Comply with initial margin requirements with our comprehensive solutions

Meet the challenges of legal repapering for initial margin

Use Margin Xchange™ to seamlessly and efficiently cover all stages of mass repapering of derivatives contracts required to comply with Initial Margin (IM) regulations.

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Complete initial margin calculations with an easy-to-use tool

Access trusted initial margin calculation provided within our existing Portfolio Valuations interface for OTC derivatives.

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Manage OTC collateral with a comprehensive, end-to-end solution

Modernize your collateral management with Collateral Manager, a secure cloud-based system with real-time reporting on all collateral positions.

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Explore our solutions for initial margin

Margin Xchange™

Built in partnership with Allen & Overy, SmartDX, and IHS Markit, Margin Xchange™ is an online platform built to seamlessly and efficiently cover all stages of mass repapering of derivatives contracts required to comply with Initial Margin (IM) regulations. It enables fully customized Initial Margin negotiations of CSA, custodial agreements, and eligible collateral schedules that connects banks, buysides and custodians to comply with uncleared margin rules.

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MarkitSERV

Reduce uncleared notional with MarkitSERV’s trade processing network

As uncleared margin rules (UMR) are phased in, the cost to trade and maintain uncleared OTC derivatives will increase. MarkitSERV is a global provider of end-to-end trade processing and workflow solutions and is the industry leader for cross-asset clearing connectivity, allowing firms to reduce their uncleared notional. MarkitSERV has connections to 15+ clearinghouses, 100+ dealers, 2500+ institutions and 70+ trading venues and provides firms with flexible connectivity options. Following Phases 1, 2 and 3 of UMR, MarkitSERV has seen exponential growth in newly cleared products such as NDF and FX Options.

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IM Calculation

To efficiently manage portfolio margin, firms need the ability to quickly assess the impact of proposed trades, calculate accurate initial margin for completed trades, and seamlessly manage the margin exchange workflow. Our Initial Margin Calculation Service provides margin calculations within our existing Portfolio Valuations interface for OTC derivatives. We use the standard ISDA Standard Initial Margin Model (ISDA SIMM™) to deliver accurate calculations based on our trusted OTC derivatives valuations and risk sensitivities.

Learn more about our Initial Margin Calculation Service.

Collateral Manager

Evolving global margin regulations require counterparties to post and receive collateral for cleared and bilateral OTC Derivatives. This requires firms to have robust collateral management processes in order to manage operational, legal and liquidity risk. Collateral Manager offers a highly-automated, end-to-end collateral management workflow tool that covers every aspect of the collateral management cycle in a secure, hosted environment, with no hardware or software deployments.

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Press Release | January 2019
IHS Markit and AcadiaSoft Announcement


Read the announcement of our alliance with AcadiaSoft, which will connect the firms' industry leading platforms for managing initial margin and allow customers to achieve straight-through processing for the entire margin lifecycle.



Thought Leadership | December 2018
Initial Margin: Five key considerations for Phase 4 and 5 firms


With the first three waves of the initial margin requirements for non-cleared derivatives instruments complete, the focus has moved on to the final group of firms that will come into scope in September 2019 and September 2020. Preparations for meeting the mandatory exchange of initial margin take time and involve significant effort.



Media Coverage | September 2018
IHS Markit Unveils Initial Margin Calculation Service


The new service will help firms struggling with the complex calculation requirements resulting from the implementation of new initial margin calculation rules by global derivatives governing body ISDA.



Press Release | April 2018
Margin Xchange™ Announcement


Read the announcement of our launch of Margin Xchange™. Built in partnership with Allen & Overy, SmartDX, and IHS Markit, Margin Xchange™ is an online platform built to seamlessly and efficiently cover all stages of mass repapering of derivatives contracts required to comply with Initial Margin (IM) regulations.



Research Analysis | April 2018
MVA: The next challenge for derivatives pricing


In an effort to stay profitable, banks are increasingly looking to optimize their xVA costs by constructing net xVA reducing trading strategies. However, effective optimization requires computing all xVAs consistently and this is a formidable financial engineering challenge, particularly with the onset of Margin Valuation Adjustment (MVA).



Whitepaper | June 2017
A practical 10-step guide to collateral management


Many firms have started to look beyond collateral management to the future of collateral optimization. Greater automation promises to bring not only efficient process management, but also a more effective deployment of assets. Read more in a 10-step guide to collateral management from CloudMargin and IHS Markit.