U.S. fund managers of various sizes utilize the ICE N-PORT Service to obtain essential information for their regulatory filings, including: Reference data, Risk metrics, Taxonomy and classification data, Liquidity disclosures, and Fair value leveling information. This comprehensive data can help fund clients complete certain sections in Items B and C of Form N-PORT for their holdings.  The service delivers data for fixed income, equities and derivatives, including options on futures and treasury futures.

Data Support

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Specifications

Geographical Coverage
North America
Data Frequency
Daily | Monthly
Asset Class
Corporate Actions | Equities | Entitlements | Funds | Fixed Income | Futures | Currencies | Indices | Options | Structured Products | Strategies
Delivery Mechanism
ICE Data Files

Key Features


ICE can help clients fulfill the data disclosure obligations by providing four broad categories of data for portfolio holdings: 

  • Reference Data (e.g. identifier information, currency, maturity, LEI, restricted security flag)
  • Risk Metrics (e.g. DV01, DV100, CS01, Delta, Aggregation information)
  • Taxonomy Data (e.g. asset type classification, issuer classification, collateral type classification, derivative type classification)
  • Supplemental Data - flexibly add additional data sets such as fair value levelling and Liquidity categories to enable classification within the Form.

Products


ICE Data Files

The evolution of our file-based offering. Bringing together, in a unified solution Corporate Actions, Reference Data, Analytics and our wealth of pricing datasets including ICE Evaluations, CEP, Fair Value Information Services & Listed Market Pricing.

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ICE Regulatory - N-PORT?