Growth Business

OCTOBER 30, 2023

Receiving the endorsements of asset managers, mayors and pension funds shows the broad appeal of Northern Gritstone’s offering. Today’s announcement is a vote of confidence in both the region and our Profit with Purpose philosophy.

Securities 105

Securities Investment Funds Investors 105

The TRADE

AUGUST 31, 2023

Non-profit member organisation for the equity marketplace, Plato Partnership, has added Liquidnet as an inaugural strategic partner. The addition of Liquidnet follows Kepler Cheuvreux, UBS Asset Management and Pictet Asset Management being named as founding members of Plato Partnerhsip late last year.

Equities 69

Equities Asset Management Capital Market Trading 69

Mergers and Inquisitions

MARCH 8, 2023

Commodity Hedge Fund Definition: A commodity hedge fund buys and sells futures contracts and other derivatives based on mining, energy, power, and agricultural products and earns profits via fundamental and technical analysis; the trading may be systematic, discretionary, or both. If you deliver 5,000 bushels, that’s a profit of $5,000.

Funds 119

Funds Finance Finance Trading 119

The TRADE

OCTOBER 23, 2023

Asset manager Ninety One promoted from within for its new deputy global head of trading and head of trading for South Africa. Jonathan Tse has been appointed managing director, EMEA head of electronic trading quant analytics, platform and product at UBS, as he moves over from Credit Suisse. He will report to Blatch.

Capital 64

Capital Management Asset Management Trading 64

The TRADE

JANUARY 17, 2024

GAM heads, Mark Hawtin and Jeremy Roberts, are set to join Liontrust Asset Management in the coming months as head of global growth equities, and head of global distribution (ex UK), respectively. The deal, once completed, was set to create a global asset manager with £53 billion in assets under management and administration.

Asset Management 64

Asset Management Equities Management Retail 64

Growth Business

SEPTEMBER 14, 2023

Some focus on young companies that aren’t yet profitable but have strong potential. Management teams usually have a background in fund management rather than private equity investment. There are three different types of VCT: Generalist VCTs Most VCTs are generalist and invest in unquoted firms across a range of sectors.

Capital 109

Capital Investment Funds Media 109

The TRADE

NOVEMBER 28, 2023

Non-profit member organisation for the equity marketplace, Plato Partnership, has added global market maker and liquidity provider Optiver as a sell-side member. The addition of Optiver marks a significant milestone for the partnership as it becomes the first market-making company to join as a full member.

Asset Management 64

Asset Management Advisory Equities Financial Market 64

The TRADE

DECEMBER 8, 2023

Technology vendor Broadridge also explains the change in procedures for asset managers delivering trade details to prime brokers and coordinating information among the asset manager, executing brokers and PBs. “Currently, buy-side firms deliver trade data to executing brokers and prime brokers separately.

Broker 113

Broker Asset Management Trading Funds 113

Mergers and Inquisitions

JULY 19, 2023

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? This second trade would be much less likely at a long-only asset management firm.

Funds 52

Funds Asset Management Management Equities 52

The TRADE

JANUARY 11, 2024

As part of the expansion, FIS has extended its FIS’ Cleared Derivatives (CD) platform – historically used by clearing members – to buy-side firms including hedge funds, asset managers and insurance companies, allowing them to access trading venues and clearing houses directly, which can help reduce counterparty risk and free up capital.

Trading 72

Trading Asset Management Capital Market Insurance 72

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.

Asset Management 64

Asset Management Management Capital Risk Management 64

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.

Trading 64

Trading Asset Management Management Bank 64

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. Phil Steel, senior trader, convertible bonds. This uncertainty will lead to heightened equity volatility in 2024.

Trading 64

Trading Bank Banking Investors 64

The TRADE

AUGUST 9, 2023

Zaman said: “There is a growing need for wealth and asset management firms to simplify complex operating models and invest in technology to differentiate their client service and achieve the scale required to meet their growth ambitions.

Asset Management 52

Asset Management Investment Manager Collaboration Investment 52

The TRADE

DECEMBER 29, 2023

Firstly, with more data freely available in data networks it will become easier for buy- and sell-side firms to interact and collaborate, using data to make decisions about who they trade with and how they execute trades most effectively and profitably.

Trading 64

Trading S&P Asset Management Collaboration 64

Mergers and Inquisitions

DECEMBER 6, 2023

It’s 100% possible to do asset management internships (or hedge fund internships ), take the CFA , and recruit for one of these large funds – assuming it’s open to undergrads. As the FT notes , this means that the LPs tend to pay significantly higher fees in most cases – the equivalent of 3-10% in management fees rather than 2%.

Funds 104

Funds Management Recruitment Portfolio 104

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. It can also provide advice and assistance in areas such as financial management, corporate strategy and risk management.

Bank 52

Bank Banking Business Underwriting 52

The TRADE

OCTOBER 26, 2023

Citadel Securities Needing little introduction, Citadel Securities, is one of the largest market makers in US Treasuries and USD interest rate swaps globally, and serves an extensive list of financial institutions, including: banks, asset managers, pension funds, hedge funds, central banks, and sovereign wealth fund.

Electronics 59

Electronics Trading Bank Banking 59

Mergers and Inquisitions

SEPTEMBER 13, 2023

Distressed Debt Non-Control – Buy Debt to gain influence in the restructuring or bankruptcy process and earn a huge gain upon repayment – or get common shares in a debt-for-equity swap and sell the shares at a profit. This one is more common for distressed PE firms.

Debt 103

Debt Funds Investment Equities 103

Mergers and Inquisitions

JANUARY 31, 2024

They might have separate teams for specific strategies or markets, but everything is run under a single Profit & Loss statement (P&L). This setup creates many differences with multi-manager (MM) hedge funds , from investment styles to recruiting and careers. Read the filings, build a model, and make a long/short pitch”).

Funds 59

Funds Management S&P Recruitment 59

Mergers and Inquisitions

MAY 24, 2023

Event-Driven Hedge Funds Definition: Event-driven hedge funds bet on specific corporate actions, such as M&A deals, divestitures, spin-offs, bankruptcies, and business reorganizations, and they profit based on changes in the value of a company’s debt or equity after the action.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

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 Bank 59

Peak Frameworks

MAY 8, 2024

Therefore, the method of incorporating salvage value directly impacts the profit reported. Strategic Implications Budgeting and Forecasting: Companies can plan future expenditures more effectively by anticipating the rate at which assets lose value. It can influence whether to continue using an asset, upgrade it, or dispose of it.

Finance 52

Finance Finance Book-building Accountant 52

Peak Frameworks

OCTOBER 30, 2023

Commercial Banks: These cater to businesses, providing loans, treasury, and cash management services. The profit-making strategies differ across these banks. Subtracting the $50 paid to you, the bank makes a net profit of $350. Investment Banks: Institutions like Goldman Sachs and J.P. Let’s dive into the primary sources.

Bank 52

Bank Banking Proprietary Trading Investment Banking 52

The TRADE

FEBRUARY 29, 2024

It has however, concluded that there is evidence of what it referred to as “market power” across all three markets, finding that markets are concentrated, key providers are highly profitable, the data they provide is essential and key providers face limited competition from challenger firms.

IT 59

IT Management Asset Management Equities 59

The TRADE

AUGUST 4, 2023

If you’re a securities regulator trying to force everything into being a security under some kind of abstruse arcane test, is this discussion about expectation of resale for a future profit relevant? Although I think that the greatest potential is probably withthe hedge fund and the asset manager clients.

Trading 52

Trading Government Asset Management Management 52

The TRADE

NOVEMBER 2, 2023

SIX Swiss Exchange SIX Swiss Exchange launched a new functionality to protect asset managers from market impact when executing large orders at the Close, in April.

Trading 64

Trading Stock IT Asset Management 64

Peak Frameworks

SEPTEMBER 19, 2023

For instance, a rising PPI in the technology sector might hint at increasing production costs, potentially impacting profit margins. Example: If an oil and gas portfolio consistently offers returns that surpass the energy commodity price index, it signals savvy investment choices and effective asset management.

Private Equity 52

Private Equity Corporate Finance Finance Finance 52

The TRADE

OCTOBER 25, 2023

BMLL Technologies BMLL provides its clients – banks, brokers, asset managers, hedge funds, global exchange groups, academic institutions and regulators immediate and flexible access to Level 3, harmonised, T+1 historical order book data and advanced pre- and post-trade analytics at scale.

Trading 59

Trading Investment Business Valuation 59

Software Equity Group

APRIL 24, 2024

A few examples include: In 2022, Siemens acquired Brightly Software (formerly Dude Solutions), which provides enterprise asset management and facility operations management SaaS. Here are just a few ways that Industry 4.0

Manufacturing 52

Manufacturing M&A Business Management 52

The TRADE

OCTOBER 18, 2024

Additionally, we remain vigilant in working with emerging talent early and providing them differentiated resources across consulting capital introductions, talent management, technology and client service to help these new entrants launch their businesses successfully.”

Funds 69

Funds Broker Bank Banking 69

Software Equity Group

MARCH 7, 2024

She says she loves two things about what she does; the first is that “SaaS is valued on revenues (versus profits), so hard work gets multiplied much more than in other businesses.” About Lara Health Lara Health is a female-led operating platform designed to improve profitability and productivity of independent medical practices.

Management 52

Management Collaboration IT Business 52

Software Equity Group

MARCH 7, 2024

She says she loves two things about what she does; the first is that “SaaS is valued on revenues (versus profits), so hard work gets multiplied much more than in other businesses.” About Lara Health Lara Health is a female-led operating platform designed to improve profitability and productivity of independent medical practices.

Management 52

Management Collaboration IT Business 52

Software Equity Group

MARCH 7, 2024

She says she loves two things about what she does; the first is that “SaaS is valued on revenues (versus profits), so hard work gets multiplied much more than in other businesses.” About Lara Health Lara Health is a female-led operating platform designed to improve profitability and productivity of independent medical practices.

Management 52

Management Collaboration IT Business 52

The TRADE

DECEMBER 20, 2023

Eric Heliene, head of buy-side trading desk, Groupama Asset Management In the buy-side trading world, technological innovation is a perpetual driver of transformation, and large language models (LLMs) are emerging as key players in this ongoing evolution.

Trading 75

Trading Asset Management Management Financial Institution 75

The TRADE

APRIL 30, 2024

New rules have impacted almost every financial firm, ranging from banks to asset managers. The implementation of Basel III did, however, face a range of challenges , particularly in relation to its potential impact on bank profitability and lending activities.

Financial Institution 69

Financial Institution Financial Market Risk Management Bank 69

The TRADE

DECEMBER 21, 2023

For some asset managers and hedge funds, the seemingly impossible notion of all traders not physically sitting together on a centralised desk and communicating face-to-face was all but wiped away overnight as the hybrid working setup was forcibly tested and passed with flying colours. Why are firms outsourcing?

Trading 64

Trading Management Funds Asset Management 64