UMR Backtesting: Here to stay

umr backtesting

For years, Phase 5 and 6 firms captured by the Uncleared Margin Rules (UMR) have been anticipating that the regulation’s backtesting-benchmarking requirements were to be dropped. Now, those firms have to act, as the draft Regulatory Technical Standards (RTS) on … Read More

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