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On 21 September, over 100 senior executives from 30 firms gathered at the Investit Intelligence research conference in London to share insights and discuss the results of Investit’s research on Collateralisation:Understanding the Impacts of Regulation, Client Reporting: Next Generation Platforms and Regulatory Resilience.
In discussing priorities for 2017, 76% of attendees identified data management and strategy as their top priority in response to investors growing demand for data, the escalating costs of market data and the challenges of supporting complex data infrastructures.
59% identified client reporting strategy as a key issue as the industry looks for opportunities to achieve greater scalability and automation in support of report customisation. 51% of attendees are looking to refine their digital client communications strategy driven by competitive concerns and client expectations for more personalised engagement.
To join the Investit Intelligence community and share perspectives on how investment management firms are making these strategic decisions contact Sarah Pearce 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
The new margin requirements for non-cleared derivatives defined in the BCBS-IOSCO principles will require firms to create new collateral agreements with all counterparties. From a recent Investit survey, 71% of firms rated the legal costs of repapering as a significant impact of regulatory change.
The International Swaps and Derivatives Association (ISDA) Credit Support Annex (CSA), part of the ISDA Master Agreement, is a legal document that defines the terms under which collateral is transferred between swap counterparties to mitigate the credit risk of derivative positions. BCBS-IOSCO principles introduce a number of new collateral requirements for all non-cleared derivatives that must be defined in new ISDA CSAs. ISDA is facilitating the repapering process through its Amend platform, a joint service offered by ISDA and IHS Markit.
To learn more about how firms are addressing the impact of regulatory change on collateral requirements, 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.