HSBC launches new mobile-friendly investor reporting portal

HSBC today launched a new investor reporting portal which will allow European debt issuers and investors to access data on their securities and portfolio holdings in real-time and over mobile devices.

The HSBC Investor Reporting portal is being introduced for securitisations and will allow clients of the bank’s Issuer Services business to view information directly themselves and share it with regulators and the other parties involved in transactions. Investor reporting for repackaged note and project finance transactions will be added to the portal in due course.

The portal is compatible with smartphone and tablet technology so that clients can obtain the information while out of the office as well as being able to remotely download documents, undertake bespoke searches and receive notifications about changes to their securities or portfolio holdings. 

“We developed the portal to enable our clients to manage their transactions more effectively,” said Karen Lomax, Head of Issuer Services Europe. “Clients now interact differently with data and expect to be able to access it anytime, anywhere without requesting it from intermediaries. We wanted to empower them to do just that, which is why we have put a strong focus on creating a mobile-friendly tool.” 

Clients will be able to see a wide range of information, including interest or redemption payments, the performance of collateral underlying transactions, information around deal counterparties, ratings of key counterparties and dates of collections and distributions. 

The portal is underpinned by Application Programming Interface (API) technology, enabling clients to extract specific data and reports in the right format for their needs.  

The portal forms part of a broader suite of services offered by the HSBC Issuer Services Analytics team. These include asset and liability modelling as well as portfolio performance and stratification reporting. The portal also supports some European Securities and Markets Authority regulatory reporting.

“Our objective was to enhance our clients’ experience of HSBC and simplify their daily tasks. With the mobile-friendly portal HSBC Investor Reporting, we are also giving them more control over their transaction data,” said Giovanni Fenocchi, Global Head of Issuer Services.