2019-06-11 Security Reference Data Meeting

Meeting minutes status: Draft (pending approval)

Table of Contents

Date/Time

6/11/2019 @ 11am ET

Attendees


NameOrganisationGithub ID (optional)
FINOSaitana16

John Matera

FactSet
Ben SandlerAQR
Johan SanderssonFactSetdonbasuno
Mark AndradeFintech Sandbox
Tosha EllisonFINOStoshaellison
Pascal LefrancoisInovestor

Outstanding Action Items


Agenda

TimeItemWhoNotes from the Meeting
5 minConvene & roll call



10 minReview 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 minCollaboration with Financial Objects Working GroupJohan 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 minAOB & 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


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