Industry Paper

The Future of Reference Data – From Compliance to Alpha

29 November 2024

Reference data management

Reference data management is critical for trading firms, enabling workflow optimisation and regulatory compliance. While traditionally viewed as a post-trade function addressing complexity and fragmentation, its role is evolving. Increasingly, firms are embedding reference data across the trade lifecycle, supporting diverse functions such as portfolio management and trade selection.

This report by Acuiti Management Intelligence highlights that the derivatives industry is rethinking its approach to reference data. Though challenges like data fragmentation persist, firms are recognising the potential of reference data to drive revenue. The adoption of artificial intelligence and demand for advanced analytics, such as transaction cost analysis, are further accelerating the need for sophisticated and integrated reference data solutions.

Download the survey results to find out how reference data is transitioning from a back-office utility to a strategic asset, with expanding applications throughout trading operations.

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