Blogs And White Papers
The British perspective on T+1 – The international and domestic challenges ahead
The 28 May 2024 date for moving from trade date plus two days (T+2) settlement to T+1 settlement is creating significant concerns for UK market participants Market stakeholders anticipate four...
The Move To T+1 – A Business Case For Automating The Middle Office
There is no doubt that a shortening of the settlement cycle will place significant pressure on any manual or semi-manual processes across the middle and back office The previous move from T+3 to T+2...
OUTPACING: HOW SELL-SIDE FIRMS CAN MATCH THE SPEED OF CHANGE IN CAPITAL MARKETS
APIs and low-code/no-code enabled systems can help banks to leapfrog into real-time post-trade processing The deployment of low-code/no code technology and standardised application programming...
Three Ways Digital Assets Will Change Post-trade
Speed, certainty and savings will all be better realised if middle- and back-offices are set up to support digital assets Exploration of digital assets has created a wide range of possible outcomes...
The Middle Office Revolution to Support T+1
The settlement cycle evolution will demand a more flexible, modern middle office The US post-trade utility, DTCC, has proposed that the settlement cycle for US securities should switch to T+1 during...
Reaching a Front-to-Risk Reality
Real-time, event-driven processing technology has underpinned the front-office for many years, indeed decades, but many other parts of capital markets including risk management, continues to rely on...
Ten years of Torstone: Post-trade in a defining decade and the trends shaping the future
Ten years feels like a lifetime in financial technology When we founded Torstone in 2011, the sell-side’s main focus was investment in the front office, largely leaving back-office functions to...
ETFs are riding high – but what are the hidden risks?
Exchange Traded Funds (ETFs) are proving to be one of the most successful financial innovations of the past few decades, overtaking mutual funds as ‘the’ instrument to invest in But how much heed...
Improvements to the securities and derivatives Industry that can reduce your cost of ownership
Changes in front office operations rest upon the efficiency, reliability, and scalability of the middle and back office For example, with the right systems in place, banks can take advantage of...
Future-proofing the Middle Office
After years of investment in front office technology to streamline workflows in the face of squeezed trading margins and higher trading costs, investment banks and brokers now are focusing on...
Future-proofing digital assets
The nascent cryptocurrency and digital asset markets will test legacy back-office architectures to destruction The launch of new futures contracts on crypto assets, together with the public listing...
The biggest problem with an ever-changing regulatory environment, and how you can fix it
The winds of change blow constantly in the world of compliance Keeping ahead of them allows banks, broker-dealers and wealth managers to deliver services in a compliant way ahead of competitors...
The importance of automating the middle office
The challenges sell-side firms have faced in 2020 and into 2021 have taught these firms some valuable lessons about the need for further digital transformation, greater control of processes and a...
The tipping point for cross-asset, agile post-trade processing
Banks across both developed and emerging markets can gain significant operational advantages over their peers, by streamlining their back office operations to better manage flow and over-the-counter...
Post-trade Operations Realities – Challenges and Priorities for 2021
The unique circumstances of the financial markets in 2020 have taught the industry a range of lessons about everything from remote working to coping with periods of intense trade volatility that...
The Digitalization Of Sell-Side Risk Management
The new decade brings with it several earth-moving challenges, not least the global pandemic Among them, the shifting of the London Interbank Offered Rate, or Libor, to alternative market-based...
Rearchitecting And Simplifying Post-Trade Operations – Optimizing Efficiency With Cloud And Automation
Post-trade processing is still mired in legacy systems and siloed operations making it a critical source of inefficiency and operational risk Learn how can you automate your workflow processes and...
The Dynamics Behind Self-Clearing Vs.Outsourcing Decisions
What are the challenges brokerage firms face against the background of regulatory and market structure change Dive into the dynamics behind Self-Clearing vs Outsourcing...
CSDR is another opportunity to review existing efficiency
The efficiency of post-trade processing is often a hotly discussed topic amongst the European broker community, and the next wave of EU regulation, in the form of CSDR, adds yet another challenge to...
Is this where you want to be?
Through the 1970s, fixing the car was a regular weekend preoccupation for many, but fast forward to 2019, and the only people working on their cars at the weekend are classic car...
Technology: What not to buy
Many financial technologists will have fielded well-meaning questions from business colleagues about employing the latest IT trend Equally, business leaders may have found themselves frustrated when...
Tips to Reduce Implementation Risk through Smart Deployment
Rolling out new middle- and back-office technology should be a continuous process, but for some firms it’s more of a decennial event The pace of change that has been set by regulators in recent...
Optimizing Efficiency in Post-Trade Operations
Capital markets institutions have traditionally devoted the bulk of their mind and wallet share on front office revenue-generating activities...
Four best practices to keep the Nordic back office fit
Your middle- and back-office systems are the spine of your operation: if they’re unhealthy or misaligned, the whole business suffers But when building a strategy to differentiate your service for...
3 Myths That Harm Banks’ Service to Clients in APAC
In Asia Pacific (APAC) more than any other region, service quality will determine the depth and longevity of relationships between banks and clients in the near term Sell-side firms in APAC are still...
Painfully Slow Progress on BCBS239
Two years after the January 2016 deadline for banks to introduce improved risk data aggregation and reporting (BCBS239), the latest report from the BCBS on implementation progress makes grim reading:...
Cloud Computing and Capital Markets in 2018 and Beyond
The RegTech buzz continues and has propelled us further and higher in the league...
Capital Markets RegTech Buzz
The RegTech buzz continues and has propelled us further and higher in the league...
Banks can do so much more with FRTB compliance. Here’s how.
Trading banks must as a minimum implement the “standardised approach” to comply with the new Fundamental Review of the Trading Book (FRTB) set of regulatory...
The Rise of RegTech for Capital Markets
RegTech has really emerged as its own space within the financial technology sector and beyond, and it is commanding a lot of...
The Changing Face of Risk Management
Risk has gone through three distinct phases over the last 30 years The changes have reflected both the external focus on the financial services industry from regulators and the way that technology...
Risk Technology Challenges for Asset Managers
This is a transcript of an a recent interview with Anthony Pereira, CEO of...
FRTB: P&L Attribution Challenges
A year after Basel’s new Minimum Capital Requirements for Market Risk (commonly referred to as FRTB) were published, its P&L attribution tests remain a major issue for banks needing to implement it...
Six things to demand from your Risk Technology
Given events in the financial sector in the past decade, it’s safe to say all eyes are on...
Risk technology: spend your budget on the carrots, don’t waste it on the stick
Anthony Pereira, CEO of Percentile, specialists in risk technology for financial services, examines the Basel III interim findings which see the industry falling short The financial crisis exposed a...