By now you should have completed your AANA calculation and know with certainty whether you are in-scope for 1 September 2022. We can help you prepare, providing a complete set of tools for IM calculation, monitoring, margining, settlement, dispute management and backtesting – automated and seamless – UMR untangled.
Found out how our solutions can help you throughout the entire UMR process, from establishing a plan to implement effective IM compliance, through to efficient clearing workflows to achieve capital and operational efficiencies. Get all your questions answered.
Explore how automation can increase efficiency and maximise time savings across margin activities, delivering collateral cost reductions and allowing firms to focus their attentions on higher-value activities.
Firms are not required to complete legal documentation and custodian arrangements until they breach the 50 million threshold. Up until that point, you must monitor IM exposure. Read our case studies to find out how we can help you monitor, including automated alerts upon breach.
We sat down with Risk.net for this Q&A to discuss how buy-side firms should prepare for UMR, key implementation priorities and how vendors are adapting their services to ease the process of managing derivatives portfolios and collateral.
We can help you calculate IM exposure using the ISDA SIMM or schedule methods with embedded connectivity to IMEM.
Following our win for the Best Collateral Management Solution in the FOW International awards at the end of last year, Neil Murphy, business manager triResolve, and Gemma Bailey, business manager triCalculate, reflected on the challenges posed by the final wave.
With Phase 6 looming, we look at the impact of the rules since they were introduced in September 2016 and consider what in-scope firms should be addressing and the challenges they face.