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Archive

Securities Lending

Directors Sued Over Sec Lending Fees

January 30, 2013

BlackRock and the independent directors of the iShares funds are being sued over allegedly excessive securities lending fees being paid to a Blackrock affiliate.  The funds used a Blackrock affiliate as agent for their securities lending program.  The complaint alleges that the affiliate received a… read more

Forum Report on Securities Lending

May 17, 2012

Today the Forum issued a report entitled Practical Guidance for Directors on the Oversight of Securities Lending.  Given the significant role of securities lending in today's capital markets, the report provides an overview of securities lending in order to help directors make informed decisions about… read more

Report: Security Lending Returns, Fund Boards and Affiliated Agents

October 26, 2011

A recent academic paper examined how the composition of mutual fund boards and the use of affiliated lending agents correlate with security lending returns.  The paper states: Using manually collected security lending index mutual fund data covering the period from 2003 to 2009, we… read more

Does Proxy Voting Affect Securities Lending Volume?

April 25, 2011

Reena Aggarwal, Professor of Finance at Georgetown University; Pedro Saffi of the Finance Department at the University of Navarra; and Jason Sturgess, Assistant Professor of Finance at Georgetown University recently published a paper examining whether proxy voting affects the supply or demand for securities lending.… read more

GAO Issues Report on Securities Lending

March 25, 2011

On March 16, the Government Accountability Office issued a report on securities lending. This report, mandated by the Dodd-Frank Act, lays out recommendations to help employers and participants better understand the risks of "securities lending" in 401(k) plans.  As we mentioned in our August 12,… read more