Financial Information Management for Professionals
The 8th annual FIMA conference is dedicated to the strategies, art and craft of effective, successful and profitable data management in a financial institution. Reference and market data lie at the core of every investment, sale or purchase decision. Most of the departments in a financial institution continuously rely on obtaining timely, accurate and tailored data from the data management department. Data managers are responsible not only for managing data, but ultimately for enabling profitable strategic decisions on every level of the organization.
FIMA gathers over 250 Senior-Level Reference and Market Data Management Executives to debate, discuss and share strategies all aspects of collecting, managing, storing, standardizing and distributing data in a financial institution.
The following key topics will be discussed at this year's FIMA conference:
- Regulation of data standards and management practice
- The growing role of data management in a financial institution
- The different data requirements of internal clients and how to best deliver timely accurate data
- Data governance and structuring
- Managing data offshore and outsourcing
- Developing strategies for data management on OTC trading
- Providing and using data for systemic risk management
- Effective vendor relationship management
- Data quality improvement and management
- Getting rid of technology silos to enable enterprise wide data access
- Measuring data impact on the bottom line of your organization
Richard Lacaille
Chief Investment Officer
State Street Global Advisors
Julia Sutton
Global head of Customer Accounts & Onboarding
Royal Bank of Canada
Ward Willemsen
Head of Operations
ING Investment Services Management
Ian Shrubsole
Head of Data Management
Invesco Perpetual
Lorraine Waters
Global Head of Reference Data Management
Royal Bank of Scotland
Dominic Earnest
Head of Operational Risk
Ignis Asset Management
This year's conference: What is the focus?
Increased trading of new instrument types, the impact of regulatory changes and the need to supply business functions such as performance measurement, counterparty risk and client reporting with accurate and timely data are driving the demand on data in the financial sector.
All banks and investment management houses realize data management requires a significant investment (both in terms of the business processes and IT), in order to meet current demands and keep pace with anticipated future requirements. Strategies need to be formed and executed in concert with effective solutions and IT infrastructure.
Improving your businesses data management capability is no longer a "nice to have". Effective and flexible data management is now on the agenda of every board of directors of every financial institution. There are significant barriers to designing and implementing a successful data management strategy across your enterprise. Technology silos and variation of the different end user needs make it hard to design an enterprise-wide data management strategy. Different stakeholders and their different objectives often stop significant investment into your data management strategy. Lack of data standards and golden copy always contribute to ongoing data management and governance challenges.
The plan for this years conference is for reference data management professionals from banks, asset management houses, insurance companies and other financial institutions will to gather at FIMA and exchange experiences, learn new data management strategies, discuss their challenges and get new ideas from each other and from the solution providers.
These new ideas are the driving force behind your strategies, new projects and improvements of your strategic data management and reference data management strategies.
New thought leaders and industry experts join the speaker faculty
The conference agenda will feature 45 speakers. 90% of these speakers are new to the conference and will be bringing their latest research, strategies, experiences and results of successful data management.
Outsourcing vs Offshoring Focus Day
November 16th, 2010
Different data management executives see outsourcing in different light. Some prefer to keep everything in-house, others choose to build their own bases offshore and others choose to outsource. There are good arguments for and against each of these strategies. Nothing however compares to exchanging real life experiences and hearing case studies from those who have tried it.
The Outsourcing vs Offshoring Focus Day will bring you true value and new ideas on the issue, which remains a key topic for the reference data community.
The focus day will feature 9 themed presentations and panel discussions on the most innovative and successful outsourcing and offshoring strategies from some of the largest financial institutions in the world.
Keynote Address confirmed
The 2010 agenda will feature a keynote presentation from Richard Lacaille, Chief Investment Officer at State Street Global Advisors, who will be giving you his views and vision of the growing importance of data in every day investment decisions, trade execution and systemic risk management.