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Knowing Your Portfolio’s Profile and Regulatory Reporting

Growing requirements for consolidated risk analyses, rigorous accounting standards and regulatory reporting are pushing industry participants to source, process and link large volumes of new data.

Our latest whitepaper focuses on the challenges encountered when identifying portfolio positions and analyzing aggregate risk profiles, including how to ensure comprehensive and accurate accounting treatments and regulatory reporting.

In this piece we examine:

  • The essential role that cross-referencing of security and entity data plays in piecing together multiple data sets
  • Best practice suggestions for reviewing existing data management approaches to achieve effective workflows and ensure high data quality

Find out more in our "Knowing your Portfolio’s Profile and Regulatory Reporting" whitepaper here.