Match, Map, and Stitch Securities through Time
Most companies use a “security master.” Although there are half a dozen great products, none excels specifically for historical research and analysis.
A “security master” is a database of securities linked together using volatile identifiers. An “entity manager,” on the other hand, links researchable and tradable instruments (such as companies, securities, currencies, and contracts) into an analyzable “entity.” There is a big difference between these perspectives. Our Entity Manager solution tackles pervasive problems that are wide-spread throughout the industry. It includes the following functionality:
- Time series-based cross-vendor mapping provides more precise knowledge when performing long-range analysis.
- A full look-through into a company and its related instruments gives you more data to choose from and use in analysis.
- A more “permanent” identifier goes back through time as well as across internal and external data sources.
- The ability to store numerous investable universes at the firm-wide level, fund level, or any other level, enables you to reuse the universes across statistical analysis tools.
- You have access to exception reports and conflict resolution rules to handle discrepancies within and across data sources.