For over three years, Monticello Consulting has been actively engaged in the swaps industry, partnering with our swap dealer clients to remediate data quality issues and to improve the acknowledgement rates for the trades associated with real-time reporting. See how we helped one client build a suite of tactical tools to solve these issues.
Read MoreBrokerage Payables Remediation Engagement
A top investment banking client recently called on Monticello to help with a process fit for automation. The engagement called for building a suite of tactical tools to address a particularly thorny reconciliation dilemma. See how we helped them resolve the issue and dramatically reduce the need to manually fix breaks in their payments systems.
Read MoreTime-tested Data Analysis Tools, On the Go - Goal Seek
Goal Seek allows the user to set the value in a cell containing a formula by changing the value in another, helping the user find the result they want by changing a single variable. Here, MCG walks you through how to best use this powerful Excel tool.
Read MoreEMIR Reporting – A Mad Rush to Feb 12 2014
After struggling to navigate Dodd-Frank’s derivatives requirements, global entities were hit by a second wave of regulation with the European Markets and Infrastructure Regulation ("EMIR"). Monticello walks you through the new requirements and how they differ from US law.
Read MoreImplementing Dodd-Frank and EMIR Regulations for OTC Swap Market Participants
Regulatory changes impacting the OTC derivatives markets, as introduced by the Dodd-Frank Wall Street Reform and Consumer Protection Act in the United States and the European Market Infrastructure Regulation (EMIR) in Europe, are reshaping the way dealers and end-users leverage these instruments for risk hedging and trading activities. Take a look at some of the impacts here.
Read MoreSEF Strategy Assessments & Implementation for Swap Dealers
Monticello Consulting conducted a preliminary SEF strategy and impact assessments for a major bank’s credit, rates, foreign exchange, commodities, and equities trading operations. This effort assisted our client in formulating a strategy for adapting existing trading platforms to comply with the new SEF rules for executing swap trades on these new centralized order books.
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