Insights

At Margin Reform, we pride ourselves on our industry insight and market analysis across any aspect of our clients' issues. Please get in touch if you have any questions on anything you read below or need further insights.

Whitepaper
Whitepaper
Using RMB bonds as margin for OTC derivative trading
Margin Reform provided insights and commentary for a joint whitepap... read more
Whitepaper
Using RMB bonds as margin for OTC derivative trading
Margin Reform provided insights and commentary for a joint whitepap... read more
Whitepaper
Collateral: A Different Lens
In this Initial Margin white paper, we present some of the issues t... read more
Whitepaper
Part 2: Routes to the Securities Lending Market
In this article, Sakti Narayan writes about the various routes to t... read more
Whitepaper
A regulatory bottleneck?
Chetan Joshi and Shaun Murray discuss how the new regulatory timeta... read more
Whitepaper
Part 1: Top five things investment managers need to know about securities lending
Sakti Narayan writes about the business of securities lending for i... read more
Whitepaper
Risk.net – Initial Margin – Special report 2019 with COO, Chetan Joshi
IM Phase 5, smaller on bang, bigger on complexity. Chetan joins a p... read more
Whitepaper
Issue 234 of Securities Lending Times
Shaun Murray describes how the fifth and sixth phases of uncleared ... read more
Whitepaper
Four misconceptions about Initial Margin model validation post EMIR Refit
Shaun Murray and Brie Lam describe how the EMIR Refit level 1 text ... read more
Whitepaper
UMR threshold management
Shaun Murray describes how threshold management is going to prove c... read more
Whitepaper
Journal of Securities Operations & Custody (JSOC)
This paper provides evidence that is still going through the stages... read more
News
News
Margin requirements for non-centrally cleared derivatives
BCBS & IOSCO have revised the framework for margin requirements for... read more
News
ISDA letter – suspension of the current timeline for initial margin
Download the letter that was sent to BCBS and IOSCO (authors of the... read more
Blog
Blog
UMR Survey Results – Variation Margin
Here are our glimpse to UMR Q4 2020 survey results, shared by Cheta... read more
Blog
Backtest with Confidence
Duco asked us to comment on how vital backtesting is around risk data. read more
Blog
It’s automation, not automagic!
At Margin Reform, we recently held our second webinar with Scott Br... read more
Blog
How To Better Optimise Your Clearing Services
The current pace with which regulatory change is taking place can b... read more
Blog
5 Alarming Things You Must Know Before Starting A UMR project (#4 be warned)
Are you comfortable with the intricacies of the Uncleared Margin Ru... read more
Blog
They’ve extended UMR, again. What can you solve now?
My colleague Shaun Murray and I recently hosted a webinar on how fi... read more
Blog
Are You Ready For The EMIR Refit?
ESMA recently issued a new consultation paper titled ‘Technical sta... read more
Blog
UMR – What lessons have been learned from previous extensions
As the dust settles on the BCBS-IOSCO statement allowing the regula... read more
Blog
Frank appraisal of service partners
At Margin Reform, we are proud to partner with ServiceMatrix – the ... read more
Blog
A regulatory bottleneck?
CLIENT UPDATE Chetan Joshi, Founder, COO, Margin Reform Shaun Murra... read more