Securities Finance
Citi’s Securities Finance offers securities lenders a unique boutique service with the support and robust infrastructure of one of the world’s leading financial institutions. To a degree unmatched in the marketplace, we offer solutions that leverage our key strengths for your benefit: customization/flexibility, innovation, market leadership, risk management and real-time control - all delivered with a client-first service approach.
Through a coordinated global approach, we can promote the availability of your securities. Our securities lending desks are strategically located in New York, London, Hong Kong and Tokyo enabling us to fulfill the borrowing requirements of the top investment banks, broker-dealers, banks and other financial institutions worldwide.
You can leverage Citi’s global reach to gain direct benefits in the servicing of your international and domestic portfolios:
- Optimize your portfolio’s value by lending in 38 markets
- Increase demand for your portfolio through our 24-hour coverage
- Rely on our on-the-ground presence in these markets and our local market expertise to provide you with news about the latest regulatory, tax and market changes
We also manage flexible financing solutions including agency, exclusive, hybrid, principal and fails-coverage programs.
Transparency and Robust Reporting
Citi’s Securities Finance offers a state of the art and best-in-class reporting platform. Securities Finance Reporting (SFR) delivers to lenders a degree of transparency, flexibility and accessibility to business data previously unavailable. This reporting capability is a dynamic delivery system that enables clients to produce reports precisely tailored to meet their specific requirements.
Key Attributes of SFR:
- Highly customizable, interactive reports that enable clients to see all securities lending, collateral management and cash reinvestment activities in their portfolios.
- Comprehensive variety of secure delivery methods which enable clients to streamline their internal processes.
- Direct accessibility by both operations and financial client executives to produce tailored reports to meet specific demands.
- Best-in-class, scalable technology to support clients’ future growth.
Risk Management
While optimizing yield is important, our first goal is to preserve each lender's principal while maintaining liquidity. We pre-screen and approve for creditworthiness any borrower introduced into our program, and review a variety of scenarios–including collateral risk, counterparty risk, and operational risk–to help reduce overall program risk. We focus on each client's individual needs to create a solution with the appropriate risk/reward balance.
Determining your needs…and meeting them
Citi excels at developing innovative solutions for securities lending programs. We can:
- Design the best program structure according to revenue potential and your specific needs
- Provide agency or principal programs in either a custodial or non-custodial capacity
- Tailor programs related to collateral, investments, counterparts and limits
- Provide enhanced access to borrower demand driven by Citi's expansive cross-border settlement network
- Optimize inherent trading value through our borrower relationships and global presence
- Provide an optimized international lending program by leveraging Citi's industry knowledge and local expertise
With global reach and local market expertise, we offer superior skill in creating a program to help optimize your portfolio's utilization and value.
For more information, please contact us:
The Americas
Laurie Zeppieri: +1 (212) 657-0462
Europe
Brian Staunton +44 (20) 7500-5411
Asia
Larry Komo +65 6328-5377
