Educate | Mitigate | Transform

Margin Reform has been created to provide you with a practitioner led consultancy who bring a deep and deliberate expertise to the Collateral, Margin and Legal domain. Extensive implementation experience, coupled with industry knowledge and successful partnerships means Margin Reform is positioned to bring your requirements to fruition in a scalable and structured way

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Hot Topics

Industry Headlines

UMR advocacy has not yet generated a conclusive response from BCBS IOSCO. SFTR rules are now published by the EC.

Initial Margin

IM requirements are quantitative and qualitative, have you understood the 7 key steps to compliance and go-live?

Legal Documentation

Can your platforms manage regulatory and Next-Gen docs and integrate with pricing, liquidity, funding and collateral technologies?

Custodial Challenges

What is your strategy for on-boarding, documentation, connectivity, optimisation, settlement and reconciliation?

Why Us

Why we are motivated to help you

To Educate

A deliberate act to cultivate knowledge, to underpin intention, to listen and hear and to receive and respond.

Margin Reform have experts ready to help cement the foundations of your knowledge through our practitioner designed educational content. Underpinning and enhancing your expertise is a critical stage in helping you plan the path to success. Our training programme has been acquired over 20 years in planning, implementation, workshops and webinars.

To Mitigate

To lessen the Gravity. Alleviate the Issue. Diminish the Impact. Pacify the Problem. Moderate and Mollify.

Margin Reform will provide you with tailored levers of expertise relating to the risks, issues and problems that you need to solve. These come with a unique approach to structure and governance that deliver on all facets of implementation and operational readiness to position you for success.

To Transform

To change in thinking, in form, in appearance or structure and in application.

Margin Reform know that change is constant and inevitable. Partnering with our clients we offer a fast-track approach to help you decipher the evolving regulatory and business environment. Our commitment and understanding, combined with our structured and methodical approach to planning, development, execution and integration will bring an efficient, robust and transformed target state operating model to life.

Methods

How we differentiate

Accelerators

Regulatory Rules Tracker (RRT)

Legal Agreement Playbooks

IM Custodian RFI & RFP selection questions

ISDA SIMM Model documentation templates

Implementors

Expertise in delivering across a range of collateral providers and engagements

A partner of buy/sell-side institutions

A partner of and market infrastructure providers and legal firms

Industry Partnerships

Regular participant on industry panels, events and roundtables

Writer of published articles relating to Collateral & Margining

Expertise

Collateral: Has changed fundamentally from a credit risk mitigant and operational risk process to a critical segment of business strategy within financial markets and can be viewed as a product in its own right.

Understanding all front to back aspects of collateral is complicated, there are many facets to consider such as pricing, funding, liquidity, optimisation, operational capacity and risk. Uncleared Margin Rules have exacerbated this with their requirements such as regulatory Initial Margin, SIMM and Custody. Margin Reform will add clarity to ‘collateral’ whether to support regulations, business drivers or the enhancement of existing processes.

Margining: Legacy and out-of-date business practices have in a lot of instances left an under developed and fragmented margin strategy, strewn across internal silos.

All products in the margin sphere, derivatives, cleared and uncleared, securities lending all need to be supported by a well-defined technology roadmap, that delivers straight-through-processing across different business functions who truly understand their role in the ‘collateral management framework’. This is where Margin Reform want you to be.

Legal: The contracts supporting collateral and margining are inextricably linked to the success of your day to day operations.

Ensuring the correct data is captured as golden source is critical for efficient pricing and processing. The complexity and far reaching impact of Uncleared Margin Rules has led to several issues that require better negotiation techniques, smarter technology and improved digitisation. Margin Reform are at the forefront of these solutions and can help you deliver the business process models required.

Background

Chetan Joshi is the founding partner of Margin Reform

A new boutique management consultancy that provides advice and solutions to firms who require help navigating through their challenges in the margin, collateral and legal space.

Chetan has over 20 years’ experience in the collateral domain

Having held roles in Operations, Technology Consultancy and Front Office, Chetan is a regular speaker at industry conferences and webinars and has delivered workshops and training sessions on collateral specifically focused on the Uncleared Margin Rules (UMR). Margin Reform brings experience and focus. The design and structure of your approach to UMR will multiply your chances of a positive transformation and implementation experience.

Contact Us

Office: +44 (0) 20 3662 8805
Phone: +44 (0) 794 727 6667
Email: info@marginreform.com
Address: White Collar Factory, 1 Old Street Yard, London, EC1Y 8AF

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