Financial Objects Project

Project Charter

The Financial Objects Project goal is to help drive adoption of new and existing Financial Object Standards across the Financial Services Industry by bringing together the creators of Financial Objects with the users of Financial Objects.

We will take a use case driven approach to the definition and creation of new Financial Object types and associated Projects to enable business workflows and connectivity using these financial objects.

Getting Involved

If you would like to participate in this Project, please review our participation requirements (at the bottom of this page), then feel free to join our next meeting.  We also encourage you to join the mailing list, by sending a blank email to fo-financial-objects+subscribe@finos.org.  Once you are subscribed, please send a brief email introducing yourself and your interest in the group's work to the list (i.e. fo-financial-objects@finos.org) - this will help save time on the calls themselves.

Group Information

Participation Requirements:

We request active participation through the contribution of your own use cases to allow collaboration and consensus towards financial object standards.

We aim to take contributions of established financial objects in active or planned workflows utilized within the financial services eco-system with the intention to converge towards a common structure of a financial object.

Active participants will be able to vote on the core structure of a financial object type to ensure ability to version, test and validate these financial objects in practice against their business use case and associated workflow. That workflow can be internal to internal, internal to external or across multiple internal and external party workflows.

Participants

NameRoleFirmNotes
William QuanCo-ChairJPM
Hammad AkbarCo-ChairCiti
Ayaz HajiParticipantGS
Oli BageParticipantMS
Nilesh BhattadParticipantJPM
Peter SmulovicParticipantMS
Johan SanderssonParticipantFactSet
Hershal ShahParticipantIHS Markit
Frank TarsilloParticipant IHS Markit 
Bruce SkingleParticipantSymphony
Mario OrphanouParticipantSymphony
Lawrence MillerParticipantSymphony

Mike Harmon

ParticipantSymphony

Aaron Williamson

ParticipantFINOS
Rob UnderwoodParticipantFINOS
Maurizio PillituParticipantFINOS
Gabriele ColumbroParticipant FINOS 
Nick KolbaParticipantOpenFin
Espen OverbyeParticipantOpenFin
Jerry SavorettiParticipantPortware - FactSet
David LandismanParticipant Portware - FactSet 
Justin PetersonParticipant TradeWeb 
Svyatoslav (Slava) Kryukov
  
Participant DB
Tim KoleckeParticipantCitadel 
Mirjana PanticParticipantUBS
Aadi ThayyarParticipantAllianceBernstein
John LinParticipantAllianceBernstein
Kiran JawaleParticipantAllianceBernstein
Katia BaninaParticipantRefinitiv

The Project (previously called Working Group) was ratified by the Board on 2018-04-24.