Enterprise Data Management (EDM)

Centralize and manage disparate data on a single platform

EDM is a data management platform for acquiring, validating and distributing trade, operational, risk, financial and customer data. It creates a single version of the truth in a consistent, transparent and fully audited environment. Firms benefit from greater control, ongoing compliance and transparency of their data.

Key benefits:

Data governance – Create a single version of the truth, data stewardship of data assets and a transparent audit trail
Data quality – Use data that is validated, enriched and reconciled across multiple sources, reducing operational risk
Greater transparency – Benefit from data lineage that provides look-through hierarchy and side-by-side source comparisons
Seamless integration – Eliminate internal and external data silos and consolidate legacy applications and systems
Data dissemination – Aggregate and present data in the right format at the right time as needed by each business
Flexible deployment – Implement EDM as an installed or managed service solution

Our SaaS strategy for user empowerment

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Streamline your ESG reg reporting

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Financial services: See how we deliver data management and data warehousing in an end-to-end solution

Energy: Find out how we are streamlining data management in the energy industry

Managed service : Find out how our cloud-based offerings can help reduce costs and increase flexibility

Use Cases

Financial Services Use Cases

Energy Use Cases

Maritime Use Cases

Deployment

EDM: Managed Services

Professional Services

EDM Professional Services

Factsheets

Financial Services Factsheets

Energy Factsheets

Maritime Factsheets

Customers

Administrators	Energy firms
Asset managers	Hedge funds
Banks	Insurance firms
Broker dealers	Pension funds
Commodity firms	Regulators

News Releases

Recent press releases

2018 EDM press releases

2017 EDM press releases

2016 EDM press releases

2015 EDM press releases

Thought Leadership

Whitepapers

How the buy-side is utilizing data and technology to integrate ESG and optimize business growth in 2023

What steps are buy-side firms taking to integrate ESG data into their investment processes? How are they addressing the requirements of SFDR? And what are their other data, ops and technology priorities for 2023?

Based on a survey of 100 senior ops professionals at asset managers, hedge funds, pension funds and sovereign wealth funds in Europe, this white paper provides insights into how the buy-side is getting to grips with ESG, including the data management challenges, as well as harnessing the potential of machine learning (ML), artificial intelligence (AI) and big data analytics as part of their wider change programs.

The paper includes commentary from operations leaders at:

• Principal Global Investors
• Nikko Asset Management Group
• PFA Asset Management
• S&P Global Market Intelligence

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SaaS and The Evolution of Cloud-Based Data Management

Cloud-based technology is continuing to reshape the data management landscape. As data volumes increase, users are demanding flexible, scalable processes that enable them to leverage a wider variety of sources, uncover new insights and confidently make decisions that will drive the business forward.

There are many ways in which the cloud can be used to support data management. Over time, significant differences have emerged between the cloud-based deployment models offered by various providers in this space. These differences have important implications for flexibility, scalability, functionality, security and user experience.

In this white paper:

We provide an overview of the evolution of cloud-based technology in the data management space
We define and assess the benefits of the most commonly used deployment models, including hosting, managed services, software-as-a-service (SaaS) and data-as-a-service (DaaS)
We set out our own vision for the future of our EDM Suite based on the SaaS model
We explain the journey we have embarked on to deliver increased value for our clients, including the end business user
And we offer a checklist to assess whether your data management solution really lives up to the full potential of SaaS.

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Data Management: Establishing a Foundation for Digital Transformation in the Maritime and Shipping Industry

Read the latest research into data management's role in supporting digital transformation in the maritime and shipping industry

Digitalization is driving many changes in the maritime and shipping industry, including new business models, evolving digital ecosystems and increased customer expectations. As companies adapt to this new environment, do they have the data management capabilities needed to deliver on their digital strategies?

Industry analysts IDC conducted a global survey of maritime and shipping companies (including shippers, vessel owners and operators, cargo owners, terminal operators and port authorities) to understand the approaches they are taking to build the necessary data management foundations; the progress they have made to date; and the remaining challenges.

Complete with analysis and recommendations from IDC, this white paper covers a range of topics including:

Making data an asset that delivers actionable insights and drives the business forward
Harnessing the efficiencies of workflow automation
Extracting value from growing data volumes in the digital world
Solving engrained data challenges, including poor data quality
Leveraging the potential of the cloud and managed services
Managing multiple data sources and the role of master data management
And more

READ THE WHITEPAPER

Data Management: Establishing a Foundation for Digital Transformation in the Upstream Energy Industry

Read the latest research into data management's role in driving digital transformation in the upstream industry

Digital transformation is top of mind for E&P companies as they navigate unprecedented volatility and position themselves for success in the future. But do they have the data management capabilities needed to deliver on their digital strategies?

Industry analysts IDC conducted a global survey of 100 E&P professionals to understand the approaches they are taking to build the necessary data management foundations; the progress they have made to date; and the remaining challenges. Complete with analysis and recommendations from IDC, this white paper covers a range of topics including:

Data management investment priorities for 2020/1
The emergence of "Data Survivors" and "Data Thrivers"
Workflow automation
Data quality and growth by type
Cloud adoption
The use of smart search applications powered by AI and machine learning
And more

READ THE WHITEPAPER

Driving a Data-Fueled Insurance Business with Holistic Data Management

New regulatory/accounting requirements, changing customer expectations and a competitive market are leading many insurance companies to re-evaluate their approach to data management and assess whether they can derive more value from the data that is available to them.

Industry analysts IDC conducted a global survey of 125 insurance professionals (including representatives from life, auto, health, casualty, property and marine insurers) to understand which data projects they are prioritizing; the hurdles they face; and the solutions they have found.

Complete with analysis and recommendations from IDC, this white paper covers a range of topics including:

Emerging data-fueled use cases (such as intelligent regulatory reporting, intelligent customer onboarding and intelligent underwriting)
Preparations for IFRS 17
Risk pricing and mitigation
The role of the cloud and managed services
Data management priorities for 2021
And more

READ THE WHITEPAPER

Taking Data Management to the Next Level

Find out which data management projects buy-side firms are prioritizing in 2020 and beyond, and how they are extracting value from their data.

In this white paper, WBR Insights presents the results of research into the data management practices and plans of buy-side firms with $10-100bn in assets under management. Based on interviews with practitioners in North America and Europe, the paper highlights changing attitudes towards the cloud and managed services; increasing interest in data warehousing; and varying levels of executive buy-in. Presented here with in-depth analysis, the other topics covered include:

Data management as an engine for growth
Drivers of data management projects, including M&A activity
Planned funding for data management projects
Automation of data processes
Data quality challenges by data type
Transparency and data lineage
And more

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Driving Change: Data Management and Data Governance Priorities of Tier Two and Tier Three Asset Managers

New research by S&P Global and WatersTechnology reveals significant changes in the data management strategies and priorities of tier two and three asset managers. Among the most noteworthy trends identified is the elevation of data governance, which is now considered as important as data management at buy-side firms. The research, which is based on a survey of 138 tier two and three asset managers across the globe, also highlights a strong focus on data quality and the creation of Performance Books of Record (PBOR). This whitepaper includes the full survey results and provides detailed analysis of current approaches to data management on the buyside.

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IDC Financial Insights: Empowering Wealth Management Through Enterprise Data Management Technology

Northern Trust has implemented EDM from S&P Global to help manage its growing investment operations outsourcing function. This IDC Financial Insights study highlights Northern Trust's experience deploying and using EDM, including the business rationale behind the decision, results attained, lessons learned and future plans to expand its use of the platform.

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Case Studies

McKinley Capital Management case study: Migrating data management to the cloud

After leveraging S&P Global's Enterprise Data Management (EDM) platform as an on-prem solution for several years, McKinley Capital Management, LLC, chose to move to the cloud-based managed service deployment model. Based on interviews with the McKinley team, this case study outlines why the firm chose to migrate to the managed service, the steps involved and the benefits experienced since going live.

This case study includes specific topics:

How the managed service migration was completed in just three months
How total cost of ownership has been reduced by moving to the EDM managed service
How resources have been redeployed to support innovation and strategic projects
How upgrades have been streamlined
How McKinley's use of EDM has evolved over time
And more

Download Full Case Study

Mirabaud Asset Management - ESG

To support its strategic focus on SRI-ESG (socially-responsible / environmental, social and governance investing), Mirabaud Asset Management required the ability to navigate large volumes of security-level data from a number of specialist providers. Mirabaud worked with S&P Global's Enterprise Data Management (EDM) team to address this challenge and establish a strong foundation for the firm's long-term SRI-ESG strategy within its existing implementation of the EDM platform.

This case study reveals how:

EDM has enabled Mirabaud's SRI-ESG team to work efficiently with 5,500 data fields covering 30,000 securities and 300 countries
The SRI-ESG solution was delivered in less than two months
A reference table has been created to enhance usability by highlighting the 500 most important data fields
Pivoting functionality has been added to makes it easier to digest data that comes in a vertical format
The firm now plans to plug the SRI-ESG data into its order management system and reporting tools

REQUEST FULL CASE STUDY

Allianz Global Investors - EDM

Allianz Global Investors had a number of disparate local product data systems, which were largely siloed and disconnected. As a result, quickly obtaining an accurate view of its products and investment strategies across the globe was challenging. AllianzGI knew it would be able to extract valuable information in near real time if it consolidated its product and investment data. In order to achieve this goal, it implemented the EDM data management platform.

This case study reveals how:

Users at AllianzGI have gained valuable insights for the development and lifecycle management of investment strategies and products
Regional data management processes have been consolidated into a unified global solution
There are now over 600 harmonized data attributes in use globally at AllianzGI, replacing the more than 500 attributes that had been used in each region
EDM's in-built, off-the-shelf rules were used to accelerate the implementation
The project was led by a close-knit, co-located team including both business and IT resources

Download Full Case Study

Robeco - EDM Warehouse

A longstanding user of the Enterprise Data Management (EDM) platform from S&P Global, Robeco concluded that it also needed a data warehouse to address requirements to analyze and report on historical data in a timely manner. The firm chose EDM Warehouse to meet these demands.

This case study reveals how:

Robeco used internal resources to implement EDM Warehouse
A pre-defined data model was leveraged to achieve a quick time to market
EDM Warehouse has been combined with EDM as part of an end-to-end solution at Robeco
EDM Warehouse is being used as an effective system of record for historical data that supports reporting

REQUEST FULL CASE STUDY

Westwood – Managed services

Having grown quickly through acquisition, Westwood wanted to bring different business units together on a single data management platform. Time to market was of utmost importance as the firm faced a hard deadline to retire another system. Westwood chose the EDM managed services offering from S&P Global because it could be installed quickly and would reduce cost while meeting the highest standards of security. As explained in this case study, EDM was fully implemented in under five months and has delivered many benefits to Westwood by operating as a central hub, which consumes, masters and validates data.

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Principal Global Investors - Data governance and compliance

Principal Global Investors embarked upon an overall data governance initiative across multiple time zones and systems to realize the full value of its data. The successful implementation of EDM from S&P Global means the firm now has access to higher quality data with a single golden copy across all aspects of data, enabling quick resolution of discrepancies. Its data management team can now quickly and easily create basic rules around its data without relying on IT.

Request Full Case Study

F&C Investments – Front-to-back office integration

Having grown via acquisition over many years, F&C Investments had multiple trading, risk and compliance systems across the organization. The firm deployed EDM from S&P Global to help standardize the front office environment for portfolio management, trading, compliance and risk across multiple back office systems. The project was run in parallel across multiple teams and projects on the same single instance of EDM.

Request Full Case Study

Newton Investment Management - Indices and benchmark management

Newton Investment Management needed a data management platform to manage over 600 indices across its systems to satisfy a dynamic investment team. EDM from S&P Global satisfied a key remit to empower users to manage, manipulate and distribute cleansed audited data to core investment management systems The firm has used EDM as the foundation for new system implementations since 2003 with minimal support.

Request Full Case Study

Aberdeen - Security and price master management

Aberdeen grew from a $10 billion AUM firm in a single location to a global $140 billion firm in 8 years. EDM from S&P Global was selected to provide a data control layer between the organization and its market data vendors and outsourced back office providers. The platform was deployed globally, primarily as a security and price master management utility between multiple back offices, index data sources and pricing providers.

Request Full Case Study

Webinar

Data Management for Business Growth

Training

The Center for Excellence enables customers to quickly take ownership and release the full value of their EDM platform. Certification is available for three different audiences: business analysts, operational end-users and IT. Through accreditation, members become in-house specialists, reducing security concerns and achieving a return on investment in less than six months.

EDM Introduction Training

The two-day EDM Introduction training course is the first part of the EDM certification program, built to empower the user to design, develop and implement the EDM Suite. The course will take delegates through the key concepts of EDM that are the backbone of any EDM project.

Key concepts covered include:

Loading Data
Data Type Validation
Standardization and Alignment
Security Matching
Data Mastering / Gold Copy Creation
Business Validation
Exceptions Management and Best Practice
Data Distribution

EDM Advanced Training

The three-day EDM Advanced training course completes the EDM Certification Program, built to empower the user to design, develop and implement the EDM Suite. The course will take delegates through the more advanced concepts of EDM functionality, design and best practices. Please note that it is a prerequisite to have passed the Introduction and User Interface exams before attending this course.

Key concepts covered include:

Database Parameters and Version Control
Multiple XML File Processing and EDM Plugins
Extended Data Flow Features
Solution Looping and Component Migration
Advanced Data Matcher and Master Design
Universe Management and Wizards
Non-standard Sources and Component Usage
Enforcement of Markit EDM Best Practice Conventions

EDM User Interface Training

The two-day User Interface training course teaches delegates how to design, develop and implement EDM front-end screens that run in a browser as well as the core components that underpin this. As with all EDM Certification courses, the User Interface course will have a ‘hands-on’ approach, whereby the delegates will follow a series of exercises to build a variety of Web UI workflows to illustrate the flexibility and variety available. Please note that it is a prerequisite to have passed the Introduction exam before attending this course.

Key concepts covered include:

Dashboards – Creation, Publishing and Channels
Core UI – Data Illustrator, Data Generator, Data Manager
Elements – Relationship to Core UI, Key Elements, Dynamic Usage
Pages – Layout, Forms vs. Grid Views, Templates
Workflow – Workflow variables, Element Linking, Single vs. Multi-Page, Validation
Design Considerations
Best Practices

EDM Gap Training

The suite of one-day EDM Gap Training courses exist to highlight the key features and changes in major releases of EDM and help delegates to understand how these can be applied to a new or ongoing project. A collection of these courses can be run in a tailored, onsite format upon request.
Please note that it is a prerequisite to have attended and passed the exam for the Introduction course before attending any Gap training.

Gap Training – v10 to v10.5

This Gap course primarily focuses on versions 10.2 and 10.5 of the platform, while at the same time relating this information back to features introduced in version 10. New features and changes covered are:

Filtering Log Messages
Version Control
Database Object Builders
Source Change Tolerance
Data Matcher – ID Generator
Source Monitoring – Process Keys
Exporting Exceptions via an Inspector
Data Manager / Generator Form View
Packaging from Version Control

Gap Training – v10.5 to v11.5

Version Control
Database Object Builders
Source Change Tolerance
Core Matcher
Source Monitoring – Process Keys
Concurrency
In-Memory & Always-On Processing
New UI Elements: Data Manager / Generator Form View, Heat Map, Charts, Navigation, and Markdown
Packaging from Version Control

Gap Training – v11.5 to v18.1

New UI Elements: Heat Map, Charts (Multi-Plot & Doughnut), KPIs and Core Matcher Results Details
Rendering with Markdown
Dashboards: Publishing, Creating and Sharing
Web Admin: Users & Groups
Version Control
Always-On Processing
Client-facing RESTful API
EDM Groups

Gap Training – v18.1 to v19.1

Import-Export configuration
Core Matcher enhancements
Add Attribute Wizard
New UI Elements: Combo KPI, Core Matcher Results Detail and Map
Web Admin: User & Groups, Global Navigation and Theme Builder
Multilingual support
Selection of other UI changes

EDM End User Training

The half-day EDM End User training course teaches delegates how to design and implement dashboard screens that can be accessed via the browser as well as an overview of the core web UI components that underpin this. The course will follow a series of exercises to build a variety of Web UI Dashboards to illustrate the flexibility and variety. There are no prerequisites for this training course; however, prior knowledge of Markit EDM would be advantageous. The course can be run remotely upon request.

Key concepts covered include:

Core User Interface Relationships
Publishing Elements
Dashboards
Design Considerations
Best Practice Design Principles

EDM Warehouse Introduction Training

The two-day EDM Warehouse Introduction training course is built to empower the user to design, develop and implement the platform. The course will take delegates through the key concepts of EDM Warehouse that are the backbone of any EDMW project.

Key concepts covered include:

EDMW Data Model:
- Account
- Classifications
- Customer (Party of Interest)
- Issue (Security)
- Positions
- Meta Data
User Roles and Permissions
Reporting UI Layer:
- Basic Navigation
- User Account Groups
- Creation of standard reports
- Scheduling & distribution
- Summaries & charts
Integration with EDM
Data Mapping Best Practices

Training Calendar 2023

All EDM Training courses are conducted in a virtual setting. For further information or to make a booking please contact MEDM-Training@ihsmarkit.com

March

EDM Introduction and UI Training – Virtual (GMT hours)
- EDM Introduction: March 6th – 8th (2.5 days)
- EDM User Interface: March 8th – 10th (2.5 days)

EDM UI, Introduction and Advanced – Virtual (EST hours)
- EDM User Interface: March 7th – 9th (2.5 days)
- EDM Introduction: March 13th – 15th (2.5 days)
- EDM Advanced: March 20th – 22nd

April

EDM Introduction and Advanced Training – Virtual (GMT hours)
- EDM Introduction: April 17th – 19th (2.5 days)
- EDM Advanced: April 24th – 26th

EDM Introduction and UI Training – Virtual (EST hours)
- EDM Introduction: April 10th – 12th (2.5 days)
- EDM User Interface: April 12th – 14th (2.5 days)

May

EDM Introduction and UI Training – Virtual (GMT hours)
- EDM Introduction: May 15th – 17th (2.5 days)
- EDM User Interface: May 17th – 19th (2.5 days)

EDM Introduction and Advanced – Virtual (EST hours)
- EDM Introduction: May 8th – 10th (2.5 days)
- EDM Advanced: May 15th – 17th

More award wins

Experts

Jamie Penniman

He leads the go-to-market strategy for the Software Solutions business, whose industry-leading products, data services and investment management capabilities are used by 1,800+ institutional market participants to achieve operational alpha.During his ten-year tenure at the firm, Jamie has focused on helping clients solve complex business challenges while reducing cost and improving operational efficiency. Most recently he was Global Head of the Enterprise Data Management (EDM) business.Prior to joining Markit, now S&P Global Market Intelligence, in 2010, Jamie was responsible for growing sales at Evare, LLC. He has also held sales and business development roles at Charles River Development and Integrity Interactive.Jamie holds a degree in Business Administration from Merrimack College in North Andover, Massachusetts.

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Jarrod Martin

As CTO, Jarrod oversees the technology strategy across our portfolio of industry-leading software solutions, data services and investment management capabilities, which enhance the end-to-end lifecycle for traded and illiquid markets.He brings 25+ years of experience in software development. Prior to joining S&P Global, Jarrod worked at Digiterre, where he oversaw the transformation of the core platform from an on-premise, single-tenant product to a cloud-first, multi-tenant platform. He started as a lead developer, became CTO and later was managing director. Jarrod holds a bachelor's degree in information management from the University of Melbourne, Australia.

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Andrew Eisen

Andrew has over 20 years of experience creating leading edge software products for the financial services community. Prior to running the segment, Andrew was the business head for S&P Global's enterprise data management, investment management and managed service offerings. During his ten-year tenure at the firm, Andrew has held multiple other roles across the Collaboration Services, Fixed Income Pricing, Desktop and Parsing businesses.Prior to joining S&P Global (Now part of S&P Global), in 2009, he was responsible for designing and building a proprietary investment research platform at Telsey Advisory Group (TAG). He has also held strategic consulting and product management roles at Morgan Stanley, Visible Path, Oracle and Accenture.Andrew holds an Honors Business Administration (HBA) degree from the Richard Ivey School of Business in London, Canada.

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Kieran Gallagher

Kieran is responsible for the technology roadmap and functional direction of the EDM Warehouse platform in the asset management vertical. He oversees a global team of subject matter experts and business analysts who develop new vertical solutions for data warehousing, reporting and information distribution functions. Prior to assuming the product management role for EDM Warehouse, Kieran ran the solution engineering teams at CoreOne Technologies and DST Global Solutions.He holds a Bachelor of Arts in Political Science from the University of Connecticut, US.

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Natalia Isajenko

At S&P Global Market Intelligence, Natalia leads a global team of consultants who are responsible for the delivery of software solutions and other types of professional services to S&P Global Market Intelligence customers worldwide in Financial Services, Energy and Maritime & Trade. Ms. Isajenko and her team are passionate about delivering best-in-class customer experience. Through professional services engagements, they help S&P Global Market Intelligence customers improve operational flows; increase the quality and timeliness of reporting; and make efficient decisions based on high-quality data.Prior to joining S&P Global Market Intelligence in 2018 as EMEA Head of Professional Services for EDM, Natalia led operations and consulting teams at a number of other software and related vendors.Natalia holds a degree in Engineering Informatics from Vilnius Gediminas Technical University in Vilnius, Lithuania.

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Enterprise Data Management (EDM)

Centralize and manage disparate data on a single platform

Watch Our EDM Videos

Use Cases

Deployment

Factsheets

Customers

News Releases

Thought Leadership

Whitepapers

Case Studies

Webinar

Training

Training Calendar 2023

Experts

Jamie Penniman

Jarrod Martin

Andrew Eisen

Kieran Gallagher

Natalia Isajenko