At Fidelity Agency Lending (FAL), we help firms improve returns with a comprehensive, digital platform that manages all aspects of securities lending for asset managers and other institutions.
Our program brings together a range of features that firms are looking for in an agent lender, with a few unique enhancements, like innovative technology and proprietary benchmarking tools. Plus, it’s all backed by Fidelity’s deep capital markets insights and 20+ years of securities lending expertise.
Enhance your securities lending program with the size, scale, and breadth of our strategic operations
- 1. As of 6/30/24.
2. As of 6/30/24, includes Automated & Semi automated loans.
3. Includes business and technology head count through 6/30/24. Does not include shared resources.
Our resources, technology, and experience can unlock your firm’s optimal performance
Many firms are looking for a competitive edge. They want solutions that put their needs first, offer world-class services, and provide a fully customized lending experience. Fidelity's securities lending program aims to achieve these goals by emphasizing:
Improving Returns
Our program focuses on optimizing returns without compromising credit standards.
Providing Safeguards
Our program has borrower default indemnification that is backed by our well-capitalized broker-dealer, National Financial Services LLC.
Customizable Programs
Our tailored program options can align to a firm's unique risk/return parameters, strategic goals, and capabilities.
Increasing Transparency
We believe greater transparency can help optimize returns, while enhancing corporate governance and program oversight.
Minimizing Risk
We use technology that significantly improves data connectivity and trade reconciliations, while offering advanced risk modeling to help minimize risk.
Optimizing Results
Our sophisticated automated lending platform helps efficiently distribute assets and maximize returns for better outcomes.
Fidelity Agency Lending's Jon Whiting, head of international trading, and Todd Bosworth, head of US trading, are featured in Securities Finance Times. They discuss upcoming macro events that may impact the US and international capital markets going forward and the potential impact to sec lending revenue for institutional clients.
Interests aligned with clients
As an independent Agent Lender focused on the asset manager community, FAL’s interests are aligned with our clients to ensure that our current and future program provides them the best possible operational and financial results under current and future market conditions. We focus on client results, and not the size of our program.
Leading with technology
About 50% of FAL’s budget is spent on technology solutions for our program. In addition to performance benefits, this focus on technology results in improved customization, information, and automation for our clients, as well as enhanced and simpler oversight.
Improving returns for clients
FAL’s trading technology and operational processes bring efficiencies to the borrower community, which may result in above market demand and the potential for strong returns for our clients.
PB OptimizeSM
Explore its key agency lending features, including what-if analysis, analytics and research tools, and more.
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Let’s talk about how Fidelity can help you reach your goals.
Intended for institutional investor use only. Not authorized for distribution to the public as sales material in any form.
PB Optimize is provided by Fidelity Global Brokerage Group, Inc. (FGBG), a wholly owned subsidiary of FMR LLC. FGBG is not a part of Fidelity’s broker-dealer entity, National Financial Services LLC, which provides Fidelity’s other prime brokerage service offerings. PB Optimize is a service mark of FMR LLC.