The Collateral and Treasury Management Solution
Transforming securities finance data into actionable insights to maximize portfolio performance
A customizable, proprietary platform that delivers real results for Hedge Funds and Institutional Investors
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.
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.
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2012PB Optimize Launch Differentiation and First to Market
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2014Broker Transparency Cooperative Optimization
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2016Digitized Marketplace Greater Transparency and Efficiency
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2017Treasury & Margin Total Treasury Solution
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2019Custom Analytics, Portfolio Risk & Performance Leverage of Alternative Data and Expanded User Base
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2022Advanced Screening & Comparative Intelligence Expanded Insights and Portfolio Analysis
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2024Margin & Risk Optimization Capital Efficiency through Margin Transparency
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2026Advanced Analytics Introduction of Machine Learning and AI Capabilities
