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.
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.
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.
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.
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
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.