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SI2017: IHS Markit: Frank Tarsillo, Managing Director, Head of Architecture and Platform


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At Symphony Innovate 2017, IHS Markit demonstrates how to generate efficiency and reduce risk in the trade process with their price bot on the Symphony platform.

Presented at the Conrad Hotel on October 4, 2017.

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SI2017: IHS Markit: Frank Tarsillo, Managing Director, Head of Architecture and Platform

  1. 1. Symphony Innovate 2017 Wednesday, October 4, 2017 Transcending the transaction lifecycle © 2017 IHS Markit. All Rights Reserved.
  2. 2. AGENDA Transcending the transaction lifecycle > “Reach” is more important than ever > Object standards and interoperability > Context for every chapter and its characters > Artificial intelligence and automation > Open source expedites delivery © 2017 IHS Markit. All Rights Reserved.
  3. 3. “Reach” is more important than ever Portfolio Management Consume research and data to model strategies that realize an investment thesis Middle Office Administer accounts for effective execution of trading strategies, and manage exceptions that occur Sales & Trading Solicit demand for investment opportunities and execute trading strategy Risk Management Assess and mitigate market risk across existing positions and model impact across alternative strategies Back Office and Operations Support functional teams to execute effectively, and ingest results of trading activity as part of broader firm © 2017 IHS Markit. All Rights Reserved.
  4. 4. Object standards adopted across the industry facilitate platform and application interoperability across internal systems and external service providers – generating efficiency and reducing risk to create operational alpha. Leverage industry standards, regulations and best practices © 2017 IHS Markit. All Rights Reserved. Currencies & Commodities Identity & Entity Management Mark-to-Market Valuations Pricing & Reference Data Regulation & Compliance Swaps, Contracts & Futures
  5. 5. Context for every chapter and its characters Research & Modeling Price Formation Exception Management
  6. 6. What is a financial object? A standard format for data structures that represent financial instruments across asset classes and global markets © 2017 IHS Markit. All Rights Reserved. Data Presentation Financial Object Sym Message 1 2 3
  7. 7. A foundational base of open source Total coverage: Financial objects, desktop containers, OSS readiness, API development Open source contribution expedites service delivery for micro communities © 2017 IHS Markit. All Rights Reserved. 7 Contrib~1 Contrib~2 Contrib~3 Contrib~4
  8. 8. The New Intelligence IHS Markit’s singular ability to look across complex industries, financial markets and the global economy allows us to provide our customers – corporates, governments, universities and financial services firms – with the insights, perspectives and solutions on what really matters 8
  9. 9. © 2017 IHS Markit. All Rights Reserved. 9 Disclaimer The information contained in this presentation is confidential. Any unauthorised use, disclosure, reproduction or dissemination, in full or in part, in any media or by any means, without the prior written permission of IHS Markit or any of its affiliates ("IHS Markit") is strictly prohibited. Opinions, statements, estimates and projections in this presentation (including other media) are solely those of the individual author(s) at the time of writing and do not necessarily reflect the opinions of IHS Markit. Neither IHS Markit nor the author(s) has any obligation to update this presentation in the event that any content, opinion, statement, estimate or projection (collectively, "information") changes or subsequently becomes inaccurate. IHS Markit makes no warranty, expressed or implied, as to the accuracy, completeness or timeliness of any information in this presentation, and shall not in any way be liable to any recipient for any inaccuracies or omissions. Without limiting the foregoing, IHS Markit shall have no liability whatsoever to any recipient, whether in contract, in tort (including negligence), under warranty, under statute or otherwise, in respect of any loss or damage suffered by any recipient as a result of or in connection with any information provided, or any course of action determined, by it or any third party, whether or not based on any information provided. The inclusion of a link to an external website by IHS Markit should not be understood to be an endorsement of that website or the site's owners (or their products/services). IHS Markit is not responsible for either the content or output of external websites. Copyright ©2017, IHS Markit. All rights reserved and all intellectual property rights are retained by IHS Markit. 2016-08-04