2019-05-14 Security Reference Data Meeting

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

Name

Organisation

Name

Organisation

@Sailesh Pandey

Nomura

@Tosha Ellison

FINOS

@Mark Andrade

FinTech Sandbox

@Ben Sandler

AQR

Pascal Lefrancois

Innovestor

John Matera

FactSet

Rob Underwood

FINOS

Outstanding Action Items

Agenda

Time

Item

Who

Notes from the Meeting

Time

Item

Who

Notes from the Meeting

5 min

Convene & roll call

Sailesh (Nomura)



5 min

Review 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 min

AOB & adjourn



None

Decisions Made

Action Items

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