Relevant industry content we've curated covering a wide range of topics
Are You Ready for It? Preparing for the Move to a T+1 Trade Settlement Cycle
In February 2023, the Securities and Exchange Commission (SEC) announced a move to a T+1 trade settlement cycle expected in May 2024. This move means that securities transactions must settle one business day after the trade date. Up until this point, the trade settlement cycle has been two business days (T+2). While halving the time to settlement may seem like an aggressive jump, the goal of the move is to make markets more efficient for investors and to reduce risk—just a couple of the long list of benefits that come with T+1. But that doesn’t mean there won’t be challenges.
Reassessing Outsourcing Relationships – Citisoft
An article by Citisoft debates the merits of reevaluating outsourcing relationships, for investment firms to see how their outsourcing relationships are holding up. We offer our perspective.
The Next Era of Outsourcing – Alpha FMC
An article from Alpha FMC outlines how outsourcing has become an increasingly important strategic direction for investment managers.
Outsourcing & Oversight – Olmstead
Article from Olmstead that talks about a worthy trend for investment managers: pairing outsourcing with transparent oversight.
Rise of Outsourcing – Institutional Asset Manager
Article about how the COVID-19 pandemic is forcing an increasing number of asset managers turning to outsourcing to reduce costs and improve efficiency, while focusing only on revenue-growing functions.
Business Continuity Plans – WatersTech
COVID-10 has tested many aspects of business. One in particular, Business Continuity Planning, has forced firms to not only review, but in many cases, fully enact plans. STP’s nearly flawless execution of our BCP at a moment’s notice stands out.
Outsourcing To Control Costs – Accenture/Pension & Investments
Interesting article discusses outsourcing as an effective model for asset managers to overcome continued fee pressure, as shrinking margins impair a firm’s ability to produce alpha.
Outsourcing & Technology to Lower Costs – Pension & Investments
Article from Pension & Investments talks about how investment firms are turning to outsourcing and technology to streamline and automate functions across the middle and back office.