UMR Deadline Looms for Buy-Side Firms
The final phase of uncleared margin rules covering smaller financial entities will come into effect from September 2022.
When it comes to collateral management, existing approaches and tools are often no longer fit for purpose. The Uncleared Margin Rules (UMR) are a pressing challenge. Systems are fragmented. Processes depend on inefficient and error-prone spreadsheets. As buy-side investors contend with the ebb and flow of the markets, the support of a trusted partner and access to advanced technology solutions have never been more important.
Through end-to-end capabilities that include pre- and post-trade optimization tools with buy-side focused Tri-Party collateral service, Acadia’s Initial Margin Exposure Manager (IMEM) and Margin Manager (MM) service and DTCC’s Margin Transit Utility (MTU), we help you manage counterparty exposure, monitor collateral needs and eligibility, and coordinate an efficient approach to margin management. Our solutions give you deeper insights into your portfolio to help reduce drag, manage cash positions, address changing regulations and strengthen your collateral management.
Wayne Forsythe, global head of client services for Collateral Management, talks about how we plan to expand State Street tri-party service beyond UMR margin services.
Building on our core collateral management capabilities, we are evolving our services to meet your needs. Through a holistic approach, we can help you put your assets to work, to better manage liquidity and create alpha.
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