The TRADE

MARCH 25, 2024

State Street’s Charles River is set to manage the front-office operations for Perpetual Group’s Australian asset management business. Craig Squires, group chief operating officer at Perpetual, explained that the decision came as the business sought to address current challenges and complexities across investment management.

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Solganick & Co.

SEPTEMBER 2, 2024

September 2, 2024 – The software mergers and acquisitions (M&A) marketplace has been bustling with activity in the first half of 2024, reflecting the sector’s robust growth and strategic consolidations. billion acquisition of Ansys, a move aimed at bolstering its software capabilities and expanding its market footprint.

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Global Newswire by Notified: M&A

DECEMBER 19, 2023

19, 2023 (GLOBE NEWSWIRE) -- [Mason City, IA] – Metalcraft, a leader in the identification products industry, and A2B Tracking, a provider of software solutions for tracking and managing critical assets and inventory, announced today the successful acquisition of the A2B Tracking UID Labels and Plates division by Metalcraft.

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The TRADE

SEPTEMBER 17, 2024

The deal will provide clients with ETF selection tools for manager and fund selection, as well as innovative portfolio construction tools. This acquisition strengthens Kepler Cheuvreux’s position as a key player in financial services.”

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The TRADE

SEPTEMBER 17, 2024

The deal will provide clients with ETF selection tools for manager and fund selection, as well as innovative portfolio construction tools. “Technology and innovation in the service of clients are at the heart of our daily concerns,” asserted Philippe Malaise, chief executive and chair of Trackinsight.

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The TRADE

DECEMBER 8, 2023

This has forced prime brokers to focus more on risk management and diversification of their client portfolios with increased regulatory pressures.” The market volatility has certainly been a defining feature of the year, for both clients and providers, and gave rise to opportunities for certain strategies, while costing others dearly.

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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.

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The TRADE

OCTOBER 10, 2023

Cürex, a New York City‐based foreign exchange execution services and data analytics business, has a portfolio which includes: a firm pricing spot FX central limit order book supporting bank algo platforms; a pre-trade and post‐trade analytics platform which real‐time data analysis; and a peer-to-peer matching pool. “We

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The TRADE

OCTOBER 4, 2023

LiquidityBook is set to acquire boutique capital markets fintech provider, Messer Financial Software, in a bid to accelerate its multi-asset capabilities. As a result, LiquidityBook’s LBX suite has become a full-featured Portfolio, Order and Execution Management System (POEMS) with an embedded FIX network.

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The TRADE

SEPTEMBER 19, 2024

We are very encouraged with the long-term potential for our collaboration, particularly given the depth and breadth of Bloomberg’s global distribution capabilities and the growing trend of asset managers, funds, and other investors benchmarking to Bloomberg indices.”

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The TRADE

JULY 31, 2023

During his time with the asset manager, Taitz was responsible for Invesco’s fixed income trading desks in the US, UK and Hong Kong. Head of Europe for UK-based asset manager Federated Hermes, James Rutherford, has stepped down from his role to pursue a technology venture.

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The TRADE

JANUARY 17, 2024

GAM heads, Mark Hawtin and Jeremy Roberts, are set to join Liontrust Asset Management in the coming months as head of global growth equities, and head of global distribution (ex UK), respectively. The deal, once completed, was set to create a global asset manager with £53 billion in assets under management and administration.

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The TRADE

DECEMBER 27, 2023

There will be a focus on reliable and proven data sets that both optimise returns while reducing risk, and that are applicable to portfolios across many asset types and multiple geographies. Every asset manager is looking to rationalise its technology footprint and spend.

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The TRADE

JULY 24, 2023

Head of Europe for UK-based asset manager Federated Hermes, James Rutherford, has stepped down from his role to pursue a technology venture, The TRADE can reveal. He departs following a 35-year long career in investment management, spending 19 years at Fidelity Investments as a European portfolio manager until 2006.

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The TRADE

NOVEMBER 6, 2023

Industry Person of the Year 2023 shortlist: Seema Arora, managing director, head of execution sales, Instinet Europe Champion of The TRADE’s Rising Stars of Trading and Execution award scheme, Instinet Europe’s Seema Arora needs little introduction with an extensive financial career spanning more than 25 years.

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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.

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Razorpay

DECEMBER 15, 2024

Alternative investments, including real estate, commodities, and luxury assets. Customized portfolios designed to optimize returns while managing risk. Secured loans using assets like portfolios or real estate as collateral. Clients often need to meet significant asset thresholds (e.g.,

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The TRADE

JUNE 9, 2023

The Swiss government has signed a Loss Protection Agreement (LPA) with UBS, which is set to come into effect following the completion of its acquisition of Credit Suisse. The LPA will remain in effect until either all assets covered by the guarantee are realised, or until terminated by UBS the businesses confirmed in a statement today.

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Software Equity Group

AUGUST 20, 2024

One strategy gaining momentum is the acquisition of high-growth SaaS companies. This opens the door to significant investment and acquisition opportunities for SaaS companies from strategic buyers within and outside of the software industry. The company made 15 acquisitions in 2023. But value extends far beyond market access.

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Mergers and Inquisitions

MAY 24, 2023

Event-driven hedge funds differ from other funds because they rely on specific “hard catalysts,” such as acquisitions and divestitures. 5) Portfolio Concentration – Many special situations and distressed funds run concentrated portfolios (e.g., But lock-up periods are longer than most long/short equity funds.

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The TRADE

JULY 17, 2023

With Middle East and North Africa (MENA) becoming a larger part of indices and portfolio managers’ thinking, decisions will have to be taken around how best to trade these markets. Foremost is smooth and continuous trading, meaning an asset manager can work on a global level with minimum hinderance.

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The TRADE

JANUARY 3, 2024

David Berney and Michael Broadbent run Ergo Consultancy which delivers what it refers to as provider “beauty parades” for buy-side organisations looking to outsource their trading, whereby it presents all the services in the industry to that asset manager, hedge fund or asset owner. The list goes on.

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The Deal

JULY 18, 2023

“While a select few lenders have maintained their hold size parameters, the overwhelming majority of lenders have significantly reduced their check size in response to the drop off in redemptions and repayments in their portfolios,” said Joseph Weissglass , managing director at middle market investment bank Configure Partners LLC.

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Peak Frameworks

SEPTEMBER 19, 2023

Due Diligence and Economic Analysis Before private equity firms consider an acquisition or a significant investment, they conduct rigorous due diligence. Portfolio Analysis Private equity firms might compare the performance of their investments against relevant commodity price indices to ensure they're generating alpha (excess returns).

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Mergers and Inquisitions

SEPTEMBER 13, 2023

Special Situations – This could include the events above but could also refer to investments in spin-offs, asset sales, recapitalizations, acquisitions, or capital raises. Again, this is more of a PE strategy. Most distressed debt hedge funds follow strategies #1 and #2: trading and non-control.

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The TRADE

JULY 24, 2023

Werner Eppacher has spent the entirety of his two-decade financial career with German asset manager DWS Group, catching his first glimpse of a trading floor as an intern for Deutsche Bank in 2003. “A Can you imagine an asset manager increasing the management fee for an ETF?

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The TRADE

OCTOBER 24, 2023

Subject to regulatory approvals, the service will come through its Amsterdam-based clearing house and introduce matching, CCP clearing, settlement and post-trade lifecycle management for SFT transactions in European cash equities and ETFs, and settlement will take place in 19 European Central Securities Depositories (CSDs).

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The TRADE

AUGUST 7, 2024

Traders, and portfolio managers, across the industry are seemingly eager to be part of these conversations – not just about the dawn of outsourcing but also when it comes to technological change across the market. Examples just from just the last six months include UK-based investment management firm Waverton – which has £9.1

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Software Equity Group

APRIL 24, 2024

2019 saw 49 SaaS acquisitions in the manufacturing/industrial space, compared to 67 in 2023. Beyond the heightened level of M&A activity in recent years, the manufacturing/industrial software sector has also seen a shift in acquisition dynamics. Buyer Activity: Who’s Acquiring Manufacturing/Industrial SaaS companies?

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Mergers and Inquisitions

APRIL 24, 2024

Energy Consulting to Asset Management: Consulting is closer to finance than engineering, but a pre-MBA internship would still be useful because AM firms recruit relatively few MBAs and normally want people with finance experience. You’d learn some required skills and get solid talking points for your “ story.”

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The TRADE

MARCH 4, 2024

JP Morgan subsidiary Neovest has moved to expand its capabilities in the hedge fund sphere with the acquisition of investment management platform LayerOne Financial. Users will be able to send orders to their brokers, manage positions, monitor portfolios, and conduct risk assessments and compliance checks from a unified platform.

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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. billion, is set to provide the first single-instance, multi-tenant, cloud-native front-to-back platform for the entire investment management industry.

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The TRADE

APRIL 2, 2025

Linedata has completed the acquisition of NROAD, as it seeks to enhance its suite of tools for asset managers, credit institutions, and compliance teams through integrated artificial intelligence (AI).

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The TRADE

JANUARY 13, 2025

Most importantly, this acquisition enables seamless data management from the front-office to the back-office, unlocking powerful network effects that amplify client value, said Sandeep Sahai, chief executive of Clearwater Analytics. Specifically, the strategic plan is to introduce front-to-back platform leadership. billion.

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Mergers and Inquisitions

MARCH 5, 2025

Biotech Hedge Funds Definition: Biotech hedge funds bet for or against public biopharmaceutical companies, typically based on catalysts such as clinical trial results, acquisitions, and liquidations; many funds focus on early-stage companies, but some also invest in platform companies, and some also make private-market investments.

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Software Equity Group

OCTOBER 29, 2024

Consider these notable examples: Salesforce’s Acquisition of ClickSoftware for $1.35 billion (2019): This acquisition enhanced Salesforce’s workforce optimization tools, leveraging predictive AI and IoT features—an area that FSM Software companies can’t afford to ignore.

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