Initiatives
Name for the initiative to modernize EIP
Product Owners for BoRs
Who are: Tim Sanford, Rich Szczurek, and Harika Marpohno
Name the different accounting Service Providers
What are: JPM, SSB, BBH, CIBC, NT
An activity in a business that brings material change to the organization and impacts its stakeholders in some way. Can be voluntary or mandatory
What are Corporate Actions
Current Vanguard CEO
Salim Ramji
Name for the initiative "to define and design cloud-based core data management capabilities and services applicable across data services"
What is HDMI or G42
The head of IDO
Who is Kelly West
This BSP performs middle office trade processing
What is SSB
Additional shares that are non market recognized that are given to long term stakeholders in the company
What are Loyalty Lines or Prime Fidelite
Global net cash flow as of 8/31/25
$199.9 Billion
Name of initiative to utilize Refinitive for broader Security Reference Management use
What is Carina
The sponsor for Reference operations
Who is Peggy Boehme
This BSP does accounting for institutional funds
Northern Trust
What is the relationship between a bond's price and it's yield?
Inverse
Total AUM as of 08/31/25
$11.3 Trillion
Initiative to create a single user interface for consumers to utilize data stored in the lake
The sponsor for BoRs Operations
True or False: SSB is the accounting BSP for externally managed funds like Wellington
False
What happens to a stock's price on or immediately after ex date?
It goes down
Vanguard's Mission Statement
“To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.”
Initiative to scale ESG data within the lake
What is Veritas
The sponsor for ESG operations
Who is Will Bishop
BSPs that perform US pricing operations?
SSB and JPM
A financial agreement where investors exchange the difference in values of an asset between when the contract opens and closes. This allows investors to speculate on the price movement without owning the underlying asset.
Contract For Difference or CFD
Head of Finance Division
John Bendl