2025, Asset Management and Portfolio - Investment Banking Today

Trader of the Year Hedge Fund: Conversant Capital’s David Alfred

The TRADE

JANUARY 22, 2025

We of course cover the traditional real estate sub-sectors, but also emphasise non-traditional real estate and real estate-adjacent sub-sectors, including digital infrastructure, asset managers, car washes, and student housing, as an example subset. The setup for 2025 is harder. The S&P is at around 22 times earnings.

Funds

Funds Capital Capital Market S&P

GAM shares turnaround plan to return to profitability

The TRADE

OCTOBER 19, 2023

The immediate focus for the business is set to be investing in client service and portfolio management, specifically hiring in senior sales and distribution team members focused on Europe and the UK, as well as investment managers for both the luxury brands and credit opportunities strategies.

Profitability

Profitability Shares Investment Management

SEC chair Gary Gensler urges UK to set T+1 transition date

The TRADE

JUNE 21, 2024

The current timeline for the UK appears to include a plan being put in place in 2025 with the implementation of a T+1 settlement cycle in UK occurring no later than 31 December 2027. European asset managers moved staff to the US to manage foreign currency risks during the US 4PM to 6PM time zone rather than late at night in Europe.”

Trading

Trading Asset Management Management Securities

Early bird catches the worm: A look at the race for first mover advantage in Europe’s emerging crossing network landscape

The TRADE

MAY 23, 2024

It is rare, for example, that you’ll find an asset manager worrying about the good of the market or how an order might influence the primary lit market share, over whether or not they have achieved the optimal outcome for their portfolio manager and end investor.

Trading

Trading Investors Broker IT

Amid Chaos, Regulatory Change Continues Apace, March 2025 - The UK’s FCA Reports on Findings From Review of Valuations for Private Market Assets

JD Supra: Mergers

MARCH 7, 2025

The UKs Financial Conduct Authority ("FCA") has published findings from its multi-firm review of valuation processes for private market assets.

Valuation

Valuation Portfolio Management Private Equity Asset Management

The TRADE predictions series 2025: Artificial intelligence

The TRADE

DECEMBER 24, 2024

In 2025, organisations will be looking to scale the use cases that have shown the greatest potential. Jamil Jiva, global head of asset management, Linedata As we leave 2024 behind, artificial intelligence is set to transform industry practices. billion, reflecting a 23% year-over-year increase.

Trading

Trading Risk Assessment Asset Management Management

The TRADE predictions series 2025: The cross-asset perspective

The TRADE

DECEMBER 30, 2024

Chris Jackson, global head of equity strategy and head of equities, EMEA, Liquidnet As we look ahead to 2025, we see it as a transformative year in how and what we trade. For asset managers, maintaining quality execution expertise in this changing landscape will be critical for sustained fund performance.

Trading

Trading Equities Financial Market Asset Management

Janus Henderson and US life insurer Guardian unveil new strategic partnership

The TRADE

APRIL 9, 2025

Janus Henderson and the Guardian Life Insurance Company of America have entered a strategic partnership, whereby Janus is set to become Guardians investment grade public fixed income asset manager. Ali Dibadj The partnership is set to close by Q3 2025. trillion assets under management.

Insurance

Insurance Asset Management Portfolio Investment

The TRADE predictions series 2025: The cross-asset look

The TRADE

DECEMBER 30, 2024

Chris Jackson, global head of equity strategy and head of equities, EMEA, Liquidnet As we look ahead to 2025, we see it as a transformative year in how and what we trade. For asset managers, maintaining quality execution expertise in this changing landscape will be critical for sustained fund performance.

Trading

Trading Equities Financial Market Asset Management

UBS appoints new head of outsourced trading offering

The TRADE

MARCH 5, 2025

His next role set to begin on 28 April 2025 is as yet unconfirmed. Read more: Head of UBS outsourced trading offering departs Prior to joining UBS, London-based Power served as a global multi-asset and derivatives trader at Newton IM, and before that as head of trading at Standard Life Investments.

Trading

Trading Asset Management Portfolio Management Management

Beyond the Data: A shift from co-sourced to full outsourced trading could mark a new frontier

The TRADE

JANUARY 24, 2025

Once clients try outsourced trading, they see the benefits and continue to expand their OT capabilities, Dan Morgan, global head of portfolio solutions at State Street tells The TRADE. Speaking to The TRADE, Kevin OConnor, global head of sales, portfolio solutions at State Street, said: Im not surprised by the TRADEs findings.

Trading

Trading Asset Management Management Portfolio

Clearwater Analytics completes acquisition of Enfusion for $1.5 billion

The TRADE

APRIL 22, 2025

Clearwater Analytics has completed its acquisition of software-as-a-service (SaaS) solutions provider for the investment management and hedge fund sectors, Enfusion. Sandeep Sahai The deal, which was announced in January 2025 and is valued at approximately $1.5 A key focus of the acquisition is front-to-back leadership.

Acquisitions

Acquisitions Investment Manager Portfolio Management

Clearwater Analytics picks up SaaS business Enfusion in $1.5 billion deal

The TRADE

JANUARY 13, 2025

The transaction is expected to complete in Q2 2025, subject to regulatory approvals. This deal is understood to be a key step toward Clearwaters plan of building the first cloud-native front-to-back platform for the entire investment management industry.

Business

Business Mergers and Acquisitions Asset Management Investment Manager

The T. Rowe Price fixed income desk on making an impact

The TRADE

JANUARY 29, 2025

Speaking to The TRADE about his career in asset management thus far and how his experiences shape the way he leads the team, Middleton shares that his path so far has not been conventional and that that, of course, is a good thing. As a person of colour coming into asset management, I didn’t take the most conventional path.

Collaboration

Collaboration Trading Portfolio Management Portfolio

The TRADE predictions series 2025: A macro outlook on the markets – part two

The TRADE

JANUARY 2, 2025

As a growing Asian quantitative asset manager, our focus will be on Australia, India and Japan. We believe that caution and volatility will likely be the significant themes of 2025, but opportunities will be available for those who can navigate Asias intricacies.

Trading

Trading Capital Market Capital Asset Management

Investment Banking Today

Trader of the Year Hedge Fund: Conversant Capital’s David Alfred

GAM shares turnaround plan to return to profitability

Trending Sources

SEC chair Gary Gensler urges UK to set T+1 transition date

Early bird catches the worm: A look at the race for first mover advantage in Europe’s emerging crossing network landscape

Amid Chaos, Regulatory Change Continues Apace, March 2025 - The UK’s FCA Reports on Findings From Review of Valuations for Private Market Assets

The TRADE predictions series 2025: Artificial intelligence

The TRADE predictions series 2025: The cross-asset perspective

Janus Henderson and US life insurer Guardian unveil new strategic partnership

The TRADE predictions series 2025: The cross-asset look

UBS appoints new head of outsourced trading offering

Beyond the Data: A shift from co-sourced to full outsourced trading could mark a new frontier

Clearwater Analytics completes acquisition of Enfusion for $1.5 billion

Clearwater Analytics picks up SaaS business Enfusion in $1.5 billion deal

The T. Rowe Price fixed income desk on making an impact

The TRADE predictions series 2025: A macro outlook on the markets – part two

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