Features

State Street’s Chris Rowland discusses how APAC firms must amend processes to keep up with the US and Canada’s move to a T+1 settlement cycle

State Street’s Chelsea Grossman, managing director and head of North America client management for agency lending, breaks down the key events of 2023 and how last year’s performance will shape the lending environment in 2024

The over-the-counter collateral management industry plays a pivotal role in ensuring the smooth functioning of global markets, says State Street’s Sam Edwards, global head of triparty, European and APAC head of relationship management for collateral services, who suggests that this sector is at a crossroads and ripe for transformation

Nick Delikaris, head of Automation, Analytics and Platform Services at State Street, discusses the mechanics of leveraging strategic tools commonly found in fintech companies into core financing products

Cassandra Jones, managing director and EMEA head of securities finance client management at State Street Global Markets, assesses the peer-to-peer construct and its potential to empower the buy side

State Street’s new heads Taryn Siglain and Patricia Hostin share their plans for the advancement of agency lending and prime services businesses, while highlighting the importance of representation in the workforce. Carmella Haswell reports

APAC markets are shifting to put collateral management at the forefront. Purtini Joshi, head of Collateral+ Asia Pacific business development at State Street, evaluates the evolving collateral space and how digital assets are adding new dimensions to the investment cycle

By combining global equities lending, ESG and proxy vote data from 2015 to 2021, State Street has evaluated the impact of ESG on loan supply, short-selling demand and institutional investor engagement. Travis Whitmore, senior quantitative researcher at research think tank State Street Associates, explains this research

State Street’s Travis Keltner and Kevin MacNeill argue that uncertain global financial market conditions, the rise of P2P business models and technological developments in the industry mean that repo markets could be poised for their biggest leap forward

Firms that perform poorly on material ESG characteristics have lower levels of institutional ownership, increased levels of shorting, and higher levels of institutional investor engagement, according to research by State Street Associates. Travis Whitmore, head of securities finance research, and Christian Nadeau, quantitative researcher at State Street Associates, discuss the findings

Institutional owners are restricting lending of companies perceived as unsustainable, according to State Street’s Travis Whitmore. Carmella Haswell reports

The final phase of uncleared margin rules covering smaller financial entities, from pension funds to insurance firms, will come into effect from September 2022. Sam Edwards, APAC head of collateral, State Street, and Kishore Ramakrishnan, European lead, Regulatory Change practice, Vox Financial Partners, discuss the implications