Analytics and Tools to Optimize Required Margin

How data and analytics create a holistic approach to managing collateral, funding and liquidity

May 2020

Large margin calls, sparked by the COVID-19 global health pandemic, have sent market participants into a scramble for cash and collateral.

To help buy-side investors proactively manage margin obligations, pre- and post-trade tools are essential. With timely and accurate data — along with quantitative tools to parse data into actionable analytics — decision-makers are in a better position to succeed. A holistic approach that integrates seamlessly with the collateral, funding and liquidity needs of the overall organization enables investors to continuously optimize their margin requirements.