Cisco: M&A

AUGUST 22, 2023

This post was authored by Nate Rodriguez, a Business Analyst Intern on the Portfolio Management and Enablement team. As a rising senior at Chapman University and a Business Analyst intern at Cisco,… Read more on Cisco Blogs

Portfolio Management 52

Portfolio Management Portfolio Business Management 52

The TRADE

JUNE 7, 2024

Credit Suisse has signed an agreement to sell its majority stake in Credit Suisse Investment Partners (CSIP), owned by Credit Suisse Asset Management. Credit Suisse currently holds a 67% stake in the business line. UBS Investment Bank served as exclusive financial advisor to Credit Suisse on the transaction.

Investment 69

Investment Portfolio Management Asset Management Investment Banking 69

The TRADE

SEPTEMBER 24, 2024

“Fixed income investors have been enjoying the highest interest rates seen in decades, but many are wondering how they can protect against the potential for precarious rate fluctuations ahead,” said Anna Paglia, chief business officer at SSGA. SSGA’s dedicated active fixed income portfolio management team will manage the funds.

Corporation 64

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The TRADE

JULY 2, 2024

Read more – Artificial Intelligence in fixed income: A paradigm shift Chin has held a range of leadership roles in quantitative research, risk management and portfolio management at AB, both in New York and London, since joining the firm in 1997. As part of his new appointment, Chin will be based in New York.

Portfolio Management 80

Portfolio Management Risk Management Financial Services Collaboration 80

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?

Trading 59

Trading Portfolio Management Portfolio Management 59

Life on the Buy Side

APRIL 15, 2019

At the age of 25, Buffett became the portfolio manager of his first fund. Buffett gave his take on the subject in the letters with three primary reasons: Group Think – Buffett saw too many managers conforming to the policies and actions of their peers in the business.

Investment 130

Investment Investors Portfolio Management Stock 130

The TRADE

SEPTEMBER 9, 2024

Read more: ICE Bonds and MarketAxess connect liquidity networks to bolster bond market efficiency BlackRock’s Aladdin technology platform offers a common data language within an organisation to enable scale, provide insights, and support business transformation.

Trading 69

Trading Portfolio Management Portfolio Accountant 69

The TRADE

OCTOBER 4, 2023

As part of the acquisition, Bryan Messer has been appointed general manager of Asia Pacific, managing director of portfolio management solutions and artificial intelligence at LiquidityBook, with his staff also joining. In addition, the accounting and reconciliation engines of Messer Financial Software will be integrated.

Portfolio Management 59

Portfolio Management Architecture Portfolio Accountant 59

The TRADE

MAY 2, 2024

The offering allows buy-side traders and portfolio managers to gain exposure to liquidity events in relevant equities that meet their minimum average daily volume (ADV) or pricing thresholds, alongside being able to execute large or illiquid equity trades before entering the market via Appital Turquoise BookBuilder.

Asset Management 69

Asset Management Portfolio Management Management Trading 69

The TRADE

MAY 30, 2023

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. In his new role, Hoong will provide technical account management and support to clients in Hong Kong. Both will operate out of Hong Kong.

Accountant 64

Accountant Portfolio Management Management Risk Management 64

The TRADE

AUGUST 5, 2024

Initially during her tenure at BNY Mellon, she served as an assistant portfolio manager, fixed income. Following this, Lambert was promoted to portfolio manager, fixed income for just over five years. Australian pension fund AustralianSuper selected one of its own to take up the reins for its dealing business.

Capital Market 64

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The TRADE

JUNE 24, 2024

As part of the role, he helped enhance Barclays’ custom baskets business. Northern Trust Asset Management appointed Naoto Komoro to lead its asset management business in Japan. He joined Northern Trust in 2007 and has since worked in senior roles across portfolio management, client management and sales.

Asset Management 64

Asset Management Management Sale Portfolio Management 64

The TRADE

SEPTEMBER 4, 2023

She currently serves as head of RepoClear and collateral management at LCH SA. Sonal Rashmi has joined equity trading business Instinet in an execution sales role, following seven and a half years at Goldman Sachs. Before that, Poilvet-Clédière was global head of regulatory strategy at LSEG.

Investment 115

Investment Equities Trading Asset Management 115

Global Newswire by Notified: M&A

NOVEMBER 27, 2024

SAN FRANCISCO, Nov. 27, 2024 (GLOBE NEWSWIRE) -- APPlife Digital Solutions, Inc.

Entertainment 40

Entertainment Portfolio Management Portfolio Management 40

The TRADE

SEPTEMBER 6, 2023

Chalkley brings more than three decades worth of financial services to the role, in both portfolio management 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.

Sale 64

Sale Management Portfolio Management Trading 64

The TRADE

MAY 31, 2023

Swedish independent fund management company Lannebo Fonder AB has adopted the Bloomberg buy-side offering – which includes its order management system (OMS) AIM and its risk and reporting PORT Enterprise solutions. AIM is Bloomberg’s buy-side order management system (OMS), which is fully integrated with the Bloomberg terminal.

Portfolio 59

Portfolio Portfolio Management Management Trading 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.

Trading 59

Trading Capital Broker Portfolio Management 59

The TRADE

SEPTEMBER 7, 2023

Elsewhere in his career, MacGregor was EMEA head of sales and relationship management and chief executive, FX MTF business at Refinitiv. MacGregor joins from the London Stock Exchange Group (LSEG), where he most recently served as chief executive of FX transactions.

Capital 69

Capital Trading Portfolio Management Management 69

The TRADE

OCTOBER 19, 2023

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.

Profitability 59

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The TRADE

AUGUST 25, 2023

Across the market, businesses have been increasingly turning their attention to data quality and accessibility, seeking to enhance their offerings for buy-side clients with ample recent movement in the last few weeks. The productivity efficiency we gain with this new feature is an important added value.” It’s do or die.

Business 52

Business Trading Electronics IT 52

OfficeHours

JULY 14, 2023

This outline should consist of a basic overview of the transaction, the rationale driving the deal, some high level numbers (company revenue, EBITDA, margins, CAGRs), what actually happened (who purchased the business, at what multiple, what return), and then end with your primary role on the transaction. Is Business School For You?

Private Equity 130

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The TRADE

JULY 15, 2024

Read more: Impax Asset Management to acquire corporate credit business from partner firm Formuepleje Group Ian Simm, founder and chief executive of Impax, said: “We are pleased to welcome Absalon’s experienced team of credit managers and to expand our fixed income offering further with the addition of these two strategies.

Acquisitions 59

Acquisitions Asset Management Debt Management 59

The TRADE

JULY 21, 2023

Over the years, buy-side use of axes has evolved significantly, with portfolio managers increasingly using them as well. Portfolio managers typically use axes to be more opportunistic and to ensure that when looking to send an order to the execution desk, it is something that has a realistic chance of being executed in the first place.

Portfolio Management 52

Portfolio Management Trading Portfolio Management 52

The TRADE

JUNE 9, 2023

Through the IDN software and Investortool’s straight-through-processing, asset managers have direct click-to-bid and click-to-trade access to liquidity. Speaking in an announcement, the business explained that the partnership was the next step in the integration within the FIX connectivity.

Electronics 59

Electronics Trading Portfolio Management Portfolio 59

The TRADE

APRIL 17, 2024

London-based fintech C8 Technologies is set to launch an FX hedging platform which employs systemic trading models to help businesses manage their currency exposures. Jonathan Webb, former head of FX strategy at Jefferies, manages the C8 Hedge platform.

Portfolio 64

Portfolio Management Portfolio Management Funds 64

The TRADE

NOVEMBER 17, 2023

Triodos Investment Management 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.

Investment Manager 59

Investment Manager Management Investment Asset Management 59

The TRADE

SEPTEMBER 11, 2023

Chalkley brings more than three decades worth of financial services to the role, in both portfolio management 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.

Sale 64

Sale Management Trading Portfolio Management 64

Wall Street Mojo

FEBRUARY 9, 2024

For example, a portfolio has cash flows that match put options in the market. Replicating Portfolio Approach Explained Replicating portfolio involves the pooling of assets in a manner that allows portfolio managers to easily hedge the risks of these assets and balance the risk-return of the target asset.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

The TRADE

JULY 31, 2023

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.

Asset Management 52

Asset Management Investment Banking Trading Investment Manager 52

Peak Frameworks

AUGUST 15, 2023

Therefore, the process of portfolio management involves balancing these two factors based on an investor's financial goals and risk tolerance. Similarly, robo-advisors, digital platforms that provide automated, algorithm-driven financial planning services, are a modern, cost-effective solution for portfolio management.

Portfolio 52

Portfolio Investment Portfolio Management Investors 52

Peak Frameworks

MAY 17, 2023

Combinations in Finance: More than Just Math The concept of combinations finds significant applications across various areas of finance, underpinning many strategies used in portfolio management, options trading, and scenario analysis.

Finance 52

Finance Finance Portfolio Management Portfolio 52

The TRADE

JUNE 10, 2024

Alex Livingstone, formerly head of trading for ETFs and FX at Titan Asset Management, joined Titan Investment Solutions as a junior portfolio manager and trader. He will also be involved in the ongoing management of the Titan Hybrid Capital, Core Credit, and Short Duration IG income funds.

Asset Management 64

Asset Management Management Trading Equities 64

The TRADE

JANUARY 8, 2024

Chris Jenkins, managing director and global head of sales, professional services and support at LSEG TORA announced his departure following almost two decades with the business. Prior to his 17-year stint at TORA, Jenkins was managing director at Caspian, now LSEG Data and Analytics.

Asset Management 64

Asset Management Equities Sale Investment Manager 64

The TRADE

AUGUST 21, 2023

Clear Street appointed Christopher Smith as chief executive officer of its futures clearing business. His move follows almost five years at fixed income aggregation and surveillance technology business, Algomi. He joins from ED&F Man Capital Markets, a company he founded.

Trading 52

Trading Electronics Sale Equities 52

The TRADE

JULY 24, 2023

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. He departs following a 35-year long career in investment management, spending 19 years at Fidelity Investments as a European portfolio manager until 2006.

Investment Manager 52

Investment Manager Management Investment Portfolio Management 52

OfficeHours

JULY 20, 2023

This outline should consist of a basic overview of the transaction, the rationale driving the deal, some high level numbers (company revenue, EBITDA, margins, CAGRs), what actually happened (who purchased the business, at what multiple, what return), and then end with your primary role on the transaction. as many times as you possibly can.

Recruitment 130

Recruitment Private Equity Equities Investment 130

The TRADE

SEPTEMBER 27, 2023

Ediphy Context has been created in response to client demand, according to the business, focused on managing price discovery, market surveillance, and trading workflows. Ediphy highlighted the sector’s critical challenges: price opacity, poorly integrated internal data, and liquidity fragmentation as key points of focus.

Portfolio Management 59

Portfolio Management Management Trading Portfolio 59