The Pathway to Successful Results

Who are we?

We are a market data specialist team that focuses on how best to extract the most value out of your financial data sources and financial data technology. We are willing and able to get our hands dirty and roll up our sleeves to uncover the specific data points driving a customer’s business. We pride ourselves on analyzing scenarios and putting into action real change that positively impacts our customers.

Our strengths are in four key pillars of market data management.

Expertise, we have over 100+ years of market data experience with most of the team specializing in Bloomberg L.P.

Technology, we understand market data technology channels and how best to architect your environment for the best customer experience.

Governance, we are experienced in data policies and how best to manage licensing audits, data distribution, and being market data vendor of record.

Data, we analyze the quality of data and how sources can be used through common symbology, data mapping, and upgraded into applications.

In today’s ever-evolving landscape of dataflation, licensing complexity, and data fragmentation our aim is to create a transparent pathway for our customers to succeed in their goals without being weighed down with challenges around managing financial market data.

Meet the Team

  • Dave Stone

  • Vishal Shah

  • Arun Kushwaha

  • Alison Williams

  • Koichi Shiroma

Our Practices

Training

Accessing the Sherpa team to educate organizations, teams, and user groups on topics ranging from data governance policies, audits, data analysis, data symbology, data mapping, and data architecture

Advisory

Providing fixed and continuous advice related to data projects ranging from governance, data analysis, and technology architecture

Bloomberg Centre of Excellence

Implementing fixed and continuous data change projects related to key applications within an organization, such as order management systems, risk systems, EMS, PMS, IBOR, databases, warehouses, and systematic algos

Common topics asked of us

How best to migrate legacy apps

How did the financial market data industry arrive to its present solutions, licensing, and technology frameworks. How best can an organization migrate legacy applications without implementing a large lift and shift program.

How to implement a common symbology

What are the key benefits to a common symbology throughout an organization. What is the impact to downstream applications consuming multiple data sources. What is FIGI ?

How to leverage cloud technology

How can SaaS and PaaS solutions be implemented through a cloud first approach within your IT architecture and data frameworks.

How to optimize

How can you eliminate duplication and fragmentation. Evaluate your enterprise environment to reduce redundancies and unused data points.

How best to utilize Bloomberg

Are you utilising the full potential of your current financial data vendors. Have you “sweat the asset” to gain the best return on investment. Have you evaluated “best of breed” vs. “single source” approaches to financial data management.

How to analyze data quality

How do you manage financial data field mappings. Why analyzing data field mnemonics can unlock optimization and improve the quality of data within an organization.