"We also explain the hedging and risk management principals to assist delegates in understanding the provisions."   

The 2011 Definitions provide a suite of mechanisms, definitions and triggers (or "toggles") that you can apply to your transaction to suit its accompanying hedge position. The 2002 Definitions also did this, but in a more prescriptive manner, making vanilla transactions easy to template and providing structures with amendable base provisions. With the 2011 Definitions being more modular in it's framework, practitioners instantly need a solid understanding of the risk management and hedging principals behind equity derivatives in order to effectively document transactions. This is where our approach to training on the 2011 Definitions differs.


We provide practical examples of the hedging and risk management principals for options and total return swaps. We then relate each provision back to these examples to help delegates understand:


  • Why provisions have been updated, included or removed
  • What each provision is trying to do and
  • How they help protect a trader's hedge position 


We are able to provide this type of analysis because we are also confirmation specialists. We discuss with traders and salespeople every day what they want to achieve for their positions, what protection they would like and the best way to achieve it.


We also want to make this training as convenient and accessible as possible for all our clients and with this in mind we make sure our training:


  • Is on-demand
  • Is delivered in-house*
  • Is delegate driven**
  • Is fully rounded with practical hedging examples to support explanations
  • Provides follow-on Email support
  • Puts no cap on attendees


This training is practical, flexible,  on-demand and tailored to suit your needs. We also support your staff in the way they want to be supported in terms of presenting them with the material they most need and supporting them after they leave the classroom. We also bear in mind the current economic climate and offer a discount on this training. Download our brochure below for more details.


Click here to download our 2011 ISDA®  Equity Derivatives Definitions brochure


*    Travel, accommodation and subsistence charges will apply if outside the London area.

** Delegates will be asked to fill in a pre-course web form asking for specific areas of interest