Collateral Management

Articles

12 Jun 2019 — Bill Hodgson

Is your collateral team running like clockwork? In this webinar we will dig into the ways you can prepare your team for UMR to keep them working at maximum efficiency.

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2 MINS
Cassini SIMM Webinar
21 Jun 2019 — Bill Hodgson

IM & SIMM should now be part of front office decision making, and long-term portfolio management.  Our panel intends to discuss the extent to which initial margin should be part of all trading and portfolio decisions.  For UMR firms who are above the average notional threshold but potentially beneath the 50mm IM threshold on a relationship, can scale down their compliance plans. But, knowing the amount of IM needs work and managing the IM amount isn’t simple.

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2 MINS
15 Nov 2019 — Mohit Gupta

Mohit Gupta of Cassini Systems outlines the ways in which their clients can find opportunity in the UMR delay.

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5 MINS
CloudMargin Webinar July 10th UMR
04 Nov 2019 — Bill Hodgson

CloudMargin Wins Award for Best Buy-Side Collateral Management Tool at WatersTechnology’s 13th Annual Buy-Side Technology Awards Earns Honour Four of the Past Five Years

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1 MIN
19 Sep 2019 — Richard Gomm

Once upon a time, in a regulatory landscape far, far away…

This may sound like an opening to a fairy tale, however the reality is that the regulatory landscape is now beyond recognition for even the most grizzled and battle hardened of collateral managers.

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4 MINS
IM THRESHOLD
12 Aug 2019 — Liam Huxley

UMR Phase 5 will have a significant capital impact on in-scope firms’ trading performance. To address this impact, firms need to treat it as a trading risk management process and have calculation tools in their front-office trade workflow that provide transparency and control over the impact of IM. Liam Huxley, CEO and Founder and Samuel Hyman, Head of Americas at Cassini Systems,discuss the benefits of pre-trade and intra-day/end-of-day analysis and collateral optimisation as affected firms prepare for the UMR deadline next year.

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5 MINS
Cloudmargin AcadiaSoft
24 Jul 2019 — Bill Hodgson

Integration between CloudMargin and AcadiaSoft will bring benefits for firms in-scope of UMR

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1 MIN
clearstream UMR
23 Jul 2019 — James Cherry

This will be a welcome relief for many firms and it’s good to see regulatory bodies listening to the market and taking pragmatic steps to alleviate what could have turned out to be an ugly bottleneck.

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1 MIN
phase 5 delay
18 Jul 2019 — Bill Hodgson

Rumours are circulating that BCBS / IOSCO will shortly recommend that buy-side firms will be given additonal time to meet the final UMR compliance deadline.

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2 MINS
UMR 50mm
10 Jul 2019 — Bill Hodgson

Matthew Kulkin at the CFTC has issued a letter amplifying the guideance from BSBC / IOSCO on how to handle a relationship which is beneath the 50mm IM threshold.

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5 MINS
phase 5 UMR
04 Jul 2019 — James Cherry

So what have you won?

1st Prize - You can keep trading derivatives. Which is pretty cool if you're in the business of trading derivatives.

But here's the kicker. In order to post or receive collateral, it is highly likely that you will have to on board with everyone's favourite ICSD... Clearstream. By September 2020.

This should however be a small price to pay considering the prize at stake here, so read on...

To start with, there are three components to the Clearstream doc package that must be considered.

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5 MINS
Stuart Connolly
03 Jun 2019 — Bill Hodgson

The new CEO at CloudMargin is a veteran of the OTC Market infrastructure space

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1 MIN