Building on the success of PMCR 2025, we’re expanding next year’s performance measurement and client reporting event, taking place February 24-26, 2026, in New York City. We’re working with this year’s Board of Advisors — including Alex Shafran (Cohen & Steers), Ambika D’Souza (Cambridge Associates), Christine Iannacone (Prudential Financial), Janice Kitzman (Cascade Compliance), and Pamela
Automation
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.
Standards
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
KYC
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
Back-Office
Why Optimal Performance Attribution Technology Matters
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
Back-Office
3 Pressures Making Post-Trade Reconciliations More Difficult in 2016
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
Reconciliations
FTF News Video: Barclays Capital’s Tsandiotis on the State of Recs Automation
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
Guest Blog
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
Financial Technologies Forum (FTF)
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
Back-Office
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
