Omgeo's pursuit of transforming the trade management industry is a proactive one, not a reactive one.
Discover what Omgeo and others have to say about the current and future status of the industry. |
 | Finadium Report: Strategies for Successful Collateral Management in the Age of CCPs: Outsourcing, Asset Growth and the Role ofTechnology
| In this report we evaluate the current state of collateral management including preparations for buying or building technology, process outsourcing, the size of the market and participant views on the optimal collateral management structure. This report is based on interviews with 38 banks, hedge funds and asset managers..
| | Download full report: [ English ] |
 | Custodian Banks and Settlement Instructions
| Settlement and account instructions (SIs) have long been a problem for the securities industry. Questions around who should “own” and maintain the data, as well as problems with the data quality and remediation processes, have plagued the industry for decades. But there’s a growing movement in the industry to shift some of the responsibility for maintaining settlement instructions to custodian banks rather than each bank sending SIs in multiple, often manual, formats to their investment manager clients.
| | Download full report: [ English ] |
 | 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 full report: [ English ] |
 | Mitigating Operational Risk & Increasing Settlement Efficiency with Same Day Affirmation (SDA)
| This Omgeo study highlights a direct correlation between SDA and settlement efficiency. The findings demonstrate that securities trades verified on the day of execution have a much higher chance of settling on time and are less likely to fail. Settlement efficiency was found to be 26% higher for the top countries by SDA rate, than the lowest countries.
| | Download full report: [ English ] |
 | Dover Research Report: Trade-Aways and Separately Managed Accounts - A Closer Look at the Industry Impact and the Need for Increased Automation | | Dover Research is a research and consulting firm specializing in the financial services industry. Dover prepared this report for Omgeo to explore post-trade processes within the SMA industry, with a specific emphasis on trade-aways. | | Download full report: [ English ] |
 | Oxera Research Report: Building Efficiencies in Post-Trade Processing – The Benefits of Same-Day Affirmation | Oxera is one of Europe’s foremost independent economics consultancies. Established in 1982, we have built a reputation for providing critical economic insight to an international list of clients including governments, regulators and major companies.
Oxera prepared this report for Omgeo. | | Download full report: [ English ] |
 | The drive to kill operational latency | | Omgeo hosted a roundtable in London where the role of the back office in increasing efficiencies across multiple markets and asset classes came under the spotlight. Participants agreed that even though back-office staff remain the unsung heroes of the financial services industry, they do play a crucial role in the drive towards zero operational latency. | | Download full report: [ English ] |
 | Meet the Challenge of Change - A Guide to STP Today | | Post-trade processing has certainly come a long, long way in the past decade. What was once universally viewed as the sole concern of luckless IT staff, toiling thanklessly in the stygian gloom of back office bunkers, is today becoming a central strategic preoccupation for chief executives around the globe as they seek to negotiate the shifting sands of a rapidly evolving investment landscape. | | Download full report: [ English ] |
 | Outsourcing: Perspectives and Opportunities | | Outsourcing of post-trade processes has become a mainstay of the global securities industry, an opportunity for custodians to deepen their client relationships and for fund managers to focus on core competencies. | | Download full report: [ English ] |
 | Express Track to STP for Fixed Income Markets Hinges on Partnership | | “We want to get there fastest, and we’re on the express track. Now we just need more people to get aboard the train,” Steve Misischia, Director of Fixed Income Trade Support and Client Services at BNP Paribas Securities in New York. | | Download full report: [ English ] |
 | Guide to Custody & Outsourcing | | Start to evolve your post trade processing operations today with an experienced global partner. | | Download full report: [ English ] |
 | Hedge Funds in the Mainstream: Addressing Costs, Risks and Compliance with technology | | At a recent roundtable organised by Omgeo in London, senior industry figures in the hedge fund industry gathered to discuss the impact of institutional investment on the future of the hedge fund market. | | Download full report: [ English ] |
 | Service Time and Productivity: Issues and Obstacles in Automating the French Trading Cycle | | Issues and Obstacles in Automating French Trading Cycle | | Download full report: [ English | French ] |
 | "It's About Time": The Coming Revolution in Trade Processing" by Richard Greensted | | The coming revolution in trade processing | | Download full report: [ English ] |
 | STP: What Does it Really Mean for Asia? | | A Regional Review of straight through processing | | Download full report: [ English ] |
 | STP in the German Market | | Has the financial world woken up to the new trends? | | Download full report: [ English | German ] |
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