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How to Cope With UMR Compliance: Q&A

March 26, 2019 by Eugene Grygo

How to Cope With UMR Compliance: Q&A

(Editor’s Note: Much has been made about buy-side firms and if and when they will have to comply with Uncleared Margin Rules (UMR) and key requirements of the European Union and the U.S. The industry has started to focus on the operational processes they will need in order to comply with the Basel Committee on… Read More >>

Filed Under: Derivatives Operations, Collateral & Margin Management, Derivatives Processing, Securities Operations, Buy-Side, Clearing, Data Management, Industry News, Middle-Office, Operational Risk, Ops Automation, Outsourcing, Reconciliation & Exceptions, Risk Management, Settlement, Governance, Back-Office, Integration, Standards, KYC, AML/Fraud/Financial Crime, Regulation & Compliance, Derivatives, Regulatory Compliance, Regulatory Reporting, Industry News Tagged With: Buy-side, compliance requirements, initial margin, isda, Jon Anderson, margining process, OTC derivatives, Q&A, Securities Operations, sell side, Sifma, SS&C GlobeOp, uncleared derivatives, Uncleared Margin Rules

Russell Investments to Use SS&C for IBOR Push

October 24, 2016 by Eugene Grygo

Asset manager Russell Investments will be using proprietary, integrated systems from SS&C Technologies as the middle office core for an investment book of record (IBOR) that will help the firm’s portfolio managers trading in global markets. The firm, which has $244 billion in assets under management, is expanding its IT support for investment accounting, performance… Read More >>

Filed Under: Derivatives Operations, Derivatives Processing, Middle-Office, General Interest, FinTech Trends, Performance Measurement, Regulation & Compliance, Industry News Tagged With: IBOR, investment book of records, Jon Anderson, middle office, OTC derivatives, Post-Trade Processing, Russell Investments, SS&C, SS&C Technologies, Vernon Barback, William C. Stone

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