ResearchPool

Why Reference Data is the Foundation for Quality Investment Decisions?

Feb 26, 2024

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Insights

Reference data finance investment

Transforming information on financial instruments and issuers into actionable knowledge requires a robust reference data framework, with comprehensive details of each financial instrument (identifiers, classifications, codes, and more) and clear relations between financial instruments and issuers.

When done at each investment firm level, this is a multiple-person job that needs to spend countless hours mining, cleaning, aggregating, and relating data. Only then, others can make sense of the multiple datasets of fundamental and sustainable information collected and received.

Reference data serves as the foundation for both human and machine interpretation, as well as for quality decision-making.

Our comprehensive and robust data hub of financial instruments and issuers data not only enables each firm to gain meaningful time on the reference data work but also empowers portfolio managers and analysts to make sense of information for superior investment decisions.

Datasets

Issuer Reference Data

Issuer Reference Data

Several thousands issuers with LEIs, legal names, registration numbers, domiciliation, related financial instruments and more.

Instruments Reference Data

50K mainly equity instruments with ISINs, Tickers, CFI Codes, Names and more. Debt securities to be added in the near future.

Instruments Reference Data

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