Secured fund financing

Secured fund financing

Many investors rely on leverage facilities to access cash for a wide variety of strategies. As regulations have increased capital and liquidity requirements for financial institutions, the buy side has had a tougher time finding stable fund financing at cost-effective pricing.

Our secured fund financing offers a unique leverage facility combined with agency lending that allows for competitive pricing with respect to traditional facilities.

Access cash from our balance sheet by pledging assets from your account. Securities are rehypothecated through agency lending, a transparent and low-risk alternative to traditional rehypothecation, with the operational safeguards of our established program.

Improved transparency

Memo pledge long positions directly in your existing custody account, offering transparency over traditional rehypothecation. Holistic and flexible reporting on a daily, monthly or quarterly basis.

Operational efficiency

Lending performed in-house by established agency program with robust operational safeguards, including dedicated counterparty risk management with client input. Expansion to existing custody relationship requires no complicated account adjustments.

Why State Street

Our team of financing professionals offers a wealth of experience in markets around the globe to offer solutions that support your liquidity and financing needs. Our agency lending business is able to offer clients a robust, tailorable solution that is a more cost-effective option than traditional credit facilities.

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