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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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What do new tech trends mean for data management?
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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

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

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 IHS Markit 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 IHS Markit 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.

Request Whitepaper

Case Studies

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

After leveraging IHS Markit'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 IHS Markit'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
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 IHS Markit, 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
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 IHS Markit 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 IHS Markit 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 IHS Markit 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 IHS Markit 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 IHS Markit 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

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 2022

Due to the current Covid-19 pandemic, all EDM training courses will be conducted in a Virtual setting until further notice. For further information or to make a booking please contact MEDM-Training@ihsmarkit.com.
July
  • EDM Introduction and Advanced Training – Virtual (EST hours)
    • EDM Introduction: July 11th – 13th (2.5 days)
    • EDM Advanced: July 18th – 20th
August
  • EDM Introduction and Advanced Training – Virtual (GMT hours)
    • EDM Introduction: August 8th – 10th (2.5 days)
    • EDM Advanced: August 15th – 17th
  • EDM Introduction and UI Training – Virtual (EST hours)
    • EDM Introduction: August 15th – 17th (2.5 days)
    • EDM User Interface: August 17th – 19th (2.5 days)
September
  • EDM Introduction and UI Training – Virtual (GMT hours)
    • EDM Introduction: September 5th – 7th (2.5 days)
    • EDM User Interface: September 7th – 9th (2.5 days)
  • EDM Introduction and Advanced Training – Virtual (EST hours)
    • EDM Introduction: September 12th – 14th (2.5 days)
    • EDM Advanced: September 19th – 21st
October
  • EDM Introduction and Advanced Training – Virtual (GMT hours)
    • EDM Introduction: October 10th – 12th (2.5 days)
    • EDM Advanced: October 17th – 19th
  • EDM Introduction and UI Training – Virtual (EST hours)
    • EDM Introduction: October 17th – 19th (2.5 days)
    • EDM User Interface: October 19th – 21st (2.5 days)
November
  • EDM Introduction and UI Training – Virtual (GMT hours)
    • EDM Introduction: November 7th – 9th (2.5 days)
    • EDM User Interface: November 9th – 11th (2.5 days)
  • EDM Introduction and Advanced Training – Virtual (EST hours)
    • EDM Introduction: November 14th – 16th (2.5 days)
    • EDM Advanced: November 28th – 30th
December
  • EDM Introduction and Advanced Training – Virtual (GMT hours)
    • EDM Introduction: December 5th – 7th (2.5 days)
    • EDM Advanced: December 12th – 14th
  • EDM Introduction and UI Training – Virtual (EST hours)
    • EDM Introduction: December 7th – 9th (2.5 days)
    • EDM User Interface: December 12th – 14th (2.5 days)

Experts

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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