Securities Finance – Consulting Services
Independent, data-driven performance benchmarking, risk, collateral and program evaluation for securities finance market participants.
Securities Finance Consulting Services helps institutions in the securities finance market manage securities lending programs, optimize trading performance and enhance decision making with bespoke solutions tailored to customer requirements. Our 15+ years of historical securities finance data and subject matter expertise is the foundation of our offering.
Key Features
Performance benchmarking
Benchmark portfolios and lending programs, including securities lending rates and volumes, against peers and the market to identify missed and new revenue opportunities.
Program evaluation
In-depth reviews providing detailed analysis of trading strategies, operational processes and overall lending business, including indemnities, exclusives, fee splits, compliance and comparison against industry practices.
Risk analysis
VaR and stress test analysis of lending program and collateral across variables including counterparties, asset classes and instruments.
Collateral management
Assess collateral exposure to asset classes, credit ratings, counterparts, maturity buckets as well as top securities and transaction review.
Spotlight surveys and industry reviews
Independent observations on peer and industry best practices for comparison and to support recommendations for actions.
Thought leadership research
Quarterly research notes on current market trends using a quantitative approach.
Customers
- Investment banks
- Custodians
- Hedge funds
- Asset managers
- Insurance companies
- Regulators
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