Outsourcing — The Post-Trade Automation Handbook, Vol. 1

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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