Information - Strategy - Execution
End-to-end securities finance coverage
These words describe the Pierpoint approach. We provide the information, training and education necessary to ensure that client decisions are aligned with their investment, operational or regulatory objectives.
We then work with clients to transform those objectives into clear strategies and action plans.
Finally, the key to success is execution – clients can leverage our knowledge, experience and contacts to drive implementation and execution to ensure success.
Previous Client Engagements
Needs analysis and development of a strategic plan and roadmap to transform its securities lending business
Analysis of trends and outlook for institutional investor participation in securities lending and routes to market
Evaluation of potential acquisition including strategic review, due diligence and bid preparation
Securities lending agent vendor selection, pricing negotiation and document negotiation and execution. Follow-on assignment two years later to review agent performance.
Integration of two subsidiary lending programmes into a single business
Two full-day training sessions for pension fund trustees in conjunction with trade association
FinTech: Business needs development for portfolio revenue projections and subsequent performance tracking analysis
Structured finance boutique: Product development of unique Asset Backed Security
Expert Witness: Three separate engagements - UK and USA