UMR delay – Does this mean a change in your IM plans?

While the industry broadly welcomed the UMR deadline extension earlier this year, estimates suggest as many as 300 firms will come into scope in 2021 and up to 700 in 2022. It is essential that firms use the extra time wisely and prepare for both the calculation and exchange of initial margin, as well as any potential monitoring requirements.

Our panel will discuss key topics to help you determine if you’re captured by the requirements and, if you are, how to successfully navigate the implications for your business.

Discussion points:

• IM margining vs. IM monitoring
• Preparing for phases 5 and 6 and the key challenges facing managers
• Essential considerations from testing to go-live
• IM optimization