Collateral Management

Articles

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
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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2 MINS
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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2 MINS
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
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