Crypto asset managers look past the next big coin to diversify portfolios
CNBC: Investing
AUGUST 22, 2024
The next step in crypto asset management goes beyond identifying the next big coin. You can forget about a Solana ETF alone.
Slate Asset Management to close €1bn German portfolio acquisition
PE Hub
AUGUST 9, 2023
The deal is set to be one of the largest in Europe so far this year, and the largest whole-portfolio transaction in the region. The post Slate Asset Management to close €1bn German portfolio acquisition appeared first on PE Hub.
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Impax Asset Management to acquire corporate credit business from partner firm Formuepleje Group
The TRADE
JANUARY 10, 2024
Impax Asset Management has entered into an agreement to acquire the corporate credit assets from fixed income manager Absalon Corporate Credit, part of Formuepleje Group. The post Impax Asset Management to acquire corporate credit business from partner firm Formuepleje Group appeared first on The TRADE.
[Podcast] Private Market Talks: Scoping Out Secondaries with Portfolio Advisor’s Liz Campbell
JD Supra: Mergers
NOVEMBER 15, 2024
In this episode, we are thrilled to be joined by Liz Campbell, Chief Investment Officer at Portfolio Advisors, a global private asset manager specializing in the US middle market.
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‘Big Short’ investor Michael Burry reshuffles portfolio, adds hedges on China holdings
CNBC: Investing
NOVEMBER 14, 2024
Burry, who now manages hedge fund Scion Asset Management, boosted his stakes in a few Chinese internet companies' ADRs.
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[Podcast] Private Market Talks: The Hedge Fund Platform Model with Crestline’s Caroline Cooley
JD Supra: Mergers
MAY 14, 2024
In this episode, we’re joined by Caroline Cooley, managing partner and CIO for Crestline Summit Strategies. Caroline joined Crestline in 1998 and has since helped build the firm into a multi-strategy, multi-portfolio and multi-billion-dollar asset manager. By: Proskauer - Private Market Talks Podcast
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Santander Asset Management joins Eurex for listed FX business
The TRADE
MAY 22, 2024
Eurex has welcomed Santander Asset Management as a global player in its listed FX segment. Imanol Urquizu The Spanish asset manager has begun to expand its FX futures business to Eurex, supported by Banco Santander as clearing member and Deutsche Bank as liquidity provider.
People Moves Monday: UBS, MEAG, Northern Trust Asset Management and more…
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.
Balyasny Asset Management names new associate director of equity finance trading
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.
What Asset Managers need to get right with generative AI
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.
Goldman Sachs Asset Management global head of ETF product departs
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.
State Street Global Advisors and Galaxy Asset Management collaborate on new digital asset-based strategies
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. “We
People Moves Monday: UBS, Titan Asset Management, IEX Group and more…
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. BTIG appointed Sean Shanker as a managing director within the electronic trading team, based in New York. He began his trading career at UBS in Hong Kong.
People Moves Monday: Goldman Sachs Asset Management, Liquidnet, Trumid and more…
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.
Allianz Global Investors taps UBS Asset Management for new head of equity Europe core and value
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.
People Moves Monday: RBC, UBS, Balyasny Asset Management and more…
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.
NJ Asset Management streamlines order management and compliance management with Bloomberg solutions
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 managers looking to shake up strategy in next two years, Northern Trust survey finds
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.
Navigating Market Volatility with a Dynamic Portfolio Strategy
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.
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Asset managers are prioritising operational efficiency via automation above all, Linedata survey reveals
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%.
Over half of asset managers planning to reduce OTC exposures over the next three years
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.
Union Investment’s trading head Hock steps away from role to pursue digital asset aspirations
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.
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Half of asset managers are focused on speed over volume in their quest to fully capitalise on data, finds report
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.
Kepler’s Ellipsis AM set to acquire Rothschild AM convertible bond business
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.
Clearwater Analytics to launch new generative artificial intelligence solution for investment management
The TRADE
JULY 25, 2023
Users will gain insights around public securities and private market investments with relation to their own portfolios. The buy-side front-to-back technology platform services clients including Rothschild & Co Asset Management, Groupama, Groupe VYV, APICIL Asset Management, and Moneta Asset Management. “We
ICE integrates ETF Hub with LiquidityBook’s OEMS to bolster primary market and portfolio management workflows
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.
Fengate expands its portfolio of U.S. wireless communications towers with new acquisition
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.
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Buy-side market data costs on the rise as asset managers tap fixed income, equities, and ETFs for the greatest spend
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.
Charles River appointed to manage front-office operations for Perpetual
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.
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Appital Insights completes integration with FactSet Portware EMS
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.”
People Moves Monday: Union Investment, LCH Group, Instinet and more…
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.
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Chom Capital: Embodying the Principles of Sustainable Finance
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.
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BESTINVER sales trader joins MIT SIM
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.
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Erste AM joins Clearwater Analytics’ buy-side community to drive business growth
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
Bloomberg buy-side solutions adopted by BayernInvest to support workflows
The TRADE
AUGUST 8, 2024
German asset manager BayernInvest has adopted an integrated suite of Bloomberg solutions to support its front-to-back workflows. Bloomberg’s MARS Collateral Management offering will also provide BayernInvest increased connectivity across workflows, with fewer manual processes.
Gravis Capital Management enhances front-office capabilities through Bloomberg AIM integration
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.
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Nasdaq unveils new Swedish small cap index future offering
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.
Millennium taps UBS for new senior trader appointment
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.
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Impax AM completes acquisition of Absalon’s fixed income assets
The TRADE
JULY 15, 2024
Impax Asset Management Group has completed its acquisition of Absalon Corporate Credit’s fixed income assets. Last week, Impax also revealed that it had also entered into an agreement to acquire fixed income manager, SKY Harbour Capital Management’s European assets.
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Wavelabs to offer modular version of eLiSA EMS AI-based analytics tools to traders
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. Groupama asset management has also been working with Wavelabs on its European fair value initiative. “It
Credit Suisse agrees to sell 67% stake in Credit Suisse Investment Partners to BANTLEON
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.
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Broadridge’s LTX launches OpenAI GPT-4 powered application to service bond market
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.
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People Moves Monday: Bloomberg, RBC BlueBay AM, LSEG TORA and more…
The TRADE
JANUARY 8, 2024
RBC BlueBay Asset Management equity trader, Michael Tamou, left the asset manager to join Qube Research & Technologies (QRT). He originally joined the asset manager as an investment operations analyst in 2020. He began his career as a junior portfolio manager at RSA covering US equities.
State Street to support entire ETF lifecycle through Alpha platform
The TRADE
JUNE 13, 2023
“By optimising ETF workflows with consistent data, key analytics and more efficient basketing capabilities, asset managers are better equipped to drive investment decision making with access to near real-time data modernise their operating models as the ETF marketplace continues to grow.” Issuers using the Alpha platform can make use of portfolio (..)
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