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

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.

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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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 – 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.

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