Financial Technologies Forum, LLC

05/12/2025

👱 + 🤖 = ⁉️

AI technology is rapidly growing, and it can be tricky for firms to maintain a balance between manual and automated roles. That's why Nick Padgen of Pzena Investment Management is joining us to lead a discussion on "Building AI-Ready Performance Teams" at PMCR 2026. Managing an AI-enhanced environment, simplified!

Check out the agenda for the full session overview: https://pages.ftfnews.com/performance-measurement-and-client-reporting-agenda

Interested in speaking at PMCR? Let us know https://pages.ftfnews.com/speak-for-us-at-pmcr.

04/12/2025

Have you heard?

The CFTC is seeking “expert industry leaders” to join its new CFTC CEO Innovation Council. As Caroline D. Pham stated, the council is intended to help the regulator “in shaping responsible regulations that will lay the foundation for America’s Golden Age of Innovation."

Could you be who they're looking for?

Read more about the nominations and deadline in Eugene's "Minding the Gap" at https://www.ftfnews.com/cftc-seeks-nominees-for-ceo-innovation-council/.

04/12/2025

🚦 The U.S. Securities and Exchange Commission (SEC) has given the greenlight to CME Group's new securities clearing house.

The clearing house, named CME Securities Clearing Inc. (CMESC), is intended to help trading market participants meet the SEC clearing mandate for U.S. Treasury transactions taking effect at the end of 2026.

Curious what else CMESC will offer? Click here to find out https://www.ftfnews.com/sec-approves-cme-groups-new-clearing-house/.

03/12/2025

CSD affirmation in Europe's T+1 transition: why is nobody talking about it? 🤔

According to Euroclear, roughly 60% of all firms’ instructions are created on trade date to the CSD, with 50% of fails coming down to matching issues, and CSD matching accounting for 25% of late penalties.

See how Euroclear, Taskize, and Meritsoft are leveraging AI to predict settlement failures at https://www.ftfnews.com/a-i-based-tool-targets-csd-affirmations-for-e-u-s-t1/.

Do you think this tool will eliminate concern over CSDs? Comment your thoughts below!

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03/12/2025

📰 Keeping it 💯 with Your Weekly Ops & Tech Briefing from FTF News

Giving you the latest:
🔸 Euroclear, Taskize & Meritsoft's A.I.-based tool targets CSD affirmations for E.U.’s T+1
🔸 SEC approves CME Group’s new clearing house
🔸 FIX Group wants reforms for E.U.'s CTP reporting
🔸 CFTC seeks nominees for 'CEO Innovation Council'
And more!

The smartest Ops leaders get this in their inbox—do you? Sign up now: ftfnews.com/newsletter/.

Get your full fix → ftfnews.com/news/.

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03/12/2025

Timothy G. Massad is posing the question via an op-ed piece for the Brookings Institution, arguing that it may be the best way to regulate digital assets:

Should the U.S. Securities and Exchange Commission (SEC) and the U.S. Commodity Futures Trading Commission (CFTC) become a single, unified regulator? It’s

03/12/2025

The new CME Securities Clearing Inc. will target market participants who must meet the clearing mandate for U.S. Treasury transactions:

The U.S. Securities and Exchange Commission (SEC) has greenlit the registration of a new securities clearing house, CME Securities Clearing Inc. (CMESC),

01/12/2025

👎 Performance calculations going sideways?

Join Jed Schneider of Neuberger Berman to learn how to manage the trickiest scenarios in performance measurement: zero-balance adjustments, inception date changes, complex corporate actions, and more. Your future self will thank you 🙌

Check out the agenda for the full session overview: https://pages.ftfnews.com/performance-measurement-and-client-reporting-agenda

Interested in joining Jed on this panel? Let us know! https://pages.ftfnews.com/speak-for-us-at-pmcr

27/11/2025

Happy Thanksgiving from the team at FTF!

During MarketingProfs B2B Forum in Boston last week, a few team members made these cute ornaments showing something we were grateful for. Can you guess who wrote what? 🤗

Your turn! What’s one thing you’re thankful for? Drop it in the comments and let’s keep the gratitude vibes going! 🦃

26/11/2025

🚨 The European Commission (EC) is probing potential collusion between exchange giants Deutsche Börse and Nasdaq.

Sara Simonini, press officer for competition at the EC, shared that “the parties agreed not to compete for the listing, trading, and clearing of certain financial derivatives.”

The exchanges are accused of agreeing to allocate demand, coordinate prices, and even share commercially sensitive trading data.

Click here to read about the claims https://www.ftfnews.com/ec-scrutinizes-deutsche-borse-nasdaq-for-potential-collusion/.

25/11/2025

🗞️ Post-trade pulse: This week's must-know Ops & Tech updates

This week on FTFnews.com, we cover:
🙅‍♀️ European Commission (EC) scrutinizes Deutsche Börse & Nasdaq for potential collusion
🤖 Rivvit’s ‘virtual analyst’ lets firms talk to data
📊 A buy-side playbook for reporting success
Read these stories and MORE!

Your inbox called—it wants these headlines. Sign up now at ftfnews.com/newsletter/.

Get your full fix → ftfnews.com/news

24/11/2025

🔥 T. Rowe Price has swapped its in-house system for a customized PBI platform from Genesis Global.

The result? Less data fragmentation, faster decisions, and a cleaner workflow across trading, research, and portfolio teams.

"A particularly valuable feature is the ability to generate a composite deal record that captures the full structure of each transaction, which becomes essential during periods of elevated issuance," says Dwayne Middleton, global head of fixed income trading at T. Rowe Price.

Full story here: https://www.ftfnews.com/t-rowe-price-deploys-customized-platform-for-corporate-bonds/.