Hedge Funds face strict new rules – are you prepared?

This article was originally published in HedgeWeeks Special Report, ‘Technology Innovations in Focus 2021’ The full report can be found here.  A PDF version of the below article can be downloaded here.  Hedge Funds face a major change in their … Read More

The 3 C’s of UMR – Compliance, Controls and Cost

Phases 5 and 6 of  Uncleared Margin Rules (UMR) come into force in September 2021 and 2022, respectively. Some firms are working towards simply complying with the regulations, but a more strategic operational infrastructure will help them manage trading, cost … Read More

Regulations, Volatility, and Cost Pressures in 2021

Regulations, Volatility, and Cost Pressures As we make our way into the depths of 2021 and everything else that comes with it, asset managers now have to put in place business processes to address three concerns: Regulatory compliance with Clearing … Read More

Effective AANA management can move firms outside scope of UMR

Originally published by Tom Lemmon, Bobsguide Understanding and monitoring the Average Aggregate Notional Amount (AANA) calculations as early as possible can provide firms caught by the Uncleared Margin Rules (UMR), with an opportunity to reduce business costs and optimize trading … Read More