White Papers from Foliage are your source for information on the latest technology developments that affect the financial industry.
Author: Tim Bowe, CEO
As the trend towards private equity investment continues to rise, driving up enterprise valuations, increased emphasis is being placed on financial and operational analyses, and market validation, as qualifying components to making final investment decisions. In the technology marketplace, going beyond conventional due diligence to evaluate a company’s product portfolio for alignment of technology and product, to business and product strategies, can make the difference between investment success and failure. This paper directly addresses the issue of evaluation of technical products and their development organization. Using several case studies, the limitations of classical due diligence are drawn, along with the benefits that accrue from a formal product or product portfolio assessment.
Author: Jeff Mehlman, Managing Director, Financial Practice
This paper describes an approach for gaining the greatest economic and competitive benefit from a reference data management improvement program. Potential roles for external offerings, industry initiatives, vendor products, and vendor outsourcing services are discussed.
Author: Eric Livingston, Engineering Director
This was part of a joint presentation with James Hartley of the Financial Information Software Division to provide insight into current status of MDDL standards and implementation. It addresses the business rationale for MDDL and the role of MDDL in improving both internal market data systems and transactions with external entities.
Author: Jim Everett-Wilson, Technical Director
This paper discusses some of the challenges encountered in planning the evolution of reference data systems, and the techniques that can be used to jump-start that planning process effectively.
Author: Eric Livingston, Engineering Director
This brief presentation provides an overview of the capabilities provided by the MDDL toolkit created by Foliage on behalf of the Financial Information Software Division and an introduction to Foliage's MDDL demonstration.
Author: Eric Livingston, Engineering Director
This paper examines the industry’s current reference data improvement strategies and describes some alternative approaches. Two problem-sets are addressed: inter-enterprise problems affecting the world wide trading community, and intra-enterprise problems which contribute to internal delays and costs.
Author: David Dickie, Engineering Director; Jim Everett-Wilson, Technical Director; Robert Mansmann, Senior Manager, Financial Practice
This paper defines the key challenges and the fundamental skills, processes, and expertise needed to implement highly complex pre-trade compliance capabilities.
Author: Eric Livingston, Engineering Director
This presentation, given at the Financial Information Software Division's 2003 XML for Market Data Conference in NYC, presents a high-level case study of a Market Data Reference system for a large international financial services firm.
Author: Jim Everett-Wilson, Technical Director
Reference data systems are at the center of your enterprise and upgrading them can be a daunting task. This article by Foliage appeared in Risk Waters' Inside Market Data online newsletter.
Author: Charlie Alfred, Technical Director
This paper introduces a concept called architecture challenges and describes why it plays a crucial important role in the process of formulating a software architecture for a system...
Author: Jim Everett-Wilson, Technical Director; Robert Mansmann, Senior Manager, Financial Practice; Ron Rubbico, Co-CEO; Charlie Alfred, Technical Director
Automating reference data is getting top priority across the industry. Yet, designing, architecting and implementing a system can cost tens of millions of dollars and, like many large complex projects, can fall short of its intended objective or fail altogether. The strategies and approaches discussed in this paper are presented so firms can minimize their risks, insure their success, and maximize their ROI...
