Can you sustain your firms projected growth, while minimizing your cost structure?
The Separately Managed Account (SMA) industry today is at a similar crossroad that the mutual fund industry faced several years ago where the lack of standardized systems and processes impacted growth potential and threatened profitability margins. While the complexities of the SMA world are greater, the same challenge of streamlining operations, while continuing to cut costs, exists. Omgeo OASYS, the U.S. domestic industry-standard trade allocation and acceptance service, is a proven solution that brings automation to an increasingly complex, and in some cases manual, industry where trade processes have started to affect trading scale and capacity. Already processing SMA trades for a number of Omgeo clients today, OASYS streamlines post-trade communications between investment managers and plan sponsors/executing brokers by replacing error-prone faxes, phone calls, email and multiple point-to-point connections. When used in conjunction with Omgeo TradeMatch, managers can further streamline their internal trade processing by automating and accelerating trade allocation, comparison and affirmation.

With Omgeo's post-trade SMA offerings, clients can:

• Leverage a single interface for all U.S. domestic fixed income and equity trades, for your SMA and institutional business
• Reduce costs by eliminating duplication of effort, minimizing back-office overhead, and lowering processing costs associated with manual processes and point-to-point communications
• Effectively manage tradeaways by sending step out allocations to multiple plan sponsors
• Minimize operational inefficiency and risk associated with sending notifications to custodians by leveraging Omgeo's bank connectivity
• Automatically enrich your trades with standing settlement instructions via Omgeo ALERT
• Finalize your trade with ease, receiving settlement notification and reconciliation information directly from your custodian bank via Omgeo TradeHub

• Fact sheet: Omgeo OASYS & Omgeo OASYS-TradeMatch: Streamline your post-trade SMA process
• Workflow: Discover how Omgeo's integrated solutions facilitate seamless communication with your counterparts
• Case study: Citigroup adopts Omgeo OASYS for their SMA allocations