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Bilateral Margin

ISDA MARGIN SURVEY 2017

Cleared IM and VM

A new ISDA survey explain the flows of margin for cleared and uncleared OTC products

ISDA SIMM 2.0 Released - Get Ready

Updated ISDA SIMM model coming later this year

VM Rules: Almost There

Six months ago, the industry was facing the possibility of real disruption. With the variation margin ‘big bang’ set for implementation on March 1, but with only a fraction of the necessary changes to documentation completed, there was a very material risk that a large part of the market wouldn’t be able to trade.

Top Tips for Navigating the Uncleared Margin Rules - A Guide from SmartDX and CloudMargin

Discover 11 useful tips for navigating compliance with the uncleared margin rules, and results from our peer benchmark survey.

Top Tips for Navigating the Uncleared Margin Rules - A Guide from CloudMargin and SmartDX

Read our top tips to achieve complianc with the Uncleared Margin Rules - 11 important topics you need to address.

BNY Mellon research finds collateral pressures impacting most buy-side institutions, with many experiencing rising trading costs

This comes from a press release but the report makes for interesting reading, PDF attached below. 120 firms were interviewed about funding and uncleared margin, making this a big sample of data and valuable as a benchmark on thinking in the market.


Over 80% of global investment managers are engaged in discussions to identify liquidity backstops to dealer balance sheets as concerns over liquidity and funding pressures grow, according to the results from a comprehensive buy-side study released today by BNY Mellon Markets, conducted in association with PwC.

Margin Requirements for Uncleared Derivatives Update

The race to be ready for the bi-lateral margining of OTC derivatives is reaching its closing stage but there is still work to be done. As the February Initial Margin (IM) deadline has passed and the March Variation Margin (VM) deadline looms, many firms are still not ready. There may be a method for some entities to continue trading without posting IM until August 2017.

Buyside Challenges: start of a seismic shift to a new era?

The buyside have faced many challenges over the last few years, but 2017 is shaping up to be a vintage year.  And just like several bottles of Châteauneuf-du-Pape, this year is likely to leave a very large hangover.

Video Recording of Uncleared Margin Compliance in a Nutshell Webinar

Following our successful webinar here is a high quality video recording of the event. We covered the lifecycle of work from re-papering to implementation and operational aspects of margin agreements. 

TSAM New York: : 20% Discount for OTC Space Readers

The Summit for Asset Management (TSAM) brings you together with senior decision makers from the world’s most innovative and forward thinking asset managers globally. OTC Space Registered readers can access a 20% discount on registration.

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