Strong foundations for investment management

Investment managers face increasing competition, cost pressures and regulatory demands. To succeed, you need strong operational foundations. We help you deliver.

Our automated solutions deliver securely and efficiently for your business

As an investment manager, you face many challenges: you’re dealing with shrinking margins, expanding asset classes, more counterparties and increasing competition. You’re responding to increased risks and growing regulatory demands.

In this environment, strong operational foundations are essential. You need scalable technology solutions that strengthen your business model, give you visibility on your cash and assets and deliver securely and reliably to your counterparties and business partners. You’re looking for automation and standardisation to reduce operational risks and deliver cost savings and efficiency. And you want industry solutions to meet financial crime compliance obligations effectively.

We can meet your needs with,  secure and reliable messaging for settlement and reconciliation, corporate actions and collateral management, easy connection and integration options and cost-effective sanction screening.

Let us help you build strong operational foundations that deliver, letting you focus on delivering for your customers.

Did you know?

Read how SWIFT delivers for investment managers.

White paper

White paper: Operational challenges facing investment managers in 2015

Case Study

Banca March streamlines its operational processes with SWIFT Alliance Lite2 and Sanctions Screening

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In focus: manage collateral more efficiently

  • Discover our messaging solutions for collateral management

Regulatory changes have increased the requirement for collateral – and the costs and risks of managing collateral for investment firms.

Our solutions for collateral management enable secure, timely delivery of standardised messages, enhancing straight-through processing and capturing all your collateral management activity. They cater for all types of collateral, major instruments and markets and cover your collateralisation model, including bilateral, OTC derivative clearing, triparty and central counterparty clearing.

Our solutions

Global Financial Messaging

Settle and reconcile with all your counterparties over SWIFT

Settle and reconcile with counterparties worldwide through a single channel over SWIFT. Get visibility on cash and assets with real-time information on transactions and portfolios.

Efficient solutions for funds distributors, funds platforms and transfer agents

Our financial messaging solution for funds distribution standardises and automates your transaction flows using ISO 20022 XML-based standards, ensuring efficient STP, interoperability and transparency.

Reduce risks and inefficiencies by automating corporate actions

Reduce the costs and mitigate the risks of corporate actions processing with our solutions based on international standards (ISO 15022 and ISO 20022).

Automate your equity and fixed income confirmations

Global Electronic Trade Confirmations uses industry best practice and standards and is up to 50 per cent more cost-effective than other solutions.

Interfaces and Integration

Alliance Lite2: your connection to the financial world

With all the benefits of a cloud-based solution, Alliance Lite2 offers banks, corporates and investment managers a direct connection to their banks and counterparties.

Full integration across your back and middle-office environments

Our connectivity options make it easy to connect multiple departments and integrate all your existing business applications and systems.

Compliance and Shared Services

Sanctions screening

Our managed Sanctions Screening service is ready-to-use and fast-to-deploy. It’s a highly cost-effective and efficient solution for transaction screening.

SWIFTRef

SWIFTRef is the online source for high-quality, comprehensive reference data. Updated frequently and validated by SWIFT, you can rely on it for your business.

Business Intelligence for securities

Gain insights into your business with Watch for Securities. Monthly aggregated messaging data enables benchmarking and analysis.

Services

SWIFT and securities: training opportunities

We’ve a range of training opportunities to ensure you get the most from SWIFT for your business, including classroom, online and bespoke on-site options.

Expert advice from trusted partners

When you need implementation, integration or project management support, SWIFT Consulting Services can help reduce costs and risk and enable business growth and regulatory compliance.

The support you need

Benefit from the level of support that’s right for your business: on-site or online, 24x7 from our regional support centres.

We’ll help you reduce operational costs and risks

  • Visibility on your cash and assets
  • Standards, messaging and automation solutions
  • Help to meet regulatory requirements