Collateral can be complex.
We're here to simplify things.
Margin Tonic is a specialist consultancy that simplifies and accelerates high-quality change within Collateral and related domains.
Our Co-founders have over 25 years hands-on experience within Collateral, the majority of which has been spent delivering high-profile, complex change.
Our deep expertise puts us in a privileged position to lead a wide variety of Collateral change for our Clients, whether advisory, definition or delivery.
We consider ourselves a Challenger Consultancy. We're very aware that Consulting is an industry ripe for disruption, with some consultancies reliant on a dated business model which bypasses their Clients' best interests. We want to do things differently.
Margin Tonic are offering free Initial Margin Health checks to Phase 5 and 6 firms.
The Health check gives in-scope firms access to our experts - who have already delivered Initial Margin to multiple firms across different phases - to understand the key changes, solutions, challenges and an assessment of their key next steps and focus areas.
Two Initial Margin phases for the price of one?
BCBS/IOSCO have recommended the introduction of a new Initial Margin phase within their July-19 statement, meaning we’d see Phase 5 in Sept-20 ($/€50bn AANA) and Phase 6 in Sept-21 ($/€8bn AANA).
There's plenty to consider here. Check out our post for five key takeaways.
It's all about the thresholds....
Chris was invited onto a progressive Initial Margin webinar hosted by Cassini, with all eyes on the 50mm exchange threshold for Phase 4 and 5 firms.
Topics included BCBS/IOSCO's recent guidance, threshold fundamentals, how firms can pro-actively understand their IM delivery scope, monitoring thresholds and options to reduce threshold breach risk. Check out the video here.
Driven by BCBS/IOSCO’s March-19 guidance, Phase 5 and 6 Initial Margin firms should be focused on which of their trading relationships will breach threshold and by when.
With that in mind, Margin Tonic can help in-scope firms understand their compliance scope via our powerful Threshold Breach Assessment service.
Margin Tonic provides a flexible set of end-to-end industry-leading Initial Margin services. Our specialists have defined and delivered the full set of IM changes at multiple firms across multiple phases.
We breakdown our key services here.
What is an AANA calculation? What are the steps that firms should follow before, during and after their AANA calculations? What are the jurisdictional AANA differences?
Lots of AANA questions being asked at the moment. This post will help. Come take a look.