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The Road Ahead for Asset Management

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While nobody knows the future, insight into trends can help firms understand the constantly transforming asset management world and help them find solutions that can prepare them for growth amidst the changes.

“The Road Ahead for Asset Management: The Experts Weigh In,” offers a detailed look at upcoming industry changes. Read it to learn more about challenges your firm may face and get insights on solutions that can help you navigate the challenges successfully.

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VIDEO
Robust Corporate Governance is a Must
Demi Derem discusses the business challenges faced by the custodian and asset servicing communities.
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T+2 Readiness Assessment

DOWNLOAD THE WHITE PAPER

The settlement period for in-scope securities on the secondary market in the US & Canada will be shortened to two days come September 5 2017, and firms need to adapt their end-to-end STP process. Assessing T+2 readiness is one of the final phases of preparations for the compression of the trade cycle.

Benefits of an organized T+2 structure include:
  • Front to back accountability

  • Clear ownership for product & process delivery

  • Integrated planning

  • Timely escalation & resolution

Download our white paper to learn how your firm can prepare for the transition to T+2 settlement.



INFOGRAPHIC
The Promise of Transformation
How asset management firms are managing increasing complexity and regulation.
Read More

T+2 Readiness Assessment

DOWNLOAD THE WHITE PAPER

The settlement period for in-scope securities on the secondary market in the US & Canada will be shortened to two days come September 5 2017, and firms need to adapt their end-to-end STP process. Assessing T+2 readiness is one of the final phases of preparations for the compression of the trade cycle.

Benefits of an organized T+2 structure include:
  • Front to back accountability

  • Clear ownership for product & process delivery

  • Integrated planning

  • Timely escalation & resolution

Download our white paper to learn how your firm can prepare for the transition to T+2 settlement.



EXECUTIVE BRIEF
5 Considerations to Build a Future-Ready Business Model
How finance executives can help ensure successful business growth and development.
Read More

T+2 Readiness Assessment

DOWNLOAD THE WHITE PAPER

The settlement period for in-scope securities on the secondary market in the US & Canada will be shortened to two days come September 5 2017, and firms need to adapt their end-to-end STP process. Assessing T+2 readiness is one of the final phases of preparations for the compression of the trade cycle.

Benefits of an organized T+2 structure include:
  • Front to back accountability

  • Clear ownership for product & process delivery

  • Integrated planning

  • Timely escalation & resolution

Download our white paper to learn how your firm can prepare for the transition to T+2 settlement.



Q&A
Ready to Choose a Transformation Partner? Ask These 10 Questions
To help you make an informed decision, make sure your potential service provider can answer these 10 questions to your satisfaction.
Read More

T+2 Readiness Assessment

DOWNLOAD THE WHITE PAPER

The settlement period for in-scope securities on the secondary market in the US & Canada will be shortened to two days come September 5 2017, and firms need to adapt their end-to-end STP process. Assessing T+2 readiness is one of the final phases of preparations for the compression of the trade cycle.

Benefits of an organized T+2 structure include:
  • Front to back accountability

  • Clear ownership for product & process delivery

  • Integrated planning

  • Timely escalation & resolution

Download our white paper to learn how your firm can prepare for the transition to T+2 settlement.



CHECKLIST
10 Ways to Know if Your Firm is Ready to Modernize
The first step on this journey requires the ability to assess the type of business transformation necessary to help the firm meet its financial goals.
Read More