understand the provider's methodology and the controls they have in place. Our webcast explores these developments and addresses the following questions:
-- Which aspects of pricing and valuations would financial firms like to be more transparent?
-- What do financial firms want to learn during due diligence meetings with pricing vendors?
-- How are regulations, including AIFMD and Form PF, impacting pricing and valuations?
-- How are new regulatory requirements affecting the relationship between vendors and their clients?
-- Are there further ways in which financial institutions believe their pricing vendors can help them to meet the changing requirements of the industry?
Speakers
-- Joel Brown, Director of Pricing & Corporate Actions, INVESCO
-- Daniel Johnson, Director, Valuation, WELLS FARGO GLOBAL FUND SERVICES
-- Anthony Belcher, Director of EMEA Pricing and Reference Data, INTERACTIVE DATA
-- Satyam Kancharla, SVP of Client Solutions Group, NUMERIX
-- Milton Miyashiro, Chief Controls Officer, Evaluated Pricing Service, THOMSON REUTERS
Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.
To access these options, along with all other subscription benefits, please contact info@waterstechnology.com or view our subscription options here: http://subscriptions.waterstechnology.com/subscribe
You are currently unable to print this content. Please contact info@waterstechnology.com to find out more.
You are currently unable to copy this content. Please contact info@waterstechnology.com to find out more.
Copyright Infopro Digital Limited. All rights reserved.
As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (point 2.4), printing is limited to a single copy.
If you would like to purchase additional rights please email info@waterstechnology.com
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (clause 2.4), an Authorised User may only make one copy of the materials for their own personal use. You must also comply with the restrictions in clause 2.5.
If you would like to purchase additional rights please email info@waterstechnology.com
More on Data Management
Substantive Research reveals new metrics for market data negotiations framework
The research firm will make its industry-derived project available for public consumption next month.
As the ETF market grows, firms must tackle existing data complexities
Finding reliable reference data is becoming a bigger concern for investors as the ETF market continues to balloon. This led to Big xyt to partner with Trackinsight.
Artificial intelligence, like a CDO, needs to learn from its mistakes
The IMD Wrap: The value of good data professionals isn’t how many things they’ve got right, says Max Bowie, but how many things they got wrong and then fixed.
An inside look: How AI powered innovation in the capital markets in 2024
From generative AI and machine learning to more classical forms of AI, banks, asset managers, exchanges, and vendors looked to large language models, co-pilots, and other tools to drive analytics.
As US options market continued its inexorable climb, ‘plumbing’ issues persisted
Capacity concerns have lingered in the options market, but progress was made in 2024.
Data costs rose in 2024, but so did mitigation tools and strategies
Under pressure to rein in data spend at a time when prices and data usage are increasing, data managers are using a combination of established tactics and new tools to battle rising costs.
In 2025, keep reference data weird
The SEC, ESMA, CFTC and other acronyms provided the drama in reference data this year, including in crypto.
Asset manager Saratoga uses AI to accelerate Ridgeline rollout
The tech provider’s AI assistant helps clients summarize research, client interactions, report generation, as well as interact with the Ridgeline platform.