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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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Watch Our EDM Videos

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




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

Thought Leadership



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


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, Mr. Martin oversees the technology strategy and direction of EDM. He brings more than 22 years of experience in software development. Prior to joining IHS Markit, Mr. Martin 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. Mr. Martin 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 IHS Markit'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 IHS Markit (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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