Managed Reference Data Governance for Institutional Loan Portfolios

Accurate reference data is essential for trading, compliance, risk management and reporting. This case study shows how SS&C helped an institutional asset manager improve data accuracy, transparency and control through a managed reference data model.

• Implemented daily controls and governance to maintain accurate, consistent reference data.
• Extracted and enriched key loan facility data from complex credit agreements using AI-assisted workflows.
• Enhanced compliance, reporting accuracy and transparency while reducing regulatory risk.

Learn how a structured reference data model can improve data quality and governance.