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Securities Lending

Webcast Replay: Developments in Securities Lending

December 01, 2009

For those unable to tune in to the November 18, 2009 webinar, "Recent Developments in Securities Lending," co-sponsored by the Forum and KPMG, a replay link is available to Forum members on the Forum's website.The 90-minute webinar featured a in-depth discussions of: The… read more

SEC Securities Lending and Short Sale Roundtable Webcast Archives

October 15, 2009

For those who were not able to tune in to or attend the Commission's September 29 and September 30 roundtables on securities lending and short sale issues, the SEC has posted archives of the webcasts for both days.   The two roundtables were comprised of… read more

SEC Announces Roundtable on Short Selling and Securities Lending

July 30, 2009

The SEC has announced that it will hold a roundtable on September 30, 2009 to solicit views of investors, issuers, financial services firms, self-regulatory organizations and the academic community on issues related to securities lending, pre-borrowing, and possible additional short sale disclosures. According… read more

SEC Proposes Short-Selling Restrictions

April 16, 2009

Last week, the SEC approved two proposals amending Regulation SHO to restrict short sales, and is soliciting comments on these proposed amendments.Approach 1: Market-Wide and Permanent (“short sale price test” or “short sale price test restriction”). Proposes two alternative short sale price tests: one… read more

Compliance Consultant’s View of Securities Lending Risks

November 07, 2008

In a recent compliance alert, ACA Compliance Group took a look at the risk environment surrounding fund securities lending programs, finding that, "[t]he risks associated with a firm's securities lending program appear to be on the rise due to issues such as:" (1)… read more