ISDA developed a series of short webinars related to the initial margin (IM) documents published in late 2018 and 2019, which can be accessed in the ISDA Library.
The webinars are designed to introduce the new IM documentation and provide an introduction to key provisions in the new documents. Each webinar focuses on a different aspect of the documents and has been designed to be freestanding, so you can view one-off topics of interest in a short amount of time, or review the entire series to gain a more general overview. We hope these will provide a useful introduction to those who are looking to understand the different documentation options available in this space.
These webinars are intended to provide a basic introduction to the topics described below. If you are interested in more in-depth information with respect to these topics, ISDA also offers seminars and conferences on these and other topics. Please see the ‘Events’ page for more information.
Please contact ISDALegal@isda.org with any questions related to these webinars or the ISDA IM documentation.
General background and review of new documentation structure:
ISDA Initial Margin Documentation: Overview of New Initial Margin Documentation
If you can’t access the YouTube video above, please click here (best viewed in Chrome).
ISDA Initial Margin Documentation: Documentation Structure
If you can’t access the YouTube video above, please click here (best viewed in Chrome).
Specific topics in the IM documents:
ISDA Initial Margin Documentation: Custodian Risk & Relationship with Account Control Agreement
If you can’t access the YouTube video above, please click here (best viewed in Chrome).
ISDA Initial Margin Documentation: Regime Table & “Strictest of” Rules
If you can’t access the YouTube video above, please click here (best viewed in Chrome).
ISDA Initial Margin Documentation: Regulatory Initial Margin & Non-Regulatory Initial Amount
If you can’t access the YouTube video above, please click here (best viewed in Chrome).
ISDA Initial Margin Documentation: Rights & Remedies
If you can’t access the YouTube video above, please click here (best viewed in Chrome).
New forms of Collateral Transfer Agreement and Security Agreement:
ISDA Initial Margin Documentation: Overview of Euroclear & Clearstream Documentation
If you can’t access the YouTube video above, please click here (best viewed in Chrome).
ISDA Initial Margin Documentation: Overview of Bank Custodian Collateral Transfer Agreement & Security Agreement
- If you can’t access the YouTube video above, please click here (best viewed in Chrome).
Latest
ISDA Guidance – Delayed CPI-U Due to Government Shutdown
On November 7, 2025, ISDA published guidance addressing the potential delay in the release of the U.S. Consumer Price Index for All Urban Consumers (CPI-U) resulting from the current U.S. government shutdown. The guidance provides clarification on how such delays...
SPS Matrix – SPS Naming Convention
This document sets out the naming convention for how the Settlement Price Sources (“SPSs”), as defined in the ISDA Digital Asset Derivatives Settlement Price Matrix (the “SPS Matrix”), should be named to increase consistency and understandability. ISDA formalized the SPS...
A Global Blueprint for Market Risk Reform
The global financial crisis of 2007-2009 exposed fundamental weaknesses in how banks measured and managed risk, and the repercussions were felt by economies all over the world. In response, policymakers sought to rebuild trust and resilience in the global financial...
SwapsInfo Q3 2025 and Year-to-September 30, 2025
Trading activity in interest rate derivatives (IRD) and credit derivatives increased in the third quarter of 2025 compared with the same period in 2024, reflecting shifting monetary policy expectations and broader market conditions. IRD traded notional rose by more than...