Head office 125 S. Franklin Street Suite 1200 Chicago, IL 60606 001 312 322 6200 investorservices@theocc.com
OCC
OCC is a cost-efficient, customer-driven organization that delivers world-class risk management, clearing and settlement services to the listed options market. Our role as a Systemically Important Financial Market Utility (SIFMU) is critical to providing financial stability for market participants, investors and the economy.
OCC’s financial guarantee and central counterparty role extends beyond listed options to over-the-counter options, financial and commodity futures, security futures, and securities lending. Through The Options Industry Council, OCC provides unbiased educational content to investors and market participants to promote responsible use and growth of listed equity options.
OCC’s role as a trusted market utility is built upon its commitment to excellence in risk management and the strength of its financial guarantee. OCC’s three-tiered system of financial safeguards includes margin requirements, a clearing fund, and rigorous membership standards. This system allows OCC to provide stability during times of unexpected events in the derivatives markets.
In its final report, the EU’s financial markets regulator and supervisor highlights the long-term benefits for European markets prompted by a shorter settlement cycle
OCC’s Sheila Zak, executive director of member services, and Harsh Devpura, principal and product owner, speak with Daniel Tison about the progressive rollout of the firm’s new clearing, risk, and data platform
Matt Wolfe, executive director, clearing systems at OCC, explains the evolution of the company’s CCP services for stock loan transactions and the benefits anticipated from DLT-based upgrades to its Market Loan Program
Fran Garritt, the RMA’s director of global markets risk and securities lending, interviews Charles Schwab’s Eric Lytle and OCC’s Matt Wolfe about how institutions can ease the adoption of new platforms and products and achieve a downward sloping cost curve for the securities lending industry
Oberon Knapp, head of securities finance at OCC, explores the organisation with Justin Lawson, delving into the core of its operations and the value proposition of its lending programmes and upcoming platform for the market
OCC’s Oberon Knapp reveals key developments within OCC’s securities lending strategy, and how the organisation is incorporating new technologies to re-architect and modernise its core systems
The Options Clearing Corporation’s Scot Warren sits down with SLT to talk the Renaissance (no not that one), the approval of the CCP’s capital management policy and the potential for changes to collateral rules
OCC’s Matt Wolfe explains why working together is in the best interest for everyone as it is important to ensure stability and market integrity while enabling innovation