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Your providers:
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Rate your service partners on up to 20 service elements below
All responses will be treated in the strictest confidence

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True and fair assessment of providers' strengths and weaknesses
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service partners evaluated across 6000+ ratings submitted
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Fee schedule

The service provider offers a competitive fee schedule to the beneficial owner.
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BNY Mellon

Securities lending returns

The service provider generates good securities lending returns.
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BNY Mellon

Asset class coverage

The service provider offers a lending program across all asset classes which the beneficial owner invests in.
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BNY Mellon

Market coverage

The service provider offers a lending program across all markets which the beneficial owner invests in.
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BNY Mellon

Recalling securities on loan

Within a securities lending program, the service provider is always able to recall on-loan securities to facilitate timely settlement and support the beneficial owner's voting requirements.
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BNY Mellon

Improving returns

The service provider takes a proactive stance in presenting ideas and suggestions to the beneficial owner, and doing so on a regular basis, as to how returns from securities lending can be improved, covering both one-off opportunities and driving up returns on an ongoing basis.
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BNY Mellon

Multiple routes to market

The service provider regularly discusses with the beneficial owner, and offers, multiple routes to market for its portfolio.
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BNY Mellon

Support for client-led program

The service provider offers support to a beneficial owner for its client-led lending program, both on an ongoing basis or for one-off opportunities.
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BNY Mellon

Alternative initiatives

The service provider takes a proactive stance to informing the beneficial owner about alternatives such as peer-to-peer initiatives, CCPs and other market innovations.
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BNY Mellon

Liquidity solutions

The service provider offers liquidity solutions to the beneficial owner based on its securities lending activity.
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BNY Mellon

Best Execution policy

The service provider has a Best Execution policy that is clear, easily understood and applied in practice.
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BNY Mellon

Indemnification

The service provider offers an indemnity to the beneficial owner in the event that a counterparty should fail and there is a shortfall in the proceeds from collateral disposals.
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BNY Mellon

No-indemnification option

The service provider offers the option of no indemnification over collateral in return for a higher fee-share to the beneficial owner.
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BNY Mellon

ESG customisation

The service provider customises the beneficial owner's program to take into account their ESG objectives.
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BNY Mellon

Collateral range and risk

The service provider can support a range of collateral that is considered competitive and in line with the beneficial owner's risk acceptance.
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BNY Mellon

Collateral ring-fencing

Collateral assets are held by the service provider in such a way as to ring-fence and protect these assets for the client's benefit.
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BNY Mellon

Triparty collateral validated

The service provider validates that collateral held in triparty is in accordance with the beneficial owner's approved schedules.
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BNY Mellon

Cash collateral reinvestment

The service provider always reinvests cash collateral under terms agreed with the beneficial owner and provides complete and timely data on the investment assets and risk profile.
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BNY Mellon

Daily online reports

The service provider supplies good daily online reports of utilisation, performance and collateral to the beneficial owner.
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BNY Mellon

SFTR reporting

The service provider offers a reporting solution which meets the beneficial owner's obligations under the European Commission's Securities Financing Transactions Regulation (SFTR). The regulation requires the principals to a Securities Financing Transaction to report to a trade repository registered by the European Securities and Markets Authority. Beneficial owners may choose to delegate to service providers but retain regulatory obligation to report.
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BNY Mellon

Your feedback comments

 
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Your entire response is in strict confidence.
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 Feedback – Your service partners value your frank comments on their year-on-year performance, on what new initiatives have been delivered well and on the specifics of what is causing you a headache or simply where you would appreciate improvement...
BNY Mellon