The TRADE

SEPTEMBER 27, 2024

A full copy of the report can be found here. The post UK T+1 taskforce publishes recommendations ahead of proposed 2027 switch appeared first on The TRADE. The report outlines 43 ‘principal recommendations’, covering critical post-trade activities that firms must be able to complete efficiently in a T+1 environment.

Consulting 64

Consulting Trading Finance Finance 64

The TRADE

JUNE 21, 2024

Mutual funds and ETFs in the US have largely adopted a one-day settlement cycle by business practice, aligning portfolios from treasuries to equities. Gensler highlighted that this change reduces market complexity, particularly in the area of corporate actions, where the ex-dividend date now aligns with the record date.

Trading 64

Trading Asset Management Management Securities 64

The TRADE

FEBRUARY 9, 2024

For example, a manager can take the approach of “set it and forget it” whereby they would send copies of equity trades to an outsourced execution desk, have the orders filled, with settlement messages routed to custodians, and a confirm sent back to the client.

Asset Management 64

Asset Management Trading Management Accountant 64

Cooley M&A

JANUARY 25, 2024

Deal momentum in the AI space was one of the main talking points for cross-border dealmaking in 2023, with some estimates projecting the overall market size will reach $407 billion by 2027. As a result, we expect PE activity to be particularly robust throughout the year, driving cross-border dealmaking in the process.

M&A 52

M&A Mergers and Acquisitions Government Investment 52