CASE STUDY: UBS AG

UBS is one of the world's leading financial firms, serving a discerning international client base. UBS is a leading global wealth manager, a leading global investment banking and securities firm, and one of the largest global asset managers. In Switzerland, UBS is the market leader in retail and commercial banking.


THE EQUILEND SOLUTION

As a founding member of EquiLend, the UBS Principal Lending business adopted the platform in a move to becoming an industry leader in automation to expand business to the borrowing community, and to increase distribution. In order to further extend its reach into the international lending community, EquiLend added an additional route to market which increased their balance of assets on loan. EquiLend has made it possible for UBS to streamline their processes - reducing costs to clients and becoming more efficient.

In order to automate the service of comparing contracts and adhering to optimal market practice standards while mitigating risk, EquiLend’s Contract Comparison service has been key. Introducing EquiLend’s Dividend Comparison has also allowed UBS to increase potential for accurate processing and for a significant reduction in costs and claims. As UBS moves forward, they will continue to utilize and benefit from the diversity and efficiency of EquiLend’s post-trade services.


“UBS’s recent and significant trading volume increase would have been impossible to manage without EquiLend’s AutoBorrow service. It allows greater efficiency and scalability for managing higher volumes and minimizes the need for manual processes.”

- UBS AG

UBS AG USES

AutoBorrow

AutoBorrow

Automated low-touch securities finance trading between lenders and borrowers.

Contract Comparison

Contract Comparison

A standardized process that identifies true breaks, improves risk management, and increases operational efficiency.

Dividend Comparison

Dividend Comparison

Dividend Comparison allows for the comparison of manufactured dividend claims

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