2019-03-19 Security Reference Data Meeting

Meeting minutes status: Draft (pending approval)

Table of Contents

Date/Time

19th March 2019, 11:00 AM EST

Attendees

NameOrganisation
Nomura
Ben SandlerAQR
Bill BierdsBCC Group
John MateraFactSet
Rob Underwood (Deactivated)FINOS
Tosha EllisonFINOS

Outstanding Action Items

<insert a {Task report} macro here, configured with the group's task page>

Agenda

TimeItemWhoNotes from the Meeting
5 minConvene & roll call

Sailesh (Nomura)


10 minLEI Coverage in the Bloomberg and Reuters Issuer feedAll
  • Of 5m entities included in a specific Bloomberg file about 1.35 million have an LEI code (it's necessary to exclude some entires that aren't relevant, e.g. have not issued securities, are no longer active)
  • Highest coverage is in Europe, as expected
  • Reuters has an issuer flag and about 1/3 of those flagged have an LEI code
20 min

Next Steps on the Issuer Linking -

  1. Approach to use LEI Codes
  2. Open symbology - Open Corporates
All
  • LEI lists a number of sites that can generate LEI codes. Sailesh will reach out to gmeiutility.org to understand the process for adding entities.
  • Agreed LEI seems a better approach than Open Corporates at this stage
5 minAOB & adjourn


Regarding the discussion on agency bonds, Sailesh proposed waiting to progress until there was significant interest from the group. Information on the current thoughts can be found in the roadmap and Sailesh will share a brief summary that can be used to solicit interest.

Decisions Made

Action Items

Need help? Email help@finos.org we'll get back to you.

Content on this page is licensed under the CC BY 4.0 license.
Code on this page is licensed under the Apache 2.0 license.