Boston Security Analysts Society - CFA Continuing Education
Selected Topics in High Frequency Investing, July 16. 2008
Post-trade
Settlement, Custody & Clearing
The trade must be confirmed, settled and delivered. The back office function is too important to not get right. 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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Stock loan and borrow
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Trade allocation
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Custody/Accounting reconciliation
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Prime broker issues
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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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