EMIR Reporting By law and regulation, EMIR requires companies to report their derivatives transactions (both with dealers and affiliates) to regulators. It can be a struggle to find an operationally efficient solution that is legally compliant and relieves administrative burdens, particularly for companies that have a large number of derivatives transactions and limited internal resources or compliance infrastructure. Download This Bulletin

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Smoothing the Road to Reconciliation August 25, 2015, DerivSource By Christina Norland Christina Norland – Director of Global Regulatory Solutions at Chatham Financial discusses the thornier issues of portfolio reconciliation and how both parties can share the burden. Download Complete Article

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VIDEO: Portfolio Reconciliation Requirements Heather Fritzinger of Chatham Financial discusses the advantages of reconciling a portfolio of derivatives transactions with bank counterparties on a periodic basis. In addition, she explains which parties are required to reconcile trade portfolios under Dodd-Frank and EMIR, and describes how this reconciliation must be properly documented according to protocols published by the International Swaps and Derivatives Association (ISDA). A full transcription of the video is available below. window._wq = window._wq || []; _wq.push({ id: 'jw6sj1p4vw', onReady: function(video) { video.bind('play', function() { Munchkin.munchkinFunction('visitWebPage', { url: '/video/jw6sj1p4vw', params: 'video=started' }) }); video.bind('end', function() { Munchkin.munchkinFunction('visitWebPage', { url: '/video/jw6sj1p4vw', params: 'video=finished' }) }); }}); Video Transcript: Heather Fritzinger: The frequency of portfolio reconciliation varies by jurisdiction, and depends on two factors; entity classification and the number of trades between the counter parties. Under Dodd-Frank, swap dealers must make…

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VIDEO: Internal Compliance Under Dodd-Frank and EMIR Matt Hoffman of Chatham Financial answers your questions such as “What regulatory compliance obligations might my banks not help me with?”, and others regarding Dodd-Frank, EMIR regulations, and, in particular, the ISDA Dodd-Frank Protocols. Thanks for watching! window._wq = window._wq || []; _wq.push({ id: 'p8fztezb8b', onReady: function(video) { video.bind('play', function() { Munchkin.munchkinFunction('visitWebPage', { url: '/video/p8fztezb8b', params: 'video=started' }) }); video.bind('end', function() { Munchkin.munchkinFunction('visitWebPage', { url: '/video/p8fztezb8b', params: 'video=finished' }) }); }}); Video Transcript: Matthew Hoffman: When Dodd-Frank and EMIR first came online, we found that the buy-side of the over the counter market was concerned with continued access to that market asking us questions like, “What do I have to do for my banks to continue to trade with me?” This question really amounts to what do my banks need me to do…

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Fans of superpower action movies often divide into clear ideological camps. Some swear by the shield-tossing Captain America, others by the acrobatic Catwoman, and still others by the techno-gadget-using Ironman. Those with superpowers tend to be solitary creatures, and while there is no shortage of team-based comic books to adapt into blockbuster films, many movies portray the superpower-wielding hero working alone. That’s no big surprise, of course – it has to be tough to explain violent fits of rage (not to mention turning green), secret web-spinning tendencies, or the ability to lift cars with only a pinky after never having joined a gym. Even when the mighty protagonists need a little assist, it’s very clear who runs the show and who is the sidekick. But now, thanks to aggressive director Zach Snyder, we are about to witness typical action film-making…

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Compliance without compromising hedging OTC derivatives continue to evolve in this era of financial regulatory reform. Dodd-Frank and EMIR regulation are now actively enforced. These new standards have increased complexity and rigor for real estate companies. They must manage derivative-related documentation, policies and resolutions, as well as risk management operations. While the changes in effect today present one set of challenges, continued adjustments in the rules further complicate the compliance process. This demands a watchful eye and sharp navigation skills. How Chatham’s regulatory compliance services provide optimized compliance Derivatives regulation understanding meets markets expertise: Chatham guides you through compliance with derivatives regulations with a powerful combination of proven regulatory expertise, practical derivatives experience, and technology solutions you can apply to your business. Our dedicated team of regulatory experts has been actively engaged in the global policy debate on derivatives regulatory…

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Regulatory Compliance Derivatives regulatory reforms, under Dodd-Frank for the U.S. and EMIR for Europe, have transformed the landscape of the OTC derivatives market. Chatham Financial has brought its 20-plus years of experience advising end users in the over-the-counter derivatives market to the global policy debate on financial regulatory reform. Experienced leadership: Our consultants have testified before the U.S. Congress and conducted educational briefings for Members of Congress and their staff. We’ve met with and written over 500 pages of comment letters to regulators in both the US and the EU, and been featured on panels of public roundtables hosted by the CFTC and SEC. We are also frequently quoted by news organizations in articles and opinion pieces which have appeared in numerous major publications. No other advisor to end users offers this powerful combination of market know-how and deep understanding…

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As a company Treasurer, you have many priorities competing for your time and just as many people seeking your attention. Most treasurers are looking to maximize the value of their teams and accomplish more with limited resources. In addition, the evolving regulatory landscape with Dodd-Frank and EMIR puts even greater complexity in day-to-day treasury management. Chatham has a proven track record of helping treasurers ensure effective and efficient risk management programs. With our technology you can turn data points into insight-driven decisions. Whether you are looking for easier ways to put accurate data at your command, or you wish to supplement your team with trusted experts, Chatham brings the right services and tools to the challenge.

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Navigating derivatives regulation The OTC derivatives market has undergone significant change as a result of global financial regulatory reforms under Dodd-Frank and EMIR. This makes derivatives as a tool for hedging risk much more complicated. Funds must now assess their structure and derivatives related strategies along with their related documentation, policies and post-trade procedures. Those with international operations face further complexity, as they must navigate multiple jurisdictions and regulatory regimes with new, complex reporting requirements dictated under EMIR and AIFMD as well as global documentation, risk mitigation, and margin requirements. Chatham offers a powerful blend of proven buy-side regulatory expertise, practical derivatives experience, and customized technology solutions. We provide clients both the expertise to navigate the regulatory and economic challenges to hedging, and the operational support and technology systems they need to manage their programs in a compliant and affordable…

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Navigating derivatives regulation The OTC derivatives market has undergone significant change as a result of global financial regulatory reforms under Dodd-Frank and EMIR. This makes derivatives as a tool for hedging risk much more complicated. Funds must now assess their structure and derivatives related strategies along with their related documentation, policies and post-trade procedures. Those with international operations face further complexity, as they must navigate multiple jurisdictions and regulatory regimes with new, complex reporting requirements dictated under EMIR and AIFMD as well as global documentation, risk mitigation, and margin requirements. Chatham offers a powerful blend of proven buy-side regulatory expertise, practical derivatives experience, and customized technology solutions. We provide clients both the expertise to navigate the regulatory and economic challenges to hedging, and the operational support and technology systems they need to manage their programs in a compliant and affordable…

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