CTM Matching 101

Target audience: 

• Broker/dealers and Investment Manager users of CTM who are looking to gain a deeper understanding of how the CTM matching process works.

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)