UMR scoping and planning

Get ahead of UMR with our insights on your business and portfolio

Cassini Systems, the award-winning and market leading provider for pre and post trade margin and collateral analytics, and Margin Reform, a management consultancy providing advice and solutions to firms in the margin, collateral and legal space, today announced a new joint service to assist all buy-side participants, as well as banks, with understanding and implementing solutions for uncleared margin rule (UMR) regulations.

We are joining forces with Margin Reform to offer a packaged UMR Scoping and Planning Service to all buy-side participants and banks affected by the regulations. The service will help firms better understand UMR impact and define their approach to implementation.

UMR Scoping and Planning 1

An onsite workshop with stakeholders

A portfolio analysis using the Cassini SIMM calculation services

A report and recommendations on where to start, what to do, when to implement and how to back-test and benchmark.

The report will also zoom in on how the new collateral regulatory requirements impact liquidity and P&L, and how to mitigate their impact.

Your report will highlight the crucial steps and timelines to comply with UMR as well as the margin impact on your in-scope funds. We’ve combined Margin Reform’s experience of delivering one of the first global UMR programmes with Cassini’s ability to run IM analytics and optimisation across your funds.

For more information on how to access this service, or to start an informal conversation about how this could benefit your firm, please complete the form below.

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