Equity Derivatives Overview

This section of the ISDA website is a hub for links to key information and ISDA’s work regarding Equity Derivatives – including documentation, market structure, public policy, research, market practices, guidance notes and educational materials.

ISDA’s Equity Derivatives working groups:
ISDA conducts work on Equity Derivatives issues though a variety of working groups; however, there are four specific working groups focused on this asset class:

To request to join an ISDA working group: (1) Create an account on the ISDA website; and (2) After you create an account, log in and go to the Committees section to view your ISDA Committee Dashboard. You can request to join and leave working groups and distribution lists.

Links to key Equity Derivatives infrastructures/documentation:

News on current Equity Derivatives initiatives:

  • Equity Definitions Enhancement – Version 2.0 of the 2002 ISDA Equity Derivatives Definitions (Versionable Edition) has been published in MyLibrary on January 21, 2025 (more information on this publication can be found at this webpage). This publication is part of the initiative to allow additions and improvements to be made to the 2002 Equity Definitions, as published by ISDA in 2002. More information on the initiative can be found at this webpage and by joining the ISDA Equity Market Infrastructure Group.
  • Equity Definitions VE Protocol – ISDA launched the Equity Definitions VE Protocol on October 27, 2025, to facilitate amendment of master equity confirmation agreements to reference the Equity Definitions VE, replacing the 2002 Equity Definitions. More information can be found at the following webpage Equity Definitions VE InfoHub and by joining the ISDA Equity Market Infrastructure Group.
  • T+1 Settlement Cycle – ISDA is discussing with members how the transition to T+1 in the EU, UK and Switzerland’s securities markets (due to go live in October 2027) could impact OTC equity derivatives products. More information can be found by joining the ISDA Equity Market Infrastructure Group.

If you have any questions or would like additional information in relation to these matters, please email: ISDADerivativeProductsAndInfrastructure@isda.org.

Tags:

,

ISDA Paper on FRTB Rules in Brazil

On March 24, ISDA submitted a paper to Banco Central do Brazil’s (BCB) on its implementation of the revised market risk framework under the Fundamental Review of the Trading Book (FRTB), which represents an important step toward strengthening prudential standards...

IQ Interview with Mark Uyeda

Mandatory clearing of US Treasury securities is due to begin at the end of this year under rules finalized by the Securities and Exchange Commission (SEC) in 2023. SEC commissioner Mark Uyeda talks to IQ about the benefits of clearing...

Response to FCA on CFI Codes for Transparency

On March 19, ISDA responded to Chapter 3 of the UK Financial Conduct Authority’s (FCA) Quarterly Consultation CP26/8 on transparency requirements for financial instruments under Market Conduct Sourcebook (MAR) 11. Sections 3.11-3.13 of the consultation paper explain a discrepancy between...

Why We Need Safe and Efficient SFT Markets

Securities financing transactions (SFTs) play a vital role in fostering liquidity, mobilizing collateral and supporting the smooth functioning of derivatives markets. But during periods of stress, secured funding markets often come under pressure just when they’re needed most, with reduced...