September 2015

Thomas Murray IDS Newsletter

Thomas Murray IDS is pleased to send you its September newsletter with links to the top stories that we have reported on as part of our on-going surveillance of issues of relevance to asset owners, fund managers, and their key service providers. We endeavour to make these stories succinct, relevant and informative for our readership and would welcome any comments or suggestions to help us improve content and format. This month we have included a short survey about the newsletter, which we hope you will be able to complete.

Custodians Mine the Data Seam

Over the last two decades the portfolio of the average institutional investor has increased greatly in geographical reach and complexity.

Where are my assets?

For most investors, a planned and executed trade is the end of the affair. Once a counterparty has been found and the terms of the deal agreed, we assume we’ve addressed the risks we were looking to offset in changing the composition of the portfolio.

Bolstering the Defence

Who needs a contingent custodian? Many funds and regulators have been examining fall-back plans for the failure of a key service provider, like the custodian bank. Steve Merry, director at Thomas Murray IDS, explains why contingent custody is a topic we'll all be hearing more about.

The Risks Of A Waiting Game In Derivatives Clearing

Those investors still exempt from the central clearing of OTC derivatives trades face rising risks in delaying the decision to clear. The central clearing of standardised over-the-counter (OTC) derivatives via central clearing counterparties (CCPs) was mandated by global financial regulators following the financial crisis.

About Thomas Murray IDS

Thomas Murray IDS provides benchmarking, monitoring, selection and customised advisory services for institutional investors, focusing on costs, risks, and operational performance associated with service providers.

Tel: +44 (0) 20 3011 1720Email: communications@ids.thomasmurray.com

Horatio House, 77-85 Fulham Palace Road, Hammersmith, London W6 8JA

  • Benchmarking and Monitoring
  • Service Provider Selection and RFP Process
  • Customised Advisory Services

© 2015 Thomas Murray IDS

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