Seizing the T+1 Opportunity with Charles River Development

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Seizing the T+1 Opportunity with Charles River Development

Unlocking Growth with T+1 Settlement Cycle

The transition to a T+1 settlement cycle in the US, Canada, and Mexico presents investment managers with a unique opportunity to enhance their organizational growth by implementing various process improvements. Embracing automation is the initial step towards facilitating internal workflow enhancements necessary for compliance with T+1 regulations. Leveraging technology-driven solutions provided by third-party vendors can further streamline efficiencies across trading operations, ensuring better risk management and addressing funding challenges inherent in a shorter settlement cycle. By implementing these systems and processes, organizations can not only mitigate risks but also strengthen client service offerings.

Impact of T+1 on Trading Operations

The adoption of affirmation models and settlement instructions, managing Foreign Exchange (FX) transactions, Securities Lending, Secured Financing, ETF Servicing, and Corporate Actions under a T+1 settlement cycle requires a strategic approach. With the right tools and solutions, investment managers can achieve T+1 compliance, drive business improvements, and enhance workflows through automation and technology. Transformative outcomes are possible for organizations that embrace the necessary changes mandated by the T+1 settlement cycle.

Key Strategies for Investment Managers

To optimize trading operations for T+1 settlement, investment managers should analyze crucial metrics such as trade volumes, fail rates, and affirmation rates to gauge the scale and volume of specific processes. Automation should be integrated into manual operational tasks wherever possible, utilizing tools from custodians, vendors, and market infrastructures. Evaluating resource requirements for workflow changes and adapting working hours for stakeholders outside North America is essential. Establishing relationships with third-party providers within the trading ecosystem ensures access to systems and processes necessary for driving operational enhancements.

Navigating the Transition to T+1

State Street and Charles River Development offer comprehensive support for clients transitioning to T+1, covering capabilities in custody services, FX transactions, and post-trade offerings. By leveraging technology and optimizing workflows, investment institutions can align with T+1 settlement rules and drive growth while managing risks effectively. Partnering with a reliable service provider is critical to ensuring readiness, preventing failed settlements, and capitalizing on the growth opportunities presented by the T+1 settlement cycle.

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