Acadia Market Insights - July 2022
Welcome!
Welcome to the July issue of Acadia's Market Insights - our bi-monthly community newsletter.
?Read on for the latest news, regulatory updates, articles and more.
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The Evolving Risk Management Landscape: How to stay competitive in the post UMR world
?Join Chris Walsh, CEO, as he discusses his vision for the future of the derivatives industry once all six phases of the Uncleared Margin Rules (UMR) are completed in September 2022. From the role of Acadia to the industry’s focus on optimizing initial margin and the growing importance of analytics, Chris shares his expertise and advice on how firms need to be increasingly proactive in their risk management strategy to remain competitive.
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Recent Insights from the Acadia team
Head of Business Development, Mark Demo details the importance of a centralized analytics tool that can inform the decision-making process for any new trades firms were considering to helps them better operationalize their available capital.
Acadia Launches New Pre-Trade Analytics Service
?The PTA tool was created to address an industry wide need for a complementary service for firms that are in scope for Uncleared Margin Rules (UMR) to estimate the impact on initial margin (IM) exposure for any new trades that a firm was contemplating.?
Acadia Appoints Stuart Smith and Will Thomey as New Co-Heads of Business Development
“Will and Stuart bring deep and diverse experience to Acadia, and their leadership will allow us to continue developing and delivering products that solve our clients’ problems and make our clients’ businesses more efficient,” said Fred Dassori, Chief Product Officer.
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Ahead of the Curve Podcast
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Quaternion Quantitative Service
Quaternion Quant Services, a division of Acadia, offers our client base comprehensive Risk consulting in all areas of derivatives analytics. We support our clients on current issues such as compliance with Commodity Futures Trading Commission (CFTC) capital rules for buy side firms, IM Model Validation requirements for Phase 5 and 6 firms as well as IBOR replacement topics.
We also help our clients save cost and capital, by modernizing their valuation and risk infrastructure with the aim to prevent capital “leakage” and significantly reduce structural complexity and increase performance.
We continue to embrace transparency and standardization through continuous sponsorship of Open-Source Risk Engine (ORE).?Discover the power of ORE and how it can be used across Valuations, Validation, Risk Model Development and more by joining our dedicated ORE mailing list.
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Deadline extended - We want your feedback
Due to overwhelming uptake and invaluable feedback, we have extended the deadline on our brand survey to this Friday, 15th July. If you haven't already completed the survey, please take 5 minutes to give your honest opinions about your interactions with the Acadia brand. Your feedback is important to us so that we can continually improve our offering to our valued community.
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Webinars
Pre-Trade Analytics: Tools for managing your initial margin
?Pre-Trade Analytics: Tools for managing your initial margin. Join experts from Acadia to discover the value in having a tool to estimate the impact on initial margin (IM) exposure for any new trades that a firm is contemplating. We will walk you through a demo of our Pre-Trade Analytics service and discuss the benefits of having a centralized location to review IM exposure.
What’s new in Margin & Payments Manager: An APAC Perspective
?Join product experts from Acadia as we discuss the benefits of standardizing your margin and payments workflow, leveraging your existing investment in Margin Manager.
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Product Updates
Agreement Suite Developments
Digitization
We continue to expand our legal agreement data model. We have started to work on a new document type: the Master Agreement! At the same time, we continuously enhance and expand the GMRA and MRA document Types.
We also continue to work on utilizing digitized data: feeding the operational digitized data attributes to downstream consumer systems such as the collateral management system is key for our clients.
We have finalized the automated set-up of Agreement Thresholds/Triggers in AM/Reg Monitor agreements and corresponding Threshold Group/Trigger Configuration in IMTM; no longer requiring counterparty approval. Detailed information is available here.
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Workflow Suite Developments
?Margin Manager - Substitutions
The new workflow solution for Substitutions is in both UAT and production. Several clients are testing in UAT with a plan to go to production in Q4. To find out more about the workflow and how it can offer your firm support across all collateral agreement types and the ability to recall multiple assets quickly, get in touch.
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Release Notes & Documentation
?To stay up to date with the latest functionality across the AcadiaPlus platform suite
of services, remember to visit the?Documentation Portal.?
Weekly?Release Notes?are published that highlight all our new features.
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