From exception handling to processing of corporate actions, which post-trade processes can and should be outsourced?  And from regulatory compliance to staff efficiency, what are the KPIs for outsourced post-trade processes and how are they best managed?

One hundred senior executives and decision-makers in buy-side firms were surveyed for this report. And only those that outsource or are considering outsourcing any part of their post-trade processes.

Communications optimisation:

  • Email — found by our survey to be sub-optimal for post-trade operations
  • 100% — of the firms surveyed have experienced problems with email
  • Alternatives — we explore the alternatives and options available

Based on industry research and peer review, we spoke to firms with at least AUM USD100m across the following geographies:

  • Asia (Australia, Singapore,  Hong Kong)
  • Europe (UK, Germany, France, Belgium, Switzerland)
  • North America (US, Canada)

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