EDM Suite
2023 Waters Rankings Award Winner
We are delighted to have been voted ‘Best EDM System Provider’ by readers of Waters Technology in the annual Waters Rankings for the fourth year in a row. It follows the recent success of our EDM team in the Inside Market Data / Inside Reference Data Awards, Waters Technology Asia Awards, Women in Technology and Data Awards, and Chartis RiskTech Buyside 50.
The Enterprise Data Management (EDM) Suite is used by 200+ organizations in the financial services, energy and maritime industries to automate data-intensive workflows; centralize and master disparate data, creating a gold copy; break down functional and technical silos; and deliver validated, trusted data for use in decision-making. The suite includes our core EDM platform and our integrated investment data warehousing and reporting solution.
We offer solutions for a range of organization types including:
- Financial services: Administrators, asset managers (public and private markets), banks, broker dealers, hedge funds, insurance companies, pension funds, regulators, and vendors
- Energy: Global majors, national oil companies, independent oil and gas companies, energy traders and service companies
- Maritime: Charterers, ports, terminal operators, cargo owners, carriers and shipping lines, vessel owners and operators
Service Provider Information
Key Information
Use Cases
- Managing any type of data including entity and issuer; product and account; security, ESG and reference; and position and transaction data
- Data optimization and regulatory support
- Data aggregation for factsheets and marketing platforms
- Fund of funds allocation and look-through
- ESG and regulatory filings
- Daily and monthly valuation reporting
- Investment performance and ex-post risk
- Transaction activity and fund flow reporting
Benefits
- Access consistent, validated data to support decision-making
- Collaborate and innovate by eliminating data, technical and functional silos
- Streamline your operations by automating data-intensive manual tasks
- Access the data needed for regulatory and other reporting requirements
- Gain greater control over your data, including understanding where it came from, who touched it and what rules were applied
- Reduce operational risk and trade failures with quality and timely data
- Redeploy resources to high value projects by outsourcing labor-intensive processes