The road to T+1: Workflow and technology considerations

The road t plus workflow technology

Investment institutions should enhance their trade process efficiencies to comply with the upcoming T+1 settlement cycle and assess industry readiness for adapting to these changes.

February 2024


Tara Taylor
Head of Americas - Street FX Pricing service, State Street

Daniel M

James Redgrave
Vice President of Global Thought Leadership, State Street

With the deadline for moving to a T+1 settlement cycle for the US and Canadian Dollar (USD and CAD) denominated equity trades coming up in May, the first quarter is a good time for investment managers, and their partners in the trade cycle ecosystem, to check that their workflow processes have adapted to the changes. Cutting the period from the trade date to clearing by 24 hours has implications for a wide range of processes and managers should be aware of all of them.

In this article, our experts discuss where the industry should be by now, in adapting to these changes.


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