Hold Your Position: The Automation & Optimization of Position Limit Monitoring

Coffee & Regs - A podcast by CSS (Compliance Solutions Strategies)

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In this episode, CSS’s Chief Product Officer Ronan Brennan sits down with Product Manager Brian DeDonato to talk about the complexities of position limit monitoring. The position limits duo provide a detailed overview of who sets position limits globally before delving deeper into the various limit types, data requirements for position aggregation and adjustments, and how best to track spot effective periods and step down limits.