Tag Archives: Derivatives

heads+squares
18/04/2013

Regulatory reform of OTC derivatives is officially here. The impact of the new requirements is driving firms to evaluate costs and assess the value of derivatives to their portfolios. Are they still worth it? In an effort to reduce the counterparty …

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03/08/2012

We are pleased to be partnering Osney Media at their ‘OTC Derivatives for Fund Management Conference’ in London on the 14 November. The event focuses on a range of challenges facing the investment management community from counterparty risk, collateral management and …

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21/05/2012

Catherine Doherty will be taking part in a panel discussion at the TradeTech Swaps & Derivatives Conference next Monday 28 May in London (America Square Conference Centre). The main focus of this event is the current industry hot topic – …

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28/01/2011

In July 2005, when we published our first report on Supporting Derivatives, over 50% of the Intelligence community had a derivatives project planned or underway, and the door to Over The Counter (OTC) derivatives was being pushed open with a …

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heads+squares
18/05/2010

In the aftermath of the recent financial crisis, the continued growth in Over The Counter (OTC) derivatives volumes has highlighted the need to guard against the systemic risks (eg the risk of a default of one firm spreading through the …

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18/04/2009

This project was driven by demand from clients who are finding that the increasingly opaque and illiquid market conditions are causing operational problems, mainly with bond funds. Against this background managers must Treat Customers Fairly to arrive at portfolio valuations …

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heads+squares
26/11/2008

Since 2007 the financial world has been experiencing unprecedented events and investment confidence has plummeted across the globe.  Derivatives have once again hit the headlines, specifically the Over The Counter (OTC) derivative instrument Credit Default Swaps (CDS). They have been …

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operations
02/01/2008

A well-ordered and consistent data infrastructure can help control operational and technical costs – and improve profitability. A comprehensive understanding of how data is managed, and effective data architecture, enables an investment management company to be more flexible and cost-effective …

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heads+squares
02/05/2007

This report – part of the Supporting Derivatives series – has two purposes: first to establish a common understanding of the major principles involved in collateral management between investment management firms, third party administrators (TPAs) and brokers. Second, the paper …

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02/03/2007

The Intelligence membership asked Investit to cover ‘Supporting OTC Derivatives’ (OTCs) as a series of three workshops, in order to stay abreast of this fast moving topic and benefit from other members’ experiences. The third workshop was titled ‘The Effect …

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