Supporting Regulation With Real-Time Data
In the decade since DataLend launched, the regulatory landscape of the securities finance industry has changed dramatically with MIFID I and II, CSDR and SFTR adding greater transparency across the sector.
Category: insight
Asia-Pacific: Q3 Performance YoY
The APAC region has been a hot topic for the securities lending industry for many years, with markets in the region being characterized by varying tax treatments, settlement requirements, collateral margins, and short selling restrictions.
Will IPOs Return as a Feature of the Stock Lending Playbook?
A sleepy IPO market is beginning to stir; DataLend looks at the impacts of IPOs in securities lending.
EquiLend Statement on SEC Rule 10c-1 Announcement
EquiLend notes that the SEC approved Rule 10c-1 and its securities lending reporting framework.
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.
Orbisa on KMW Inc
Orbisa dives into KMW Inc (KS), a Korean IT company specializing in the manufacturing and distribution of wireless communication equipment, which recently experienced a 17-fold increase in its average trading volume since the beginning of September.
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.
DataLend: Securities Lending Revenue Rose 1% Year-Over-Year to $2.65 Billion in Q3 2023
The global securities finance industry generated $2.65 billion in revenue for lenders in the third quarter of 2023, according to DataLend, the market data service of fintech EquiLend. The figure represents a 1% increase from the $2.63 billion generated in Q3 2022.
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.
ORBISA ON ASENSUS SURGICAL
In our latest analytical piece, Orbisa explores Asensus Surgical (ASXC), a medical device company that recently saw a jump in stock price following a September 7 collaboration announcement with NVIDIA (NVDA).
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.
DLT-Based EquiLend 1Source Pilot Kicks Off With Broad Industry Participation
EquiLend, the global technology, data and analytics company for the securities finance industry, today announced that the pilot of the distributed ledger technology (DLT) based EquiLend 1Source has successfully commenced.
DataLend: August 2023 Securities Lending Revenue Up 8% YoY to $945 Million
The global securities finance industry generated $945 million in revenue for lenders in August 2023, according to DataLend, the market data service of fintech EquiLend. The figure represents an 8% increase from the $878 million generated in August 2022.
WeWork’s Warning Turns Short-Sellers’ Attention to Commercial Real Estate Sector
The well-documented rise and tumultuous fall of WeWork (WE) is potentially concluding with the co-working company releasing a statement on August 15 warning investors that it had “substantial doubt” regarding its ability to remain solvent among the precarious commercial real-estate environment and mounting losses.
SSImple Powers EquiLend’s SSI Repository and Management Solution
SSImple, a SaaS DLT platform that aims to fundamentally change the way standing settlement instructions (SSIs) are stored, shared, and enriched across the financial services industry, today announced it has partnered with the global securities finance technology firm EquiLend to power an enhanced SSI repository and management solution.
ORBISA ON SCIENTECH
Orbisa dives into Scientech Corporation, a Taiwanese manufacturer of silicon wafers, whose loan activity has been on the rise throughout Q3, with actively lent shares increasing from 603K to 1.8 million to date.
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.
ORBISA ON ATOS SE
In our latest analytical piece, Orbisa explores European multinational IT firm Atos SE, which saw its share price crater following a July 28 disclosure where cash flow figures fell below expectations.
EquiLend Launches Risk Resolution Suite for Securities Finance Market
EquiLend, the global technology, data and analytics company for the securities finance industry, has released a brand-new Risk Resolution Suite (R2S) designed to streamline the recalls, returns and settlement process for securities lending market participants.
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.
DataLend: July 2023 Securities Lending Revenue Up 1% YoY to $943 Million
The global securities finance industry generated $943 million in revenue for lenders in July 2023, according to DataLend, the market data service of fintech EquiLend. The figure represents a 1% increase from the $938 million generated in July 2022.
ORBISA ON MOELIS & COMPANY
In our latest analytical piece, Orbisa explores investment bank Moelis & Company (MC), showing a significant increase in lending activity in recent weeks.
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.
In a Turbulent H1 2023, Securities Lending Market Outperforms
As the second quarter concludes, we can reflect on an eventful first half of 2023 marked by a banking crisis, a resurgence in meme stock activity and persistent interest rate hikes to battle global inflation.
What Agent Lenders and Beneficial Owners Should Look for When Analyzing Securities Lending Performance
Standards and accuracy are important factors in any data offering, but especially when using this data to measure performance and understand revenue relative to peers.
The AI Gold Rush: Boom or Bust?
Equities market performance has been something of a pleasant surprise in the first half of 2023. In the U.S. market, the S&P 500 closed out the 2nd quarter roughly 16% higher than its mark from the start of the year.
Wisdom of the Crowd?
In his June 21, 2023, testimony before congress, Federal Reserve Chair Jerome Powell referred to the central bank’s view of bank-run mechanics as “outdated.” His comments, which sought to address the events leading up to Silicon Valley Bank’s collapse, allude to the fact that today, the genesis of financial panic is more likely to come from message boards than board rooms.
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.
Securities Finance Times Industry Excellence Awards 2023
We are pleased to announce that EquiLend has been awarded Americas Data Provider of the Year, Global Data Provider of the Year, Post-Trade Technology Provider of the Year and Diversity & Inclusion Initiative in the annual Securities Finance Times Industry Excellence Awards!
DataLend: Securities Lending Revenue Rises to $5.8 Billion in H1 2023, Up 20% Over 2022
The global securities finance industry generated $5.8 billion in revenue for lenders in the first half of 2023, according to DataLend, the market data service of fintech EquiLend. The figure represents a 20% increase from the $4.8 billion generated in H1 of 2022.
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.
Orbisa Actionable Securities Lending Intelligence: The Hedge Fund Journal Issue 161
EquiLend’s Nancy Allen, Head of Data & Analytics Solutions, discusses Orbisa’s leading securities lending data platform for buy-side market participants while taking a deep dive into the Orbisa dataset
Orbisa on NVIDIA
In our latest analytical piece, Orbisa explores chipmaker Nvidia (NVDA), showing short sellers were active in Nvidia with the quantity of shares on loan increasing over the past year before peaking at 24 million shares in March; however, with Nvidia’s share price riding the tailwinds of the AI boom, borrowing demand for shares has collapsed.
EquiLend and Broadridge Collaborate to Streamline Central Clearing of Securities Finance Transactions
Global securities finance technology firm EquiLend and global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR) today announced an agreement to facilitate straight-through processing (STP) to the National Securities Clearance Corporation’s (NSCC) central counterparty (CCP) for equity securities finance transactions.