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The Collateral and Treasury Management Solution

Transforming securities finance data into actionable insights to maximize portfolio performance

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$771M
Savings Realized by PBO Clients in 2025
55,000+
Global Securities Covered
$10T+
Assets Under Administration

A customizable, proprietary platform that delivers real results for Hedge Funds and Institutional Investors

Our Goal: Improve returns, reduce operational risk and deliver valuable aggregated data on a single, streamlined platform.
Risk and Fraud
Social Sentiment
Securities Lending
Ownership & Crowding
Broker / Counterparty
Fund Admin / OMS
TPA / Client Files
Market Data
Client Position Data
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CFO / COO Treasurer Head of Finance
PM Trader Analyst
CRO Data Scientist Investor Relations
Addressing a suite of needs from Operations to Portfolio Manager, PB Optimize leverages multiple data sources including $10T+ in AUA to provide a full spectrum of valuable insights.

Our Products

  • Securities Lending data analytics, including Borrow Cost, Short Interest, Crowding, Social Sentiment, Ownership, Corporate Actions, and Risk
  • Custom alerting delivers actionable insights as market factors evolve
  • 200+ Data fields available via API, Excel, or In App screening
  • PB Optimize seamlessly integrates broker and counterparty data ensuring normalized efficient and reliable data model
  • Broker-Manager Analysis quantifies wallet share and target balances for more strategic relationship management
  • Rate optimization provides financing cost transparency
  • Scorecards measure and monitor the efficiency of your portfolio financing and quantify operational alpha
  • Collateral optimization dashboards provide a holistic, multi-prime view of collateral and margin
  • Customizable cash positioning tool surfaces boxed positions, rate optimization opportunities, balance changes, and rate breaks
  • Securities lending market transparency powered by real time short interest, intra-day loan activity and market lending borrow cost structure coupled with proprietary crowding metrics
  • Peer-enhanced data points unlock the ability to benchmark against hedge fund peers
  • Margin Optimization, attribution and capital efficiency analytics, through the lines of broker stress test, regulatory compliance, and house rules
  • Margin summaries and alerts deliver portfolio-wide visibility into margin allocation, with real-time price refreshes helping clients assess margin impacts through midday volatility

Who We Are

Founded in 2012 by a team of industry experts, PB Optimize was designed to provide transparency into the global securities lending market with the goal of utilizing data and technology to help improve client outcomes.

Today, 300+ clients rely on PB Optimize for its ability to help effectively manage their portfolio. Real-time data, custom analytics, and data aggregation at the security and portfolio levels are some of the foundational tools the platform delivers. Recent enhancements include upgrades to the broker wallet, enhanced sentiment and performance attribution.

Explore how PB Optimize has evolved over the years, providing new solutions for our clients that revolutionize the way they manage their portfolios.

PB Optimize Launch 2012

PBO launched a real-time market data infrastructure that delivers live pricing, volume, and volatility intelligence directly into the platform, eliminating the limitations of traditional end-of-day reporting. Data is continuously aggregated and normalized across asset classes, portfolios, and providers, establishing a centralized foundation for timely analytics, reporting, and decision-making.

    PB Optimize logo white large
    • 2012
      PB Optimize Launch Differentiation and First to Market
    • 2014
      Broker Transparency Cooperative Optimization
    • 2016
      Digitized Marketplace Greater Transparency and Efficiency
    • 2017
      Treasury & Margin Total Treasury Solution
    • 2019
      Custom Analytics, Portfolio Risk & Performance Leverage of Alternative Data and Expanded User Base
    • 2022
      Advanced Screening & Comparative Intelligence Expanded Insights and Portfolio Analysis
    • 2024
      Margin & Risk Optimization Capital Efficiency through Margin Transparency
    • 2026
      Advanced Analytics Introduction of Machine Learning and AI Capabilities
    Present

    Resources + Insights

    Weekly highlights and trends from across the lending market, delivered directly to your inbox.

    Insights + Thought Leadership

    Weekly HTB Report
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    Securities Lending Weekly Report (General)
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    Securities Lending Weekly Report (Small & Micro Cap)
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    Product Highlights

    PB Optimize Hard Card Download PB Optimize Form PF (5.C Reporting) Download

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    Products
    • Market Data and Analytics
    • Data Aggregation for Portfolios
    • Portfolio Finance Optimization
    • Treasury and Collateral Management
    • Short Interest and Crowding Analytics
    • Margin Replication and Optimization
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    • About PBO
    • Who We Are
    • Resources + Insights
    PB Optimize℠ is provided by Fidelity Global Brokerage Group, Inc. (FGBG), a wholly owned subsidiary of FMR LLC. FGBG is not a part of Fidelity’s broker-dealer entity, National Financial Services LLC, which provides Fidelity’s other prime brokerage service offerings. The content provided herein is general in nature and is for informational purposes only. This information is not individualized and is not intended to serve as the primary or sole basis for your decisions as there may be other factors you should consider. Fidelity does not provide advice of any kind. Firms should conduct their own due diligence and determine what is appropriate for their unique situation. This information is for your internal use only and not intended for publication or redistribution. PB Optimize is a service mark of FMR LLC.
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