Securities Finance Built for Wealth Managers: Lend Client Assets Directly for Additional Yield

Wealth managers hold large pools of client assets that earn nothing in custody. Equilend connects you straight to the securities finance market, so you lend that inventory directly and capture the yield it can generate. You set the rates, pick the counterparties, and keep control of every position on one platform.

The pressures wealth managers face putting client assets to work and keeping control of how they are lent.

Challenge 1


Putting idle client assets to work for incremental yield

Assets sitting idle in custody

Large pools of client securities earn nothing while they wait in custody. That idle inventory drags on the returns your clients expect from you.

One agent, one set of rates

Lending through a single agent leaves you little say over rates or counterparties. You take the level you are given and rarely see how it compares to the wider market.

Return left on the table

Demand for your inventory exists across the market, but you rarely reach it. Every position you cannot place is yield your clients never collect.

Challenge 2


Lifting fund performance without giving up control to an agent

Their execution sets your return

When all lending runs through one agent, their rates and decisions drive your performance. You depend on their priorities rather than your own.

Hidden spreads, lost basis points

Performance leaks through spreads you cannot see. Without market-level visibility, you cannot tell a fair rate from a poor one.

Scaling means more headcount

Doing more lending yourself adds operational load you cannot easily absorb. More trade means more lifecycle events, more reconciliation, and more people to manage them.

Challenge 3


Keeping control and clean records across every loan and counterparty

Accountable to everyone

You answer to clients, boards, and regulators for how every asset is lent. Each loan and counterparty has to stand up to scrutiny at any time.

Oversight you cannot evidence

Manual processes and opaque agent reporting make it hard to prove what happened. When questions come, you are piecing the story together after the fact.

Risk hiding in the records

Incomplete records of positions and counterparties create exposure you cannot see. A gap you miss today becomes a problem you cannot explain later.

Challenge 4


Benchmarking your securities lending program against the market

No independent benchmark

Without independent market data, it's difficult to know whether your agent lender is achieving competitive rates and returns or whether revenue is being left on the table.

Performance you can't measure 

Without visibility into market rates, utilization, and demand, you can't compare your lending program against the broader market or understand where improvements can be made. 

Oversight without transparency 

Boards, clients, and investment committees expect confidence that your securities lending program is performing. Without independent market intelligence, it's harder to evaluate results and hold service providers accountable. 

How Equilend helps

Equilend helps wealth managers unlock the value of client assets through connected trading, workflow automation, market intelligence, and trusted digital infrastructure. Explore the four solution areas that support more efficient securities lending and greater control across the lending lifecycle. 

Workflow Automation 

Equilend's Workflow Automation solutions help wealth managers simplify and scale securities lending operations. From Fully Paid Lending and Front Office Automation to Spire and Post-Trade & Regulatory reporting, firms can automate key workflows, reduce operational complexity, and efficiently manage lending programs while maintaining oversight and control. 

Trading 

Equilend's Trading solutions connect wealth managers with institutional borrowing demand through the industry's leading securities finance marketplace. Powered by NGT and ECS, firms can efficiently lend inventory, access deep market liquidity, and execute trades through connected, automated workflows. 

Data & Insights 

Equilend provides wealth managers with securities finance market data across $52T+ in lendable assets, 50+ markets, and 226,000+ unique securities, so you benchmark your lending returns against the market rather than against a guess. The data shows you where your inventory is in demand and what rates it should command, so you and your oversight teams can hold agents and counterparties to market levels. It is available through a web UI, API, flat file, Excel, and Bloomberg.

Digital 

Equilend's Digital solution helps modernize securities finance through trusted, connected infrastructure. Powered by 1Source, firms can improve transparency, synchronize trade lifecycle data across counterparties, and reduce reconciliation effort through a shared digital ecosystem. 

The scale behind Equilend

Powering the global securities lending market

$52T+

Lendable assets

$4.6T

On-loan

226,000+

Unique securities

Insights

Ready to lend client assets directly or partner with an agent? 

See how Equilend helps wealth managers lend client assets for incremental yield while keeping control of every position, in a demo built around your business. 

Frequently asked questions

What does Equilend offer wealth managers? 

Equilend helps wealth managers unlock the value of client portfolios through Fully Paid Lending (FPL), connect to the world's largest securities lending marketplace with NGT, and make more informed lending and portfolio decisions with market-leading Data & Insights. Whether you're launching an FPL program, participating through partnering with an agent, or optimizing an existing securities lending business, Equilend provides the technology, automation, trading connectivity, and market intelligence to maximize revenue, streamline operations, and scale with confidence. 

How does Equilend help wealth managers improve fund performance? 

Equilend helps wealth managers improve fund performance by turning eligible client assets into a source of incremental revenue through Fully Paid Lending, connecting them to institutional borrowing demand through NGT, and providing market-leading Data & Insights to optimize lending opportunities, pricing, and performance. Combined with automated workflows, Equilend enables firms to grow securities lending revenue efficiently while maintaining a seamless client experience. 

How does Equilend help wealth managers keep control and meet oversight requirements? 

Lending on Equilend means trading on a regulated venue with a full audit trail. Restriction lists enforce your eligibility rules automatically, advanced trade matching keeps records accurate, and Equilend captures all lifecycle events pre and post-trade in one solution. Every lending decision is documented, giving you and your oversight teams the evidence clients and regulators expect. 

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