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Olivetree selects Markit for securities finance data

Olivetree Financial Group, a leader in evidence-based finance, has selected Markit, a leading, global financial information services company, to provide joint customers with securities lending data through Olivetree’s OTAS platform.

OTAS is Olivetree Solutions’ flagship technology product which provides equity analytics and trading indicators that help asset managers optimise their portfolio’s performance and improve their execution. It is used to actively complement the investment process of global funds with over $5 trillion in assets under management.

The breadth, depth and accuracy of Markit’s global securities finance data and analytics will enhance OTAS users’ trading decisions and alert them to changes in sentiment and supply risks.

Charlotte Wall, head of sales and marketing, Olivetree Financial Group, said: “The ability to offer our joint customers access to Markit’s securities lending data within our OTAS interface is a compelling workflow advance for clients of both Markit and Olivetree. It is a continuation of our work with best in class providers to enhance our OTAS platform”.

David Carruthers, managing director and cohead of Markit Securities Finance, said: “The decision by Olivetree to integrate our securities finance data within their flagship OTAS product is an endorsement of the breadth and quality of our global offering. It is consistent with our approach to provide customers with flexible delivery options that reflect their workflow requirements”.

Users of Olivetree’s OTAS service will benefit from Markit’s global securities lending data, which covers $13 trillion of securities in the lending programmes of over 20,000 institutional funds. It provides a comprehensive view of short interest data and institutional fund activity across equities and fixed income spanning all market sectors.