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. |
 | Maximizing Collateral Advantage: A Buy-Side Survey of Business and Operational Strategies | | As the buy-side undertakes implementation efforts towards derivatives clearing and collateralization reforms, the impact to business and operational strategies of investment managers, hedge funds, insurance companies, and pension funds is now beginning to crystallize. | |
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 | The Road to Shorter Settlement Cycles (SSC) | | This paper looks at the current status of the global move to SSC, the benefits and the challenges of implementation, and the enablers to achieving SSC. | |
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 | Preparing for T+2 Settlement | | This paper assesses the state of preparedness of the global securities industry for a shortening of the timetable by which transactions are settled. It also explores the benefits of shorter settlement timetables for both market participants and the global financial system. | |
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 | How to Make Settlement More Efficient and Less Risky: The global move towards shorter settlement cycles as a significant driver of operational change | | This paper explores the extent to which securities market participants and their service providers are matching trades successfully, and the contribution this is making to greater efficiency in the settlement process. | |
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 | Processing Complexity: Back Office Challenges of Listed Derivatives | | Market participants worldwide have only scratched the surface in using futures and options as part of their trading strategies yet existing post-trade infrastructure for listed derivatives is bogged down by manual processes, according to new TABB Group study. | |
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 | 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. | |
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 | 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. | |
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 | 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. | |
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 | 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. | |
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 | 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. | |
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 | 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. | |
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 | 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. | |
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 | 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. | |
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 | 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. | |
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 | 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. | |
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 | Guide to Custody & Outsourcing | | Start to evolve your post trade processing operations today with an experienced global partner. | |
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 | 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. | |
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 | Service Time and Productivity: Issues and Obstacles in Automating the French Trading Cycle | | Issues and Obstacles in Automating French Trading Cycle | |
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 | "It's About Time": The Coming Revolution in Trade Processing" by Richard Greensted | | The coming revolution in trade processing | |
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 | STP: What Does it Really Mean for Asia? | | A Regional Review of straight through processing | |
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 | STP in the German Market | | Has the financial world woken up to the new trends? | |
Download full report: [ English | German ] |
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