Engaging Industry

DTCC Learning Corner: ACATS, ETFs, SFTR and More

By DTCC Connection Staff | Nov 13, 2019

As DTCC’s one-stop shop for learning resources, DTCC Learning (DTCCL) is committed to helping clients optimize their use of DTCC’s suite of products and services through comprehensive education programs that include live and recorded webinars, tutorials, user guides, self-paced training modules and other resources.


Here are some of the highlighted offerings from DTCC Learning.

DTCC Learning Corner
Institutional Trade Processing

ALERT Global Custodian Direct Learning Center

New!
Learning Center Resource

The ALERT Global Custodian Direct (GCD) workflow automates the exchange of standing settlement instructions between a custodian and the ALERT host. This area of the Learning Center provides learning materials that cater for the different client types that can be involved in the process - global custodians, investment managers and regional custodians.



Institutional Trade Processing
CTM - Available Asset Classes

New!
Learning Center Resource

Did you know that CTM can be used to match more than just equity trades? Access the Asset Class Specific area of the Learning Center to learn more about which asset classes are supported and how you can leverage your existing CTM implementation to match additional asset classes.


Repository and Derivatives Services
Manage Services help

New!
Online Help
This online help, which features imbedded video tutorials, has been added in support of the new GTR self-self onboarding system.

Repository and Derivatives Services
SFTR Portal help

New!
Online Help

Online help for SFTR portal.


Fixed Income Clearing MBSD Trade Lifecycle Activities Interactive Map

New!
Tutorial

The MBSD Trade Lifecycle Activities Interactive Map provides a high-level pictorial representation of the typical life cycle of a TBA trade at MBSD and if clicked, launches an animated walkthrough of the Trade Lifecycle for a Settlement Balance Order Destined (SBOD) trade.

Equities Clearing
ACATS Shortened Cycle Meeting Notes

New!
Meeting Notes

Catch up on the ACATS Shortened Cycle Meeting Notes, available in the ACATS Working Group section.
Equities Clearing
ACATS Modernization Test Cases

Updated!
Test Cases

View the updated test cases for the upcoming shortened cycle release.

Equities Clearing
Exchange Trade Funds (ETF) Industry Working Groups Agenda

New!
Meeting Notes

DTCC Learning’s Global Trade Repository (GTR) EU Certification program provides registrants with an in-depth knowledge of the GTR and how it facilitates regulatory reporting of derivatives transactions under ESMA (EMIR RTS 2).


Equities Clearing

Exchange Trade Funds (ETF) Industry Working Groups Agenda

New!
ETF Phase 2

To learn more about ETF Phase 2, see the Phase 2: Clearing Enhancements to Support Fixed Income Assets for Corporate, Municipal, and UIT (CMU) document.



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