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Triodos InvestmentManagement has selected Bloomberg’s AIM and PORT Enterprise solutions in a bid to support its front-office workflows. In addition, the business has confirmed the potential for the future addition of a dedicated trading desk workflow.
Head of Europe for UK-based asset manager Federated Hermes, James Rutherford, has stepped down from his role to pursue a technology venture, The TRADE can reveal. I shall be taking up a more active role in a corporate development and investment advisory position, at an extraordinarily exciting time for the business.
TS Imagine has expanded its team in the Asia Pacific with two new appointments from investmentmanagement fintech Enfusion. Stephanie Cheung has been appointed sales director, while An Hoong will work within the account management team, responsible for technical account management and client support.
As part of the role, he helped enhance Barclays’ custom baskets business. Northern Trust Asset Management appointed Naoto Komoro to lead its asset managementbusiness in Japan. He joined Northern Trust in 2007 and has since worked in senior roles across portfoliomanagement, client management and sales.
Lambert joins Fidelity from MFS InvestmentManagement where she spent the last five years, most recently serving as investment officer, fixed income trader. Initially during her tenure at BNY Mellon, she served as an assistant portfoliomanager, fixed income.
RBC BlueBay Asset Management equity trader, Michael Tamou, left the asset manager to join Qube Research & Technologies (QRT). He originally joined the asset manager as an investment operations analyst in 2020. Prior to his 17-year stint at TORA, Jenkins was managing director at Caspian, now LSEG Data and Analytics.
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. During his time with the asset manager, Taitz was responsible for Invesco’s fixed income trading desks in the US, UK and Hong Kong.
GAM Holding has confirmed its first steps in the turnaround plan for the business, aiming to return the company to profitability following a turbulent period. GAM has already made several new appointments in recent weeks in a bid to grow the business and increase profits, including changes to the group management board.
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.
Chalkley brings more than three decades worth of financial services to the role, in both portfoliomanagement and rates sales. He most recently served as managing director in its institutional rates sales business, overseeing key strategic relationships and distributing global rates products.
Technology is at the forefront of this movement and the electronification/automation of many parts of the execution function allow the human element of trading to be more focused on larger, more complex trades that carry greater risk and as the role of trading develops, into other areas of the overall asset managementbusiness.
It involves offering exclusive products, tailored advice, and one-on-one attention to help clients manage, grow, and protect their wealth. Unlike retail banking, which caters to the general public, private banking focuses on delivering banking services for affluent individuals and businesses.
Chicago-based head of US trading at Legal and General InvestmentManagement (LGIM) Ryan Raymond has seen enough economic turmoil during his career to know what to do when markets turn volatile. Chicago is a very small community and so I knew most of the portfoliomanagers and management at LGIM America before I came over.
Brendan Burke, Brown Brothers Harriman’s (BBH) managing director and head of Americas FX sales and business development tells The TRADE: “Managers need to be comfortable that execution via an outsourced platform is comparable to managing the process in-house.
New entrants are pouring into this space as demand increases exponentially with each passing year, and there’s certainly enough business to go around at present. Could this sticky business start seeing clients switch providers, or even insource? Will we see more M&A? Will the buy-side begin using multiple providers?
I’ve always worked in the asset management industry, starting my first job at 18 with Scottish Amicable InvestmentManagement in Glasgow. What has your journey to the trading desk been like? I joined the banking services team and within that team sat the Treasury function consisting of a money market and FX trader.
“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 portfoliomanager for Nuveen’s global fixed income team. “It Investors are challenged to be mindful about where to invest within emerging markets.”
The active investmentmanager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. When people have ownership in their function and they can see their contribution to the business, that really motivates them to make sure that they are constantly improving,” she explains. “In
Beyond Modern Portfolio Theory: Other PortfolioManagement Approaches Alternative theories like Post-Modern Portfolio Theory (PMPT) and Behavioral Finance provide a broader perspective on investment decision-making, addressing some of the limitations of MPT.
Prior to that, she worked as global trading businessmanager. Further roles at Fidelity International include stints as fixed income trading businessmanager, senior fixed income change manager, and senior fixed income portfolio analyst.
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