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May
The FX survey will run for four weeks
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As news hits the headlines about JPMorgan shutting down its transition management business, Global Investor/ISF learns the bank is keeping its Australia business open
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Andrew Sheen talks to David Schofield, president of
international division, Intech, and Adam Patti, chief
executive of IndexIQ, about active and passive methods
to access low volatility investments
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Old Mutual's Peter Bain talks to Andrew Sheen about the benefits of the multi-boutique asset management model and restructuring for growth
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Lou Lebedin was JPMorgan's global prime brokerage head until May last year. Ex-Citi Gerald Muldoon joins him at the firm
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Asset managers’ attempts to reinvent themselves as asset allocators is skin deep, says Anthony Hilton
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Finadium’s new paper suggests that single stock futures are starting to come into the limelight
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Some US beneficial owners have decided to move to a non-custodial third-party agent after experiencing problems with their custodial lenders. Stephanie Baxter reports
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The Global Investor/ISF global custody survey produced three overall winners
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The results of the Global Investor/ISF global custody survey 2013 are now live
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Global Investor/ISF reveals the results of its global custody survey 2013
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Asset owners, asset managers and banks were asked to rate their global custody providers.
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BNY Mellon will provide middle- and back-office solutions to $3.1bn assets
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Despite recent concerns in the US about systemic risks of funding less liquid assets through tri-party repo, this market is still an important source of funding, says Fitch
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Platform allows clients to mitigate collateral management risks and costs
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Assets invested globally rise to $2.13trn, according to ETFGI
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Most investors believe emerging markets will improve this year, according to Franklin Templeton’s new survey
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Mark Monahan will lead the new subsidiary
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The custodian has hired Wells Fargo's Lance Wargo
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Rerating is unpopular with borrowers but it gives lenders extra benefit, panellists discuss at the Casla conference
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Simon Luhr has been involved in securities lending since its infancy. Now the CEO of a hedge fund firm, he tells Stephanie Baxter why he believes the industry is
still heading in the right direction
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James Templeman relocates to New York to head up the desk
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The new market data and services business aims to drive innovation and growth
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Depository Trust & Clearing Corporation fires legal broadside at US Commodity Futures Trading Commission
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The US Foreign Account Tax Compliance Act is intrusively moving into overseas jurisdictions. It is starting to meet opposition, finds Ceri Jones
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Global Investor/ISF has extended the deadline for its Investment Excellence Awards 2013 until the end of this week
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Year-to-date outflows now stand at $17.9bn, according to BlackRock
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The OCC’s securities lending activity rose again in April
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High frequency trading is under severe scrutiny on both sides of the Atlantic, finds Anna Reitman
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Decimus Capital Markets’ Haim Bodek speaks to Anna Reitman about equity market reform in the US and what it might mean for other regions
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Trading volumes rise almost 150% on 2012 levels
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Market conditions are forcing prime brokers to re-imagine their business models. Neil A O'Hara investigates emergence of close partnerships and no-frills services
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The guide is aimed at beneficial owners deciding whether or not to lend their securities
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JP Morgan survey shows increasing demand and skew to boutiques
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Northern Trust survey finds increasing interest among investors
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Relaunch of PSX to enhance market liquidity
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The new report examines financial threats to the US and markets
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April
Preqin data shows high demand for traditional equity funds
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Hedge funds and institutional investors are invited to take part in the Global Investor/ISF synthetic finance survey 2013
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The new paper considers how Basel III is shaping securities finance
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Customers of tri-party repo and securities lending providers are invited to take part in the annual survey until May 1
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The custodian is working closely with SWIFT in response to higher regulatory demands for collateral protection
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The custodian will provide services to Bank Hapoalim and Poalim Sahar
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Customers of tri-party repo and securities lending providers are invited to take part in the annual survey until Wednesday May 1
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The bank’s Q1 2013 revenue from securities finance fell nearly 20% from Q1 2012, while revenues from asset management and servicing fees rose
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Report looks at the potential impact of Asian growth on future Ucits regulation
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Revenue up 9% over Q1 2012
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The firm has updated its collateral and margin management software
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Sovereign CDS risks dismissed but reforms required, according to a report from the IMF
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Asset owners are increasingly challenged by data integration, according to State Street
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Edward Marhefka will lead the business in North America
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The service is aimed at helping clients comply with new OTC derivative rules
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Saul's Penny Green and Kim Nash of PTL will be on the judging panel at the Global Investor/ISF Investment Excellence Awards 2013
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New hedge fund launches remain steady but the market environment is tough for emerging managers, according to HFR
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The repo trade association has released the 2013 legal opinions that support the Gmra agreement
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Siobhan Boylan becomes CFO at the European asset management firm
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The custodian says the number of class actions is rising in Europe and Asia
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The new service is aimed at helping clients support new regulatory requirements
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Global Investor/ISF has launched the Investment Excellence Awards 2013 - nominations will be accepted until May 7
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4sight’s software will initially be used for Itau BBA’s US securities lending and repo business
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Regulators on both sides of the Atlantic are redoubling their efforts to eradicate the scurge of insider dealing, finds Ceri Jones
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Institutional investors are scrutinising transition managers more than ever. Ceri Jones examines how the industry is adapting to meet their new demands
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The new Global Investor/ISF transition management survey format provides greater insight and improved statistical validity over previous years
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The bank has already found a replacement for Ajay Nagpal who left the bank earlier this week. Stephanie Baxter reports
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Pirum has partnered with BNY Mellon’s global collateral services business
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The Global Investor/ISF transition management survey 2013 rates the top providers across the Emea, Americas and Asia Pacific regions
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Global Investor/ISF reveals the results of its transition management 2013 survey
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Nomura’s Chris Antonelli speaks to Stephanie Baxter about the modern struggles of being a prime broker and why Asia is an exciting but challenging place to grow a business
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Clients are demanding more customised benchmark data, according to a new survey
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The US clearinghouse continues to see a fall in options volume while its futures clearing business grows
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Global Investor/ISF reveals the results of its transition management 2013 survey
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The exchange is seeing growth in the US single stock futures market
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Ajay Nagpal will join a major hedge fund later this year
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March
Charles Stewart is now CEO of Itau BBA International, succeeding Almir Vignoto who becomes US country head
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Amid the doom and gloom, Stephanie Baxter found there was a small spark of opportunity for securities finance at the Markit Securities Finance Forum
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The US economy is looking more positive but it isn't out of the woods yet, according to Citi's William Lee
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The proposed EU financial tax could push bank funding away from the repo market, according to Clifford Chance's Paget Dare Bryan
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Jim Coppola, previously of Societe Generale, moves to UniCredit
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The new service aims to help firms cope with new reporting requirements under Dodd-Frank and Emir
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Connecticut Retirement Plans & Trust Funds has yet to make a decision on its search for a master custodian
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Markit's David Carruthers sees the securities lending and repo markets moving closer together in response to collateral demands. Stephanie Baxter reports
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The bank has appointed five people across New York and London
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The firm aims to help fund managers enhance their sales and marketing strategies
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Iyer becomes global head of Trust & Agency Services within the bank’s GTB division
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The bank has enhanced its custody and middle office platforms in response to derivatives regulation
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Sovereign debt markets in the west have remained firm despite rising debt and lacklustre growth. Paul Golden asks how long quantitative easing and investor patience can keep this going
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Casla president Reeve Serman has left RBC Investor Services
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Basel III could force the global securities lending business onto CCPs, according to a panellist at the Pasla/RMA conference. Stephanie Baxter reports
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BBH has relocated Haberlin and Lees, and has hired Robeco's Nizami to lead its Asia desk
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EquiLend wants to expand its global training platform
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Kristen Dove and Ross Levin join the bank's prime services division
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February
Trade repositories could raise the reputation of securities lending and repo but there is scepticism over their viability, says Stephanie Baxter
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Carl Lang has joined Albert Fried & Company (AF&Co) as chief technology officer
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HSBC Securities Services restructures its securities lending team with the appointment of Roy Zimmerhansl
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JPMorgan and Aviva have renewed their outsourcing relationship
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With tensions mounting, investors should hope for a truce in the global currency war, says Peter Garnham
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How securities lending revenues are divided among the interested parties is set to become increasingly controversial, finds Ceri Jones
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Acadian Asset Management UK has been selected by Danish occupational pension fund administrator PKA to manage a several hundred million dollar volatility mandate
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Higher capital requirements will change the dynamics of the securities lending business, says Ed Blount of the Center for the Study of Financial Market Evolution
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Global Investor/ISF hosts events around the world, covering a wide variety of subjects. In 2013 it will again gather key securities finance players in Australia, London and Germany
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SunGard data reveals that while specials continue to gain in importance the GC trade is not dead. Meanwhile, non-cash continues to gain in popularity versus cash
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Fully paid lending brings securities finance to mainstream investors, writes Richard Stinchfield, Vice President, Client Services, SunGard’s Capital Markets Business
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Tim Smith, Executive Vice President, SunGard’s Astec Analytics, highlights the importance of intraday data
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Mixed messages from major economies about when they will start raising interest rates are complicating interest rate swap risk management, finds Paul Golden
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While concerns over the precise implications of forthcoming directives persist, the effects of monetary policy have pushed regulation down the list of factors influencing liquidity swap activity. Paul Golden writes
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As collateral is about to become a worldwide obsession, could the wave of regulation that is pushing it to the centre of decision-making reenergise securities lending? Bob Campion investigates
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Intraday data is playing an increasingly important role in the securities lending marketplace
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Towers Watson will include MSCI’s RiskMetrics HedgePlatform in its hedge fund advisory and investment processes
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Forward Management has chosen Citi to provide custody for its Forward Funds
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NASDAQ OMX's risk management and OTC clearing technology, Sentinel will support Poland's KDPW_CCP for its OTC clearing business
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Albert Fried & Co has taken on Credit Suisse's New York-based director of fixed income securities lending
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Participants in the securities lending chain are demanding ever more data in the search for competitive advantage. The increased transparency this brings is set to transform the business, finds Stephanie Baxter
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Are ETFs the answer to the collateral shortfall dilemma? Stephanie Baxter writes
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The full results of the Global Investor/ISF sub-custody survey are now available to view
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The full results of the Global Investor/ISF sub-custody survey are now available to view
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Global Investor/ISF reveals the winners of the Americas section of its annual sub-custody survey and looks back on the recent developments in these markets
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January
Emerging markets and collateral transformation will present further opportunities for securities lending in 2013, according to Citi's David Martocci, JPMorgan's Paul Wilson and HSBC's Wayne Burlingham. Stephanie Baxter reports
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Reeve Serman, president of the Canadian Securities Lending Association (Casla), reveals the organisation's work agenda for the next 12 months
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Regulation will begin to bite the securities lending and repo businesses over the next 12 months, according to two consultants. Stephanie Baxter reports
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The IMF's Manmohan Singh says that central banks' quantitative easing policies can be used to alleviate the collateral squeeze
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Euroclear's Awan expects to see more collateral upgrade trades from mid-2013, while SunGard's Lewis says relaxtion of Basel collateral rules could lower demand for these trades. Stephanie Baxter reports
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The firm has snapped up securities lending experts from BNP Paribas and Credit Agricole
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RBC Investor & Treasury Services has been appointed global custodian by Gemini Investment Management and Galibier Capital Management
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Stephanie Baxter discovers that most beneficial owners are preoccupied with risk- but some are still chasing returns
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Beneficial owners are expanding their lending programmes in a modest way. But looming regulation means that they enter 2013 with some trepidation
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More OTC derivatives market participants are paying attention to collateral management. But how complicated the landscape will become is still being debated, writes Anna Reitman
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The results of the Global Investor/ISF Beneficial Owners Survey are now available to read online
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RBC Investor Services shared honours with Goldman
Sachs Agency Lending in the 2013 Global Investor/ISF
Beneficial Owners Survey, writes Luke Clancy
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Markit and CTI have launched Fatca compliance service for global fund industry
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Manager of alternative investment assets for pension funds, sovereign wealth funds and other institutions, PAAMCO has named three new partners
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Dow Chemical has decided to return to securities lending
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Waves of regulation are set to pound securities finance, with many predicting a huge shortfall in available collateral. Stephanie Baxter looks at how the industry is being reshaped and the role of collateral upgrade trades
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The repo market will benefit from demand for collateral transformation but it could carry new systemic risks, according to Rule Financial's David Field
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The US clearing house’s stock loan programme had a successful year
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DataLend has been in beta phase for the past few months
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Judy Polzer, global head of securities lending product at JPMorgan, talks to Alastair O’Dell about how she anticipates the outcome of myriad regulatory discussions will shape the business