Peak Frameworks

SEPTEMBER 19, 2023

Example: If an oil and gas portfolio consistently offers returns that surpass the energy commodity price index, it signals savvy investment choices and effective asset management. If they've heavily invested in energy companies, for example, outperforming the energy commodity price index would be a positive sign.

Private Equity 52

Private Equity Corporate Finance Finance Finance 52

Global Newswire by Notified: M&A

JULY 30, 2024

Following completion of the transaction, BCI will remain a significant and strategic limited partner in certain key Hayfin fund strategies.

Asset Management 40

Asset Management Investment Manager Management Funds 40

Global Newswire by Notified: M&A

JUNE 5, 2024

NEW YORK, June 05, 2024 (GLOBE NEWSWIRE) -- Guggenheim Investments and New Age Alpha today announced a definitive agreement under which New Age Alpha will acquire Guggenheim Investments' actively managed equity funds business. billion out of Guggenheim Investments’ more than $234 billion in total assets managed.

Equities 40

Equities Funds Management Investment 40

The TRADE

OCTOBER 29, 2024

With vague definitions, every firm will choose to apply its own definition of where PvP mechanism are practicable, leaving settlement risk on the table,” said Alex Knight, head of EMEA at Baton Systems. “As The association argues that in such situations, PVP could actually increase risk and add unnecessary complexity.

Asset Management 62

Asset Management Trading Banking Bank 62

Mergers and Inquisitions

JULY 19, 2023

And if you are interested in this strategy, should you even target hedge funds, or would a long-only asset management firm be better? I’ll answer both questions here, but I want to start with a few definitions: What is a Long-Only Hedge Fund? This second trade would be much less likely at a long-only asset management firm.

Funds 52

Funds Asset Management Management Equities 52

The TRADE

OCTOBER 8, 2024

Cloud has helped bolster this access while also providing additional ways in which data can be consumed and this has resulted in a complete change in the landscape, added Kevin Flood, head of trading and execution analytics at Royal London Asset Management.

Trading 116

Trading IT Asset Management Collaboration 116

Global Newswire by Notified: M&A

AUGUST 23, 2024

HONG KONG, Aug. 23, 2024 (GLOBE NEWSWIRE) -- Prestige Wealth Inc. or Wealth AI, a company incorporated under the laws of Republic of Singapore.

Management 49

Management Acquisitions Asset Management Shares 49

Mergers and Inquisitions

JANUARY 22, 2025

public markets roles ( hedge funds , asset management , etc.), However, equity research is probably better for asset management (mutual funds) and certain hedge fund roles, such as long/short equity. Investment Banking: Outlook, AI, and Automation Equity Research vs. Investment Banking: Which Ones Right for You?

Investment Banking 64

Investment Banking Equities Banking Bank 64

Global Newswire by Notified: M&A

NOVEMBER 8, 2024

NASDAQ: PWM) (“PWM”, or the “Company”), a wealth management and asset management services provider based in Hong Kong, today announced that, on November 5, 2024, it entered into a definitive acquisition agreement pursuant to which PWM will purchase all shares of InnoSphere Tech Inc.(“InnoSphere HONG KONG, Nov.

Acquisitions 40

Acquisitions Shares Asset Management Management 40

Mergers and Inquisitions

DECEMBER 6, 2023

It’s 100% possible to do asset management internships (or hedge fund internships ), take the CFA , and recruit for one of these large funds – assuming it’s open to undergrads. So, while a traditional IB background at a top bank helps, you don’t necessarily need it if you start early or get relevant experience elsewhere.

Funds 104

Funds Management Recruitment Portfolio 104

Global Newswire by Notified: M&A

NOVEMBER 12, 2024

NASDAQ: PWM) (“PWM”, or the “Company”), a wealth management and asset management services provider based in Hong Kong, today announced that, on November 12, 2024, it entered into a definitive acquisition agreement pursuant to which PWM will purchase all shares of Tokyo Bay Management Inc. HONG KONG, Nov.

Acquisitions 40

Acquisitions Shares Asset Management Management 40

Mergers and Inquisitions

SEPTEMBER 13, 2023

Distressed Debt Hedge Funds Definition: Distressed debt hedge funds buy and sell debt that is trading at a steep discount to face value, such as 40%+, and make money by betting on changes in the price of this debt or using it to gain influence in a restructuring or bankruptcy process.

Debt 103

Debt Funds Investment Equities 103

Mergers and Inquisitions

MARCH 8, 2023

Commodity Hedge Fund Definition: A commodity hedge fund buys and sells futures contracts and other derivatives based on mining, energy, power, and agricultural products and earns profits via fundamental and technical analysis; the trading may be systematic, discretionary, or both. Start in trading and pivot into commodities.

Funds 119

Funds Finance Finance Trading 119

The TRADE

APRIL 17, 2024

Global asset manager Robeco leverages a low touch and high touch trading team that spans across three continents. And, like most asset managers across the street, its global equity trading desk plays host to a variety of characters, each bringing their own individual string to the wider team’s bow.

Trading 57

Trading Equities Asset Management Portfolio Management 57

The TRADE

SEPTEMBER 20, 2024

Smart agreed, but added that from his perspective, algos can definitely be equally effective across emerging markets and the G10, with the key being to look specifically at how individual currencies trade with the markets, and focusing on where skew if being shown. He added: “Even with a small size you see you can tighten the spread.”

Trading 57

Trading Banking Bank Management 57

The TRADE

JULY 11, 2023

Rachel Kent’s review focuses on removing enough of the operational burdens to encourage asset managers to take advantage of new rebundling freedoms, but not so much that transparency to asset owners is completely jettisoned.

Asset Management 40

Asset Management Investment Government Capital Market 40

The TRADE

SEPTEMBER 8, 2023

What are the key drivers behind asset managers’ move towards multi-asset trading and what benefit can this provide? Stephane Marie-Francoise Marie-Francoise: Everything starts with the desire from the investment team to develop a multi-asset class strategy offering.

Trading 57

Trading Asset Management Equities IT 57

Mergers and Inquisitions

FEBRUARY 28, 2024

For the right person, though, fixed income research can be even better than equity research, whether you’re at a bank, an asset management firm, a hedge fund, or a credit rating agency: Table of Contents: What is Fixed Income Research? Sometimes, fixed income traders even get in (depending on their desk and role).

Equities 59

Equities Asset Management Debt Recruitment 59

The TRADE

OCTOBER 9, 2024

She joined Ninety One in 2021 from Royal London Asset Management where she had been head of dealing for three years. It’s definitely a seat that leans more towards the high touch approach certainly from an FX perspective.” There’s a point where you definitely get diminishing returns.”

Trading 57

Trading Bulge Bracket Asset Management Banking 57

Mergers and Inquisitions

JANUARY 31, 2024

Depending on your personality, skill set, and long-term goals, these single-manager funds or “hybrid funds” could be perfect or far from ideal: What Are Single-Manager Hedge Funds? The Top Single-Manager Hedge Funds Single-manager funds far outnumber multi-manager funds, but they’re also much smaller.

Funds 59

Funds Management S&P Recruitment 59

Mergers and Inquisitions

MAY 24, 2023

But, as usual, I want to start with the definitions and fund types: What is an “Event-Driven Hedge Fund”? All the large multi-manager funds , such as Millennium, also use event-driven strategies to some extent. Schoenfeld Asset Management (PSAM), Pentwater, Silver Point, Anchorage, and King Street.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Mergers and Inquisitions

APRIL 24, 2024

Pre-MBA Internship Definition: In a pre-MBA internship, an incoming MBA student works for a few weeks in a structured setting at a large company or in an unstructured setting at a smaller firm and uses the experience to boost their chances of winning formal summer internships the next year. How Do You Leverage Pre-MBA Internships?

IT 59

IT Investment Banking Recruitment Finance 59

The TRADE

AUGUST 7, 2023

Clearing and settlement are done exactly the same way everything else is done, whereas the trade size is different, the trade frequency is different, the risk profile of retail trade is by definition very different to institutional.”

Retail 52

Retail Trading Investors IT 52

The TRADE

JUNE 1, 2023

The near-constant stream of mergers and acquisitions across both the sell- and buy-side appears to show no signs of abating as two asset management deals have been announced in the past 24 hours. The post Asset manager consolidation wave continues as two deals announced in 24 hours appeared first on The TRADE.

Asset Management 57

Asset Management Management Mergers and Acquisitions Investment Manager 57

The TRADE

NOVEMBER 13, 2024

Speaking to The TRADE, Timothee Consigny, chief technology officer at H2O Asset Management, asserts that there is a definite place for artificial intelligence within capital markets and the time for adoption is now. “[Gen-AI] We are far from the no touch stage. That might change in the future but for now that is the case.”

Trading 62

Trading Capital Market Asset Management IT 62

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. While not all will be successful, some definitely will.

Trading 52

Trading Investors Broker IT 52

The TRADE

JULY 7, 2023

Generali has entered a definitive agreement to acquire US-based Conning from Cathay Life in a deal that will see it become one of the largest asset management firms in Europe. The post Generali set to become one of Europe’s biggest asset managers through US-based Conning acquisition appeared first on The TRADE.

Asset Management 52

Asset Management Management Acquisitions Insurance 52

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. It’s not right or wrong.

Trading 62

Trading Asset Management M&A Broker 62

Mergers and Inquisitions

MARCH 27, 2024

Outside of IB, various asset managers, hedge funds, consulting firms, and trading firms also run some type of spring week program, but we’re focusing on banking here. What If You Don’t Win a Summer Internship? All the bulge bracket banks in the U.K. run them, but so do many elite boutiques (Lazard, Evercore, PJT, etc.),

Investment Banking 105

Investment Banking Banking Bank Investment 105

Mergers and Inquisitions

APRIL 5, 2023

I’ll address all these points here and cover the advantages and disadvantages of SWFs, but let’s start with the definitions and overview: What Are Sovereign Wealth Funds? Some SWFs operate like long-only asset managers (i.e.,

Recruitment 59

Recruitment Funds Private Equity Investment 59

The TRADE

AUGUST 2, 2023

From May next year, buy-side asset managers will be required to allocate, affirm and confirm all trades on T+0, an acceleration from existing catch-up periods of T+1, which will no longer be feasible. Moving to T+1 from T+2 in the US and Canada compared to previous moves is definitely a step up in complexity.

Asset Management 52

Asset Management Trading Broker Management 52

The TRADE

MAY 24, 2024

While fingers of blame are being pointed in each direction, the bottom line is asset managers are now facing operational challenges, the notion of pre-funding trades and balancing settlement security with best execution obligations. One of the biggest talking points for asset managers and their custodians is liquidity.

Trading 62

Trading Asset Management IT Funds 62

The TRADE

DECEMBER 21, 2023

For some asset managers and hedge funds, the seemingly impossible notion of all traders not physically sitting together on a centralised desk and communicating face-to-face was all but wiped away overnight as the hybrid working setup was forcibly tested and passed with flying colours.

Trading 62

Trading Management Funds Asset Management 62

Transactional Delights

FEBRUARY 14, 2021

“ Generally Accepted ESG Reporting Principles ” – Samuel Liss argues that there needs to be more standardization from some regulatory third-party, but it won’t be easy as “ E&S is difficult to tightly define, and cross-currents influencing the definition will intensify. and $2,000 in Canada”. And while I said Europe is ahead, in the U.S.,

Retail 40

Retail M&A S&P IT 40

The TRADE

JANUARY 13, 2025

Clearwater Analytics is set to acquire Enfusion a software-as-a-service (SaaS) solutions provider for the hedge fund and investment management industry for $1.5 Sandeep Sahai The definitive merger agreement confirms that the purchase price will be delivered in an approximately equal mix of cash and stocks.

Business 57

Business Mergers and Acquisitions Asset Management Investment Manager 57

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.

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64

The TRADE

FEBRUARY 20, 2024

Small steps in building diverse teams can lead to big benefits, asset managers stated while unpacking the importance of diversity and inclusion at the recent TradeTech FX US conference.

Trading 62

Trading Business Investment Management 62