Managing financial information in the trade lifecycle : a concise atlas of financial instruments and processes /
Martijn Groot.
- viii, 264 pages : illustrations ; 24 cm.
- Elsevier world capital markets series .
- Elsevier world capital markets series .
- Elsevier world capital markets series. .
Includes bibliographical references and index.
Cover -- TOC Table of Contents -- Foreword -- Dedication Page -- Series Editor's Preface -- Chapter 1: The Changing Financial Services Landscape -- 1.1 Introduction -- 1.2 Historical Perspective and Current Industry Landscape -- 1.3 The Instrument Lifecycle -- 1.4 The Transaction Lifecycle -- 1.5 Customer Focus or Product Focus -- 1.6 Flow and Bespoke Business Models -- 1.7 The Typical Information Architecture -- 1.8 Consequences and Costs -- 1.9 Outline of This Book's Chapters -- Endnotes -- Chapter 2: The Instrument Lifecycle: The Life and Times of Financial Instruments -- 2.1 Introduction -- 2.2 Enter the Protagonist: The Financial Instrument -- 2.3 Types of Financial Products -- 2.4 Financial Markets -- 2.5 The Birth of a Financial Instrument: The Process -- 2.6 Describing a Financial Instrument -- 2.7 Active Life of Financial Instruments -- 2.8 Dependencies Between Instruments -- 2.9 Ups and Downs Throughout an Instrument's Life -- 2.10 The Demise of a Financial Instrument -- 2.11 Conclusions -- Endnotes -- Chapter 3: The Information Supply Chain: Overview of the Financial Content Market -- 3.1 Introduction -- 3.2 Overview of the Content Market and Its Changing Dynamics -- 3.3 Who Are the Data Sellers? -- 3.4 The Information Supply Chain -- 3.5 Different Types of Content -- 3.6 Licensing and Contract Management -- 3.7 Sourcing and Disseminating Information Internally: Technical Perspective -- 3.8 Conclusions -- Endnotes -- Chapter 4: Information Needs in the Transaction Lifecycle -- 4.1 Introduction -- 4.2 The Information Manufacturing Business: Basic Versus Derived Data -- 4.3 The Transaction Lifecycle -- 4.4 Processes Under Scrutiny: Regulation and Audit -- 4.5 Use Cases -- 4.6 Conclusions -- Endnotes -- Chapter 5: Metrics and Criteria for Success in Infrastructure -- 5.1 Introduction -- 5.2 The Information Entropy Situation -- 5.3 Aspects of Information Quality -- 5.4 The Content Manufacturing Process -- 5.5 Quality Metrics: Information Management KPIs and Their SLA Context -- 5.6 What Constitutes Success in Process and Content Management? -- 5.7 Conclusions -- Endnotes -- Chapter 6: Concluding Comments -- Endnotes -- Index -- Last Page.
"Managing Financial Information in the Trade Lifecycle by Martijn Groot discusses the today and the tomorrow of financial data management, content sourcing and distribution. It provides an overview of financial instruments, the information supply chain around them and the market for content. It also includes criteria for success in powering the processes of financial institutions through striking an optimal balance between quality and cost as a function of business requirements."--Jacket.