Securities Finance

Manage securities lending programs, optimize trading performance and enhance investment decision making with global securities lending data

Gain market sentiment insights and trading transparency from a macro to an individual stock level, with a dataset covering more than $16 trillion of global securities from 20,000 institutional funds, ten years of history and over three million intraday transactions. Our data is sourced directly from leading industry practitioners, including prime brokers, custodians, asset managers and hedge funds.

We provide enhanced visibility and insight into the market for collateral cash investments, demand, pricing and usage, and we deliver tri-party Repo data and analytics. Collateral and funding managers of prime dealers, banks, money market funds, securities lenders, hedge funds, insurance companies and corporations benefit from this comprehensive combination of repo and securities lending data and analytics.

Key benefits:

  • Benchmarking - Perform in-depth and time series analysis of key metrics for comparing and evaluating securities lending performance against the market and peers from a macro to individual security level
  • Trading transparency - Gain insight into market sentiment to optimize entry and exit points and support opportunity screening, price discovery and assessment of market share
  • Collateral management - Fuel collateral optimization engines with comprehensive stock loan and repo data feeds
  • Integrated workflow - Enable flexible integration into workflows with intraday data delivery through a variety of channels
  • News and research - Stay on top of the latest marketing movements with independent daily research and commentary from industry experts, made available through multimedia channels and embedded within workflow solutions
  • Risk exposure - Screen and monitor recalls, concentration risk and potential short squeezes
  • Consultancy - Independent research and bespoke solutions for institutions active, or considering becoming active in the securities finance market, including repo, securities lending and prime brokerage activities

Securities Finance Beneficial Owners Factsheet

Securities Finance Consulting Services Factsheet

Securities Finance for Buyside Factsheet

Research and Consulting Services

  • Securities Finance – Consulting Services

    Securities Finance Consulting Services helps institutions in the securities finance market manage securities lending programs, optimize trading performance and enhance decision making with bespoke solutions tailored to customer requirements.

  • SFTR Solution

    As part of the policies identified by the Financial Stability Board (FSB) to increase transparency across Securities Financing Transactions (SFTs), the European Union introduced the Securities Financing Transaction Regulation (SFTR). The regulation includes a number of new rules for market participants including a requirement to report all SFTs to an approved Trade Repository (TR). The trade-reporting regulation mandated under Article 4 of the draft SFTR legislation will compel the securities finance industry to radically restructure its data architecture – integrating numerous and often disparate, data sources to enhance transparency.

Research

Toolkit Installation

  • Download the latest version of the Securities Finance Toolkit for Microsoft Excel

    For x32 Excel (on x32 or x64 Windows): MarkitToolkitSetup.zip
    For x64 Excel (on x64 Windows only): MarkitToolkitSetup64.zip

    Latest release: v9.8.0 October 2016

    System Requirements: Microsoft Windows 7 or later (32 bit or 64 bit), Microsoft Office Excel 2007 (32 bit) or later (32 and 64 bit), Microsoft Dot Net Framework 4.5 or 4.6.1

    Administrator access is required to install the Toolkit. Excel should be closed and the current version, if any, must be uninstalled prior to installing the new version.

    To access data through the toolkit, you will need your username and password as provided by msf-support

  • Check your installation. Right click to save the spreadsheet to your computer, open the spreadsheet to check your installation has worked successfully
  • Download the technical documentation

Thought Leadership

  • Securities Finance Quarterly Review (Q1 2017). View now
  • Securities Finance Quarterly Review (Q2 2017). View now
  • Securities Finance Quarterly Review (Q3 2017). View now
  • Securities Finance Quarterly Review (Q4 2017). View now
  • IHS Markit Securities Finance Commentary

Resources

Customers

  • Investment banks
  • Custodians
  • Hedge funds
  • Asset managers
  • Insurance companies
  • Regulators

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