Post-trade
Settlement, Custody & Clearing
The trade must be confirmed, settled and delivered. The back office function is too important to not get right. If not efficient, sill cause bottlenecks and interfere with the investment process flow. There is a vast selection of trade processing technology to streamline these steps in the settlement and clearing phase. Crowther Investment can help with the following functions:
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Confirm, clear & settle
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Trade allocation
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Custody/Accounting reconciliation
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Prime broker issues
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Securities lending & borrowing
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Straight through processing (STP)
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Tax efficient optimization & management: tax lot IDs, HIFO, FIFO; links to optimizer, accounting, custody systems
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Clearinghouses
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Standardized derivative contracts
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