Financial Objects Project

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

Name

Role

Firm

Notes

Name

Role

Firm

Notes

William Quan

Co-Chair

JPM

 

Hammad Akbar

Co-Chair

Citi

 

Ayaz Haji

Participant

GS

 

Oli Bage

Participant

MS

 

Nilesh Bhattad

Participant

JPM

 

Peter Smulovic

Participant

MS

 

Johan Sandersson

Participant

FactSet

 

Hershal Shah

Participant

IHS Markit

 

Frank Tarsillo

Participant 

IHS Markit 

 

Bruce Skingle

Participant

Symphony

 

Mario Orphanou

Participant

Symphony

 

Lawrence Miller

Participant

Symphony

 

Mike Harmon

Participant

Symphony

 

Aaron Williamson

Participant

FINOS

 

Rob Underwood

Participant

FINOS

 

Maurizio Pillitu

Participant

FINOS

 

Gabriele Columbro

Participant 

FINOS 

 

Nick Kolba

Participant

OpenFin

 

Espen Overbye

Participant

OpenFin

 

Jerry Savoretti

Participant

Portware - FactSet

 

David Landisman

Participant 

Portware - FactSet 

 

Justin Peterson

Participant 

TradeWeb 

 

Svyatoslav (Slava) Kryukov
  

Participant 

DB

 

Tim Kolecke

Participant

Citadel 

 

Mirjana Pantic

Participant

UBS

 

Aadi Thayyar

Participant

AllianceBernstein

 

John Lin

Participant

AllianceBernstein

 

Kiran Jawale

Participant

AllianceBernstein

 

Katia Banina

Participant

Refinitiv

 

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