November 16 - 18, 2020
Executive Director, Product Development & Securities
JP Morgan Chase
Tuesday, January 1st, 2019
9:00 AM How can asset managers combine pre-trade activities between custodians, prime brokers and broker-dealers to increase transparency for the front office to drive efficiency and streamline processes?
- Eliminating wet signatures plus templating answers/data by fund strategy to custodian pack questions saving time
- Entering data and submitting documents for each fund once, which is then shared across multiple counterparties (broker-dealers, custodians, prime brokers)
- Obtaining real-time Ready-To-Trade (RTT) status of your funds, products, and markets per fund and broker-dealer