Core & Technology Solutions
A Full-Service Platform
Portfolio finance tools and experienced account managers deliver a full-service securities lending platform.
- Inform short coverage decisions using an interactive tool to locate volume and rate trends
- Long lending for incremental income
- Technology-powered borrowing (Prime Locate Tool, API and file-based locates and indication of availability, and integration with third-party order management systems)
- Margin financing
- Risk managers use adverse stress testing and in-depth analysis for stable and transparent margin requirements
- A framework to meet critical prime brokerage needs and create capital efficiency:
- Portfolio margin
- Arranged financing
- Enhanced rehypothecation
Empowered by Technology
Advanced technology and reporting solutions that empower our clients to manage their businesses in a highly automated operating environment.
- Streamlined Client Onboarding
- Customizable and Flexible Data Information
- Self-Service Operational Functionality
- Tailored Product and Platform
Leading Global Clearing and Custody Services
- As a privately held company with a strong credit rating, Fidelity is a well-positioned counterparty for institutional asset managers.
- Beyond traditional domestic equity and fixed income, we offer access to developed international markets, corporate actions monitoring through cash management solutions, options, foreign exchange, and more.
- Powered by innovative technology