2019-06-11 Security Reference Data Meeting

2019-06-11 Security Reference Data Meeting

Meeting minutes status: Draft (pending approval)

Table of Contents

Date/Time

6/11/2019 @ 11am ET

Attendees

 

Name

Organisation

Github ID (optional)

Name

Organisation

Github ID (optional)

@Aitana Myohl

FINOS

aitana16

John Matera

FactSet

 

@Benjamin Sandler

AQR

 

@Johan Sandersson

FactSet

donbasuno

@Mark Andrade

Fintech Sandbox

 

@Tosha Ellison

FINOS

toshaellison

Pascal Lefrancois

Inovestor

 

Outstanding Action Items

 

Agenda

Time

Item

Who

Notes from the Meeting

Time

Item

Who

Notes from the Meeting

5 min

Convene & roll call

 

 

10 min

Review action items from previous meetings (see above)

 

Last call: OpenCorporates presentation. Sounded like their goal is to be the open entity ID. There was one follow-up with LEI. Agreement is that LEI is not going to be the identifier. OpenCorporates was very encouraged by the conversation.

Next step is to speak with other vendors: LEI Foundation, Refinitiv and Bloomberg.

10 min

Collaboration with Financial Objects Working Group

@Johan Sandersson

Input for Financial Objects WG? FO WG is trying to define identifiers (e.g. what information needs to be sent to define a trade). ID standardization. 

What would be the ideal outcome for SecRef Data? Technical specification, ID Provider,..? No consensus yet. 

5 min

AOB & adjourn

 

Trying to engage more members from buy and sell side. Encourage WG members to reach out to potentially interested people and organizations. 

Decisions Made

 

Action Items