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Collateral Management

Drive enterprise-wide collateral management efficiency

Gain a real-time view of global inventory and exposures through intuitive dashboards. Generate efficiencies through margin automation, collateral optimization, life cycle management, settlement and connectivity with market infrastructure.

Streamline, automate and optimize collateral management

An enterprise-wide collateral management and optimization solution for cleared/bilateral OTC and exchange traded derivatives, securities lending and repo. With front- to back-office support for buy side firms of all sizes, the system improves collateral efficiency and supports regulatory change.

Global Inventory Management

Real-Time Exposure Management

Collateral Optimization

Settlement

Collateral Life Cycle Processing

Reporting

Integrated front- to back-office support

Centralize your collateral management across business lines and asset classes with a single global solution for the full collateral life cycle.

Learn more about collateral management

Global inventory and exposure management

Clearly see security and cash positions in real-time at multiple levels across business lines and asset classes
View and manage exposures and margining workflow for Securities Lending, Repo, Exchange Traded and OTC Derivatives, and CCP collateral
Create and manage sophisticated eligibility/haircuts/concentration schedules and optimize collateral pledges and receipts
Source collateral for derivatives margin at low cost

Trade life cycle processing

Deal operationally with the increase in margin calls driven by central clearing and Regulatory Non-Cleared Margin Reform
Process trade life cycle events including mark to market, margin calls, trade amendments, corporate actions, returns, collateral substitutions, disputes etc.

Connectivity

Increase straight through processing through integration with a wide range of market infrastructure, electronic markets and utilities
Streamline tri-party collateral management with real time interfaces and messaging
Communicate more effectively through clearing broker/FCM connectivity

Reporting

Query and report on a wide range of data to create custom reports and run automated scheduled reports that can be sent out by fax/email etc.
Deal with the burden of regulatory reporting mandates around collateral

See Product Specifications

Article

Going Green

Article

Challenges in a Common Domain Model for Securities Finance

White Paper

What are the Applications for Artificial Intelligence in Securities Finance and Collateral Management?

Article

Buy Side Collateral Management – Challenges & Solutions

Case Study

European Custodial Bank

Case Study

Global Inventory Management

White Paper

Global Inventory Management

Fact Sheet

Collateral Management Solution

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