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Sarah Hathaway
Automation

T+1: What Now?

July 9, 2024 by Guest Contributor

T+1: What Now?

T+1 has clearly arrived in the West, although the views on how this has impacted day-to-day processing will extend globally.

 

Whether industry firms have taken a tactical or strategic technological approach to covering this market change, the role of technology and the importance of having a highly modernized solution have never been greater.

 

So, how is technology playing a role – and what are the most important areas that we have seen come through in the transition to T+1 for market participants. 

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Standards

UMAs Are Popular But They Have Reporting Challenges

December 13, 2023 by Guest Contributor

UMAs Are Popular But They Have Reporting Challenges

What is a unified managed account also known as a UMA? In simple terms, it is a way to unify a client’s managed assets into one account. Instead of having one account for a large-cap separately managed account (SMA), another one for a fixed income SMA, and a third one housing mutual funds and exchange-traded

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KYC

How the Unique Transaction Identifier Solves Post-Trade Challenges

October 17, 2023 by Guest Contributor

How the Unique Transaction Identifier Solves Post-Trade Challenges

Securities settlement fails are costing the industry billions in operational overheads and fees today. This is only intensifying under the Central Securities Depositories Regulation (CSDR) Settlement Discipline Regime in Europe and shortening settlement cycles. With the deadline for T+1 settlement implementation coming up on May 28, 2024, in the U.S., solving post-trade frictions that get

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Back-Office

Why Optimal Performance Attribution Technology Matters

September 13, 2017 by Guest Contributor

By Jacopo Trombetta, client reporting & performance specialist at Impax Asset Management. In a competitive market environment, retaining and growing client relationships is critical and it requires clear and transparent attribution analysis to help clients fully understand a portfolio’s return. This is one of the reasons why performance attribution has become an increasingly valuable instrument, not only

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Back-Office

3 Pressures Making Post-Trade Reconciliations More Difficult in 2016

November 4, 2015 by Guest Contributor

Last month, FTF brought together financial services operations leaders, fintech solutions providers, and top-of-the-line financial consultants to discuss the state of post-trade reconciliations. Post-trade reconciliations: The concept of reconciliations is to compare one set of records with another. Operations teams reconcile post-trade: before that trade is settled and afterwards to confirm that no mistakes (also known

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Reconciliations

FTF News Video: Barclays Capital’s Tsandiotis on the State of Recs Automation

December 19, 2014 by Sarah Hathaway

Roseann Tsandiotis, of Barclay’s Capital, speaks with FTF News, Eugene Grygo, about where the evolution of automation is at in Recs, and the tradeoffs firms need to consider before they commit to fully automating their Recs function. [youtube https://www.youtube.com/watch?v=aqwsmwZ5mts] Roseann recently was a panelist speaker at FTF’s ReCon New York conference.  Check out our upcoming

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Guest Blog

Turn Regulatory Demands into Business Drivers: Automate the Trade Execution Expense Management Process

August 14, 2013 by Sarah Hathaway

Turn Regulatory Demands into Business Drivers: Automate the Trade Execution Expense Management Process

Guest Contributor: Terence Faherty, head of product strategy at Bonaire Software Solutions Beyond investor calls for increased transparency, regulations are pushing for a more accurate trading fee calculations and invoice reconciliation process. A recent Bonaire poll revealed that many firms are challenged by data consistency and accuracy which raises concerns in light of today’s regulatory

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Financial Technologies Forum (FTF)

FTF News Endorses Fun & Games at the Sifma Show

June 12, 2013 by Sarah Hathaway

FTF News Endorses Fun & Games at the Sifma Show

Guest Contributor: Eugene Grygo, Editor, FTF News All seriousness aside, we at FTF News are doing our part to have fun at next week’s Sifma Tech show, June 18-19, in New York. The good times begin at our Sifma booth, No. 1301, where we have created a customized parody of a popular, old school electronic

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Back-Office

Lean and Efficient Best Practices: Utilities, Shared Services and Centres of Excellence in Reconciliations

March 20, 2013 by Sarah Hathaway

Lean and Efficient Best Practices: Utilities, Shared Services and Centres of Excellence in Reconciliations

Guest Contributor: David Penney, Executive Vice President , SmartStream Technologies Ltd Reconciliations are an essential part of back office processing throughout financial services and markets. Experience with our customers leads to the conclusion that Internal Utilities are already well established with a Centre of Excellence as best practice.  I am convinced Shared Service Centres are

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Cloud

FTF News Predictions for 2013 – Download our Digital Issue Today!

February 8, 2013 by Maureen Lowe

FTF News Predictions for 2013 – Download our Digital Issue Today!

To say the least, FTF News is very proud to present our first completely digital magazine. As you flip through the pages (love those sound effects) and admire the look of it, you will see that we are making some major predictions for 2013. To cut to the chase, for our top prediction, we are

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