Collateral Management Solutions

Transform your collateral management strategy with robust automation
Optimize operations
with robust automation and efficient handling of collateral
Inform decisions
with data-driven insights and comprehensive reporting
Mitigate risks
effectively while staying ahead of regulatory changes.

Services

At RBC Investor Services, our cloud-based Collateral Management solution combines exceptional client care with deep market expertise and award-winning* technology to deliver innovative solutions that enhance performance and foster long-term growth for our clients.

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Centralize


  • Parametrization of Credit Support Annex (CSA) contract characteristics including:
    • Threshold
    • Minimum transfer amount
    • Haircuts
    • Eligible instruments
  • Standing Settlement Instructions
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Process


  • Make, receive and monitor margin calls with bilateral counterparts
  • Dispute management and escalation processes
  • Collateral eligibility
rocket

Automate


  • Validation of incoming collateral calls from bilateral counterparts
  • Enrichment and instructions of movements to third party custodians
investments

Optimize


  • Inventory availability
  • Waterfall selection of preferred assets to pledge

Core features

  • Custodian-agnostic operating model for effective collateral management
  • Unified workflow integrated with market utilities such as AcadiaSoft MarginSphere for enhanced automation
  • Exception-based workflow
  • SWIFT-based messaging
Find out how our cloud-based solution can help you manage complex regulatory and market demands

Contact us today

* Cloudmargin technology awards and recognition

 

Market Services FX Spotlight

The February 2025 edition of Market Services FX Spotlight features global market news and insights from RBC Investor Services' Foreign Exchange (FX) Market Trading Desk.  

5 min read

Canadian pension returns

With positive returns in Q4, the Canadian Defined Benefit pension plans brought the year to a close with an impressive 11.3% return, marking its strongest yearly median return in five years.

2 min read

Evolution of the custody business: Part 2

In Part 2 of this two-part virtual discussion with the Pension Investment Association of Canada (PIAC), RBC Investor Services’ Chief Executive Officer, Claire Johnson, shares her perspective on ESG and private assets.

2 min read


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