Position Reporting

Manage your shareholder disclosure obligations informed by industry consensus and regulatory engagement.

Overview

Position Reporting from Droit will translate and process detailed regulatory guidelines covering short, long, and takeover obligations from over 100 global jurisdictions. All content is consolidated and rules are derived from regulatory text, standardized legal analysis contained in Rulefinder Shareholding Disclosure from aosphere Limited, in addition to consensus opinions which are derived from a consortium of top financial institutions, legal interpretation (provided by A&O Shearman), and engagement directly with regulators.

Why the need for Droit’s Position Reporting

Individual financial institutions face significant challenges in interpreting and complying with the vast number of reporting obligations. Additionally, obtaining and managing the relevant external counsel advice can be costly and a drain on internal resources. To solve this effectively, it is vital to implement systematic rules in a way that provides transparency and clarity of interpretation using an industry consensus-driven understanding of position reporting obligations. Endoxa, the newly established consortium of some of the most sophisticated and complex global financial institutions, aims to improve the quality of these disclosures and mitigate interpretation and implementation errors through machine-readable rule logic established through a consensus model. This rule logic is used in Position Reporting from Droit.

Overview

Position Reporting from Droit translates and processes detailed regulatory guidelines and legal memos from over 100 global regulators, reflecting a consensus view of disclosure obligations that is relevant, accurate, consistent, and amenable to rapid evaluation.

 

Why the need for Droit’s Position Reporting

Individual financial institutions face significant challenges in interpreting and complying with the vast number of global short, long, and takeover panel reporting obligations. Additionally, obtaining and managing the relevant external counsel advice can be costly and a drain on internal resources.

 

To solve this effectively, it is vital to implement systematic rules in a way that provides transparency and clarity of interpretation using an industry consensus-driven understanding of position reporting obligations.

position_reporting

Why the need for Droit’s Position Reporting

Individual financial institutions face significant challenges in complying with the vast number of global short, long and takeover panel reporting obligations. Additionally obtaining and managing the relevant external counsel advice can be costly and a drain on internal resources. It is vital to implement systematic rules in a way that provides transparency and clarity of interpretation using an industry consensus-driven understanding of Position Reporting obligations.

Key Features and Capabilities

droit - automating intelligent decision-making

Provides a view of reporting requirements derived from a consensus reached by sophisticated and complex global financial institutions.

droit - automating intelligent decision-making

Ensures precision when determining the eligibility of disclosure obligations on a position basis using Droit’s Adept platform.

droit - automating intelligent decision-making

Evaluates positions and obligations for both sell-side and buy-side institutions.

droit - automating intelligent decision-making

Ensures access and understanding of reporting obligations based upon the latest, most relevant regulatory requirements.

droit - automating intelligent decision-making

Reduces external legal costs and internal resource demands.

droit - automating intelligent decision-making

Built on Droit’s patented Adept platform, automates the decision-making process and delivers a transparent, traceable audit record of every position evaluated against a global set of obligations.

droit - automating intelligent decision-making

Provides a view of reporting requirements derived from a consensus reached by sophisticated and complex global financial institutions with embedded legal guidance.

droit - automating intelligent decision-making

Ensures precision when determining the eligibility of disclosure obligations using Droit’s Adept platform.

droit - automating intelligent decision-making

Evaluates positions and obligations for key regimes from day one for both sell-side and buy-side institutions.

droit - automating intelligent decision-making

Ensures access and understanding of reporting obligations based upon the latest, most relevant regulatory requirements.

droit - automating intelligent decision-making

Reduces external legal costs and internal resource demands. Platform users have the ability to raise queries regarding nuances in the logic implementation which may be addressed by the experience of top financial institutions, legal interpretation provided by Allen & Overy, or regulatory engagement.

droit - automating intelligent decision-making

Built on Droit’s patented Adept platform, automates the decision-making process and delivers a transparent, traceable audit record of every position evaluated against a global set of obligations.

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