The Annual Custodian Review Checklist
Working the custody chain link by link: entities, financial strength, the liability standard and the exit position
Featured
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
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 European T+1 Countdown Checklist
Twelve months to October 11, 2027: The T+1 build across the UK, the EU, and Switzerland
Reimagining Front-to-Back Securities Operations
Which Boundaries Stay, Which Go, and How to Tell Them Apart Before the December Mandates Land
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
FIX Guidance for Electronic Securities Lending
What the Recommended Practices Standardize, What They Leave to the Firm, and Where the T+1 Clock Lands
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
Top 10 Trends in Securities Finance, 2026
Clearing and Collateral Mobility Rebuild the Financing Markets While Transparency Waits 💡Research Report | 22 Pages | 6 Exhibits | 10 Conclusions Securities finance spent years as the quiet corner of post-trade, making headlines only when something broke. 2026 ends that anonymity. The US Treasury clearing mandate is redrawing the world'
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
Redrawing the Post-Trade Map
Operational Implications of the EU's Market Integration and Supervision Package for Custody and Settlement 💡Research Report | 22 Pages | 5 Tables | 4 Figures On December 4, 2025 the European Commission published the Market Integration and Supervision Package: a Master Regulation, a Master Directive and a proposed Settlement Finality Regulation
The European T+1 Countdown Checklist
Twelve months to October 11, 2027: The T+1 build across the UK, the EU, and Switzerland
SEC Proposed Rules on Crypto Custody
What Changes for Advisers, Funds and Their Custodians When the Ledger Becomes the Record of Proof
Reimagining Front-to-Back Securities Operations
Which Boundaries Stay, Which Go, and How to Tell Them Apart Before the December Mandates Land
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
Operational Risk Without the Math
A Practical Course in Loss Events, Controls, and Resilience for Securities and Investment Operations
Reimagining Front-to-Back Securities Operations
Which Boundaries Stay, Which Go, and How to Tell Them Apart Before the December Mandates Land
The Fails Reduction Program Checklist
Removing the causes of settlement fails: Instructions, matching, inventory, funding, penalties, and the measures a board governs by
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
Lifecycle of a Tokenized Security
From Issuance to Custody: How Digital Securities Move Through the Operations Stack
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
Top 10 Trends in Securities Finance, 2026
Clearing and Collateral Mobility Rebuild the Financing Markets While Transparency Waits 💡Research Report | 22 Pages | 6 Exhibits | 10 Conclusions Securities finance spent years as the quiet corner of post-trade, making headlines only when something broke. 2026 ends that anonymity. The US Treasury clearing mandate is redrawing the world'