Razorpay

AUGUST 9, 2023

Regular individuals have retail banks. Huge corporations have investment banks. The answer: Merchant banks. Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. What is a Merchant Bank? billion).

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The TRADE

MAY 31, 2024

What are the key factors contributing to the rise of credit portfolio trading? Portfolio trading has seen a dramatic rise these past few years. It involves trading a basket of bonds of variable credit quality and risk as a single, all-or-none transaction, whereby the trade instruction specifies that the entire order must be filled.

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

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The TRADE

APRIL 17, 2024

The platform has the ability to adapting the shifting market conditions to access opportunities and mitigate risk, offering a hedging solution to protect portfolios against adverse currency movements. Jonathan Webb, former head of FX strategy at Jefferies, manages the C8 Hedge platform.

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Mergers and Inquisitions

MARCH 22, 2023

Before delving in, though, I want to start with the elephant in the room: I was partially wrong ~5 months ago when I wrote about Credit Suisse, UBS, and Deutsche Bank, and whether they would become Lehman Brothers 2.0. billion at a P / BV multiple of 0.1x – exceptionally low for a commercial bank.

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The TRADE

NOVEMBER 27, 2023

Read more: Fireside Friday with… Morgan Stanley’s Maria Salamanca Mejia Previously in his career, McMahon worked as a centralised dealer at Bank of Ireland Asset Management, working on the multi-asset global trading desk.

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The TRADE

OCTOBER 3, 2023

LCH – part of the post-trade division of London Stock Exchange Group – has announced that UOB (United Overseas Bank) has joined both LCH SwapClear and LCH ForexClear as a direct clearing member. The post UOB goes live as clearing member for LCH appeared first on The TRADE.

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The TRADE

JUNE 21, 2023

“Certain technologies around margin transparency and particularly the advent of portfolio margining across the board, will be a very positive element and will enable people to be more resilient going forward,” said Chris Rhodes, president of ICE Futures Europe. Risk is back.

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The TRADE

MARCH 25, 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. Elsewhere in his career, Tan served at Maybank Investment Banking Group in an equity sales trading role.

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Peak Frameworks

SEPTEMBER 12, 2023

Value at Risk , commonly referred to as VaR, seeks to quantify the maximum potential loss an investment portfolio could face over a specified period for a given confidence interval. The choice depends on the nature of the portfolio and the objectives of the risk management exercise.

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Peak Frameworks

MAY 17, 2023

Consider you have ten potential investment opportunities, and you want to diversify your portfolio by selecting three. Using the combination formula , you can calculate the number of different possible portfolios as follows: 10! / (3!(10 10 - 3)!) = 120 different portfolios. Consider an investor with a portfolio of 15 stocks.

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The TRADE

JULY 12, 2023

“We look forward to partnering with Barclays to enable its clients to gain clearing efficiencies through netting and portfolio margining at the largest CDS CCP in Europe,” said Frank Soussan, global head of LCH CDSClear.

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Peak Frameworks

AUGUST 15, 2023

By implementing hedging techniques, professionals can minimize risk exposure and secure their portfolios. For example, an investor holding a portfolio of technology stocks may purchase put options to protect against potential downside risks in the market.

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Wizenius

AUGUST 16, 2023

4) Value Creation: After successfully securing an investment, the emphasis shifts to unlocking value within the portfolio company. This phase delves into identifying external growth drivers and internal synergies that could arise from merging portfolio companies, ultimately boosting valuations.

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Razorpay

DECEMBER 27, 2023

Each move aimed to build a more secure and transparent financial future, from empowering borrowers with data control and fair lending terms to strengthening the banking system against loan defaults. Mobile banking apps: Guidelines apply if personal loans or loans against deposits are offered like DLAs.

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The TRADE

OCTOBER 24, 2023

In January, Amsterdam-based Cboe Clear Europe became the first non-UK CCP to receive permanent recognition from the Bank of England (BoE). Following this, in June, Cboe Clear Europe unveiled an initiative to introduce clearing, settlement and post-trade lifecycle management for SFT transactions in European cash equities and ETFs by Q3 2024.

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The TRADE

JUNE 19, 2023

He also spent several years at Goldman Sachs in a risk management and product control role. Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role. Previously, Williams served as an investment account manager at Northern Trust.

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The TRADE

SEPTEMBER 15, 2023

We have the usual summer intern intake, but we were also one of the first banks to run an apprenticeship program in financial markets which offers entry into the industry that is different from the traditional university route. Historically, trading desks had been setup and staffed by voice traders and they can be very profitable for banks.

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The TRADE

DECEMBER 27, 2023

Success in this environment requires solutions that can scale, flexibility in workflows, interoperability of services through APIs, increased transparency and analytics for portfolio performance. The $549 million penalties underscore the urgency for a paradigm shift in risk management.

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The TRADE

DECEMBER 5, 2024

Clearing obligations will become stricter, with enhanced oversight of margin requirements and risk management processes. Despite these new potentially arduous compliance pressures, trading desks are also likely to benefit from reduced counterparty risk and improved market confidence thanks to the changes.

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Peak Frameworks

AUGUST 15, 2023

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. It can help inform investment strategies, particularly in relation to market timing, risk management, and portfolio rebalancing.

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Wall Street Mojo

JANUARY 17, 2024

Interest rate swaps are risk management tools, allowing parties to hedge against interest rate fluctuations and achieve desired cash flow structures. The exchange in done, based on LIBOR (London Inter-Bank Offered Rate). The swap curve illustrates swap rates across maturities, similar to a nation’s yield curve.

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The TRADE

OCTOBER 18, 2024

After a few turbulent years stemming from market volatility, rising interest rates, geopolitical turmoil, inflation, soaring energy prices, client performance, fee pressures, a mini banking crisis, looming regulation, constant tweaking of risk models, rising client complexities and the notorious Archegos saga… well, things are looking up.

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Peak Frameworks

SEPTEMBER 11, 2023

In a financial setting, quality planning might involve setting standards for investment evaluations, defining risk management protocols, or outlining due diligence procedures for potential acquisitions. Consequently, they managed to increase Team Health's enterprise value, leading to a successful exit in 2020.

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Peak Frameworks

JUNE 5, 2023

Bonds, however, may underperform due to the potential for inflation and subsequent interest rate increases by the central bank. This phase typically involves increased market volatility and heightened investment risk. This can involve diversifying portfolios, hedging against risks, or moving towards safer, low-risk investments.

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Peak Frameworks

JULY 20, 2023

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. Including non-correlated assets in a portfolio can further reduce vulnerability to market fluctuations.

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The TRADE

MAY 1, 2024

Joining the industry after graduating from business school at the age of 20, Papanichola has an impressive track record that spans across five hedge funds and two banks. It’s about risk management philosophy and methodology,” explains Papanichola. Pete Papanichola has had an unconventional and extensive career so far.

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Peak Frameworks

SEPTEMBER 12, 2023

The Role of WTO in Private Equity, Investment Banking, and Corporate Finance The World Trade Organization (WTO) serves as a linchpin in the realm of international trade, thereby indirectly shaping the global finance industry. This stability is crucial for finance professionals to manage currency risks in their portfolios.

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The TRADE

OCTOBER 16, 2024

There is a structural case for emerging markets, and it is set to remain a core part of the fixed income opportunity set,” asserts John Espinosa, head of sovereigns and portfolio manager for Nuveen’s global fixed income team. “It We’ve also seen an increase in portfolio trading activity in the market.”

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Peak Frameworks

OCTOBER 17, 2023

Amazon with its expansive service portfolio, ranging from e-commerce to cloud computing, employs a hybrid structure, allowing it to maintain efficiency at scale. Risk management: A company's structure can be a proxy for its risk profile. A decentralized structure might imply a diversified risk, for instance.

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Corporation Finance Finance Management 52

Razorpay

NOVEMBER 30, 2023

From being tagged as “shadow banks” at one point to now claiming the center stage in the country’s wealth creation journey, NBFCs in India have more than proven their worth and agility in the past few years. The product utilises our payouts technology, facilitating large-scale money disbursement for businesses through API banking.

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Peak Frameworks

OCTOBER 17, 2023

If you're interested in breaking into finance, check out our , Private Equity Course and , Investment Banking Course , which help thousands of candidates land top jobs every year. During the 2008 global financial crisis , many sectors, from real estate to banking, experienced significant challenges.

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Peak Frameworks

SEPTEMBER 18, 2023

Advantages of Having a Subsidiary Risk Management Subsidiaries can isolate liabilities, ensuring that financial or legal issues in one entity don't impact others. Diversification benefits arise when different subsidiaries operate in varied industries, just as Berkshire Hathaway does with its vast portfolio of companies.

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Devensoft

JUNE 13, 2023

On the other hand, if the company’s objective is to diversify its portfolio, they may look for opportunities in other industries that align with their strategic direction. This includes identifying decisions such as resource allocation, risk management, and organizational structure.

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GillAgency

FEBRUARY 10, 2022

Risk Management Every project has risks. There is also a risk of not doing a project. Banks and lenders love good records and processes and most buyers will come with a lender to buy your business. 15.4.3 Do not feel uncomfortable to push back. 15.4.4 Do not rush or get ahead of yourself.

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The TRADE

FEBRUARY 15, 2024

Mitigating settlement risk, market transparency, and data quality made up the three key themes at the fore of the committee’s attention for the next iteration of the global code, confirmed Gerardo Garcia, GFXC chair and general director of central bank operations at Banco de México, speaking at a TradeTech FX US panel.

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Mergers and Inquisitions

MARCH 5, 2025

2) Portfolio Concentration The average biotech hedge fund has a concentrated portfolio because it takes significant time and resources to monitor each position. Finally, there are also newer/startup biotech hedge funds, often spun off from existing multi-managers.

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