Fund finance market—adapting to change
JD Supra: Mergers
JUNE 23, 2023
Following a period of rapid growth, the fund finance market has reached an inflection point.
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JD Supra: Mergers
JUNE 23, 2023
Following a period of rapid growth, the fund finance market has reached an inflection point.
JD Supra: Mergers
DECEMBER 15, 2023
Fundraising challenges, higher financing costs, market volatility and an ever-tighter regulatory environment are upping the pressure for M&A among asset managers. Those drivers, however, apply differently depending on which segment of the market you’re looking at. By: Allen & Overy LLP
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TechCrunch: M&A
JANUARY 13, 2025
Clearwater Analytics, a company developing accounting, compliance, and risk reporting tools for asset managers, said on Monday it has entered into a definitive agreement to acquire investment management platform Enfusion for $1.5
The TRADE
NOVEMBER 25, 2024
Cboe Clear Europe has received regulatory approval to clear European Securities Financing Transactions (SFTs), granted by De Nederlandsche Bank (DNB) and the Autoriteit Financiële Markten (AFM). The post Cboe Clear Europe gets regulatory green light to launch securities financing transactions clearing appeared first on The TRADE.
The TRADE
MARCH 12, 2024
Digital Asset’s blockchain network Canton has completed a pilot involving a large group of major investment banks and asset managers demonstrating interoperability of independent distributed ledger applications (dApps) in the capital markets domain.
The TRADE
SEPTEMBER 29, 2023
Balyasny Asset Management has appointed Harrison Chesterton as associate director within its equity finance trading division, The TRADE can reveal. Most recently he served as vice president of delta 1 and equity financing – a role he was promoted to after holding the position of assistant vice president for three years.
Global Banking & Finance
DECEMBER 5, 2023
China Asset Management Co., Recognized with Two Key Accolades in the 2023 Global Banking & Finance Awards® China Asset Management Co., For the fourth consecutive year, Global Banking & Finance Review has recognized ChinaAMC as the “Asset Management Company of the Year” in China for the 2023 […]
The TRADE
OCTOBER 21, 2024
Michael Lam has joined TT International as a senior trader, following three and a half years at Jupiter Asset Management as a fixed income trader at the firm. The post Jupiter Asset Management trader joins TT International appeared first on The TRADE. London-based Lam announced his new role on social media.
CNBC: Investing
FEBRUARY 28, 2025
Morgan Stanley expects a more attractive growth profile for Voya Financial and significant improvement in the asset manager's excess capital generation.
Global Banking & Finance
SEPTEMBER 1, 2023
LarrainVial Asset Management, a premier asset management firm, has been honoured with the Excellence in Innovation – Asset Management Latin America 2023 and Asset Management Company of the Year Latin America 2023 at the renowned Global Banking & Finance Awards®.
The TRADE
AUGUST 29, 2023
The board of GAM Holding has announced that Liontrust Asset Management’s offer for the business has been unsuccesful and an agreement made with Rock Investment SAS and Newgame to finance the business’ liquidity needs. of GAM Holding.
The TRADE
FEBRUARY 22, 2024
As the introduction of digital assets become increasingly common, their influence on traditional finance is becoming more notable, blurring the line between two seemingly separate, and arguably parallel, financial instruments. In traditional finance, we’ve moved to shorter and shorter settlement times.
The TRADE
JUNE 24, 2024
UBS appointed Carlos Salcedo head of capital markets financing sales Americas, according to an internal memo seen by The TRADE. Before joining MEAG, Malakis held senior sales positions with international asset managers, including Generali Insurance, Vanguard International and Schroders.
The TRADE
JANUARY 10, 2025
MetLife Investment Management (MIM) has reached a definitive agreement to acquire three investment teams and assets managed by Mesirow, an independent financial services firm. Nearly $6 billion of assets managed by the acquired team will transfer to MIM, under the terms of the transaction.
Global Banking & Finance
NOVEMBER 14, 2023
Invest with Stanbic IBTC Asset Management. Invest in different. Invest in yourself. Invest in more with the right partner. Visit [link] to get started.
The TRADE
OCTOBER 2, 2023
James Hilton was appointed multi-asset managing director in RBC’s low touch team, joining from Credit Suisse, where he had been serving as head of sales for EMEA for the bank’s advanced execution sales (AES) team. Balyasny Asset Management appointed Harrison Chesterton as associate director within its equity finance trading division.
The TRADE
JUNE 27, 2024
State Street Global Advisors and Galaxy Asset Management have unveiled a new collaboration aimed at bringing investors digital asset-based strategies, offering key exposure to companies involved in the digital asset space. trillion digital asset landscape through manager-directed strategies.
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.
Mergers and Inquisitions
MARCH 8, 2023
If you want to work in the most cyclical role in the finance industry, it’s hard to beat commodity hedge funds. at a hedge fund , prop trading firm , or asset management firm and then move into a commodity role once you prove yourself. The post Commodity Hedge Funds: The Most Lucrative “Hidden Gem” in Finance?
The TRADE
MAY 1, 2024
Some 83% of asset managers plan to change product strategy in the next two years, a new survey from Northern Trust has found, emphasising the need to cater to diverse investor needs. Technology appears to be at the heart of that change, with 77% planning to leverage new tech within the same timeframe.
Global Banking & Finance
JUNE 8, 2023
M&G posts net asset management inflows in Q1 LONDON (Reuters) – M&G recorded 1 billion pounds ($1.25 billion) of net inflows into its wholesale asset management business in the first quarter, the British insurer said on Thursday, offsetting expected redemptions from institutional clients.
The TRADE
JUNE 15, 2023
SIFMA and its asset management arm have published an open letter expressing concerns about the SEC’s proposal to redefine what constitutes an exchange and expand Regulation ATS, stating that it is not appropriately tailored to existing systems.
Global Banking & Finance
JULY 31, 2023
At 40 Years Old, Arca Fondi SGR Remains Proactive in Meeting Evolving Investment Needs Milan-based asset management company Arca Fondi SGR has a rich history spanning four decades.
World Finance
JULY 5, 2024
Discover how KBC Asset Management is leading the charge in sustainable investing, integrating ESG principles into its strategies, and pioneering responsible investment solutions for a better future
PE Hub
OCTOBER 25, 2023
Churchill Asset Management and Oaktree Capital provided the financing for the deal. The post Ridgemont recaps power and infrastructure company National Power appeared first on PE Hub.
The TRADE
FEBRUARY 28, 2024
The global head of capital markets at German asset manager DWS, Keshava Shastry, has left the business, according to two people with knowledge of the matter, The TRADE can reveal. Keshava Shastry Shastry, a managing director based in London, had been with the German firm for over ten years.
Global Banking & Finance
OCTOBER 4, 2023
The Truth about Sustainable Investing: Unveiling Myths with AIR Asset Management As the dawn of a new era breaks in the financial world, sustainable investing has gained prominence, becoming a pillar of modern investment strategies.
The TRADE
NOVEMBER 14, 2023
As asset managers continue to look for ways to fully capitalise on data, a new SIX report has found that almost half view data velocity as the key challenge in enabling analytics to drive growth. These individuals work across financial institutions, asset managers, wealth managers, investment banks, and asset servicers.
Global Banking & Finance
JULY 29, 2024
Frankfurt-based Chom Capital GmbH is an owner-operated asset management boutique, licenced to conduct financial services in the form of investment brokerage, investment advice, contract broking and financial portfolio management.
The TRADE
JUNE 14, 2023
Exchange and clearing house operator Cboe Global Markets is planning to introduce a central counterparty (CCP) clearing service for securities financing transactions (SFT) in Q3 2024. Elsewhere, Katherine Kirkpatrick has been appointed as chief legal officer of Cboe Digital, overseeing digital asset legal strategy and regulatory initiatives.
Global Banking & Finance
FEBRUARY 27, 2024
Asset management outlook: Thriving through uncertainty in 2024 By Ronald S. Niemaszyk, Principal – Wealth & Asset Management Industry Practice at Wipfli. The stakes are higher now that the last bull market […]
Global Newswire by Notified: M&A
FEBRUARY 15, 2024
The global Aviation Asset Management market size is expected to reach USD 336.07 The global Aviation Asset Management market size is expected to reach USD 336.07 billion by 2030 and exhibit a CAGR of 4.9% in the forecast period (2023−2030), according to Skyquest's latest research report.
OfficeHours
MAY 24, 2023
Investment banking is one of the most sought-after careers in the finance world. Investment banking is highly desirable due to its potential for high lifetime earnings, its interesting and impactful work, and it serves as a springboard for a career in finance.
Global Banking & Finance
FEBRUARY 5, 2024
Financial sector seeks delay to revising EU sustainability rules for asset managers By Huw Jones LONDON (Reuters) – The European Union’s financial sector on Monday urged the bloc to delay quick fixes to how asset managers label sustainable investment funds, saying the EU executive should conclude a broader review first to ensure a “holistic” (..)
Global Banking & Finance
DECEMBER 20, 2023
Asset managers face tougher rules on investor cash calls By Huw Jones LONDON (Reuters) – Global regulators published tougher rules on Wednesday for managers of open-ended investment funds to ensure they can meet investor cash calls in a crisis without the need for emergency liquidity from central banks.
The TRADE
DECEMBER 4, 2024
As a result, policy makers have been urged to ensure that the European Union will maintain its competitiveness in the global fixed income markets, alongside preserving and potentially expanding existing liquidity in EU bond markets, which in turn will continue to ensure issuers have an effective way to finance their investment needs. “It
Business Standard - FInance
JUNE 6, 2023
Course5 Funding: Investment was led by Nuvama Asset Management, with participation from Carnelian Asset Advisors
Global Banking & Finance
NOVEMBER 6, 2024
By Andrea Mandala MILAN (Reuters) – Italy’s third-largest Banco BPM on Wednesday said it would launch a buyout offer to gain full control of asset manager Anima Holding in an up to 1.6 billion euro ($1.7 billion) deal. Banco BPM already owns 22% of Anima.
The New York Times: Banking
OCTOBER 4, 2023
Apollo was the first to use annuities to build a major financing business. Others followed, driving the growth of the private lending market and worrying regulators.
Peak Frameworks
SEPTEMBER 19, 2023
Why T-Shaped Skills Matter in Finance The finance sector is becoming increasingly interdisciplinary. Interconnected Finance World: Take the 2008 Financial Crisis as an example. Rapid Changes: Technological disruptions like cryptocurrencies require finance professionals to adapt swiftly. The trade war between the U.S.
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. His new role is not yet public but will be communicated in due course.
Peak Frameworks
MAY 8, 2024
If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. Salvage value , often referred to as residual value, is the estimated value of an asset at the end of its useful life. What is Salvage Value?
The TRADE
JUNE 26, 2023
The central clearing of securities finance transactions (SFTs) is not a new concept, it is one which has been tried before with varying degrees of success. The post Cboe outlines why its clearing service for securities financing transactions will succeed where others have failed appeared first on The TRADE.
The TRADE
AUGUST 28, 2023
Northern Trust promoted Dane Fannin as its new head of global foreign exchange (GFX)and securities finance within its capital markets business. In his new role, Fannin will be responsible for innovation and business growth across Northern Trust’s suite of GFX and securities finance solutions.
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