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2025-03-28 Meeting notes

2025-03-28 Meeting notes

Owned by Elisa Kendall, created
Last updated: Mar 28, 2025

 Date

Mar 28, 2025

 Participants

  • @Elisa Kendall

  • @John Gemski

  • @Mark Flood

 Discussion

The meeting focused on addressing issues and making improvements to the ontology for representing private and public funds, in the context of SEC-203.

  • Private equity and private credit should be disjoint, and a flag is needed to indicate if a fund is private.

  • There are inconsistencies and missing properties in the ontology for representing private or public funds, which hopefully new SMEs can assist with.

  • The hierarchy of managed investment and collective investment vehicle (CIV) needs to be fixed (done in SEC-203). Changes were made to the file, including moving CIV to pool and integrating a new library.

 Action items

 Decisions

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