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.

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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.

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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.

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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. His new role is not yet public but will be communicated in due course.

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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

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.

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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. The post Appital Insights completes integration with FactSet Portware EMS appeared first on The TRADE.

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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). Users will be able to send orders directly from their OMS to the ETF portal. The post State Street to support entire ETF lifecycle through Alpha platform appeared first on The TRADE.

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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. A user can access the analytics either via API or through a small user interface which can be integrated with a trading environment.

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The TRADE

JUNE 2, 2023

Edouard Petitcollot Candriam has overhauled its global trading structure in a bid to refocus its attention on more complex and high touch trading strategies, The TRADE can reveal. Edouard Petitcollot will lead the operation as global head of trading. High touch trading can be renewed.

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The TRADE

NOVEMBER 9, 2023

Christoph Hock, head of multi-asset trading at Union Investment, accepted the Lifetime Achievement Award at The TRADE’s Leaders in Trading 2023 gala awards ceremony last night. The TRADE would like to extend its congratulations to Hock for his long-standing commitment and service to the industry.

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The TRADE

OCTOBER 9, 2024

The London-based trading team at Ninety One has a very particular set of skills. The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. Ninety One’s trading team consists of 17 globally with six – soon to be seven – based in London.

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The TRADE

OCTOBER 23, 2023

What are the benefits of merging trading across asset classes? The key benefits of merging the trading function to be multi-asset have to come down to efficiency and scale, both as it relates to the execution of trades but also on how the trader operates when observing markets, providing market colour and looking at data.

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The TRADE

JANUARY 17, 2024

In 2019, Nutting was nominated by her industry peers as one of The TRADE’s Rising Stars of Trading and Execution, and just four years later, she was shortlisted for The TRADE’s coveted Buy-side Trader of the Year Award. That same year, she was recognised by The TRADE and the industry as a Rising Star of Trading and Execution.

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The TRADE

AUGUST 7, 2024

Outsourced trading, though undoubtedly a contentious topic, is something that has been around in capital markets for decades in some form or another. However, an undeniable surge has occurred across the trading sphere over the last few years, with decidedly mixed results. And the number is climbing.

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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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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 15, 2024

Impax Asset Management Group has completed its acquisition of Absalon Corporate Credit’s fixed income assets. The post Impax AM completes acquisition of Absalon’s fixed income assets appeared first on The TRADE. The existing fixed income team is based in the US.

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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.

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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. Through the adoptions, Triodos is set to benefit from enhanced pre-trade compliance and data consistency across its consolidated front-office processes.

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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. The post Nasdaq unveils new Swedish small cap index future offering appeared first on The TRADE.

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The TRADE

JANUARY 8, 2024

Industry stalwart Dan Hinxman joined Bloomberg as head of European credit electronic trading following almost six years as managing director at TP ICAP. His experience also encompasses hedge fund related roles, including futures and options trading and work on a fixed income desk.

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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.

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The TRADE

JULY 17, 2023

Around-the-clock (24/7) trading is something we already see in the foreign exchange markets and the growing cryptocurrency landscape. Some exchanges do offer pre-market and after-hours trading sessions, where limited trading activity occurs outside regular trading hours. Already in EMEA, we have six valid trading days.

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The TRADE

SEPTEMBER 12, 2024

Cboe Global Markets announced that its new Cboe S&P 500 Variance Futures are expected to begin trading on Monday 23 September on the Cboe Futures Exchange. Cboe Global Markets added that the contracts will quote and trade directly in variance units, offering a simplified approach to managing and trading variance exposure.

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The TRADE

OCTOBER 9, 2023

For Sharon Ruffles, head of fixed income trading for EMEA and Asia Pacific at State Street Global Advisors, the beauty of fixed income lies in how much one day can vary from the next. She began her trading career on an all-female trading desk, and says it was watching the world’s news play out in the markets that drew her to trading.

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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.

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The TRADE

JUNE 9, 2023

Fixed income trading venue and data provider MarketAxess has expanded its integration with the Investortool platform for its municipal bond activity From now, MarketAxess’ offerings will be displayed on the Investortools Dealer Network (IDN) as it seeks to expand its electronic municipal trading.

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The TRADE

SEPTEMBER 6, 2023

Bookbuilding platform Appital has launched a new initiative to unlock liquidity unavailable through traditional electronic trading venues. Traders and portfolio managers will also be able to access exposure to liquidity events in relevant equities meeting their minimum ADC or pricing thresholds.

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The TRADE

JULY 31, 2023

Invesco’s US-based global head of fixed income trading Glenn Taitz left the firm to join Adroit Trading Technologies. Taitz joined buy-side OEMS provider Adroit as its head of business operations after seven and a half years with Invesco helming its fixed income trading business.

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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. In his new role, Hoong will provide technical account management and support to clients in Hong Kong.

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Mergers and Inquisitions

DECEMBER 6, 2023

They do this by setting up entire teams (“pods”) for specific sectors, having each team learn their stocks or other securities in-depth, and then trading frequently based on catalysts and changes in investor sentiment. Beta-Neutral Portfolios: For example, if the S&P 500 goes up or down by 5%, your team’s portfolio should move by ~0%.

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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. With regard to our buy-side clients, and especially newer or smaller funds, time and again we hear their need to shadow their fund admins or manage their own books and records.

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The TRADE

MARCH 26, 2024

Ultimately, we (asset managers) should absolutely continue to encourage more competition in the space as it will drive efficiencies and technology improvements that benefit our end clients. Where is there still room for innovation and improvement in restricted currency trading in order to make execution more efficient?

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The TRADE

FEBRUARY 12, 2024

Greg Finke joined the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Prior to joining Rothschild in January 2023, Finke spent nearly five years at Marathon Asset Management as a global equity trader covering equities and FX.

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The TRADE

NOVEMBER 20, 2023

State Street’s asset management business State Street Global Advisors (SSGA) has named Dublin-based Ann Prendergast head of EMEA. She has been with State Street since 2000, beginning as a relationship manager. The post State Street Global Advisors hires from within for new head of EMEA appeared first on The TRADE.

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The TRADE

NOVEMBER 27, 2023

State Street’s asset management business State Street Global Advisors (SSGA) named Dublin-based Ann Prendergast head of EMEA. As head of State Street Global Advisors Europe – her current role – she is responsible for the firm’s EU-based portfolio management, distribution, product development, fund management and operations.

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