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Tri-party survey highlights

24 May 2012


Global Investor/ISF surveyed users of tri-party arrangements about the experiences over the past year and opinions about the future of the business

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The annual Global Investor/ISF tri-party survey asked respondents a series of questions about the tri-party models they use. Tri-party users rated dividend collection as the most important service category followed by quality of static data, timeliness of margin calls and ability to manage equities as collateral.Quality of reporting/client interface, level of STP offered, substitution capability, collateral re-use/re-hypothecation and handling of fails were thought next most important. Breadth of market coverage, breadth of supported eligibility criteria, implementation of collateral sets/schedules and timeliness of settlement were thought moderately important.By comparison, ability to create bespoke schedules, access to counterparties, accuracy of margin calls and quality of client service were less important. Respondents to the survey were also asked to give reasons for...