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
02 Apr 2020 — Bill Hodgson

David White has moved to CloudMargin to take on the role of Chief Commercial Officer.

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2 MINS
27 Mar 2020 — Bill Hodgson

Miriam Marascio joins CloudMargin to lead client services. Prior to this Miriam has been on client facing projects with Clearstream.

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2 MINS
13 Mar 2020 — Bill Hodgson

The Canadian Office of the Superintendant of Financial Institutions has adopted the 1 year extension for UMR into Phases 5 and 6

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1 MIN
10 Mar 2020 — Deputy Editor

ING has invested in securities lending platform HQLAx, which went live in December 2019.

The HQLAx application uses blockchain to facilitate efficient and high-speed trading of high quality liquid assets (HQLA).

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1 MIN
28 Feb 2020 — Bill Hodgson

Enabling connectivity to settlement for cash and securities, TriOptima expands their service

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1 MIN
19 Feb 2020 — Bill Hodgson

Every firm affected by UMR needs guidance on how to run your implementation project - get your official checklist here (via ISDA) and other public resources.

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1 MIN
18 Feb 2020 — Bill Hodgson

Margin movements need to be as automated as possible, especially to your Custodians. Pirum has announced a new service to fill that gap with automation.

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1 MIN
13 Feb 2020 — Bill Hodgson

With UMR deadlines looming, buy side trading desks need to stay on top of the many options available to them on the path to compliance. They need to prepare their desks and ensure their requirements are well represented when co-ordinating with operations and compliance. As a result, The Finance Hive will host a full day “Spotlight” allowing the buy side to meet with peers focusing on similar projects and recommended solution providers who can help them achieve their goals.

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16 Jan 2020 — Bill Hodgson

CloudMargin, creator of the world’s first and only collateral and margin management solution native to the cloud, today announced the promotion of Armando Hernandez to the newly established role of Executive Director, Head of North America for the London-based global firm.

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3 MINS
20 Dec 2019 — Bill Hodgson

Well here we are at the close of another year in the capital markets. I looked back over the OTC Space this year and highlights that jumped out include:

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10 Dec 2019 — Bill Hodgson

RBC provides a platform for asset managers to operationally implement margin agreements

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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