Insights

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

Events
UMR 5/6
15 Oct 2020
SIMM: Flying under the radar? Be ready if you’re caught- Vermeg Webinar

Listen to our COO share Industry updates and ISDA SIMM insights with Vermeg & Cassini Systems.

UMR 5
6 Oct 2020
Back to the (UMR) Future – IHSM Webinar

Listen to COO share insights after CV-19 and moderate this panel with IHS Markit, OpenGamma and Bank of New York Mellon.

UMR – Phase 6
3 Sep 2020
Part 3: Initial Margin at Default! How to plan for it?

The past decade of heightened regulatory requirements can be indelibly linked with the marked increase in Initial Margin requirements, for ETD and cleared transactions at CCP’s and more recently for bilateral non-cleared derivatives. In this webinar, we will examine the default process for cleared derivatives, the closeout strategies and efficiency of these in combination with the risks and costs. Then we will consider what might happen in the bilateral world should a default occur?

UMR – Phase 6
6 Aug 2020
Replay webinar: It’s automation, not automagic!

With additional time to complete regulations impacting Securities Finance, Settlements and Margin it gives those firms more time to consider how they could automate and streamline their processing to achieve regulatory compliance, reduce operational risk and improve returns on investment into a new online Margin ecosystem. In this conversation style format webinar we have industry experts from DTCC Europe and Pirum Systems in.

UMR – Phase 6
2 Jul 2020
Replay webinar: They’ve extended UMR, again. What can you solve now?

Just in case you missed the emails and posts. We (Margin Reform) would like to invite firms getting pulled into UMR (Uncleared Margin Rules) to join us for a live client-focused webinar on 2nd July at 15:00 to 16:00 GMT.

UMR – Settlement
17 Jun 2020
DTCC Collateral Management Webinar (French)

DTCC Collateral Management Webinar (French) –Recent market volatility brought into focus the critical need for automation in margin call processing. Learn more about how the Uncleared Margin Rules delay is impacting firms and about ways to address these challenges. Listen to Shaun and other speakers from DTCC. Password to watch replay is: CollateralFrench1706

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Media
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6 Jul 2020
Collateral: A Different Lens

In this Initial Margin white paper, we present some of the issues that the EU RTS (Regulatory Technical Standards) offer to those who utilise Money Market Funds (MMF’s). The types of funds that could be used by clients and how some of the solutions available can be accessed, and are likely to operate on a day-to-day basis.

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2 Apr 2020
Part 2: Routes to the Securities Lending Market

In this article, Sakti Narayan writes about the various routes to the market that should be considered once you have decided to lend. The organisational and portfolio characteristics are significant factors in determining the feasible routes to the lending market.

UMR - Regulation
30 Mar 2020
A regulatory bottleneck?

Chetan Joshi and Shaun Murray discuss how the new regulatory timetable is starting to emerge due to Coronavirus (COVID-19). The recent announcements of a delayed commencement to SFTR (Securities Financing Transactions Regulation) could cause a bottleneck for firms.

UMR - Regulation
26 Mar 2020
ISDA letter – suspension of the current timeline for initial margin

Download the letter that was sent to BCBS and IOSCO (authors of the final framework on Margin Requirements for Non-Centrally Cleared Derivatives – Uncleared Margin Rules).

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24 Feb 2020
Part 1: Top five things investment managers need to know about securities lending

Sakti Narayan writes about the business of securities lending for investment managers. He addresses the key topics related to the decision making framework.

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.

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Videos
How to plan for it
3 Sep 2020
Webinar: Initial Margin at Default – How to plan for it?

The past decade of heightened regulatory requirements can be indelibly linked with the marked increase in Initial Margin requirements, for ETD and OTC cleared transactions at CCP’s and more recently for bilateral non-cleared derivatives. In this webinar, we examine the default process for cleared derivatives, the closeout strategies and efficiency of these in combination with the risks and costs.

What differentiates us
10 Jul 2020
Margin Reform – What differentiates us?

Margin Reform is a boutique challenger management and IT consultancy. We help clients operating in the financial sector to provide strategy, insight and delivery across derivatives, repo and securities lending for the margin, collateral and legal domains.

who are we
10 Jul 2020
Margin Reform – Who are we?

Margin Reform is a boutique practitioner-led consultancy that brings deep and deliberate expertise to the Margin, Collateral and Legal domain.

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