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A Case Study for Asset Manager: Old Mutual Global Investors

27th September 2017

Old Mutual Global Investor implements CloudMargin for added oversight of outsourced collateral management solution. Leading asset management firm, Old Mutual Global Investors (OMGI), was looking to enhance, streamline and most importantly automate its middle-office process. In particular, the firm was carrying out part of the collateral management...
Case Study for UK Retail Bank

26th July 2017

This prominent retail bank was looking for a cost-effective and highly automated system which could offer substantial new efficiencies, as well as the ability to efficiently provide reporting and auditing processes with respect to the management of collateral. This case study delves into how a prominent UK Retail Bank onboarded CloudMargin for its...
Case Study for South African Bank

12th July 2017

Prominent South African Bank onboard CloudMargin for its collateral management process. This prominent South African bank provides a diverse range of financial products and services to a niche client base.They are an international company that operates globally across several continents with numerous counterparties.
A practical 10 step-guide to collateral management

29th June 2017

This Practical Guide to Collateral Management white paper will cover all fundamental aspects concerning the management of collateral, the associated risks, and opportunities, as well as the key topics involved in establishing and running a collateral management function.
Video Recording of 'Uncleared Margin Compliance in a Nutshell' Webinar

13th June 2017

CloudMargin SmartDX and Old Mutual Global Investors teamed up to run a peer benchmark survey and a follow-up webinar to discuss the results as well as looking at: What are the key steps to becoming compliant with the Uncleared Margin Rules Comparing Word and Email for repapering with a modern electronic platform Moving from execution to...
A Comparison Tool for Collateral and Margin Management

22nd May 2017

Uncleared Margin Rules - A Comparison Tool for Collateral and Margin Management. It’s time to rethink collateral and margin management, so what are your options?
CloudMargin Factsheet

11th May 2017

CloudMargin factsheet outlining the benefits of the worlds first cloud-based collateral management workflow tool.The software-as-a-Service (SaaS) model is helping many of the leading financial institutions globally meet time-critical regulatory deadlines and reduce costs associated with collateral requirements, whilst harnessing powerful technology...