Securities Finance

Are you seeking to enhance your portfolio yields? For nearly a quarter century, we have been developing customized programs to do just that. Citi® Securities Finance offers clients around the world a range of securities finance capabilities that few organizations can match.

Through a coordinated global approach, we can promote the availability of your securities. Our securities lending desks are strategically located in New York, London and Hong Kong, enabling us to fulfill the borrowing requirements of more than 100 top investment banks, broker-dealers, banks and other financial institutions worldwide.

  
"Securities Lending into Emerging/Developing Markets"
written by Tim Douglas
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"The Changing Face of Securities Finance" written by Brian Staunton
 


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 35 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

Real-time control of client's lending program
Citi's proprietary Securities Lending System (SLS) is a real-time and fully integrated application. SLS provides the entire spectrum of functionality to support a securities lending program. In addition to providing all the functions needed to manage a securities lending program, our system offers specialized features for superior delivery, including:

  • Third-party custodial linkages
  • Extensive risk-monitoring tools and controls
  • Global centralized inventory
  • Borrower approval/limits
  • Flexibility for individual collateral requirements
  • Dynamic reporting, as well as automatic delivery, available through the web-enabled platform, CitiDirect® for Securities.

Risk mitigation
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, contractual 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
Mel Deane: 212-657-9522
Tony Evans: 212-657-9522

Europe
Victoria Bright: 44-20-7500-5467
Mark Boughton: 44-20-7500-2616

Asia
David Russell: 852-2868-8998