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Introducing the UMR compass health check.
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.
Tier one: The essential health check
A complimentary 2-hour consultation from Acadia’s quant experts, where, based on the topics you want to discuss, we will provide insights and advice into your UMR compliance with a focus on reducing costs.
Tier two: The Premier Health check
Two half-day (3.5-hours) consultations per year, providing in-depth analysis of your firm’s UMR compliance with a focus on optimal margin management.
What can we help you with?
Select two of the areas below to create an improvement plan, varying in depth of analysis, based on your chosen tier:
- Best practices for AANA calculation
Provides methodology for specific, complex calculations and specific rules. - Grid versus SIMM calculation
Make the right decisions early to avoid breaking rules by changing options. - Best practices for Model risk management
Investigate new and rapidly increasing regulations with specialists.
- Threshold-breaking scenarios (for IM monitoring clients)
Understand the new requirements that follow a breached threshold. - Reducing UMR disputes for smoother operations
Interrogate inconsistent sensitivity calculations which don’t match dealers. - Back testing and exception management
Gain clarity about regulations, understanding the right resolutions.
Our senior Quant experts may require some information as part of their advance preparation and to maximize the value of the sessions.
