The TRADE

SEPTEMBER 29, 2023

Rowe Price Unigestion Fixed Income Trading Desk of the Year AXA Investment Managers Barings Manulife Investment Management PIMCO State Street Global Advisors Buy-side Market Structure Expert of the Year Evan Canwell, Equity Trader & Market Structure Analyst, T.

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MergersCorp M&A International

NOVEMBER 1, 2024

Valuing an asset management company (AMC) is a multifaceted endeavor that requires a nuanced approach. Asset management companies are integral players in the financial services sector, managing investments on behalf of clients, which can include individuals, institutions, and corporations.

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The TRADE

SEPTEMBER 4, 2023

Union Investment’s Christoph Hock is set to step away from his role as head of multi-asset trading later this year to pursue an opportunity in digital assets and tokenisation within the asset management firm, as revealed by The TRADE. She currently serves as head of RepoClear and collateral management at LCH SA.

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The TRADE

AUGUST 23, 2023

Asset managers have tapped fixed income, equities and exchange traded funds (ETFs) for their greatest market data spend over the next 12 months, according to a new Coalition Greenwich and SIX report published on 22 August. This has increased the amount of data needed for participants to execute.

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The TRADE

JULY 13, 2023

The US move to T+1 settlement was passed through in a bid to increase the efficiency of market operations, however an Acuiti report has stated that 53% of asset managers believe that the move will not make US equities more attractive. At the same time, firms are preparing for a new wave of regulatory change.

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Global Banking & Finance

DECEMBER 17, 2024

By Surajit Saha Investors and asset managers seek strategies that balance risk and growth during market volatility. Traditional portfolio models, like the 60/40 equity bond asset allocation, have been decades-long staples but are increasingly challenged by prolonged low interest rates, inflation, and unpredictable market shifts.

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The TRADE

MARCH 11, 2024

BNY Mellon made two key senior managing director hires into its fixed income and equity sales and trading businesses. Bianca Gould was appointed head of fixed income and equities EMEA, based in London. Paul Battams was named head of international equity trading at BlackRock following 23 years with the firm.

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The TRADE

JULY 31, 2023

HSBC Global Asset Management has named Aaron Waters head of European equity trading, following three and a half years as head of equity trading at the bank, The TRADE can reveal. Waters has previously held senior positions at AllianceBernstein (AB), most recently as an equity trader based in Hong Kong.

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The TRADE

JUNE 8, 2023

The Depository Trust & Clearing Corporation (DTCC) will suspend its Investor Kinetics data service on 31 July, following ongoing concerns from clients and industry participants about information leakage from the service, The TRADE can reveal.

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The TRADE

OCTOBER 22, 2024

UK-based asset manager Artemis has selected Northern Trust to provide outsourced trading services for its equities and derivatives activity, effective January 2025. Northern Trust will support all trading activity for Artemis’ equity funds under management and all related over-the-counter and exchange-traded derivatives.

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The TRADE

MARCH 5, 2024

When it comes to selecting an algo provider, ease of system use, reliability and quality of technical support was the top consideration for asset managers across both sides of the Channel in 2023 – 71% in the UK and 73% in Continental Europe – according to a Coalition Greenwich report.

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The TRADE

APRIL 5, 2024

Kepler Cheuvreux subsidiary Ellipsis Asset Management has moved to expand its capabilities in the convertible bond segment with the acquisition of Rothschild & Co’s business. As part of the deal two Rothschild portfolio managers – Cristina Jarrin and Mikael Dauvert – will move to Ellipsis AM.

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The TRADE

JUNE 23, 2023

EU asset managers, banks and brokers are urging policy markets not to succumb to pressure that could potentially lead to suboptimal outcomes in the Markets in Financial Instruments Directive (Mifid/r) review.

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The TRADE

JULY 5, 2024

Brokerage business MIT SIM has appointed Neil Terence O’Connor as equity trader. MIT SIM carries out a range of brokerage activities, with a particular focus on supporting investors looking at small to medium sized enterprises. Milan-based O’Connor joins following almost 15 years at ACCIONA Group’s Spanish asset manager, BESTINVER.

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The TRADE

JANUARY 4, 2024

Institutional investors, asset managers and hedge funds are invited to rate the service, features and capabilities of their algo providers in The TRADE’s 2024 Algorithmic Trading Survey. In 2023, the survey received a record number of more than 1,660 ratings across 35 providers of algorithmic trading.

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The TRADE

JULY 17, 2023

Yet with equities, these markets are constrained by market hours which may be specific to a region and/or exchanges themselves. 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.

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The TRADE

JULY 19, 2024

What is driving the purported ‘comeback’ of traditional asset managers? This alone was enough to make institutional asset managers wary of making moves. However, macroeconomic uncertainty, particularly due to historic inflationary pressures and rising yields, kept traditional asset managers cautious.

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Mergers and Inquisitions

MAY 24, 2023

Event-Driven Hedge Funds Definition: Event-driven hedge funds bet on specific corporate actions, such as M&A deals, divestitures, spin-offs, bankruptcies, and business reorganizations, and they profit based on changes in the value of a company’s debt or equity after the action. EBITDA multiple , matching its own.

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The TRADE

NOVEMBER 20, 2024

Global head of equity trading at Janus Henderson, Dan Royal, accepted a Lifetime Achievement Award from The TRADE last night at the first ever Leaders in Trading New York awards ceremony. After 10 years in his first role, Royal moved to SJO Asset Management where he spent two years as a senior global trader based in Geneva.

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The TRADE

DECEMBER 19, 2023

Martin Hendry, deputy head of trading, Liontrust Asset Management As we peer into the crystal ball for 2024 trading, a notable shift is anticipated with the adoption of T+1 settlement for US equity transactions. This transition is poised to reshape the pace and efficiency of equity trading, promoting quicker settlement cycles.

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The TRADE

JULY 24, 2023

Heraty will take on the role of head of US equity solutions and structured product sales, whilst Gleave has been appointed as head of European equity solutions. Heraty was previously at Credit Suisse where he spent four years as head of North American equity derivative sales.

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Global Banking & Finance

JUNE 29, 2023

CHOM CAPITAL: Integrating Sustainability Into Every Stage of the Investment Process CHOM CAPITAL GmbH is an owner-operated asset management boutique with a proven track record across European equities.

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The TRADE

APRIL 10, 2024

According to Nasdaq, it will make it possible for investors to gain exposure in the Swedish small cap market and simplify investment strategies through consolidating a diversified portfolio of small cap stocks into a single instrument. In addition, the screening criteria allows investors to make decisions which are aligned with ESG outcomes.

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The TRADE

SEPTEMBER 19, 2024

Thomas Gallagher The offering is based on Bloomberg Indices’ portfolio of benchmarks and combines MIH’s expertise in operating the relevant exchanges with Bloomberg’s advanced technological capabilities to “bring much-needed competition to the equity index derivatives industry,” said Thomas Gallagher, chair and chief executive of MIH.

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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.

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The TRADE

JUNE 29, 2023

Specialist multi-asset manager Candriam and its parent company New York Life Investments have expanded their partnership to grow their remit in the US offshore market. Following the expansion of the partnership, the pair will offer solutions and services to non-US resident investors who invest through US intermediaries.

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The TRADE

DECEMBER 18, 2023

RBC BlueBay Asset Management The market is already pricing in rate cuts in Q1 although I, along with many others, don’t believe they will begin before the end of H1. This uncertainty will lead to heightened equity volatility in 2024. Investors will need to think far more about the risk profiles of their portfolios.

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The TRADE

SEPTEMBER 27, 2024

Alexandra Roby, head of equity sales UK and Ireland at SIX Swiss Exchange, said: “Our long-standing support of the Leaders in Trading awards emphasises how much we value both the awards and the exceptional efforts of all the buy-side nominees. Voting will close on Friday 18 October.

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Mergers and Inquisitions

JULY 19, 2023

Why would investors pay high fees for what is effectively a mutual fund?” If you’re interested in long-only hedge funds, you should ask a different set of questions: Do these long-only funds offer any advantages over strategies like long/short equity ? Doesn’t that contradict the term ‘hedge fund’? These are all good questions.

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The TRADE

DECEMBER 7, 2023

MAIA Technology and Neovest have partnered to create an enhanced joint offering of new execution management capabilities for Fulcrum Asset Management. The move has come as Fulcrum’s trading desk looked to leverage more derivatives strategies and its execution needs evolved.

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The TRADE

SEPTEMBER 30, 2024

Luke Holmes, head of equity sales trading, US clients at Kepler Cheuvreux left the firm after five years, as revealed by The TRADE. Holmes joined Kepler in 2019 having previously served in equity sales trading roles at Sanford C. Janus Henderson Investors appointed Francesca Alesi as a junior equity trader, based in London.

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The TRADE

FEBRUARY 22, 2024

However, Newns also highlights the importance of regulation to improve and ensure investor protection within this specific asset class. The role that institutions play in this space is to find ways to enhance investor safety.

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The TRADE

OCTOBER 26, 2023

Citadel Securities Needing little introduction, Citadel Securities, is one of the largest market makers in US Treasuries and USD interest rate swaps globally, and serves an extensive list of financial institutions, including: banks, asset managers, pension funds, hedge funds, central banks, and sovereign wealth fund.

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The TRADE

DECEMBER 8, 2023

SVB was the catalyst for a bank run that led to the collapse of FRB and Signature Bank as the latest iteration of March madness led to market volatility, credit contraction and negative investor sentiment, which very much defined the first half of the year. Obviously, that process won’t cut it in a T+1 environment.

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The TRADE

SEPTEMBER 12, 2024

Rob Hocking The new futures aim to provide market participants with an additional tool to calculate implied volatility of the US equity market as measured by the S&P 500 Index, and to manage volatility risks and express directional views.

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The TRADE

JUNE 27, 2023

“Connecting with LiquidityBook’s LBX OEMS gives institutional investors seamless access to our workflow over a highly scalable trade management platform, and it builds on our goal of providing an open architecture framework to create a unique network for ETF market participants.”

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The TRADE

DECEMBER 22, 2023

Samuel Henderson, EMEA equities head trader, Invesco   I predict we will see increased flows into international equities and active management coming back into vogue amidst a rise in earnings and macro volatility.

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