Insights
The Margin Reform team provide market leading analysis, knowledge and best practice on all aspects of the issues affecting clients today.
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.
Collateral Management Forum – optimise change and simplify the transition
Collateral management discussions between practitioners and industry experts from the buy & sell side.
CloudMargin Webinar – Initial Margin from a risk perspective
Industry experts discuss calculators, models, testing and gaining regulatory approval for IM models.
CloudMargin webinar – Initial Margin from a legal perspective
Industry experts discuss legal considerations and practical steps for IM preparedness.
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.
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.
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.
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.
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.
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 threshold management
Shaun Murray describes how threshold management is going to prove critical on your UMR journey.
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.
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