UMR COMPASs

Simplifying uncleared margin rules

UMR Compass

UMR Compass is a collection of resources dedicated to the Uncleared Margin Rules that provides a clear path towards compliance.

Calculating AANA

The first step towards compliance with the regulatory requirements for non-centrally cleared derivatives is to determine if your firm is in scope for the rules. Read our guide and find out more about how to calculate your Average Aggregate Notional Amount (AANA).

Learn More >

UMR Phase 6

Whether you need help with your AANA calculation, IM Model Validation, or monitoring your Initial Margin (IM) exposure – Acadia has the tools to assist you. We can provide anything from finding out whether you are in scope and monitoring for threshold breaches to full calculation and exchange of Initial Margin.

Learn More >

Resources

Our documentation and industry insights serve as a single UMR repository.

Learn More >

UMR Compass Workshop

This two-tiered, tailored workshop offers expert guidance from our team of risk management and quant specialists, assisting clients in navigating our comprehensive compliance resources to identify benefits that cater to their needs.

Learn More >

Book a meeting to discuss your UMR requirements

Acadia's expertise and experience ensures that firms make the right budget allocation decisions for UMR.
Our Risk Services and UMR Collateral Suites provide powerful technology applications, empowering firms
to optimize internal workflow and delegate critical processes.