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.
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.
Collateral Management Forum – optimise change and simplify the transition
Collateral management discussions between practitioners and industry experts from the buy & sell side.
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.
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.
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
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.
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.
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).
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.
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.
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.
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