securities stream - investment funds
TRANSCRIPT
SWIFT Nordics Regional
Conference 2015
Securities stream: Investment Funds -
what's next ?
Copenhagen, 4 - 5 March 2015
Operational efficiency driving the
agenda of the funds & investment
management industry
Olivier Lens
05/03/2015
Almost 15 years ago …
SWIFT Nordics Regional Conference 2015 3
5 years later …
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I saw the below slide …
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EFAMA – SWIFT Funds automation evolution
Total automation rate -0.5%
(from 78.7% in Q4 2013 to
78.2% in Q2 2014)
H1 2014: 15.6 million orders
(+2.5% compared to H2 2013)
12.2 million automated
(+2.5% compared to H2 2013)
2.7 million manual
SWIFT Nordics Regional Conference 2015
ISO Automation 50%
Proprietary Formats 28.2%
Manual Processing 21.8%
+4.7%
-5.2%
+0.5%
Expanding the scope
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RDR
ISO
20022
SWIFT Nordics Regional Conference 2015
Funds industry in Nordics
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Funds messages are continuously growing
Increased by 257% in 2 years
SWIFT Nordics Regional Conference 2015
0
20000
40000
60000
80000
100000
120000
140000
160000
180000
Funds Traffic Evolution in Nordics
Traffic Sent Traffic Received
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Top funds messages in Nordics
SWIFT Nordics Regional Conference 2015
What’s next
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Some trends and questions …
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Regulation
Technology
Investor
Aggregators
Business
Model
Standar
-dization
Risk
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Thank you
SWIFT Nordics Regional Conference 2015