PB Optimize^SM (PBO) is an innovative FinTech solution from Fidelity that can help with proxy screening, custom analytics, portfolio risk, corporate governance, global securities lending, and treasury and collateral management. It is a comprehensive, broker-neutral solution that aims to maximize performance and savings. Our clients saved $454 million in 2023 (based on re-rate activity in the platform). PB Optimize covers 55,000+ global securities and has $5 trillion in assets under management (data as of 12/31/23).