Beneficial Owner Data Dashboard Q2 2025

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Beneficial Owner Data Dashboard Q2 2025

Q2 2025 marked one of the strongest quarterly market revenues since 2023, which itself was the second highest revenue-generating year since we began collecting data in 2006. The securities lending markets capitalized on the volatility that impacted financial markets at the beginning of the quarter, as shifts in global trading patterns dampened investor sentiment and led to declines in stock valuations. However, as clarity emerged with the announcement of a 90-day pause in tariff changes, market valuations began to rebound, with some markets even reaching all-time highs. During this recovery, investors pinpointed specific stocks, sectors, and, in some instances, countries and regions likely to be influenced by the new approach. This shift in focus resulted in an increase in directional strategies as investor sentiment evolved. Throughout this period, beneficial owners not only benefited from the recovery in asset valuations, which boosted revenues, but also seized opportunities to engage in a growing array of lending prospects.

In times of significant market volatility, beneficial owners should focus on several critical elements within their securities lending programs. They need to closely monitor the creditworthiness of their counterparties to mitigate default risks. Maintaining liquidity is essential; beneficial owners should evaluate their collateral management practices to ensure they can swiftly adapt to market fluctuations. Additionally, they should reassess their lending strategies, potentially modifying terms and conditions to align with the heightened risk landscape. Lastly, open communication with stakeholders regarding risk exposure and lending activities is vital for building trust and facilitating informed decision-making during uncertain times. At S&P Global Market Intelligence, we offer a variety of solutions designed to help beneficial owners ensure their securities lending programs align with fund board expectations. If you're interested in discussing these solutions, please feel free to reach out to your regional specialist listed below.

S&P Global provides industry-leading data, software and technology platforms and managed services to tackle some of the most difficult challenges in financial markets. We help our customers better understand complicated markets, reduce risk, operate more efficiently and comply with financial regulation.

This article was published by S&P Global Market Intelligence and not by S&P Global Ratings, which is a separately managed division of S&P Global.