Peak Frameworks

SEPTEMBER 12, 2023

Value at Risk , commonly referred to as VaR, seeks to quantify the maximum potential loss an investment portfolio could face over a specified period for a given confidence interval. The choice depends on the nature of the portfolio and the objectives of the risk management exercise.

Portfolio 52

Portfolio Private Equity Risk Management Finance 52

Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

Banking 52

Banking Bank Business Underwriting 52

The TRADE

JUNE 19, 2023

He also spent several years at Goldman Sachs in a risk management and product control role. Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role. Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role.

Sale 64

Sale M&A Asset Management Investment Banking 64

Software Equity Group

MARCH 26, 2024

Based in the Netherlands and with additional offices in Antwerp, Boston, Dusseldorf, and Stockholm, the firm maintains a diverse international portfolio of companies across the consumer products, consumer services, SaaS, information technology, healthcare, and ad tech sectors. The firm employs 93 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

Razorpay

DECEMBER 15, 2024

Private banking offers common services like a current or savings account, debit and credit cards, but with a personalized approach. Customized portfolios designed to optimize returns while managing risk. Secured loans using assets like portfolios or real estate as collateral. How Does Private Banking Work?

Banking 52

Banking Bank IT Management 52

The TRADE

SEPTEMBER 11, 2023

RBC appointed Guy Chalkley as managing director, UK flow rates sales. Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. Frédéric Benizri left TP ICAP to join financing, investment and risk management business CIC Market Solutions as a sales trader.

Sale 64

Sale Management Trading Portfolio Management 64

The TRADE

SEPTEMBER 15, 2023

For most of my career in credit trading, the majority of traders have been accounting and finance or economics majors. I see the current credit trading environment split into three main protocols: electronic trades, voice trades and portfolio trades. The skillset of traders has evolved over recent years.

Trading 59

Trading Electronics Portfolio Bank 59

The TRADE

OCTOBER 24, 2023

Clients running active accounts in the EU could apply from March of this year with the clearinghouse confirming that the move was aimed at reducing reliance on CCPs outside of the EU in line with regulatory objectives. Following this, BNY Mellon selected Eurex as the first clearing house to centrally clear repo trades in Europe.

Trading 59

Trading Risk Management Equities Management 59

Mergers and Inquisitions

MARCH 22, 2023

I explained the reasons for Silicon Valley Bank’s failure in last week’s article : incompetent risk management, massive losses on HTM securities, and a run on the bank that created the need to sell securities at a loss and get cash to cover the withdrawals. By contrast, Credit Suisse barely had any HTM securities.

Banking 98

Banking Bank Government Investment Banking 98

Wizenius

AUGUST 16, 2023

4) Value Creation: After successfully securing an investment, the emphasis shifts to unlocking value within the portfolio company. This phase delves into identifying external growth drivers and internal synergies that could arise from merging portfolio companies, ultimately boosting valuations.

Private Equity 52

Private Equity Equities Investment Banking Financial Models 52

Razorpay

DECEMBER 27, 2023

Direct fund flow: The RBI mandated that all disbursals and repayments will flow directly between the lender and borrower’s accounts, without any pass-throughs. Limited Coverage: DLG can only cover up to 5% of the loan portfolio and must be backed by specific collateral (cash, fixed deposits, bank guarantees).

Bank 52

Bank Banking Risk Management Business 52

Razorpay

NOVEMBER 30, 2023

Government regulations and the financial industry embracing modern technologies such as electronic Know Your Customer (e-KYC), video verification (KYC), Internet of Things (IoT), artificial intelligence (AI), digital signatures, and account aggregation systems have built a strong foundation for the future of digital-native financial services.

Accountant 52

Accountant Book-building Business Financial Services 52

The TRADE

MAY 16, 2024

Today, trades are not solely measured by outcome in isolation, but instead, the focus has shifted towards understanding the holistic impact of every transaction on portfolio performance, risk management, and overall market dynamics.

Trading 119

Trading S&P Collaboration M&A 119

Peak Frameworks

OCTOBER 17, 2023

Clear Accountability: Each division's performance can be measured independently. Amazon with its expansive service portfolio, ranging from e-commerce to cloud computing, employs a hybrid structure, allowing it to maintain efficiency at scale. Risk management: A company's structure can be a proxy for its risk profile.

Corporation 52

Corporation Finance Finance Management 52

The TRADE

MAY 1, 2024

It’s about risk management philosophy and methodology,” explains Papanichola. During that period of my training, I was actively taking positions, taking risk, fundamentally managing a portfolio of sorts in macro products.” Both [Cardello and Byrd] were incredibly patient with me.

Trading 59

Trading Capital Funds Investment 59

Software Equity Group

AUGUST 20, 2024

Top Strategic Buyers Investing in SaaS Valsoft Corporation Valsoft is a holding company for a diverse portfolio of software and related technology services and currently employs 2,000 employees. InvoiceXpress’s software includes features for tax management, VAT reporting, billing management, payment processing, and budgeting.

Investment 52

Investment Management Acquisitions Business 52

Midaxo

APRIL 25, 2023

Customer base: Consider companies with a customer base that complements or expands your company’s existing client portfolio. Conglomerate mergers: Acquiring companies in unrelated industries to diversify your company’s portfolio or reduce risk. Evaluate the feasibility and timeline for realizing these synergies.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

Wall Street Mojo

JANUARY 17, 2024

Interest rate swaps are risk management tools, allowing parties to hedge against interest rate fluctuations and achieve desired cash flow structures. The banks try to spread the risk and exposure to interest rate by making the dealers sell the swaps to many parties.

Financial Institution 91

Financial Institution Bank Banking Financial Modeling 91

Devensoft

AUGUST 24, 2023

Financial Synergy : Financial synergy involves leveraging combined financial resources, such as capital, cash flow, or risk management capabilities, to achieve cost savings, maximize profitability, and enhance investment opportunities. Evaluate the success of risk management strategies in ensuring a smooth transition.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

Devensoft

AUGUST 22, 2023

While traditional strategies might focus solely on product portfolio alignment, freelance modeling considers the potential for cross-disciplinary innovation. Case Study 1: Tech Synergy Unleashed A large tech conglomerate seeks to acquire a smaller startup to enhance its innovation portfolio.

M&A 52

M&A Business Mergers and Acquisitions Collaboration 52

GillAgency

FEBRUARY 10, 2022

As such, your accountant or CFO has to be part of the exit team. If you cannot divulge the sale to your CFO or accountant, consider hiring an external accountant. However, we strongly advice that you bring your current CFO or accountant into the team. Risk Management Every project has risks.

Business 52

Business Sale Broker IT 52

Devensoft

JUNE 13, 2023

On the other hand, if the company’s objective is to diversify its portfolio, they may look for opportunities in other industries that align with their strategic direction. This includes identifying decisions such as resource allocation, risk management, and organizational structure.

M&A 52

M&A Mergers Mergers and Acquisitions Management 52

The TRADE

NOVEMBER 14, 2024

DTCC added that by providing users with access to new tools, firms can enhance their understanding of GSD’s risk management and margin requirements capabilities. Our risk management team is focused on creating new capabilities that support greater transparency for market participants.

Risk Management 64

Risk Management Portfolio Portfolio Management Trading 64

The TRADE

MARCH 28, 2025

trillion in assets, which accounts for 16% of the global total. The US dominates ETF trading volume, handling over 80% of total global ETF trades, while Europe accounts for just 6%. However, European ETFs grew faster than the US market in 2024, with a 33% increase in assets under management compared to a slower growth rate in the US.

Investment 52

Investment Trading Investors Retail 52

Mergers and Inquisitions

MARCH 5, 2025

2) Portfolio Concentration The average biotech hedge fund has a concentrated portfolio because it takes significant time and resources to monitor each position. Finally, there are also newer/startup biotech hedge funds, often spun off from existing multi-managers.

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64