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

Knowing the lifetime cost of a derivatives trade

A partnership between Cassini Systems and thinkFolio is enabling investment firms to build a deeper understanding of their derivatives trading costs into pre-trade portfolio and execution decisions. The DESK asked Marco Knaap, Head of Business Development, at Cassini Systems and … Read More

Letter from the CEO – Summer 2020

Letter from the Cassini CEO Liam Huxley- Summer 2020

Written by Liam Huxley, Founder and CEO, Cassini Systems.  In a world of change, the Three ‘T’s are the key to a successful 2020. A year of dramatic change and unpredictability in many arenas. As we pass the midpoint of … Read More

What does optimization really mean to the industry?

optimization-industry

Over the last few weeks, we at Cassini have been discussing why the buy-side needs collateral and cost optimization tools which provide margin transparency, collateral sufficiency, and the ability to understand margin drivers – enabling you to reduce your margin … Read More