Razorpay

AUGUST 9, 2023

What do medium to big-sized businesses have? Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. Merchant banking is a special branch of banking that provides financial services to medium to small-sized businesses.

Bank 52

Bank Banking Business Underwriting 52

The TRADE

SEPTEMBER 24, 2024

State Street Global Advisors (SSGA) has launched the first actively managed corporate and municipal target maturity bond ETFs in the US market. The suite consists of 14 actively managed target maturity ETFs with various maturity years ranging from 2026 to 2034. The suite is made up of both corporate bond and municipal bond ETFs.

Corporation 64

Corporation Management Portfolio Management Portfolio 64

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

Life on the Buy Side

APRIL 15, 2019

At the age of 25, Buffett became the portfolio manager of his first fund. But during those years, as he does every year with his annual Berkshire Hathaway letter, Buffett regularly communicated with his investors about the portfolio and what he was seeing in the market.

Investment 130

Investment Investors Portfolio Management Stock 130

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

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

SEPTEMBER 4, 2023

Prior to joining Union, Hock spent three years at Barclays as head of equity execution sales, four years at Tungsten Capital Management as head of portfolio trading and management, and two and a half years at Ferox Capital Management in a similar role.

Investment 115

Investment Equities Trading Asset Management 115

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

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

M&A Leadership Council

FEBRUARY 21, 2024

A Well Written TSA Eases IT Transitions By William Blandford, Managing Director at Blandford Associates While many people have participated in the acquisition of a business, fewer have participated in a carve-out, a type of divestiture where a part of a business is sold.

Business 59

Business IT Mergers and Acquisitions M&A 59

The TRADE

MAY 31, 2023

This decision is in line with the company’s “refresh” of its operating model, and will allow the business to streamline and future-proof its order management operations, according to Lannebo. The company is aiming to manage its portfolio across the investment lifecycle through integrating its portfolio and order management systems.

Portfolio 59

Portfolio Portfolio Management Management Trading 59

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

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

Capital Market Investment Capital Portfolio Management 64

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 Funds Portfolio Management 64

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

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

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

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

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

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.

Finance 52

Finance Finance Portfolio Management Portfolio 52

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

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

NOVEMBER 20, 2023

State Street’s asset management business State Street Global Advisors (SSGA) has named Dublin-based Ann Prendergast head of EMEA. Prendergast said: “I’m proud to lead our business in the EMEA region. She has been with State Street since 2000, beginning as a relationship manager.

Portfolio Management 59

Portfolio Management Asset Management Management Business 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

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

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

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

Profitability Shares Investment Management 59

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

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

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

Private Equity Recruitment Equities Accountant 130

The TRADE

JULY 27, 2023

The asset manager will use Bloomberg’s order and investment management solution AIM in connection with its portfolio analytics, order management and trading compliance activities. The post NJ Asset Management streamlines order management and compliance management with Bloomberg solutions appeared first on The TRADE.

Asset Management 52

Asset Management Management Portfolio Investment Manager 52

The TRADE

OCTOBER 31, 2024

Raymond joined LGIM as its head of credit trading in 2019 when the asset manager was undergoing the process of splitting up its portfolio management and trading capabilities. Chicago is a very small community and so I knew most of the portfolio managers and management at LGIM America before I came over.

Portfolio 52

Portfolio Trading Management Asset Management 52

Peak Frameworks

JUNE 29, 2023

Developed by the Boston Consulting Group , this matrix offers a systematic approach to analyzing a company's portfolio of products or business units. The BCG Matrix, also known as the Growth-Share Matrix, is a visual representation of a company's portfolio of products or business units. What is the BCG Matrix?

IT 52

IT Portfolio Shares Finance 52

The TRADE

MAY 28, 2024

A couple of other important factors which could help increase volumes in Europe would be to encourage the involvement of retail investors in the EU equity markets and, also the growth of small cap businesses, reducing complexity and costs for listing. What is the role of regulators in addressing fragmentation in Europe – if any?

Equities 59

Equities Trading Portfolio Management Investors 59

The TRADE

OCTOBER 2, 2023

Speaking to The TRADE, Julian Butterworth , h ead of s ales, European e quities and derivatives for Nasdaq European Markets, said: Investors are showing an increasing appetite for customised equity exposures that mirrors their stock portfolios; however stringent regulation along with operational complexity of OTC products limit their feasibility.

Equities 59

Equities Trading Portfolio Management Portfolio 59

The TRADE

JUNE 2, 2023

The new structure is designed to create better proximity between Candriam’s traders and portfolio managers across its branches to offer a more specialised trading service. The move was designed to create better efficiencies and cost savings across the business. The former subsidiaries are now branches.

Trading 59

Trading Equities Portfolio Management Portfolio 59

Peak Frameworks

JANUARY 15, 2024

UBC is a highly regarded Canadian university, with notable programs in medicine, law, engineering, and business. UBC is home to the Sauder Business School , a top-ranked Canadian business schools offering graduate and undergraduate programs.

Investment Banking 52

Investment Banking Bank Banking Investment 52