The TRADE

FEBRUARY 26, 2024

Ryan O’Connor left Goldman Sachs Asset Management and is set to join ETF provider Global X ETFs as chief executive on 8 April. He most recently served as global head of ETF product, having initially joined Goldman Sachs Asset Management back in 2017 to build out the US fund strategist model portfolio business.

Asset Management 64

Asset Management Management Trading Capital Market 64

The TRADE

FEBRUARY 21, 2024

Ryan O’Connor has left Goldman Sachs Asset Management and is set to join ETF provider Global X ETFs as chief executive on 8 April. He most recently served as global head of ETF product, having initially joined Goldman Sachs Asset Management back in 2017 to build out the US fund strategist model portfolio business.

Asset Management 59

Asset Management Management Risk Management Business 59

The TRADE

JANUARY 22, 2025

I spent a lot of time in my sell-side days working as a conduit between capital markets and the origination desk within investment banking as a bridge into the public side, covering hedge funds and multi strategy investment managers for anything equity-linked and credit with a cross-asset mindset. It’s been busy.

Funds 59

Funds Capital Capital Market S&P 59

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.

Asset Management 59

Asset Management Management Investors Trading 59

Mergers and Inquisitions

SEPTEMBER 13, 2023

Ask anyone interested in distressed debt hedge funds for “the pitch,” and they’ll probably mention one of the following: “It’s like long/short equity or credit , but more interesting!” Distressed assets offer non-correlated returns, similar to global macro.” Distressed investing offers equity-like returns with lower risk.”

Debt 103

Debt Funds Investment Equities 103

The TRADE

AUGUST 30, 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, The TRADE can reveal. Union is bolstering its digital assets division, The TRADE understands.

Trading 105

Trading Asset Management Management Portfolio Management 105

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.

Asset Management 59

Asset Management Management Investment Banking Financial Institution 59

The TRADE

JUNE 27, 2023

The LBX suite is now connected to ICE ETF Hub’s FIX application programming interface (API), providing third-party platforms and ETF market participants with improved access to the ICE ETF Hub platform, alongside the ability to systematically manage their creation and redemption orders.

Portfolio Management 64

Portfolio Management Portfolio Management Architecture 64

Mergers and Inquisitions

JULY 19, 2023

When you hear the term “long-only hedge funds,” your first thought might be: “How can a hedge fund hold only long positions? Doesn’t that contradict the term ‘hedge fund’? Why would investors pay high fees for what is effectively a mutual fund?” These are all good questions.

Funds 52

Funds Asset Management Management Equities 52

Accenture Capital Markets

SEPTEMBER 5, 2023

The year ahead will be busy for institutional investors and pension funds as they navigate political turbulence and speculations around when the economic cycle will shift. The industry is rethinking how to manage the generation, storage, transformation, usage and retirement of both structured and unstructured data. Blockchain.

Investment 89

Investment Funds Management Investors 89

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.

Capital 52

Capital Investment Advice Asset Management Finance 52

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.

Asset Management 52

Asset Management Equities Management Trading 52

Mergers and Inquisitions

JANUARY 31, 2024

If you think about the most “public” investors – the likes of Bill Ackman and David Einhorn – many of them have something in common: they operate single-manager hedge funds. In other words, they’re the public face and brand of their fund, and all investment decisions flow through them. 10 – 15 positions rather than 100+).

Funds 59

Funds Management S&P Recruitment 59

Mergers and Inquisitions

MAY 24, 2023

“Event-driven hedge funds” is one of the more confusing labels in finance. But the other problem is that all hedge funds are “event-driven” because they invest based on catalysts , or specific events that could change a security’s price. If this fund is right, the company’s price may increase by 50%.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

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.

Investment 115

Investment Equities Trading Asset Management 115

The TRADE

JUNE 7, 2024

Credit Suisse has signed an agreement to sell its majority stake in Credit Suisse Investment Partners (CSIP), owned by Credit Suisse Asset Management. CSIP segment manages funds and associated mandates – including convertible bond funds – with a total of CHF 1 billion in assets under management.

Investment 69

Investment Portfolio Management Asset Management Investment Banking 69

The TRADE

JUNE 13, 2023

State Street has expanded the capabilities of its Alpha platform to support the entire lifecycle for exchange traded funds (ETFs).

Electronics 110

Electronics Portfolio Management Trading Architecture 110

The TRADE

DECEMBER 8, 2023

Instead, a combination of rising interest rates, inflation, soaring energy prices and geopolitical tensions have hit hedge funds, and subsequently the risk management practices of prime brokers. This is a timing problem which causes issues on T+1 if there are any trade discrepancies between the asset manager and the executing broker.

Broker 113

Broker Asset Management Trading Funds 113

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.

Asset Management 59

Asset Management Portfolio Management Portfolio Investors 59

The TRADE

JULY 31, 2024

UK asset manager Gravis Capital Management has become the latest to integrate Bloomberg AIM in a bid to enhance its front-office workflows. Bloomberg is also set to provide Gravis with services related to inbound asset servicer integrations and data reconciliation.

Management 59

Management Capital Asset Management Portfolio 59

Mergers and Inquisitions

APRIL 5, 2023

But one possible exception lies in sovereign wealth funds (SWFs) , which are similar to funds of funds in some ways. 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?

Recruitment 59

Recruitment Funds Private Equity Investment 59

The TRADE

JUNE 6, 2023

The application incorporates real-time liquidity information from LTX Liquidity Cloud to simplify workflows and increase efficiency for users’ bond selection and portfolio construction processes, which LTX stated will benefit asset managers hedge funds and dealers.

Corporation 101

Corporation Trading Asset Management Financial Services 101

The TRADE

JUNE 7, 2024

Alex Livingstone, formerly head of trading for ETFs and FX at Titan Asset Management has joined Titan Investment Solutions as a junior portfolio manager and trader, according to an announcement on social media. Livingstone has previously served as head of trading – FX and ETFs at Tavistock Investments.

Trading 59

Trading Portfolio Management Asset Management Investment Manager 59

The TRADE

JUNE 28, 2023

Among the key products to now be available to traders and portfolio managers in a modular format is the EMS’ predictive fair value (FV) model. eLiSA has seen increasing buy-side interest of late after it onboarded its first hedge fund client earlier this month.

Portfolio Management 72

Portfolio Management Asset Management Trading Portfolio 72

The TRADE

JULY 2, 2024

Earlier this year, Goldman Sachs Asset Management’s global head of ETF product, Ryan O’Connor, departed for Global X ETFs. He most recently served as global head of ETF product, having initially joined Goldman Sachs Asset Management in 2017 to build out the US fund strategist model portfolio business.

Bank 59

Bank Banking Asset Management Portfolio 59

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.

Asset Management 59

Asset Management Financial Services Funds Portfolio 59

Growth Business

SEPTEMBER 14, 2023

Management teams usually have a background in fund management rather than private equity investment. Founded in 1996, Blackfinch is interested in companies that have already raised funding, gained traction and aim to accelerate the start-up process. They may opt for loan notes or equity shares. Contact fiona@edge.vc

Capital 109

Capital Investment Funds Media 109

The TRADE

NOVEMBER 17, 2023

Specifically, the Netherlands-based impact asset manager will utilise Bloomberg’s offerings to enhance processes for its investment funds and discretionary clients’ business. Together, the solutions manage integrated workflows for more than 200 clients – which includes over 100 of the world’s top asset managers (by AUM).

Investment Manager 59

Investment Manager Management Investment Asset Management 59

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.

Asset Management 59

Asset Management Financial Services Funds Portfolio 59

The TRADE

OCTOBER 26, 2023

UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. The move has opened up swathes of synergy opportunities for the pure fixed income asset manager, with its traders now working directly alongside RBC BlueBay Asset Management’s equities desk.

Trading 98

Trading Asset Management Management Electronics 98

The TRADE

JULY 8, 2024

Senior equity trader at Janus Henderson, Stuart Mair, left the asset manager after 14 years. According to an update on his social media, Mair joined hedge fund and systematic trading platform Schonfeld as an equity trader dealing with long and short strategies. As part of his new appointment, Chin will be based in New York.

Bank 64

Bank Banking Asset Management Equities 64

The TRADE

JANUARY 8, 2024

His experience also encompasses hedge fund related roles, including futures and options trading and work on a fixed income desk. RBC BlueBay Asset Management equity trader, Michael Tamou, left the asset manager to join Qube Research & Technologies (QRT).

Asset Management 64

Asset Management Equities Sale Investment Manager 64

The TRADE

OCTOBER 2, 2023

With this integration, TS Imagine users will now be able to: calculate margin requirements, optimise collateral usage in derivatives markets, analyse drivers and movement in margin exposure, reduce initial margin levels, and maximise margin efficiency.

Funds 64

Funds Shares Risk Management Trading 64

The TRADE

JUNE 19, 2023

As part of the new system-wide exploratory scenario (SWES) exercise, participants including major banks, hedge funds, asset managers and pension funds will be asked to evaluate the impact of “severe but plausible” stress including what actions they might individually take in that scenario, with a focus on the UK markets.

Bank 52

Bank Banking Asset Management Funds 52

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.

Portfolio Management 59

Portfolio Management Architecture Portfolio Accountant 59

The TRADE

SEPTEMBER 12, 2024

“Having traded variance since 2002, being able to trade a simple cleared variance product will be a very welcome addition to our portfolio,” said Keith DeCarlucci, chief investment officer at Melqart Asset Management. .

S&P 69

S&P Trading Management Portfolio Management 69

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.

Asset Management 64

Asset Management Equities Management Retail 64