The TRADE

OCTOBER 10, 2024

This platform aims to offer our clients deeper insights into the efficiency and cost-effectiveness of their trades, provide a complete feedback loop (including pre- and post-trade analysis), and support the decision-making process for portfolio managers.

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Trading Portfolio Management Portfolio Management 59

The TRADE

FEBRUARY 6, 2024

Order and execution management platform, Adroit Trading Technologies, has raised $15 million in its series A funding round led by specialised growth equity firm, Centana Growth Partners, with the capital set to be used to accelerate the business’ growth. It services the likes of Invesco.

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Trading Capital Broker Portfolio Management 59

The TRADE

JANUARY 24, 2024

“On our systematic side, we have adaptive algorithms that are identified in our EMS and routed to multiple venues to achieve the optimal outcome,” notes Samuel Henderson, EMEA equities head trader at Invesco. Most algos are based on a schedule and that schedule can be interrupted by events. This is where understanding your algo tools is key.

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Trading Electronics Portfolio Management Broker 128

The TRADE

SEPTEMBER 11, 2023

RBC appointed Guy Chalkley as managing director, UK flow rates sales. Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. Elsewhere, Kirk is set to oversee and enhance Tourmaline’s services in support of asset managers globally as part of his new role.

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Sale Management Trading Portfolio Management 64

The TRADE

OCTOBER 18, 2024

Meanwhile, with regards to equities, revenue deriving from prime brokerage compared to trading shifted from a 30% versus 70% ratio a decade ago, to 40% to 60% in 2023. Dominic Rieb-Smith, managing director, international head, prime services sales, JP Morgan, refers to the past year as “a standout”. billion in 2023.

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Funds Broker Bank Banking 69

The TRADE

OCTOBER 26, 2023

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. The trading team work closely in tandem with portfolio managers when preparing a strategy.

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Trading Asset Management Management Electronics 98

The TRADE

AUGUST 14, 2023

Although I had been trading for a long time my background had been mainly in equities so moving to multi-asset was quite a shock to the system and a steep learning curve. Sitting on the desk as an assistant was exciting, listening to the different styles used by the traders and hearing how they interacted with the sell-side.

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Trading Asset Management Equities Management 52

The TRADE

JANUARY 3, 2024

That line-up is largely made up of independent firms, prime brokers and custodians, all of whom are enjoying a piece of the growing pie, with their own strengths and weaknesses. Coalition Greenwich points out that from 2018 to 2022 the number of outsourced trading providers grew from fewer than 10 to more than 40. The list goes on.

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Trading Asset Management M&A Broker 64

The TRADE

OCTOBER 9, 2024

The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. At the helm of the team is global head of trading Cathy Gibson who oversees trading across the asset manager’s offices in London, the US, Asia Pacific and South Africa.

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Trading Bulge Bracket Asset Management Bank 59

The TRADE

APRIL 25, 2024

Specifically, Collery highlighted the important role of portfolio managers and a proactive approach to forging those key relationships.

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Trading Investors Investment Portfolio Management 64

Wall Street Mojo

JANUARY 17, 2024

Financial institutions with good credit ratings offer swap facilities to clients and charge fees from brokers. The broker-dealer network facilitates such decentralized trading of derivatives, equity and debt instruments. The banks use interest rate swaps to manage interest rate risk.

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Financial Institution Bank Banking Financial Modeling 91

The TRADE

JULY 24, 2023

He joined DWS Group a year later as a portfolio manager and worked his way up through the ranks, going on to lead teams of PMs focused on a range of instruments that stretched across asset classes. This is followed by 13% being accounted for by alternatives and 12% by active equity.

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Trading Portfolio Management Asset Management Management 52

The TRADE

MAY 1, 2024

Papanichola began his career at interdealer broker, GFI, however quickly realised the environment wasn’t the one for him. We weren’t a dealing desk, we were a trading desk so we actually took and actively managed positions but were also the eyes and ears for the more traditional PMs within the firm.

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Trading Capital Funds Investment 59

The TRADE

AUGUST 7, 2024

The responses included views from 45 buy-side equities market participants across the US and Europe, of which 28% expect their firms to ‘at least consider’ adding an outsourced provider over the next two years. Examples just from just the last six months include UK-based investment management firm Waverton – which has £9.1

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Trading Management IT Investment Manager 59

The TRADE

JULY 5, 2023

” or “give me a breakdown of value by portfolio manager” Taking a step further, orders can be grabbed to prep or allocated internally across the desk. Simple requests can be made, for example, “how many of my orders have been waiting for more than ten minutes?”

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Trading IT Portfolio Management Electronics 52

The TRADE

MAY 23, 2024

It is rare, for example, that you’ll find an asset manager worrying about the good of the market or how an order might influence the primary lit market share, over whether or not they have achieved the optimal outcome for their portfolio manager and end investor. of total continuous trading in European equities.

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Trading Investors Broker IT 52

The TRADE

OCTOBER 24, 2024

These systems touch upon all elements of the trading lifecycle throughout the front-to-middle-to-back-office including execution, order, risk and portfolio management. They’re typically used in equities given that this asset class trades on exchange unlike fixed income and some foreign exchange assets.

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Trading Investors IT S&P 120

The TRADE

MAY 1, 2025

When it comes to TCA for equity futures trading, how does this differ from other asset classes? Equity futures TCA has many similarities with other asset classes but there are also some key differences. Within equity futures, there is a centralised exchange, deep order books and excellent liquidity in most contracts.

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Equities Trading Portfolio Management Broker 52