IBOR: Further Reading

Summary of Barry's remarks to the Waters IBOR Breakfast Briefing on February 4, 2014

For more on IBOR, feel free to consult the following sources. If you know of other articles, websites, or white papers, please send them to us for inclusion here. Inclusion of sources is at our sole discretion.

Table last updated February 2, 2014.

Title Publisher Type Author Date
IBOR as the next step in improving Front Office data quality Simitas White paper Phil Tattersall
Matthew Brown
 

IBOR Breakfast Briefing: Good Governance Essential for Success

Buy-Side Technology Article James Rundle 12/5/2013

IBOR Breakfast Briefing: Projects Should Make a Firm Feel 'Small' 

Buy-Side Technology Article James Rundle 12/3/2013

IBOR Breakfast Briefing: Buy versus Build Debate Rages On

Buy-Side Technology Article James Rundle 12/3/2013

Investment Book of Record

Waters Special Report Multiple  11/1/2013

Talking Reference Data with Andrew Delaney: IBOR - The Next Great Hype?

Reference Data Review Blog Andrew Delaney 10/25/2013
SimCorp/Cutter Briefing SimCorp/Cutter/BMO Webinar   10/23/2013

IBOR: Where OMS, Portfolio Analytics, and Fund Accounting Intersect

Buy-Side Technology Article Timothy Bourgaize Murray 10/18/2013
IBOR Enters the Spotlight Buy-Side Technology Article Anthony Malakian 10/4/2013
Linedata Launches New I-BOR Solution Buy-Side Technology Article Marina Daras 9/30/2013
IBOR Takes Hold on Buy Side Inside Reference Data Article Nicholas Hamilton 9/27/2013
IBOR: Myth or Reality SimCorp Presentation Cath Rawcliffe 7/9/2013
"IBOR" Investment Book of Records - What is IBOR? Pentagon Consulting White paper David Veal 7/1/2013
Fund Accounting Gets Overhaul Markets Media Article   6/20/2013
Right Time, Right Content: Business Drivers for Smarter Investment Data Aite Group Report Virginie O'Shea 6/1/2013
BGI's IBOR System Offered Strengths, but Also Weaknesses Buy-Side Technology Article James Rundle 5/24/2013
"IBOR" Investment Book of Records - Can't See the Wood for the Trees? Pentagon Consulting White paper David Veal 5/1/2013
Getting a Grip on the Investment Book of Record Inside Reference Data Article Nicholas Hamilton 4/3/2013
Front-Office Data Focus Spurs IBOR Push Waters Article James Rundle 3/12/2013
Letter from the UK Financial Services Authority to Asset Management CEOs UK Financial Services Authority Letter Clive Adamson 12/11/2012
The Coming of Age of the Investment Book of Record (IBOR) Beacon Consulting Group White paper  
Supporting a Global Front Office KPMG Presentation  
The investment book of record: one version of truth from front to back office SimCorp Article Marc Schröter  
Investment Book of Records : Establishing a Single Source of "Truth" for Buy-Side Firms Sapient Global Markets Case Study Duncan Cooper