Unlocking New Opportunities with Stock Lending

If you hold a substantial investment portfolio, you may be sitting on an underutilized asset: your stocks. Many investors don’t realize that their fully paid shares can be put to work through a stock lending program, generating additional income without selling their positions. 

For high-net-worth individuals, family offices, and institutions, stock lending offers a way to enhance returns while maintaining market exposure and it’s an opportunity to explore more sophisticated strategies with a trusted advisory team.

What Is Stock Lending?

Stock lending, also known as securities lending, allows investors to lend out their fully paid stocks to other market participants, such as institutional investors or short sellers, in exchange for a fee.

It’s a straightforward process:

• You retain ownership of your securities

• You earn a lending fee for making your shares available

• You maintain portfolio exposure, allowing your investments to keep working for you

This approach can generate incremental revenue on positions you plan to hold long term, without having to liquidate them.

Why It Matters Now

In a market where every basis point counts, stock lending offers a chance to get more out of your portfolio.

It can help:

• Generate passive income without altering your investment strategy

• Improve portfolio efficiency by putting idle assets to work

• Enhance overall performance with an additional revenue stream

• Reinvest proceeds strategically into higher-yielding opportunities

For many investors, it’s a smart way to unlock more value from their existing holdings.

Why This Is a Conversation Worth Having

For us, stock lending isn’t just a portfolio strategy, it’s also a powerful way to start a dialogue with clients and prospective clients. Many investors are unfamiliar with stock lending, and introducing this concept opens the door to:

• Assessing whether their current portfolios are underutilized

• Offering value through education and consultation

• Exploring broader wealth strategies that integrate stock lending with cash management, tax planning, and long-term portfolio goals

It’s an entry point to building stronger, more strategic relationships.

How We Can Help

At the Cash Management Group, we guide clients through every step of this process:

• Evaluating eligibility: Determining which securities are appropriate for lending

• Structuring a program: Ensuring the approach aligns with your risk profile and objectives

• Integrating the strategy: Incorporating lending revenue into your broader financial plan

• Navigating compliance and tax considerations: Ensuring everything is managed with diligence and transparency

Book Your Stock Lending Review

We are offering complimentary portfolio reviews to assess stock lending opportunities for qualified clients.

In just 15 minutes, we can help you:

• Identify which holdings are eligible for lending

• Estimate potential additional income

• Explore how stock lending could enhance your wealth strategy

Contact us today: 604.643.0101 or cashgroup@cgf.com

Or book your consultation here:
https://calendly.com/cashgroup-privatewealth-cgf