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SIE: Capital Markets & Offerings
SIE practice questionmediumSyndicate

A syndicate in the context of securities underwriting is:

  1. AA group of investment banks that share the responsibility and risk of distributing a new issue✓ Correct answer
  2. BA government organization that oversees IPOs
  3. CA group of investors who agree to purchase all unsold shares
  4. DA single investment bank that handles the entire offering alone
Explanation

Why AA group of investment banks that share the responsibility and risk of distributing a new issue

An underwriting syndicate is a temporary group of investment banks formed to distribute a new securities issue. The lead underwriter (book runner) manages the syndicate. Members share the risk and responsibility of selling the issue. Syndicates are formed for large offerings where one firm cannot absorb all the risk or reach enough investors alone. The selling group may also participate in distribution but without the same level of financial commitment as syndicate members.

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