The TRADE

JUNE 24, 2024

Before joining MEAG, Malakis held senior sales positions with international asset managers, including Generali Insurance, Vanguard International and Schroders. Northern Trust Asset Management appointed Naoto Komoro to lead its asset management business in Japan.

Asset Management 64

Asset Management Management Sale Portfolio Management 64

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.

Portfolio 76

Portfolio Asset Management Equities Investors 76

Accenture Capital Markets

JUNE 18, 2024

Generative AI (gen AI) is predicted to impact over two-thirds of all functions across the capital markets industry, suggesting that the technology has the potential to significantly transform all its segments—including asset management. The majority of asset manager have already started on this journey.

Asset Management 68

Asset Management Management Capital Market Government 68

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. The post Balyasny Asset Management names new associate director of equity finance trading appeared first on The TRADE.

Asset Management 64

Asset Management Finance Finance Equities 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

JUNE 10, 2024

Alex Livingstone, formerly head of trading for ETFs and FX at Titan Asset Management, joined Titan Investment Solutions as a junior portfolio manager and trader. He will also be involved in the ongoing management of the Titan Hybrid Capital, Core Credit, and Short Duration IG income funds.

Asset Management 64

Asset Management Management Trading Equities 64

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

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.

Asset Management 64

Asset Management Collaboration Management Investors 64

The TRADE

JULY 27, 2023

Bloomberg AIM and Bloomberg Vault have been adopted by India-based NJ Asset Management to help enable its enterprise-wide digital strategy across the entire investment workflow. According to the firms, Bloomberg AIM addresses NJ Asset Management’s specific needs for tools to support rule-based investment decision-making.

Asset Management 52

Asset Management Management Portfolio Investment Manager 52

The TRADE

AUGUST 29, 2023

Vahid joins AllianzGI from UBS Asset Management where he served in a variety of roles over the last 20 years. Prior to that, he served as a portfolio manager for European small and mid-caps as well as a European equities research analyst.

Asset Management 69

Asset Management Equities Investors Management 69

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.

Asset Management 64

Asset Management Management Sale Capital Market 64

The TRADE

JULY 25, 2023

Named Clearwater-GPT, the solution claims to be the first AI-generative tool for the investment management industry and will be available to select clients throughout the second half of this year. The solution applies to all asset classes and its use cases will vary depending on varying client types, Clearwater confirmed.

Investment Manager 98

Investment Manager Management Investment Asset Management 98

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

The TRADE

JUNE 7, 2023

Linedata’s 2023 global asset management survey has found the main focus globally is on future cost saving and automation. Overall, the area where AI has been most deployed across the industry globally is in investment research at 32%, revealed the survey, closely followed by portfolio analytics and risk management at 30%.

Asset Management 59

Asset Management Management Risk Management Trading 59

The TRADE

MARCH 25, 2024

State Street’s Charles River is set to manage the front-office operations for Perpetual Group’s Australian asset management business. Craig Squires, group chief operating officer at Perpetual, explained that the decision came as the business sought to address current challenges and complexities across investment management.

Management 69

Management Asset Management Boutique Investment Manager 69

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.

Asset Management 59

Asset Management Management Equities Trading 59

The TRADE

JUNE 27, 2023

Intercontinental Exchange (ICE) has integrated its ETF Hub with LiquidityBook’s order and execution management system (OEMS) LBX to offer efficient access to the primary market, where new shares are created and redeemed. Currently, ICE ETF Hub supports US-listed equity, fixed income, derivative, commodity and multi-asset ETFs. “Our

Portfolio Management 64

Portfolio Management Portfolio Management Architecture 64

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. This is more than the number which highlighted volume, or even variety, of data as the key challenges.

Asset Management 59

Asset Management Management Investment Banking Financial Institution 59

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.

Funds 104

Funds Management Recruitment Portfolio 104

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

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.

Asset Management 64

Asset Management Portfolio Management Business Management 64

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

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

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.

Investment 115

Investment Equities Trading Asset Management 115

Global Newswire by Notified: M&A

DECEMBER 4, 2023

Fengate Asset Management announces financial close on the acquisition of a significant portfolio of wireless communications towers in the U.S.

Portfolio 45

Portfolio Acquisitions Asset Management IT 45

The TRADE

NOVEMBER 17, 2023

Triodos Investment Management has selected Bloomberg’s AIM and PORT Enterprise solutions in a bid to support its front-office workflows. Specifically, the Netherlands-based impact asset manager will utilise Bloomberg’s offerings to enhance processes for its investment funds and discretionary clients’ business.

Investment Manager 59

Investment Manager Management Investment Asset Management 59

The TRADE

MAY 2, 2024

Appital Insights is now fully integrated with FactSet’s Portware execution management system (EMS), enabling the latter’s asset management clients to access Appital Insights liquidity easily within their EMS. They know that Appital Insights does not impact ‘on-screen’ prices and they retain full control of the order.”

Asset Management 69

Asset Management Portfolio Management Management Trading 69

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. This setup creates many differences with multi-manager (MM) hedge funds , from investment styles to recruiting and careers. 10 – 15 positions rather than 100+).

Funds 59

Funds Management S&P Recruitment 59

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 8, 2024

German asset manager BayernInvest has adopted an integrated suite of Bloomberg solutions to support its front-to-back workflows. Expanding our engagement with Bloomberg as our technology partner has enabled us to streamline our investment management and operations workflows,” said Alexander Mertz, chief executive of BayernInvest. “It

Asset Management 69

Asset Management Investment Manager Management Portfolio Management 69

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

Asset Management 52

Asset Management Business Management Portfolio 52

The TRADE

JULY 5, 2024

Milan-based O’Connor joins following almost 15 years at ACCIONA Group’s Spanish asset manager, BESTINVER. MIT SIM carries out a range of brokerage activities, with a particular focus on supporting investors looking at small to medium sized enterprises. He also previously worked for Gestnord, the brokerage arm of Banca Sella.

Sale 59

Sale Asset Management Boutique Equities 59

The TRADE

JULY 15, 2024

Impax Asset Management Group has completed its acquisition of Absalon Corporate Credit’s fixed income assets. Following the deal’s conclusion, Absalon’s portfolio managers are set to join Impax’s fixed income team and report to Impax head of fixed income, Ross Pamphilon.

Acquisitions 59

Acquisitions Asset Management Debt Management 59

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

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 28, 2023

Wavelabs has opened up its eLiSA execution management system (EMS) to non-users with modular versions of the system’s analytics products, The TRADE can reveal. 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.

Portfolio Management 72

Portfolio Management Asset Management Trading Portfolio 72

The TRADE

MARCH 22, 2024

Most recently, Tan held a global portfolio trading position, which included trading global equities with strategy implementation via algorithms, crossing networks and global portfolio trading desks. In November, Umair Khan Marwat joined Millennium as a trader , following almost two and a half years at Balyasny Asset Management.

Trading 69

Trading Portfolio Asset Management Equities 69