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Mandatory clearing of Interest Rate Swaps under EMIR starts on 21 December 2016 for Category 2 firms. Investment management firms have just 159 days to get ready. They need to establish clearing member relationships, finalise legal agreements and ensure their infrastructure can support initial margin flows and variation margin calls.
Stringent collateralisation requirements, substantial increase in margin calls and significant impact on portfolio costs will drive firms to enhance collateral management and optimisation capabilities. More firms will consider automated solutions to manage increased demands and fully understand costs associated with derivatives trades.
To learn more about new technologies available to support all collateral-related activities, join Intelligence members at Investit’s conference on 21 September to hear the results of our research on Collateralisation: Understanding the Impacts of Regulation. To find out more about Intelligence, please contact Clare Vincent-Silk at +44 (0) 20 7933 9900.
A rapid growth in size and complexity of business, supported by a robust architecture.
Our client saved 20 x benchmarking cost in 1st year
The lead manager told his team that the best thing they did in 2015 was the Investit Investment Strategy Review.
Having a clearer investment process made for simpler messages and better consultant meetings and ratings
Our client now has a clear policy and set of procedures required by regulator and clients
Many investment firms target increased AUM in order to increase profits. However, in order to grow AUM, the firm will usually add complexity – trying to sell a wider range of products, to a broader set of client types, in an ever-growing list of countries.
This complexity acts as a drag on profits as the operational model of the firm becomes more expensive to run and harder to keep flexible. In our 2016 Operating Platform Benchmark we see company profit margins dropping from 70%, to 50%, to 30% as firms take on toxic, profit-eroding AUM.
Our benchmark shows the clear link between complexity and profitability, and shows KPIs that can be targeted to increase profits from a more focused, simpler business model.
For more information on our Operating Platform Benchmark and to join the service please contact Clare Vincent-Silk at +44 (0) 20 7933 9900.