Core & technology solutions

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

• 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