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Orbisa: Actionable Securities Lending Intelligence

Reported by Thehedgefundjournal
May 30, 2023· 3 min read
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Key Takeaways
  • • EquiLend's Orbisa platform captures USD $30 trillion in physical lendable securities globally, including USD $8 trillion in fixed income securities, covering 189,000 unique securities across 50+ markets. This dataset is exclusively sourced from daily transaction activity in securities financing markets and is designed to generate actionable buy and sell signals for hedge fund investment processes.
  • • Orbisa launched in 2021 as EquiLend's first buy-side offering, extending the firm's 12-year wholesale data legacy (DataLend, launched 2009) into hedge fund and broader buy-side markets. The platform represents a strategic pivot from serving beneficial owners, agent lenders, and broker dealers to serving institutional buy-side investors directly.
  • • The Orbisa team combines deep capital markets fintech expertise with hedge fund-specific sales leadership, including Mike Doyle (Director of Sales North America, formerly at BAML, Goldman Sachs, Morgan Stanley) and Grant Davies (Director of Sales EMEA, with experience at BNY Mellon and J.P. Morgan in securities lending and collateral management).
  • • Orbisa provides curated datasets including exclusive short interest indicators and securities lending market analysis, enabling hedge funds to gain portfolio transparency and enhance trading and portfolio construction analysis.
Summary
EquiLend, a capital markets fintech company founded in 2001, has positioned Orbisa as a specialized securities lending data platform for hedge funds and buy-side investors. The platform launched in 2021, marking EquiLend's strategic expansion from its core wholesale business (DataLend, established in 2012) into the buy-side segment. According to Nancy Allen, Head of EquiLend's Data & Analytics Solutions division, "Our wholesale data has now been transformed into a data and analytics solution for the buy side," with the capability for data to "feed directly into the investment process and help to generate buy and sell signals and construct portfolios."

The Orbisa dataset represents significant scale and market coverage. The platform aggregates USD $30 trillion of physical lendable securities globally, comprising USD $8 trillion in fixed income securities, and tracks 189,000 unique securities across more than 50 global markets. All data is sourced from daily transaction activity within the securities financing industry, ensuring real-time relevance for active portfolio managers.

The platform's feature set is tailored specifically for hedge fund operational requirements. Orbisa provides exclusive short interest indicators, securities lending market analytics, and portfolio transparency tools designed to enhance trading analysis and inform portfolio construction decisions. This focus reflects EquiLend's recognition that buy-side players require curated, actionable intelligence distinct from wholesale market data.

Orbisa's sales and product leadership brings extensive institutional finance experience. Mike Doyle, Director of Sales North America, brings prime broker relationship management from BAML, Goldman Sachs, and Morgan Stanley. Grant Davies, Director of Sales EMEA, contributes specialized expertise in securities lending, swaps, and collateral management from roles at BNY Mellon and J.P. Morgan. This team composition underscores EquiLend's commitment to serving hedge fund and alternative asset manager clients with domain-specific knowledge and institutional credibility.

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Sources

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AlphaMaven summarised this story from the reporting below. Each link opens the original article.

Thehedgefundjournal Orbisa: Actionable Securities Lending Intelligence