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PB Optimize: A Portfolio Finance Solution Designed to Maximize Revenue and Performance
A fully integrated fintech platform that offers transparency, customization, and automation to meet the
demands of a changing landscape.
Benefits
Unique insights for better decision making
- Screen for securities using traditional and alternative datasets, including social media analytics.
- Leverage proprietary tools to analyze hedge fund crowding models, ETF and retail ownership, option activity and peer overlap factors.
- View real-time approximation of margin on your trade activity through the what-if scenario planning tool.
Unique insights for better decision making
- Screen for securities using traditional and alternative datasets, including social media analytics.
- Leverage proprietary tools to analyze hedge fund crowding models, ETF and retail ownership, option activity and peer overlap factors.
- View real-time approximation of margin on your trade activity through the what-if scenario planning tool.
A customizable, proprietary platform that delivers real results
Leverage the strength of our reach and a dedicated team focused on your business needs.
$450M
Savings Realized by
PBO Clients In 2023*
Savings Realized by
PBO Clients In 2023*
*Based on re-rate activity in the platform
55,000+
Global Securities
Covered
Global Securities
Covered
$5.0T
Assets Under
Administration
Assets Under
Administration
280+
Institutions on the
Platform
Institutions on the
Platform
50+
Dedicated Team
Dedicated Team
*Based on re-rate activity in the platform
Resources & Insights
Weekly HTB Report
Weekly highlights and trends from across the lending market, delivered directly to your inbox.
Insights & Thought Leadership
Product Highlights
About
Learn how PB Optimize has revolutionized the securities
financing markets
PB Optimize launched in 2012 as a securities finance solution designed to provide transparency into the
global securities market with the goal of utilizing data
and technology to help improve client outcomes. The latest PB Optimize enhancements expand on Fidelity's
securities lending capabilities,
which includes more than 20 years of servicing institutions and investors through its Capital Markets Group
with Fidelity Prime Services,
Fully Paid Lending, and most recently, Fidelity Agency Lending.
Fidelity invests billions of dollars annually in its technology enterprise-wide, leveraging its scale to develop new capabilities and enhancements to meet clients' unique needs.
Fidelity invests billions of dollars annually in its technology enterprise-wide, leveraging its scale to develop new capabilities and enhancements to meet clients' unique needs.
Trusted by: Hedge Funds, Asset Managers, Family Offices, Endowments,
Allocators
2012
Financing Optimization
Differentiation and First to Market
2012
PB Optimize
Launch
PB Optimize
Launch
- Market Data
- Data Aggregation
- Daily Alerts and Reporting
2014–2015
Broker Transparency
Competitive Optimization
- Broker Performance
- Revenue Wallet
- Return on Asset Monitoring
2016
Digitized Marketplace
Greater Transparency and Efficiency
- Multi-Broker Locates
- Automated Bidding
2017–2018
Treasury & Margin
Total Treasury Solution
- Cash Optimization
- Collateral Management
- Margin Optimization & Scenario Analysis
2019–Present
Data Analytics
Portfolio Risk & Performance Leverage of Alternative Data and Expanded User Base
Portfolio Risk & Performance Leverage of Alternative Data and Expanded User Base
- Custom Screeners
- Propriety Models
- Quantitative Risk Analysis
- Comprehensive Performance Tracking
PB Optimize℠ is provided by Fidelity Global Brokerage Group, Inc. (FGBG), a wholly owned subsidiary of FMR LLC. FGBG is not a part of Fidelity’s broker-dealer entity, National Financial Services LLC, which provides Fidelity’s other prime brokerage service offerings. The content provided herein is general in nature and is for informational purposes only. This information is not individualized and is not intended to serve as the primary or sole basis for your decisions as there may be other factors you should consider. Fidelity does not provide advice of any kind. Firms should conduct their own due diligence and determine what is appropriate for their unique situation. This information is for your internal use only and not intended for publication or redistribution. PB Optimize is a service mark of FMR LLC.
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