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What's New In Investments, Funds? – Interactive Brokers

Editorial Staff July 18, 2023

What's New In Investments, Funds? – Interactive Brokers

The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients.

Interactive Brokers, the electronic brokerage that works in areas including wealth management, has rolled out a securities lending “dashboard” so that clients can assess short-selling activity.

The Securities Lending Dashboard allows sophisticated individual and institutional investors, including hedge funds, to view an expanded universe of securities lending data. It adds to Interactive Brokers’ Securities Loan Borrow system, which lets clients search for stocks available to short on the Interactive Brokers platform.

The new offering includes information for securities that trade in North America, Europe and Asia and is provided to all clients via Fundamentals Explorer on the Trader Workstation platform. 

In May, the business launched Custom Indexing for Registered Investment Advisors. This is a new direct indexing solution that enables RIAs to personalize client portfolios. This news service has interviewed the chairman and founder of Interactive Brokers about how it fits into the wealth management landscape. 

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