Bloomberg Data Integrated with FundApps’ Shareholding Disclosure Platform

FundApps, the compliance monitoring and reporting specialists, now integrates Bloomberg’s Shareholding Disclosure Data Solution into its beneficial ownership reporting platform. A story in Traders Magazine states that the data integration enables firms to rapidly automate their shareholding disclosure requirements without the need to source extensive data points. “Acquiring, organizing, and monitoring the requisite data to comply with increasingly complex shareholding disclosure regulations is a challenge impacting investors across the buy- and sell-side,” said Leila Sadiq, Global Head of Enterprise Data Content at Bloomberg. “Bloomberg’s Shareholding Disclosure Data Solution provides key reference data to help clients navigate this rule with confidence. The integration of this data through FundApps’ platform provides clients with a uniquely automated compliance process.” Bloomberg’s Shareholding Disclosure Data Solution is available via Data License for scalable enterprise-wide use and provides key reference data such as country of incorporation, exchange, and Financial Instrument Global Identifiers (FIGIs) for calculating initial disclosure thresholds.  In addition, Bloomberg provides data fields covering SEC 13f-2 that helps identify equity securities of reporting Threshold A versus non-reporting Threshold B company issuers. Access to this data enables firms to confidentially identify a range of securities impacted by disclosure requirements.