2019-07-23 Security Reference Data Meeting

Meeting minutes status: Draft (pending approval)

Table of Contents

Date/Time

7/23/2019 @ 11am ET

Attendees


NameOrganisationGithub ID (optional)
Sailesh PandeyNomura
FINOSbrooklynrob
Tosha EllisonFINOStoshaellison
Aitana MyohlFINOSaitana16
John MateraFactSet
Ben SandlerAQR
Mark AndradeFintech Sandbox
Leslie SpiroGlue42lspiro-Tick42
Mark ValeirasChartIQmarkChartIQ
Tim GavinDeutsche Bank
Timothy AleongWellington
Reza AlaviWipro
Peter Warms (Guest)Bloomberg
Rich Robinson (Guest)Bloomberg
Johan SanderssonFactSetdonbasuno
Alvin ShihMorgan Stanley
Rob SchmidtChartIQ


 



Outstanding Action Items

Task report

Looking good, no incomplete tasks.

Agenda

TimeItemWhoNotes from the Meeting
5 minConvene & roll call



30 minPresentation by Bloomberg on LEI Coverage and open symbology for Issuer data

Peter Warms and Rich Robinson

  • LEI:
    • ISO standard
    • identifies entities
    • LOU policies
  • Hierarchy presents challenges to identifier providers, including and especially establishing relationships
  • FIGI:
    • standard owned Objects Mgmt Group, who is (1) registration agent & (2) certified provider
    • is a methodology, not an identifier
    • primary key database
    • not a replacement for current identifiers
    • used by: see facilitators, but Bloomberg does not track the API so there's probably a lot more people using it.
  • Challenge
  • Linkage to other identifiers
15 minNext steps

Decisions Made

Action Items

Capture any actions that were identified here, and make sure they are also captured on the group's task page during, or immediately after, the meeting

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