Securities Financing

Fidelity Prime Services offers our clients the tools to serve their securities finance needs.

Short Coverage

Fidelity's internal access to securities, in addition to relationships with all major lenders, allows us to provide stability of supply and rates and greater protection from buy-ins and recalls. Our clients have 24/6 access to securities lending in major global markets.

Long Lending

We offer clients the opportunity to earn incremental income on their portfolio.

Technology

Fidelity Prime Services offers technology solutions that can streamline the borrowing process, including our Web-based Prime Locate Tool, file-based locates and indication of availability, and integration with third-party order management systems.

Transparency

You can use our interactive Securities Finance Market Color Dashboard to help you research investment opportunities. The tool allows for filtering by sector, product type, and difficulty of borrow, and may be used to give you valuable information on locate volume and rate trends.

Our dedicated account managers have in-depth securities finance knowledge and employ state-of-the-art tools to provide timely responses on requests for locates, indications, and market color.

Margin Financing

Fidelity Prime Services offers financing solutions to accommodate your business needs and create capital efficiency. Our risk managers use adverse stress testing and in-depth analysis to provide stable and transparent margin requirements on global equities products and select fixed income strategies.

Our margin financing framework includes:

  • Portfolio Margin
  • Arranged Financing
  • Enhanced Rehypothecation
  • Tri-Party Capabilities
For more information, contact a Fidelity Representative

800.988.4794

 
 

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