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 64

Trading Asset Management IT Funds 64

The TRADE

OCTOBER 11, 2024

The key is to educate [our] internal users and explain that they shouldn’t get spooked because, when it comes to the analytical path, the potential is there.    How is AI already having a positive effect on trading processes? For example, AI models are not good at math – that’s just not what they’re trained to do.

Capital Market 59

Capital Market Education Capital Trading 59

Focus Investment Banking

APRIL 1, 2024

FOCUS represented CMI Management throughout this transaction process. Founded in 1986 by husband and wife, Abe and Azzi Abraham, CMI is an award-winning provider of turn-key facilities management services to Federal agencies including highly sought-after clients such as the U.S.

Investment Banking 52

Investment Banking Management Sale Bank 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. Because they largely contradict each other.

Trading 64

Trading Asset Management M&A Broker 64

Peak Frameworks

SEPTEMBER 19, 2023

Whether it's the European Union's MiFID II regulations affecting asset managers or Dodd-Frank in the U.S., Strategies include: Continued Education: Courses, certifications, or specialized programs. Mastery of Financial Regulations and Compliance: The financial world is heavily regulated.

Finance 52

Finance Finance IT Financial Modeling 52

Software Equity Group

SEPTEMBER 19, 2023

For example, some time after their acquisition by Thoma Bravo, iOFFICE (a former SEG client) and SpaceIQ were separate companies offering similar solutions in workplace experience and asset management software. They became the clear leader in their space when they merged into a single entity.

Mergers and Acquisitions 52

Mergers and Acquisitions Mergers Acquisitions M&A 52

Software Equity Group

AUGUST 20, 2024

Notable transactions include the January 2024 acquisition of $54 million EV Damstra Technology, a provider of integrated workplace management software and related mobile applications for businesses worldwide. The software provides features for access control, asset management, eLearning, and predictive analysis.

Investment 52

Investment Management Acquisitions Business 52

M&A Leadership Council

OCTOBER 22, 2023

Functions that may be outsourced include employee records and pay (HRIS and payroll systems), sales and service (CX software), customer billing (ERP and finance systems), and procurement (supply chain and asset management systems). Retaining these vendors may be critical to the success of the merger.

Mergers 52

Mergers Mergers and Acquisitions M&A Economics 52

The TRADE

JULY 30, 2024

It’s going to disrupt the traditional mutual fund market and I truly believe it’s going to position ETFs as the wrapper of choice for managers,” says Chris Gooch, head of ETF/index sales and business development, EMEA at Citi.

Retail 64

Retail Trading Investors Management 64

Software Equity Group

OCTOBER 3, 2023

This includes educating employees on the risks of cyber threats, how to identify and avoid phishing attacks, and how to report security incidents. Specific sectors like IWMS (Integrated Workplace Management Systems) and EAM (Enterprise Asset Management) are indispensable components of the broader DX initiative.

M&A 52

M&A Collaboration Business Management 52

Software Equity Group

MARCH 7, 2024

About Aptron Corporation Aptron develops, markets and supports ERP systems for colleges, universities and other educational organizations. About IntelligenceBank IntelligenceBank is an award-winning marketing operations and digital asset management software that helps teams better manage their business processes online.

Collaboration 52

Collaboration Management IT Business 52

Software Equity Group

MARCH 7, 2024

About Aptron Corporation Aptron develops, markets and supports ERP systems for colleges, universities and other educational organizations. About IntelligenceBank IntelligenceBank is an award-winning marketing operations and digital asset management software that helps teams better manage their business processes online.

Collaboration 52

Collaboration Management IT Business 52

Software Equity Group

MARCH 7, 2024

About Aptron Corporation Aptron develops, markets and supports ERP systems for colleges, universities and other educational organizations. About IntelligenceBank IntelligenceBank is an award-winning marketing operations and digital asset management software that helps teams better manage their business processes online.

Collaboration 52

Collaboration Management IT Business 52

The TRADE

APRIL 30, 2024

New rules have impacted almost every financial firm, ranging from banks to asset managers. Since its inception, the CFPB has had a significant influence on the financial market through its regulatory oversight, enforcement actions, and consumer education initiatives.

Financial Institution 69

Financial Institution Financial Market Risk Management Bank 69

Accenture Capital Markets

AUGUST 23, 2022

At the same time, competition is intensifying across the industry—from traditional wealth managers, asset managers, insurers, workplace providers, independent advisors, banks and new wealth techs. This has given rise to a fierce battle for mass affluent clients in which they are presented with many more options to choose from.

Management 52

Management Investment Collaboration Bank 52

Mergers and Inquisitions

OCTOBER 11, 2023

But if you are just interested in “ commercial real estate ,” I wouldn’t recommend these jobs because they require significant education and some type of licensing exam, and the pay is still not great (architect salaries are also in the $50K – $100K range). However, you do not necessarily need full-time experience (i.e.,

Private Equity 101

Private Equity Investment Banking Debt Funds 101

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 59

Collaboration Trading Portfolio Management Portfolio 59