Baillie Gifford launches SureVu for CSDR compliance

LONDON–(BUSINESS WIRE)–corfinancial®, a leader in specialist software and services for the financial services industry, announces the deployment of its Settlement Discipline Regime (SDR) management software, SureVu®at Edinburgh-based investment management firm Baillie Gifford.

Baillie Gifford is the only major UK investment management firm to remain an independent private partnership managing £228 billion (USD 253 billion) of specialist securities, fixed income and multi-asset portfolios, and advising clients worldwide.

“SureVu is a very user-friendly system that clearly presents data related to problematic transactions requiring our intervention. The “Exceptions” tab and management dashboard save us time immediately. Visibility and prioritization offered by SureVu has allowed us to improve our efficiency by proactively resolving unmatched trades and preventing them from failing,” said Daryl Salmon, Head of Operations, Stocks and Bonds, Baillie Gifford. “Furthermore, the move to a reduced tally period is certainly driving efficiencies in business processes across the entire investment management industry. Adopting SureVu will ultimately help make our lives easier in T +1,” says Salmon.

“In an increasingly stringent regulatory environment, it is even more critical to closely monitor transactions throughout the settlement cycle,” said Bruce Hobson, CEO of corfinancial. “Following the entry into force of the new CSDR regulation, it is imperative for companies to have a timely and reliable solution allowing them to effectively govern their middle office processes.”

To learn more about the SureVu solution, please contact corfinancial at


About corfinancial

corfinancial® provides software solutions and consulting services to banking and financial services organizations worldwide. The company has offices in London, New York and Boston. salerio® is an aftermarket processing solution. SureVu® enables buy-side and sell-side firms to effectively monitor and track corporate actions throughout their settlement lifecycle. BITA Risk® offers solutions for defining investor profiling, portfolio analysis, ESG criteria management, and portfolio monitoring on the BITA Wealth application. paragon® is a complete front-to-back office solution for accounting, processing and reporting of fixed-income securities portfolios for banks. costars® is an investment administration platform for third-party administrators, fund supermarkets and wealth management companies.

About Baillie Gifford

Baillie Gifford is the only major investment firm in the UK to remain an independent private partnership. This ownership structure has allowed us to continue to focus our efforts entirely on our customers and their investments.

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Fabienne Pasquion

Portfolio Marketing Communications

David Veel

Executive Manager – Client Solutions


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Baillie Gifford launches SureVu for CSDR compliance

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