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EDM: Product and Account Master

Enterprise Data Management (EDM) from IHS Markit enables firms to maintain different hierarchies for individual regions, teams and business lines while managing the complexity of a multiteam workflow.

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Complete, accurate and up-to-date investment product (strategy) and account (portfolio) data is essential for the proper operation of buy-side firms. However, many firms lack a central master for this information and still rely on email and spreadsheets to launch new products and manage existing ones.

The lack of a central source of the truth and integrated set-up/maintenance workflow processes creates several inefficiencies for firms looking to remain competitive in today’s marketplace. The issues caused include significant disconnects between systems and data users; lack of transparency in relation to new product set-up; and lack of accountability for key data sets.

EDM from IHS Markit addresses these challenges with its product and account master solution. The solution has been designed based on commonalities gleaned from EDM client implementations as part of an iterative process and delivered back as a reusable template.

EDM’s flexible data schema allows firms to expand the template through configuration (rather than customization) to meet the unique needs of the firm. For example, firms can easily maintain different hierarchies for individual regions, teams and business lines while managing the complexity of a multi-team workflow that is unique to the firm.


Key benefits

Streamlined processes
EDM’s product and account master streamlines the creation and maintenance of products. It delivers complete and accurate data for sales and marketing collateral and automates the distribution of a single version of the truth to downstream systems.

Customizable workflows
Flexible UI workflows give users control of the process of creating and managing products and accounts. The workflows include manageable entitlements functionality, which allows users to control who is involved in setting up and editing the details of each product/account, as well as four-eyes approval.

Relationship management
EDM gives users the ability to link related data to products and accounts, and to display it through the web UI. The product and account master solution can also be linked to EDM’s index, position, party and security master solutions (or to an organization’s existing implementation).

Auditability, data lineage and history
Users benefit from the ability to track data back to its raw source format and access a complete audit trail of any dimensional changes. This transparency includes visibility of historical changes along with the effective date(s) of those changes.

Consolidation and integration
EDM centralizes data and processes, reducing reliance on spreadsheets and other manual work. The EDM product and account master ensures fully cleansed, authoritative data is being distributed downstream to support reporting, collateral and other mission-critical applications.

Exception management and data quality
EDM provides exception management workflows which surface data quality issues and allow the end-user to resolve the exceptions. Trend analysis can also be performed on the platform to track data quality over time.

Experts

Andrew Eisen

He is the global head of IHS Markit’s Financial Services Solutions segment, which provides clients with industry leading software and services, covering enterprise data management, investment management, loans software and services and private markets solutions.Prior to running the segment, Mr. Eisen was the business head for IHS Markit’s enterprise data management, investment management and managed service offerings. During his ten-year tenure at the firm, Mr. Eisen has held multiple other roles across the Collaboration Services, Fixed Income Pricing, Desktop and Parsing businesses.Prior to joining Markit, now IHS Markit, 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. Mr. Eisen holds an Honors Business Administration (HBA) degree from the Richard Ivey School of Business in London, Canada.

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Natalia Isajenko

At IHS Markit, she leads a global team of consultants who are responsible for the delivery of software solutions and other types of professional services to IHS Markit 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 IHS Markit customers improve operational flows; increase the quality and timeliness of reporting; and make efficient decisions based on high-quality data.Prior to joining IHS Markit in 2018 as EMEA Head of Professional Services for EDM, Ms. Isajenko led operations and consulting teams at a number of other software and related vendors.Ms. Isajenko holds a degree in Engineering Informatics from Vilnius Gediminas Technical University in Vilnius, Lithuania.

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