Target audience:
Broker/dealer and Investment Manager users of CTM who are looking to gain a deeper understanding of how the CTM matching process works.
Course description:
CTM is a central matching solution allowing broker/dealers and investment managers to efficiently match and confirm trade details on trade date, increasing transparency and reducing risk. Understanding how the matching process works is fundamental for all CTM users to ensure they can quickly and efficiently resolve matching exceptions. During this training session you will learn the basics of CTM matching and the roles of both the buy-side and sell-side in the process. Users may also wish to sign up for CTM 4.0: Manage Your Trade Exceptions to learn how to take action on their trade exceptions.
Learning Objectives:
- Explain the difference between Level 1 (L1) and Level 2 (L2) matching fields and how they influence the matching process
- Identify and implement changes in your current matching process (for investment managers)
- Understand the criteria your clients are matching on for different asset classes/workflows (for broker/dealers)