The TRADE

DECEMBER 5, 2023

FlexTrade Systems and BTON Financial have delivered a new integration which provides users of FlexTRADER EMS access to AI-driven broker selection suggestions to help improve best execution performance. “We think this is brilliant news for all concerned.

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Trading Broker Portfolio Management Collaboration 72

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. How can TCA use be further optimised/automated on the trading desk?

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Trading Portfolio Management Portfolio Management 59

The TRADE

AUGUST 10, 2023

One of the benefits of growth in FX clearing includes developments in financial resource management tools, said Coalition Greenwich, further highlighting that increased clearing is set to affect how and with whom the buy-side trades.

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Portfolio Management Trading Portfolio Broker 52

The TRADE

JULY 6, 2023

Despite retail flows not necessarily adding much in terms of available liquidity, Liquidnet noted that book depth, lower correlations and reduced volatility had improved for traders and portfolio managers. Wholesales were found to have increased their consumption of flow from retail brokers. billion worth of purchasing.

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Retail Portfolio Management Equities Broker 64

The TRADE

MAY 28, 2024

Depending on portfolio managers’ instructions, orders’ size, liquidity levels and market conditions, deciding where and how to implement investment ideas efficiently has never been more important for institutional traders than in the current market environment.

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Equities Trading Portfolio Management Investors 59

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 in his career, Chalkley served as a European government bond, inflation and absolute return fund manager at BlackRock.

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Sale Management Trading Portfolio Management 64

The TRADE

JUNE 20, 2024

On the latter, we work really closely with our brokers to adapt our algo strategies to benefit from those changes, where possible through strict A/B experimentation. We think this leads us to faster insights and, ultimately, a stronger partnership with our portfolio managers who can also access and consume the same analytics.

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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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Trading Equities Asset Management Portfolio Management 59

The TRADE

OCTOBER 18, 2024

Year-to-date, we’re seeing for the first time in many years a notable uptick in new fund launches and spin outs from bigger places,” says Jack Seibald, managing director, co-head of Marex prime services and outsourced trading. Data from Convergence tracking the top 25 prime brokers showed their market share grew from 83.3%

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Funds Broker Bank Banking 69

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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Trading Asset Management Management Electronics 98

Wall Street Mojo

JANUARY 17, 2024

Financial institutions with good credit ratings offer swap facilities to clients and charge fees from brokers. Interest rate swaps are risk management tools, allowing parties to hedge against interest rate fluctuations and achieve desired cash flow structures. The banks use interest rate swaps to manage interest rate risk.

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Financial Institution Bank Banking Financial Modeling 91

The TRADE

JANUARY 3, 2024

The narrative of the service being used solely by smaller hedge funds has been replaced by suggestions that outsourced trading is gathering pace among larger fund managers. Raymond McCabe, founder and managing partner of Outset Global, highlights how a dozen of its frontline traders are “pure buy-side” from “big desks”.

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Trading Asset Management M&A Broker 64

The TRADE

MAY 1, 2024

Papanichola began his career at interdealer broker, GFI, however quickly realised the environment wasn’t the one for him. It’s about risk management philosophy and methodology,” explains Papanichola. The traders are now discretionary execution guys and the portfolio managers (PMs) don’t get involved.

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Trading Capital Funds Investment 59

The TRADE

AUGUST 7, 2024

As Rebecca Crowe, managing director and chief operating officer, BNY Mellon Markets, previously told The TRADE, “Years ago, it was the middle-office who were contemplating outsourcing and people couldn’t even consider that you would allow somebody into your books and records in that way.” An active manager needs an active desk.”

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Trading Management IT Investment Manager 59

The TRADE

OCTOBER 24, 2024

Order and/or execution management systems (OEMS) Kicking off this whistle-stop summary as the number one most impactful innovation in the industry is the order and/or execution management system (OEMS) – the beating heart of trading desks around the world.

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Trading Investors IT S&P 120

The TRADE

OCTOBER 2, 2024

What I mean by that is, it’s really important for both sides to understand priorities,” says Ed Wicks, head of trading at Legal and General Investment Management (LGIM). “If We view this as a complement to broker led avenues of liquidity, not as a replacement.” But they also promote transparency which is key to trust building.”

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Trading Electronics Management Broker 64

The TRADE

OCTOBER 9, 2023

According to the UK regulator, the policy statement is most relevant to trading venues, service companies, interdealer brokers, broker dealers, portfolio managers, technology firms serving trading institutions, and investment-based crowdfunding firms operating in primary and/or secondary markets.

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Trading Consulting Broker Portfolio Management 49

The TRADE

JULY 24, 2023

Werner Eppacher has spent the entirety of his two-decade financial career with German asset manager DWS Group, catching his first glimpse of a trading floor as an intern for Deutsche Bank in 2003. “A The fact that we are the size of manager that we are means we have a certain amount of leverage to our vendors.

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Trading Portfolio Management Asset Management Management 52

The TRADE

OCTOBER 9, 2024

The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. She joined Ninety One in 2021 from Royal London Asset Management where she had been head of dealing for three years. The London-based trading team at Ninety One has a very particular set of skills.

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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

The TRADE

AUGUST 14, 2023

I’ve always worked in the asset management industry, starting my first job at 18 with Scottish Amicable Investment Management in Glasgow. From the banking team at Scot Asset Management, I moved firms in 1999 to take up a role in trade settlements. What has your journey to the trading desk been like?

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Trading Asset Management Equities Management 52

The TRADE

DECEMBER 1, 2023

That buy-side trader would speak with their portfolio managers, and that portfolio manager could then potentially respond to the liquidity opportunity that is being presented to them. What they don’t have is the requirement to be everywhere, all the time.

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Trading Portfolio Management Portfolio IT 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. The elephant in the room: budget.

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Trading Investors Broker IT 52

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

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. Elsewhere, other local regulatory changes and benchmark replacements continue to impact prime brokers.

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Focus Investment Banking

NOVEMBER 11, 2024

Joining us is Richie Seaberry, Vice president of Business development and Enterprise Portfolio Manager at decisely. Meet Thrive, the Do it all small business software that can save you over 20 hours a week, attract customers, manage day to day tasks and keep communication simple with one powerful tool made for your auto business.

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Insurance M&A Healthcare Medical 52

The TRADE

FEBRUARY 15, 2024

The role of prime brokers and global custodians is also set to be addressed in this vein with an end goal of allowing market participants better access to data and ultimately, better execution. Related to this, is the third focus – FX data and the promotion of it’s good use.

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Asset Management Trading Bank Banking 52