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|  Contact Us 333 Bay Street Suite 400 Toronto, Ontario M5H 2R2 Tel: 416.687.7500 Fax: 416.687.7744 About Us + | |
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| NI 24-101 Canada is at the forefront of an evolving regulatory landscape with the National Instrument 24-101 (NI 24-101) mandate. View more + | |
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| Experience Omgeo See how our products can support your needs across the trade life cycle  | |
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| Quicklinks Event Calendar + Support + Upcoming Training + Partners + | |
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 You’re an investment manager, hedge fund manager, insurance company or wealth manager. | |
 |  You are looking toAccelerate your post-trade process and reduce your operational risk by removing manual processes including phone, fax and email. Leverage a single platform to process your cross-border and Canadian domestic equity and fixed income trades. Mitigate counterparty risk exposure and have complete transparency into your positions and collateral exposures. Meet NI 24-101 timelines and reporting requirements. Measure and report your operational performance. Our recommended solution is Our Omgeo Central Trade Manager (Omgeo CTM) solution fully automates your cross-border and domestic equity and fixed income trade processes, allowing you to connect and communicate the economic breakdown of your trade details accurately and efficiently. Since Omgeo has already developed a link to the Canadian Depository (CDS), you will benefit from even greater levels of efficiency in pursuit of trade date match. And, when used in conjunction with Omgeo ALERT, our web-based global database for standing settlement and account instructions (SSI), you can automatically append accurate SSI to trades, ensuring all account information is correct prior to settlement. To track your success, as well as highlight areas of opportunity, Omgeo offers Omgeo Benchmarks, a flexible performance measurement solution to help you analyze your operational performance against industry standards, as well as counterparty timeliness. In addition, we recommend Omgeo ProtoColl for collateral and margin management and Omgeo CrossCheck for portfolio reconciliation. |
Products for the Buy-SideOmgeo CTM +
Omgeo ALERT +
Benchmarks +
CrossCheck +
ProtoColl +
Downloads
Omgeo CTM for Canada Datasheet +
Omgeo CTM Block Settlement FAQ ( Frequently Asked Questions ) +
Omgeo ALERT for Canada Datasheet +
Benchmarks for Canada Datasheet +
CrossCheck Datasheet +
ProtoColl Datasheet +
Canadian Investment Management Operations Challenges and Strategies
The importance of operations functions at investment managers is increasing as risk management and regulatory requirements command more attention. To measure the pulse on the industry, Stratix Consulting conducted a study of the issues, challenges and emerging strategies within the operations functions of a representative segment of large investment management firms.
Download the White Paper +
View the Webinar +
