The TRADE

NOVEMBER 15, 2023

This follows asset managers having reduced OTC exposures in the wake of the ‘uncleared margin rules’ and other post-crisis reforms. The OTC market has been key for the buy-side for many years, allowing them bespoke, often complex, products for their portfolio needs.

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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.

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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

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. Allianz Global Investors appointed Kayvan Vahid as head of equity Europe core and value.

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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.

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The TRADE

JULY 5, 2024

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. The post BESTINVER sales trader joins MIT SIM appeared first on The TRADE.

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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.

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The TRADE

MAY 14, 2024

Erste Asset Management, part of Erste Group Bank, has become the latest European client to join Clearwater Analytics’ buy-side community. The development will see Clearwater aggregate multi-asset client investment data, help increase asset flows and improve client service. “We

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The TRADE

JULY 15, 2024

Impax Asset Management Group has completed its acquisition of Absalon Corporate Credit’s fixed income assets. Copenhagen-based Absalon was previously part of the Formuepleje Group and serves both European institutional investors and Danish high net worth individuals. The existing fixed income team is based in the US.

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Mergers and Inquisitions

MAY 24, 2023

Here it is in the investor presentation: We don’t know the planned valuation for CMS in this spin-off, but let’s assume that Jacobs plans to spin it off at an IPO offering price that implies an 11.5x 5) Portfolio Concentration – Many special situations and distressed funds run concentrated portfolios (e.g.,

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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.

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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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Mergers and Inquisitions

DECEMBER 6, 2023

Almost all conversations about buy-side roles eventually turn to multi-manager hedge funds , also known as “pod shops.” Multi-manager hedge funds promise investors solid risk-adjusted returns with low volatility; no matter what the broader market does, you’ll make money if you invest in them. you lose 10% from your peak AUM).

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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. Investors will need to think far more about the risk profiles of their portfolios. Phil Steel, senior trader, convertible bonds.

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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. These forces have rumbled markets and led to heightened volatility.

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The TRADE

NOVEMBER 10, 2023

Abu Dhabi Securities Exchange (ADX) has selected the Intercontinental Exchange’s (ICE) Global Network to offer direct market access to global institutional investors. ICE Global Network will be leveraged by ADX to expand its global investor base by facilitating real-time access to market data and order entry.

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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. .

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The TRADE

SEPTEMBER 19, 2024

Miami International Holdings (MIH) and Bloomberg Index Services have entered into a licensing agreement to develop a suite of index futures, options on futures, and cash options products. The post Miami International Holdings and Bloomberg unveil index licensing agreement appeared first on The TRADE.

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The TRADE

MAY 30, 2023

Cheung was previously a strategic account manager at Enfusion, focused on APAC-based hedge funds, family offices and asset management firms. Prior to that, she held positions at Trust Company of the West (TCW) and CBRE Investors. This specifically relates to: trading, portfolio management, and risk management.

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Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

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Mergers and Inquisitions

JULY 19, 2023

Why would investors pay high fees for what is effectively a mutual fund?” And if you are interested in this strategy, should you even target hedge funds, or would a long-only asset management firm be better? And if you are interested in long-only investing, should you target asset management firms instead?

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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. Foresight [link] Foresight VCT Foresight is an SME-specific investor that backs businesses in all sectors and stages. Contact fiona@edge.vc

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The TRADE

SEPTEMBER 20, 2023

Even if local authorities have made strong efforts to develop their local markets, foreign investors still need to get the appropriate approval, not an easy task, for example, in China or India. All of this led to attractive carry (at least before the Fed hikes) with low volatility: exactly what investors are looking for!

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The TRADE

DECEMBER 22, 2023

Lastly, as active management becomes more relevant again, so too the impact a buy-side trader can have on the investment process; gone are the days of execution only dealers.  In Q3-Q4 of 2023, there was an emphasis on the cost of collateral and the strategies firms use to efficiently utilise their asset portfolios for collateral purposes.

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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. Here’s a quick run-down of the other differences: Performance Targets: Like all hedge funds, single-manager funds aim for high absolute returns (e.g.,

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The TRADE

JULY 30, 2024

These innovations have attracted a wide range of investors – from institutional to retail – who seek to increase returns and manage risks in an ever-shifting market environment. Product type enhancements have led to a wider range of prospective investors. However, with time, adoption of active ETFs is becoming more apparent. “The

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The TRADE

NOVEMBER 6, 2023

Beginning her career at Dresdner Kleinwort Benson as director and head of portfolio sales trading in 1997, she later went on to spend six years at JP Morgan, initially as an executive director and head of execution sales responsible for electronic and portfolio trading and ETFs.

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The TRADE

OCTOBER 19, 2023

The immediate focus for the business is set to be investing in client service and portfolio management, specifically hiring in senior sales and distribution team members focused on Europe and the UK, as well as investment managers for both the luxury brands and credit opportunities strategies.

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Razorpay

DECEMBER 15, 2024

Alternative investments, including real estate, commodities, and luxury assets. Customized portfolios designed to optimize returns while managing risk. Secured loans using assets like portfolios or real estate as collateral. Clients often need to meet significant asset thresholds (e.g.,

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The TRADE

AUGUST 2, 2024

Investors should, then, allocate more to fixed income and especially corporate bonds. Equity investors, therefore, may find it more rewarding to invest along sectoral or thematic lines. Assets that are negatively correlated to the dollar should account for a larger share of portfolios.

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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

JULY 17, 2023

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. Foremost is smooth and continuous trading, meaning an asset manager can work on a global level with minimum hinderance.

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The Deal

JULY 18, 2023

“While a select few lenders have maintained their hold size parameters, the overwhelming majority of lenders have significantly reduced their check size in response to the drop off in redemptions and repayments in their portfolios,” said Joseph Weissglass , managing director at middle market investment bank Configure Partners LLC.

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The TRADE

JUNE 21, 2024

European asset managers moved staff to the US to manage foreign currency risks during the US 4PM to 6PM time zone rather than late at night in Europe.” Mutual funds and ETFs in the US have largely adopted a one-day settlement cycle by business practice, aligning portfolios from treasuries to equities. Gensler said.

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Growth Business

JUNE 2, 2023

We built a less eclectic portfolio.” Notable businesses the VC has backed in the past include “soonicorn” digital assets start-up Copper and an exit in Delivery Hero. Current start-ups in the VC’s portfolio include London-based real estate start-up Plentific , which offers automation solutions to manage real estate operations.

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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. Wood joined Ninety One in 2021 after serving for a year and a half at Aviva Investors as a credit trader and for five years at Vanguard as a fixed income trader.

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The TRADE

SEPTEMBER 8, 2023

What are the key drivers behind asset managers’ move towards multi-asset trading and what benefit can this provide? Stephane Marie-Francoise Marie-Francoise: Everything starts with the desire from the investment team to develop a multi-asset class strategy offering. The impact can obviously vary depending on the context.

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