Reg IM – No need to panic

In our last article on the regulatory requirements for Initial Margin (“IM”) segregation we highlighted some of the challenges faced by market participants in developing compliant solutions. As further progress has been made in readying solutions for Wave 3 captives, there are some key learning points that need to be adopted by buy-side organisations in […]

Initial Margin Regulation for the Buy-side

Summary The regulatory requirements for Initial Margin (“IM”) segregation, linked to non-cleared derivatives, came into force in 2016. The phased implementation schedule first affected those most active in the OTC market, followed by a greater and more diverse range of counterparties. Of the five waves scheduled, Waves 1 and 2 are complete, involving mostly sell-side […]

Agile Steps on the 1,000 Mile Journey

“A journey of a thousand miles begins with a single step…but it helps if it’s bold and in the right direction!” The insurance industry is at an inflection point – the digital challenge and changing needs of a younger generation mean that insurers need to adapt quickly to the demands of tomorrow’s customers or risk […]

The BPA Collateral Conundrum

“Does the drive to collateralise more bulk annuity transactions lead to suboptimal outcomes for customers, pension trustees and insurers?” Bulk purchase annuity (“BPA”) business has grown significantly in the last 5 years, driven recently by pension reforms enacted in 2014 that had a significant impact on the individual annuity market.  Recent market data shows that […]

Alternative Asset Investment

Context The ability for an organisation to be successful in the Bulk Annuities market is dependent on its ability to price it’s offerings competitively.  Effective pricing is enabled by having an ability to invest in alternative assets that have cash flow profiles suitable for matching adjustment eligibility whilst delivering higher yields than could be obtained […]

Improved Delivery of Technology Solutions

Established process, roles and tools for program and team level. Executed large scale Agile programs with 1500+ team members distributed across geographies and time zones. Globally piloted Agile engineering practices for high quality delivery at a faster rate. Guided and coached to set up DevOps engineering eco system

IT Department Transformation

Created a target operating model and managed journey towards that. Established Agile way of working and team model related to that. Trained and enabled IT leadership and staff on Agile. Coached and mentored IT and business teams on Agile adoption