The TRADE

APRIL 29, 2025

The solution, called SIX Fixed Income Data, is designed to provide banks, asset managers, wealth managers and hedge funds globally with reliable fixed income data, based off an array of information sourced from global markets. The provider has said that the offering will give clients access to data for 3.6

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Global Banking & Finance

DECEMBER 9, 2024

asset manager AllianceBernstein is preparing to sue Switzerland for $225 million over the decision to wipe out $17 billion of debt when the country’s government orchestrated the takeover of Credit Suisse by rival UBS last year, the Financial Times reported on Tuesday. (Reuters) – U.S.

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Global Banking & Finance

OCTOBER 1, 2024

The Rome government and the world’s largest asset manager agreed to set up a working group to […] ROME (Reuters) – Italian Prime Minister Giorgia Meloni met the head of the U.S.

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The TRADE

JUNE 3, 2024

He began his career at Fidelity Institutional Asset Management in 1998, managing institutional client relationships. Following this, he moved to Cazenove Fund Management as a government and corporate bonds trader and then to Henderson Global Investors as a senior dealer of fixed income.

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Global Newswire by Notified: M&A

DECEMBER 3, 2024

03, 2024 (GLOBE NEWSWIRE) -- Volaris Group (Volaris) today announced the acquisition of Orkis, a France-based (Aix-en-Provence) provider of Digital Asset Management software, cataloguing and premium hosting services for government administration, defense, aeronautics, luxury goods, hospitality and local government authorities.

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Global Banking & Finance

NOVEMBER 14, 2024

By Carolyn Cohn and Iain Withers LONDON (Reuters) – Britain’s plans to bulk up local government and private employer pension schemes into ‘megafunds’ to boost domestic investment are likely to benefit larger asset managers over smaller, more specialist ones, industry executives said.

Management 40

Management Asset Management Funds Government 40

The TRADE

DECEMBER 8, 2023

Canadian regulatory authorities have announced their support for a replacement rate (CORRA), which is based on overnight repo transactions on government bonds, while the US regulators have proposed SOFR as a replacement. When the asset manager and executing broker identify and resolve an exception, the prime broker is out of the loop.

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The TRADE

OCTOBER 18, 2024

What are the main pressure points for asset managers when it comes to their operating models? There’s a change in the asset mix with the end allocators wanting both public and private assets. There is also a change in the demand for data with asset managers wanting all their data in real-time.

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The TRADE

FEBRUARY 22, 2024

“Our key focus, as of now, is on crypto securities and that’s where governance is clearly required,” emphasises Hock. Therefore, governance is key to ensure that the trust our investors have in us as an asset manager can be fulfilled.”

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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] For example, AI models are not good at maths – that’s just not what they’re trained to do.”

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The TRADE

JANUARY 2, 2024

Eric Heliene, head of buy-side trading desk, Groupama Asset Management  The intensification of financial regulation is a fundamental trend transforming the asset management ecosystem. The planned transition to T+1 settlement in 2024 and the forthcoming revision of Mifid II are poignant examples of this.

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Accenture Capital Markets

JANUARY 22, 2024

But whatever commitments were made by governments and corporations alike (e.g., Investor appetite for such investments is rapidly increasing, as banks, asset managers and large corporates all seek ways to invest in sustainability. But they’ll only invest if they have proof about where the money is going.

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Investment Investors Finance Finance 103

The TRADE

OCTOBER 29, 2024

“By far the largest proportion of FX trading is conducted with the primary dealers (bank and non-bank), for whom the ‘on-us settlement’ model may not be feasible, and all parties in the chain (non-bank LPs, FX dealer, asset managers and custodians) must deal with and manage settlement risk,” said Choudhury.

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Asset Management Trading Bank Banking 64

The Harvard Law School Forum

AUGUST 29, 2023

Related research from the Program on Corporate Governance includes The Long-Term Effects of Hedge Fund Activism by Lucian A. A Flesh-and-Blood Perspective on Hedge Fund Activism and Our Strange Corporate Governance System (discussed on the Forum here ) by Frankl and Kushner Leo E. Rosenblum , Karessa L. Lu , and Anna Dimitrijević.

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Investors Funds Mergers and Acquisitions Corporation 75

The TRADE

NOVEMBER 6, 2023

Alongside his various equities roles within the market, Jackson has previously been co-chair of the FIX committee for EMEA, an advisor to the UK Government office for science on the future of computer trading in financial markets and a founding member of the OpenTCA initiative to promote transparency and standards in transaction cost analysis (TCA).

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The TRADE

NOVEMBER 1, 2024

We did a survey on about 300 global asset managers and one of the main themes that came out of that was around outsourcing. The underlying aim of that is achieving scalability of growth, access to liquidity, the governance structure, and basically whole product. We’ve noticed quite a lot of M&A activity.

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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.

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Growth Business

SEPTEMBER 14, 2023

They were introduced by the government in 1995 (a year after EIS was introduced) to facilitate investment in local private business, incentivising investors with generous tax reliefs. A tax-based venture capital scheme, VCTs invest in small and early phase businesses that are unlisted or on AIM.

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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. It will be more important than ever to support government bond liquidity in the current high interest rate environment and ongoing volatile markets.

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The TRADE

AUGUST 4, 2023

Gordon Grant, managing director, trading and sales How important is robust governance and regulatory oversight for the attractiveness of digital assets at an institutional level? I would say governance and oversight in the North American market is probably more than sufficient in terms of stringency.

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The TRADE

JULY 11, 2023

To help boost the attractiveness of the UK’s financial services sector, the UK government revealed last night that it had accepted all recommendations from Rachel Kent’s UK Investment Research Review, published yesterday.

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Razorpay

AUGUST 9, 2023

Edelweiss Financial Services: India’s leading financial services company, providing a wide range of services to businesses, including investment banking, asset management, and wealth management. In addition, they can provide valuable services such as portfolio management, asset management, and advisory services.

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Accenture Capital Markets

SEPTEMBER 5, 2023

roll-out Workday ERP) to access new capabilities and lower operating costs Looking for fully managed solutions that support scalability Experimenting with new cloud-based investment systems instead of relying solely on more established, on-premise solutions that don’t have a cloud offering yet Artificial Intelligence and Machine Learning.

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Investment Funds Management Investors 89

The TRADE

SEPTEMBER 11, 2023

He most recently served as managing director in its institutional rates sales business, overseeing key strategic relationships and distributing global rates products. Elsewhere in his career, Chalkley served as a European government bond, inflation and absolute return fund manager at BlackRock.

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The TRADE

OCTOBER 23, 2023

Read more – The Outsourced Trading Handbook 2023 Finally, the important aspect of data was addressed, specifically its role in model risk management and the potential for AI to affect risk through sample bias, model drift, and the black box effect.

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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? bunds (Germany), or Japanese government bonds (JGBs)? Treasury yield at?

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Equities Debt Asset Management Recruitment 59

The TRADE

MAY 24, 2024

Longer term, the new Government will face a number of aggressive assumptions regarding UK growth and tax revenue, with implication for absolute debt service levels. We have seen a stabilisation of money flows in recent months, global funds are returning to the UK, while we continue to see outflows (mostly to US) of domestic asset managers.

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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.

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The TRADE

SEPTEMBER 27, 2024

I believe the initial step should be to focus on governance: establish a concise AI manifesto that clarifies acceptable applications of the technology. The capability to customise the model with your specific data and train it to perform in a tailored manner will be critical.

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IT Trading Engineering Financial Market 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. He moved to Investec Asset Management – now Ninety One – in 2004 in an operations role before moving onto the dealing desk covering money markets and some FX in 2007 just in time for the global financial crisis.

Trading 59

Trading Bulge Bracket Asset Management Banking 59

Mergers and Inquisitions

APRIL 5, 2023

Some SWFs operate like long-only asset managers (i.e., mutual funds ) that allocate their assets top-down and then pick specific indices, companies, and securities that meet their criteria. The “Limited Partner” of any sovereign wealth fund is the government, and the government does not like to pay high fees on its investments.

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Mergers and Inquisitions

MAY 24, 2023

Short Jacobs and Long CMS – You think Jacobs’ growth rate will slow down without CMS, but CMS’ prospects will increase since it can win more government clients as a separate company. All the large multi-manager funds , such as Millennium, also use event-driven strategies to some extent.

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Transactional Delights

OCTOBER 9, 2021

Disclaimers: [link] In some pretty big corporate governance news, BlackRock recently announced that in 2022, it will be taking its first steps to “ expand the opportunity for clients to participate in proxy voting decisions where legally and operationally viable.” I don't know if that is how it will turn out, but it is possible.

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The TRADE

OCTOBER 24, 2023

The move secured the support of a broad range of key market participants, including banks, clearing firms, asset managers and custodians, including the likes of BNY Mellon, Citi and Goldman Sachs. Euronext’s VaR-based margin methodology focuses on Italian, Portuguese, Spanish, and Irish government bonds.

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Software Equity Group

SEPTEMBER 19, 2023

For example, Tyler Technologies acquired our client, Rapid Financial Solutions , for $68 million to improve the payment capabilities Tyler provides to government agencies. We have advised on many such transactions. Horizontal Merger When two companies in the same industry or market segment merge, they create a bigger company.

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The TRADE

OCTOBER 9, 2023

Beginning her career on the buy-side at boutique asset manager Credit Suisse First Boston as an investment portfolio analyst in London in 1986, Ruffles has seen the markets through several highs and lows. A novel concept to greener traders. Expect the unexpected The last few years have had a transformative effect on fixed income.

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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. Dudenhoeffer , 134 S.

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