Free Download: Basic Introduction to Securities Lending
16 June 2020
For those people who are interested in the very basics of securities lending, you've come to the right place. Download this free introduction with links to even more free material inside.
Pierpoint Perspective$ Podcast - Coming Soon!
26 May 2020
Pierpoint Perspective$ is the podcast focusing on securities lending, repo, collateral management and related topics. In addition to hearing from the Pierpoint team, listeners will get interviews and commentary from the best, brightest and most innovative people in the securities finance world.
Watch for this weekly podcast, coming soon via the usual podcast channels. Listen, and if you like it, subscribe and don't forget to give it the thumbs up!
Pierpoint Securities Finance Academy brings online training to the community. Today Pierpoint has launched the first in its range of courses on Securities Lending, Repo, Collateral Management and Prime Brokerage. This online training also offers students optional live support.
Pierpoint Financial Consulting adds Jeroen Bakker as Benelux consulting lead. Jeroen brings over 20 years of securities finance expertise on both the buy- and sell-side to the table. His experience includes head of trading at agent and principal lenders and most recently sales and marketing for the equity finance desk at a major UK bank. more ...
The Sustainability Report: Integrating ESG considerations in securities lending programs
14 February 2020 NEWS
John Arnesen and Roy Zimmerhansl are quoted in The Sustainability Report article which examines how asset owners are increasingly considering how and why to integrate and apply their ESG philosophy with securities lending.
You can read The Sustainability Report article here.
Roy Zimmerhansl is quoted in this Global Investor article exploring the decision in December by Japan's Government Pension Investment Fund to suspend its foreign equity lending programme. Our view is that securities lending and investor ESG principles can successfully co-exist and we work with clients to help ensure their lending activity reflects their ESG filters. You can read our blogs on the topic here and here.
You can read the entire Global Investor article here.
What a great day! On Tuesday 28 January Roy Zimmerhansl led the "Introduction to Securities Lending" course. The event had attendees from every segment of the market – beneficial owners, agent lenders, prime brokers, fintech and infrastructure providers. Lots of positive feedback on the informative presentations from guest speakers Ali Kazimi of Hansuke Consulting and Iain MacKay of EquiLend. Thanks to all of the VERY engaged delegates, the supporters at their sponsoring firms and the guest speakers. FinTuition and Pierpoint Financial Consulting partnered on this course, just the first of a new series of refreshed old favourites and new courses to reflect market requirements.
Investor Relations Society - Panel Appearance
27 November 2019 NEWS
At this past week’s Investor Relations Society Master Class, Roy Zimmerhansl was one of the speakers in the “Dealing with Passive Investors” session. The discussion was focused on ESG issues as well as short selling and securities lending. ESG included an interesting examination of the potential cost of capital implications for companies in future that score well/poorly on ESG measures. Thanks to IRS for the invitation, Richard Davies for excellent moderation and Iancu Daramas of LGIM for fascinating ESG insights and observations.
Radio show appearance on ResonanceFM
11 November 2019 NEWS
Roy Zimmerhansl was a guest on "The N@ked Short Club" on Resonance FM, Monday 11 November alongside Damian Handzy, Robert Hillman, Arpit Kaushik and of course the amazing Dr Stu himself. The programme included discussion on momentum investing, ESG, the recent repo market ructions and of course heady music. Thanks to master engineer James Austin. You can access the recording of the show here.
Global Investor Special Report: Collateral in 2020
2 October 2019 NEWS
In the recent Global Investor report, Pierpoint provides commentary for two articles: "Why should asset owners and asset managers care about collateral?" and "The case for harmonisation, standardisation, and interoperability". Collateral continues to be ever-more important for sell-side firms, but in recent times and certainly going forward, fundamental change will be required for buy-side institutions as well. Read Roy Zimmerhansl's comments in the report here and contact Pierpoint to discuss your collateral management needs and industry trends.
Zimmerhansl speaks at ISLA Post Trade Conference
1 October 2019 NEWS
Roy Zimmerhansl was the moderator for the opening panel session, "Key Business Drivers Impacting Our Markets" at the 10th Annual ISLA Post Trade Conference. He also appeared on the final wrap-up panel session, providing challenging and sometimes provocative views on the future of securities finance. Read the ISLA summary of this excellent event here and our blog post inspired by this event here.
Pierpoint moderates two IMN panels
25 September 2019 NEWS
Pierpoint Financial Consulting partners moderated two panels at the IMN European Beneficial Owners Securities Finance and Collateral Management Conference in London on 25-26 September. Roy Zimmerhansl lead the opening panel session: "Securities Finance Industry Outlook: Analyzing Key Market Drivers for the Coming Year". John Arnesen's panel focused on "The Importance of ESG in Securities Lending". Pierpoint clients and followers are aware that ESG issues are a primary focus for Pierpoint - read our recent blog post on ESG and securities lending here.
Blokland joins as Benelux Consulting Lead
3 September 2019 PRESS RELEASE
Pierpoint Financial Consulting have strengthened the team further with the addition of Raymond Blokland as Benelux Consulting Lead. Raymond brings 25 years’ experience on both the buy-side and sell-side, almost all of it based in The Netherlands and/or Luxembourg. His experience at market leading firms spans the full spectrum of securities finance including OTC derivatives, collateral management and Fintech. Raymond will focus on Benelux, which includes some of the largest and most sophisticated global investors. more ...
Responsible Investment and Stock Lending
23 August 2019 ANNOUNCEMENT
Roy Zimmerhansl will be speaking to an audience of UK Local Authorities on the topic of "Responsible Investment and Stock Lending" on Thursday 12 September. One common theme in Pierpoint's work is improved transparency for securities lending and this presentation will examine how responsible investment concepts cut across many aspects of securities lending. The topics will range from whether even to participate in securities lending through to ensuring alignment of lending with an investor's ESG objectives.
Pierpoint Financial Consulting welcomes John Arnesen as Consulting Lead. John’s 28 years’ securities finance experience deepens Pierpoint’s consulting depth and breadth. He has managed the growth of the European businesses at one of the world’s leading U.S global custodians, an ICSD based in Luxembourg and as Global head of Agency Securities Lending for a leading French Bank with trading desks in Australia, New York and London. John is a respected commentator on the securities finance market, having authored thought leadership articles and regularly appearing as a conference chair, moderator or panellist in Australia, Europe and the US. more ...
Howieson joins as Research Partner
13 August 2019 PRESS RELEASE
Pierpoint Financial Consulting is pleased to announce that Andrew Howieson has joined as Research Partner. Andrew brings more than 30 years’ experience in global capital markets to Pierpoint, including his time as head of Global Corporate Strategy and Business Development for State Street Bank. is an independent consultant based in London and Strasbourg, with more than 30 years in global capital markets. Grounded with extensive experience in operations and internal audit management assignments for global financial institutions, Andrew’s securities lending experience includes his tenure as Managing Director of a leading specialist agency lender; consulting to institutional investors and as co-author of important white papers focused on potential future developments for the securities lending market. more ...
Pierpoint adds Stephenson as Practice Manager
29 July 2019 PRESS RELEASE
Pierpoint Financial Consulting are delighted to announce that Andy Stephenson has been appointed as Practice Manager. Andy brings valuable experience to Pierpoint with 15 years’ consulting as a tax attorney, as part of the executive team of a leading global practice and running a specialist practice delivering a range of services to asset owners, asset managers and global custodians.
“I am really excited about Andy joining Pierpoint, having previously worked with him at Chase Manhattan Bank," says Roy Zimmerhansl, Pierpoint Practice Lead. "He brings a wealth of experience and knowledge to the team, complementing Pierpoint’s core strengths, as well as having a proven track record as a senior consultant to the institutional investor and service provider universe.” more ...
Zimmerhansl joins judging panel
July 2019 GLOBAL INVESTOR
Global Investor's 2019 Investment Excellence Awards took place on the evening of July 3 at the Leonardo Royal Hotel London Tower Bridge
The awards celebrate the achievements of asset managers, securities services firms, and specialist technology providers, recognising excellence across the financial industry. more ...
GC 30 adds Zimmerhansl as judge
April 2019 GLOBAL CUSTODIAN
Investor's Global Custodian will be recognising 30 individuals who are set to shape the securities services industry of the future, as part of its 30th anniversary celebrations.
Candidates for this selection process are the people behind ground-breaking innovations, those using their positions to grow their business and benefit the wider industry, and the rising stars who could one day be leading the world's largest custodians and market infrastructures. more ...
Roy Zimmerhansl joins Karson
25 February 2019 SECURITIES LENDING TIMES
Roy Zimmerhansl has started a consulting role at Karson.
Zimmerhansl will work remotely or from the firm's office in Hampton Court.
He will report to Derrell Hendrix who is the founder and CEO of Karson. more...