Webinar: Global settlements research – Late cash settlements plague the funds industry______

Large parts of the world’s fund industry are struggling to contain the impact of late cash settlements in their fund transactions. The effects range from unwanted credit exposures and time-consuming and costly administrative burdens to damaged client relationships.

The survey exposes the need for more automation of trade to cash settlement processing – and in the updating of trade registers.

These are some of the findings of a survey conducted by Calastone of 51 leading investment managers and fund distributors in the UK, Europe, Australasia and Asia.
Key headlines include:

  • Late cash settlements are a major issue for most firms – 55% (UK: 77%)
  • Manual processing is the primary risk in the cash settlement process – 60%
  • Late payments significantly affect client service – 59%
  • Most firms want automated solutions that:
    • Streamline payment to trade reconciliation process – 57%
    • Automate bank connections for payments/balance checks – 52%

Join the webinar to get a full view of the survey findings and a copy of the report.




  • Enrique Rica-Escuder

    Enrique Rica-Escuder

    Product Manager, Calastone