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 – 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 – 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.

Past UMR – Phase 6
10 Jul 2019
DerivSource – UMR Phase 5 – The nuts & bolts of an implementation plan

COO, Chetan Joshi, joins a panel to explore the structure and practicalities of executing an UMR implementation plan or margin monitoring program ahead of 2020.

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.

Podcast UMR – Phase 5
19 Mar 2019
Uncleared Margin Rules – Insight into implementation planning ahead of upcoming deadlines

This is a podcast describing what firms should be doing now to prepare for UMR Phases 5 and 6. By DerivSource on March 19, 2019

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Media
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).

Securities Lending - UMR
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.

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.

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.

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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