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Separately Managed Account Solutions
Streamline your post-trade
SMA process
As Separately Managed Account (SMA) assets grow, portfolios diversify into new asset classes and platform relationships increase, operational inefficiencies will increase, elevating market risk and adding a layer of infrastructure costs. When you add in the increased regulatory attention on the price and quality of execution, operational complexities will be magnified as a result of executing a trade off-platform to ensure best execution. How can you effectively manage your growth while streamlining your operations?

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BVI Forum
16 March 2010
Congress Centre Messe Frankfurt
Germany
Omgeo to exhibit
ISITC Industry Forum & Vendor Show
21-24 March, 2010
Boston, MA
Featuring Lee Cutrone, Managing Director, Industry Relations
Omgeo to exhibit
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Realize up to a 50% reduction in trade-away processing costs

Leverage one platform to seamlessly communicate with plan sponsors

Implement an effective trade-away process, ensuring adherence to best execution policies

Minimize errors and costs associated with rekeying trade and allocation data into OMS, PMS and custodial systems

Adopt a proven, industry standard to streamline your trade workflow


Provide managers with a single point of access for communicating account-level allocations

Reduce manual, labor intensive processes around trade-aways

Support managers best execution requirements by providing greater transparency on trade-aways

Webinar:  Trade-Aways & SMAs: Why Automation is Critical
Fact sheet:  Omgeo OASYS & Omgeo OASYS-TradeMatch: Streamline your post-trade SMA process
Case study:  Citigroup adopts Omgeo OASYS for their SMA allocations
Whitepaper:  Download Dover Research industry report on SMA trade-away post-trade processing
 

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