2019-05-14 Security Reference Data Meeting

Meeting minutes status: Draft (pending approval)

Table of Contents

Date/Time

14th May 2019, 11:00 AM EST

Attendees

NameOrganisation
Nomura
Tosha EllisonFINOS
Mark AndradeFinTech Sandbox
Ben SandlerAQR
Pascal LefrancoisInnovestor
John MateraFactSet
Rob UnderwoodFINOS

Outstanding Action Items

Task report

Looking good, no incomplete tasks.

Agenda

TimeItemWhoNotes from the Meeting
5 minConvene & roll call

Sailesh (Nomura)


5 minReview and approve 4/30 meeting minutes
4/30 meeting minutes
30 min

Updates on the Cross Reference Symbology for Issuer Data

All

Open Corporates is expected to attend the meeting next week.

There was discussion around different IDs that could be used. Some points made include:

  • With LEI the company has to initiate getting the ID so there is no way for the group to enforce this.
  • Concern that PermID is not really open and is dependent on company confirmation
  • Bloomberg is open at security but closed at company level
5 minAOB & adjourn


None

Decisions Made

Action Items

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