What Is ‘Margin Netting’ and How Does It Reduce Initial Margin Requirements?

Margin netting is the process of calculating the total initial margin requirement for a portfolio by recognizing the offsetting risk between different positions. Instead of simply summing the margin for each position (gross margin), the calculation accounts for the correlation between assets.

If two positions are negatively correlated (e.g. a long and a short position), the risk is partially offset, resulting in a lower total initial margin requirement (net margin).

Differentiate between ‘Bilateral Netting’ and ‘Multilateral Netting’
How Do Netting Agreements Reduce the Capital Requirements for a Prime Broker?
How Does a Delta-Neutral Strategy Benefit Most from Portfolio Margining?
What Is the Primary Difference between “Bilateral Netting” and “Multilateral Netting”?
How Does the SPAN Margin System Facilitate Portfolio Margining?
What Types of Derivatives Positions Are Considered ‘Offsetting’ for Margin Purposes?
What Is the Difference between “Portfolio Margin” and “Standard Margin” in Derivatives?
How Does ‘Netting’ Reduce the Total Amount of Margin Required for a Portfolio of Derivatives?

Glossar