Best Practices
This is the full collection of IE's best practices, grouped by asset class. Please note the search bar below only searches within best practices (not processing notes). We recommend searching from the main Instrument Engineering page to search all IE documentation, or the core Confluence search in the top nav.
Search IE Best Practices
Alternative Reference Rates
Digital Assets
Equities
Fixed Income
- Bank Loans Best Practices
- Buy-SellBacks (BSB) & Sell-BuyBacks (SBB) Best Practices
- Canadian National Housing Act (NHA) MBS Best Practices
- Catastrophe Bonds Best Practices
- Collateralized Loan Obligations (CLO) Best Practices
- Colson, Farmer Mac II, Compounding Interest, & Pro-Rata Bonds Best Practices
- Commercial Paper Best Practices
- Contingent Convertible Bonds Best Practices
- Convertible Bonds Best Practices
- Dual Currency Deposits Best Practices
- Fixed-to-Float Bonds Best Practices
- Inflation-Linked Bonds (ILB) Best Practices
- Interest-Only (IO) Securities Best Practices
- Mexican Bonos Best Practices
- Mexican Title Bonds (CETES) Best Practices
- Participatory Notes (P-Notes) Best Practices
- Repos & Time Deposits Best Practices
- Single Security Initiative (UMBS) Best Practices
- Sinking Inflation-Linked Bonds (ILB) Best Practices
- South African Bond Ex-Interest Best Practices
- US Treasury Debt Default Best Practices
Forwards
Futures
Options
Other
- Credit-Linked Notes (CLN) Best Practices
- Currency Redenomination Best Practices
- Derivatives Reporting Best Practices
- Exposure Reporting Best Practices
- Insurance-Linked Notes (ILN) Best Practices
- Interest on Cash Best Practices
- Interest Purchased & Sold Best Practices
- Link Derivatives to Underlyings Best Practices
- Negative & Zero Interest Rates Best Practices
- Physically Held Commodities Best Practices
- Pledging & Restrictions Best Practices
- Setting Up Legal Entities Best Practices