The European T+1 Countdown Checklist
Twelve months to October 11, 2027: The T+1 build across the UK, the EU, and Switzerland
Latest
FIX Guidance for Electronic Securities Lending
What the Recommended Practices Standardize, What They Leave to the Firm, and Where the T+1 Clock Lands
The Annual Custodian Review Checklist
Working the custody chain link by link: entities, financial strength, the liability standard and the exit position
SEC Proposed Rules on Crypto Custody
What Changes for Advisers, Funds and Their Custodians When the Ledger Becomes the Record of Proof
Interoperability and Digital Finance: The Crossing Is the Settlement
How Securities Operations Should Count, Control and Price the Moments When Assets and Cash Move Between Records
Operational Risk Without the Math
A Practical Course in Loss Events, Controls, and Resilience for Securities and Investment Operations
The ETF Share Class Launch Checklist
From exemptive order to first creation unit: Governance, accounting, listing, the interclass exchange and distribution
Reimagining Front-to-Back Securities Operations
Which Boundaries Stay, Which Go, and How to Tell Them Apart Before the December Mandates Land
Lifecycle of a Private Equity Fund
From First Close to Final Distribution, and the Operations Work at Every Stage
The Fails Reduction Program Checklist
Removing the causes of settlement fails: Instructions, matching, inventory, funding, penalties, and the measures a board governs by
Lifecycle of a Tokenized Security
From Issuance to Custody: How Digital Securities Move Through the Operations Stack
Fast Ledgers, Slow Molecules
What On-Chain Settlement Can and Cannot Change in Commodity Markets
Operational Alpha: The Basis Points Hiding in the Back Office
How AI, Data, and Tokenization Turn Operations from a Cost Center into a Performance Engine
Every Deadline Is a Data Deadline
Why Post-Trade Data Modernization Underpins Everything Else on the Roadmap 💡Research Report | 21 Pages | 7 Exhibits | 29 Conclusions, Recommendations & Action Items The post-trade agenda for 2026 reads as a list of named programs. Europe's transition to T+1 now has a regulation and a date.
From Repair to Prevention
Redesigning Trade Fails Management for T+1 and Beyond 💡Research Report | 21 Pages | 8 Exhibits | 30 Recommendations & Action Items Settlement fails have always been an accepted cost of doing business. For decades firms managed them the same way: wait for the depository rejection or the custodian status message, print