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.

1. Symphony Innovate 2017
Wednesday, October 4, 2017
Transcending the transaction lifecycle
© 2017 IHS Markit. All Rights Reserved.

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. “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. 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. Context for every chapter and its characters
Research &
Modeling
Price
Formation
Exception
Management

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. 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.
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Contrib~1 Contrib~2 Contrib~3 Contrib~4

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
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9. © 2017 IHS Markit. All Rights Reserved.
9
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2016-08-04