Insights

The Margin Reform team provide market leading analysis, knowledge and best practice on all aspects of the issues affecting clients today.

Events
UMR – Phase 6
12 Feb 2020
Bank of America Securities Europe – F&O and OTC clearing roadshows

We are discussing an array of industry-specific UMR and clearing topics for COOs, ops, treasury and trading.

UMR – Phase 6
11 Oct 2019
Collateral Management Forum – optimise change and simplify the transition

Collateral management discussions between practitioners and industry experts from the buy & sell side.

UMR - SIMM
12 Oct 2018
CloudMargin Webinar – Initial Margin from a risk perspective

Industry experts discuss calculators, models, testing and gaining regulatory approval for IM models.

UMR - Legal
27 Oct 2018
CloudMargin webinar – Initial Margin from a legal perspective

Industry experts discuss legal considerations and practical steps for IM preparedness.

UMR – Initial Margin
3 Jun 2019
Risk.Net – Complying with IM and automating collateral management

Since UMR, collateral has been thrust into the regulatory spotlight and become a priority for firms with OTC derivative portfolios.

UMR – Initial Margin
7 May 2019
Bloomberg Professional – Finding opportunities in the new margin rules & model

The landscape of initial margin is changing, and new requirements present significant challenges to clients of all types.

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Media
EMIR - SIMM
17 Oct 2019
Four misconceptions about Initial Margin model validation post EMIR Refit

Shaun Murray and Brie Lam describe how the EMIR Refit level 1 text has not addressed the IM model validation requirements.

UMR - Regulatory
7 Dec 2019
Risk.net – Initial Margin – Special report 2019 with COO, Chetan Joshi

IM Phase 5, smaller on bang, bigger on complexity. Chetan joins a panel to discuss the regulatory bottlenecks.

UMR – Phase 6
6 Jan 2020
2020 At a glance: Trends & industry developments that will shape 2020

Shaun Murray describes why a UMR compliance journey takes 12 months and what you should be doing about it.

UMR - Custody
13 Dec 2018
Journal of Securities Operations & Custody (JSOC)

This paper provides evidence that is still going through the stages of discovery for compliance with initial margin rules.

UMR - Regulation
18 Jul 2019
UMR threshold management

Shaun Murray describes how threshold management is going to prove critical on your UMR journey.

Securities Lending - UMR
20 Aug 2019
Issue 234 of Securities Lending Times

Shaun Murray describes how the fifth and sixth phases of uncleared margin rules will affect repo and securities lending.

Videos
UMR – Initial Margin
13 Apr 2019
Mission Impossible – Breaking the ‘wheel of pain’ into deliverables

Chetan and Ed (Mayer Brown) look at the 9 key steps in the compliance process for Initial Margin