Fidelity Agency Lending®

Optimize your firm’s performance with our tech-driven securities lending program.

Elevate your firm’s competitive edge with our competitive securities lending program 

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

$3T
Global assets¹
92%
Automated loan execution²
6
Global custodians connectivity
130+
Dedicated securities finance professionals³
27
Approved markets

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’s advantages set us apart from other lenders

Our experience and expertise are deep
Our experience and expertise are deep
  • We have over 20 years of experience in all aspects of securities lending (prime broker, borrower, principal lender, and lending agent) with our institutional clients.
  • We began as a lending agent for one of the world's largest asset managers, Fidelity Management and Research Company. Today, we have successfully onboarded other well-known, industry-leading asset managers, and insurance companies.
As a private company, we heavily invest in technology and security
As a private company, we heavily invest in technology and security
  • Our multi-billion dollar annual technology investment across the enterprise allows us to innovate with your firm's evolving needs.
  • 1,000+ cybersecurity professionals, 200+ technology patents, and 24x7 monitoring for vulnerability detection and extensive controls allows us to better serve your program.
We don’t have the same challenges that other lenders may have
We don’t have the same challenges that other lenders may have
  • We are one of the first lenders that borrowers call because of our unique and attractive lendable assets and highly-automated trading platform.
  • Our securities lending technology provides real-time connectivity and automated reconciliations with many of the world’s largest global custodians.
Meet our team and connect on social media

Justin Aldridge
SVP, Head of Agency Lending
Douglas Brown
VP, Head of Business Development for Agency Lending
Marney McCabe
Head of Relationship Management for Agency Lending
interview
Fidelity Agency Lending Leadership Team

Bob Currie from Securities Finance Times recently spoke with four senior Fidelity Agency Lending leaders to discuss the importance of making technology and intellectual capital investments to help improve agency lending for clients. See what they had to say here.

PB OptimizeSM

Fidelity Agency Lending clients can leverage our fully integrated financial technology platform that provides greater transparency to help make better-informed securities lending decisions. 

Explore its key agency lending features, including what-if analysis, analytics and research tools, and more.

Want to know more?

Let’s talk about how Fidelity can help you reach your goals.