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In the high-volume, fast-moving environment of securities lending, operational timing is everything. Among the most common friction points is the misalignment between the return of loaned securities and the delivery of client-sold assets, which can cause settlement fails, regulatory exposure, and reputational risk. To address this, a leading Agent Lender partnered with Fairman Consulting to design and implement a transit account (also known as a “wash account”)—an elegant, st

In the intricate world of securities lending, timely and accurate recalls—particularly in anticipation of corporate actions, settlements, or beneficial owner sales—are essential for maintaining market integrity and client satisfaction. However, Agent Lenders often face operational and systemic challenges when managing recall fails, leading to reputational risk, settlement costs, and strained relationships with beneficial owners. To address these issues, a major Agent Lender p

In today’s rapidly evolving financial landscape, efficiency and risk mitigation are central in the Securities Lending environment. One area under increasing scrutiny is the collateral management framework used by Agent Lenders. Traditionally, collateral schedules—used to define eligible collateral types—have been highly granular, sometimes overly complex, and prone to operational inefficiencies due to the multiple collateral schedules agreed at a client-by-client basis. In re