Monthly Securities Finance Market Review: April 2024
EquiLend’s Head of Trading Solutions, Mike Norwood, shares his global monthly market review for securities finance with insight on EMEA from Rowena Brown, Head of Trading Solutions EMEA & APAC.
Category: insight
T+1 Unlocked: Navigating the Shift to Expedited Settlement
In the ever-evolving landscape of securities finance, the introduction of T+1 settlement has proven to be a flash point for the industry.
Demystifying 10c-1a: EquiLend Navigates the Path to Transparency Part 2
We previously highlighted the challenges relating to effected vs. settlement, omnibus vs. allocation trades and rules for reporting evergreen trades under the SEC’s 10c-1a final rule. As we inch closer to the May 2 publication date of FINRA’s 10c-1a rule interpretation, we explore 3 additional ambiguities that, without clarification, could hinder a smooth compliance.
Monthly Securities Finance Market Review: March 2024
EquiLend’s Head of Trading Solutions, Mike Norwood, shares his monthly market review for securities finance, highlighting trends throughout March alongside recent record highs seen across NGT.
Books and Records Management for Securities Finance
Discover how EquiLend Spire’s bookkeeping and document storage solution can help protect your firm’s records from destruction, tampering and unauthorized intrusion. Stay compliant with ease!
Demystifying 10c-1a: EquiLend Navigates the Path to Transparency
EquiLend’s Kevin McNulty, Head of RegTech Solutions, dives into some of the intricacies of 10c-1a implementation while providing an analysis of the challenges and how EquiLend’s 10c-1a solution will support clients reporting needs.
Real-Time Inventory Management with EquiLend Spire: Unlocking Advanced Functionality
Securities lending has undergone a significant transformation over the past three decades. From the sluggish pace of the T+5 settlement cycle, the industry is now accelerating to the brisk efficiency of T+1 settlements, reflecting a broader shift towards efficiency and precision.
EquiLend Spire: Reinventing the Securities Finance Landscape with Tech Innovation
Discover how EquiLend Spire can revolutionize your securities finance business processes. Read more to learn about its comprehensive modules and functionality.
SEC Rule 10c-1a: Exploring its Purpose, Scope and the Legal Challenge to its Implementation
In our latest analytical piece, we explore the purpose, scope and legal challenges surrounding the implementation of SEC Rule 10c-1a while diving into how EquiLend’s ecosystem of solutions is uniquely positioned to help the market comply with 10c-1a’s reporting requirements.
Monthly Securities Finance Market Review: November 2023
EquiLend’s Mike Norwood, Head of Trading Solutions, shares his monthly market review for securities finance, highlighting trends seen throughout November.
Monthly Securities Finance Market Review: October 2023
EquiLend’s Mike Norwood, Head of Trading Solutions, shares his monthly market review for securities finance, highlighting trends seen throughout October.
Accelerated Settlement: Evaluating Preparations for T+1 in the U.S. and Canada
At the recent Sibos Conference in Toronto, EquiLend’s Mike Norwood, Head of Trading Solutions, participated in a roundtable with Securities Finance Times to discuss the imminent launch of T+1 settlement and how firms can start preparing now.
Monthly Securities Finance Market Review: September 2023
EquiLend’s Head of Trading Solutions, Mike Norwood, shares his monthly market review for securities finance with some change of pace for September trading after a hot summer for markets.
1Source: Reconciliations and Transaction Breaks a Thing of the Past? As Featured in Securities Finance Times
In today’s Securities Finance Times RMA issue, EquiLend’s Ken DeGiglio, Chief Information Officer, reflects on the journey of EquiLend’s transformative 1Source initiative and the efficiencies it’s bringing to the marketplace by eliminating reconciliations for securities lending transactions.
The Numbers Behind Tokenization: The ValueExchange
In a recent discussion with The ValueExchange and Digital Asset, EquiLend’s Ken DeGiglio, Chief Information Officer, dives into the details of EquiLend’s 1Source initiative.
EquiLend’s Mantle on How T+1 is Being Managed: Finadium
EquiLend’s Gabi Mantle, Head of Post-Trade Solutions, sat down with Finadium to discuss the imminent launch of T+1 and how firms are gearing up for the change ahead of May 2024.
10c-1 is Approaching: What Should the Market Expect?
EquiLend’s Kevin McNulty, Head of RegTech Solutions, reflects on speculation around the proposed SEC 10c-1 rule while considering the impact on markets and liquidity.
SFTR and SEC Rule 10c-1: Two Roads to the Same Destination
In our latest insight piece, we explore the impacts of the Securities Financing Transaction Regulation (SFTR) in the EU and UK, and the potential implementation of mandatory reporting for securities lending transactions in the U.S. under the proposed SEC 10c-1 rule.
Monthly Securities Finance Market Review: August 2023
EquiLend’s Head of Trading Solutions, Mike Norwood, shares his monthly market review for securities finance with some surprises for August trading.
Digital Transformation: Solutions with Substance for Securities Finance: Global Investor Securities Finance Asia Pacific Guide 2023
EquiLend’s Andrew McCardle, Head of EquiLend Asia, sat down with Global Investor Group to discuss the role of digital transformation in the ever-evolving securities finance landscape while reflecting on EquiLend’s pivotal role in the early days of digital transformation 22 years ago.
Monthly Securities Finance Market Review: July 2023
EquiLend’s Mike Norwood, Head of Trading Solutions, gives his take on trading data and market movements seen throughout the month of July.
Are We Ready for the Future Now? Going Beyond T+1: Global Investor Securities Finance Americas Guide 2023
In a recent interview with Global Investor Group, EquiLend’s Gabi Mantle, Head of Post-Trade Solutions, reflects on the proposed SEC 10c-1 rule and the move to T+1 settlement while highlighting EquiLend’s complete T+1 solution, designed to increase speed at every touchpoint throughout the entire trade lifecycle with increased automation across the board.
The Evolution of the Beneficial Owner: Global Investor Beneficial Owners Guide 2023
EquiLend’s Dimitri Arlando, Head of Data & Analytics Solutions EMEA & APAC, sat down with Global Investor Group to discuss the facts, figures and trends seen throughout 2022, the evolution of beneficial owners and more.
Monthly Securities Finance Market Review: June 2023
EquiLend’s Head of Trading Solutions, Mike Norwood, shares his monthly market review for securities finance.
U.S. Beneficial Owners Roundtable: Global Investor Beneficial Owners Guide 2023
EquiLend was pleased to host and sponsor Global Investor Group’s U.S. Beneficial Owners Roundtable at our New York headquarters. Nancy Allen, Head of Data & Analytics Solutions, was featured on the panel of industry experts.
T+1: Large Scale Progress Requires Ambitious Solutions
In our latest analytical piece, we unpack the shift to T+1 settlement in the U.S. and Canada and how EquiLend’s ready to support the move with our robust suite of flexible and interoperable solutions.
The EquiLend Ecosystem: Forming Connections Through Solutions
EquiLend’s Kevin McNulty, Head of RegTech Solutions, sat down with Securities Finance Times to reflect on current challenges faced by market participants and how EquiLend is meeting these concerns with solutions.
SEC Adopts T+1 Settlement Effective May 2024 – Will you be ready for T+1 a year from now?
EquiLend offers a complete T+1 solution designed to connect, automate, simplify and expedite all elements of the trade lifecycle. From trade execution to prematching, recalls, returns and settlement, EquiLend has you covered with increased speed at every touchpoint.
Monthly Securities Finance Market Review: May 2023
EquiLend’s Head of EquiLend Trading Solutions, Mike Norwood, shares his monthly market review for securities finance amid ongoing global and economic turbulence.
EU Beneficial Owners Roundtable: Global Investor Beneficial Owners Guide 2023
EquiLend was pleased to host Global Investor Group’s EU Beneficial Owners Roundtable at our London office recently. Dimitri Arlando, Head of Data & Analytics Solutions EMEA & APAC, was featured on the panel of industry experts.
Powering Progress in Financial Institutions: Securities Finance Times Technology Annual
EquiLend’s Emily Hollyoake, Head of CRM EMEA, discusses the value chain of EquiLend’s interconnected ecosystem of solutions, with our 1Source initiative sitting at the focal point as the single source of truth for the industry.
Monthly Securities Finance Market Review: April 2023
Mike Norwood, Head of EquiLend Trading Solutions, offers analysis on trading outcomes for securities finance amid a multitude of variables in the ongoing turbulent market conditions.
A Deep Dive into EquiLend Competitive Bid
Mike Norwood, Head of EquiLend Trading Solutions, dives into the key functionality, interconnectivity and enhancements on the horizon for EquiLend Competitive Bid, a new hybrid screen and messaging-based NGT workflow built for trading in the hard-to-borrow marketplace.
Monthly Securities Finance Market Review: March 2023
Mike Norwood, Head of EquiLend Trading Solutions, shares his monthly market review as we close out Q1 2023, a quarter that saw fast-moving markets and record highs in trading volumes amidst rate hikes from the Fed and continued global and economic turbulence.
Nancy Allen Awarded Market Data Professional of the Year
We are thrilled to announce that EquiLend’s Nancy Allen, Head of Data & Analytics Solutions, has been awarded Market Data Professional of the Year in the WatersTechnology Women in Technology & Data Awards!
Monthly Securities Finance Market Review: Feb 2023
Mike Norwood, Head of EquiLend Trading Solutions, gives his analysis of a short month of year-on-year gains and active global trading, with MEME stocks back in focus.
Being a Woman in Securities Finance
The WISF organization marked its 5th anniversary in 2022 by ringing the bell at the New York, Toronto and London Stock Exchanges, a momentous milestone and an important signal for any woman considering a career in the securities finance industry.
Standardization Through Regulation Is Key to Progressive Digital Transformation
In our latest insight piece, we unpack how regulation and new innovative solutions leveraging distributed ledger technology are serving as tools to deliver standardization while bringing efficiencies to the marketplace. EquiLend’s 1Source initiative is here to do just that and more, providing a “single source of truth” for the industry by eradicating reconciliation challenges.
A Bright Future in Finance: Securities Finance Times Issue 321
EquiLend’s Yuka Hasumi, Head of Sales & CRM Japan, sat down with Securities Finance Times to discuss the details of our 1Source initiative and how it will transform the securities finance industry while reflecting on regulatory developments and the roadmap ahead for 2023 and beyond, seeing continued innovations across our entire ecosystem of solutions.
Monthly Securities Finance Market Review: Jan 2023
Mike Norwood, Head of EquiLend Trading Solutions, reflects on securities finance trading activity for January 2023, with the backdrop of interest rate increases from the FED and BOE.
The Art of the Possible: Securities Finance Times Issue 320
At the recent Beneficial Owners’ International Securities Finance and Collateral Management Conference hosted by IMN, EquiLend’s Gary Klahr, Director of Strategic Initiatives, discussed the ways in which distributed ledger technology can be harnessed to address industry pain points while highlighting the efficiencies EquiLend’s 1Source initiative is bringing to the marketplace.