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.

Banking 52

Banking Bank 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 62

Corporation Management Portfolio Management Portfolio 62

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 78

Portfolio Management Risk Management Financial Services Collaboration 78

Peak Frameworks

JUNE 5, 2023

This inherent dynamism is captured by what we call a Business Cycle. Components of a Business Cycle Business cycles are not merely theoretical constructs; they play out in the real world and are often tangible to those affected. Expansion The first phase of the business cycle is expansion.

Business 52

Business Economics Investment Investors 52

Beyond M&A

OCTOBER 16, 2024

Why Prior Cyber Incidents Impact Tech Due Diligence Discovering a history of cyber incidents is akin to uncovering a serious compliance violation; it prompts deeper investigation into operational security, internal controls, and risk management practices. What business impacts, such as downtime or revenue loss, resulted?

Accountant 130

Accountant Securities Risk Management M&A 130

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 62

Portfolio Management Portfolio Management Funds 62

Peak Frameworks

OCTOBER 17, 2023

Consumers typically cut back spending, businesses may halt expansion or hiring, and overall confidence in the economy can wane. Regulatory Challenges Regulations, while often necessary for consumer protection and market stability, can also pose challenges to businesses. Businesses slow to adapt can lose market share or become obsolete.

Business 52

Business Economics Investors Investment 52

The TRADE

OCTOBER 2, 2023

This means that the margin requirement is quite material – it’s quite a significant amount.” Morgan further asserted: “Nobody wants to cut corners when it comes to risk management […] that means that clients want to future-proof their businesses.

Funds 62

Funds Shares Risk Management Trading 62

The TRADE

MARCH 25, 2024

Most recently, Tan held a global portfolio trading position, which included trading global equities with strategy implementation via algorithms, crossing networks and global portfolio trading desks. His expertise includes a proven track record of developing trading and risk management strategies.

Sale 70

Sale Trading Equities Portfolio 70

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 62

Accountant Portfolio Management Management Risk Management 62

Mergers and Inquisitions

MARCH 13, 2023

To explain this point, we need to step back and explain the business model of commercial banks. Insufficient/No Hedges – Rather than hedging their entire MBS portfolio with interest-rate swaps, the bank had… no swaps at all as of the end of 2022 ( oh, and no Chief Risk Officer, either ). billion loss on a $21 billion portfolio.

Banking 123

Banking Bank Funds Government 123

Peak Frameworks

AUGUST 15, 2023

By implementing hedging techniques, professionals can minimize risk exposure and secure their portfolios. They are widely used in hedging currency risk, allowing businesses to lock in exchange rates for future transactions. By managing the portfolio's delta, professionals can protect against adverse price fluctuations.

Portfolio 52

Portfolio Private Equity Risk Management Investment Banking 52

Devensoft

AUGUST 24, 2023

Mastering Operations, Cross-Selling, and Cost Efficiencies for Maximizing Value from Integrated Ventures The Power of Synergy and Value Creation Amidst the dynamic and fiercely competitive modern business arena, corporations continually strive to secure a distinct market advantage while fostering expansion. Get a copy to-go.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

Devensoft

AUGUST 22, 2023

Traditional strategies often struggle to keep up with the complexities of today’s business environment. Enter freelance modeling—a dynamic concept that adapts M&A to the fast-paced, unpredictable realm of modern business. However, modern businesses face a reality where change is constant, and disruptions are the norm.

M&A 52

M&A Business Mergers and Acquisitions Collaboration 52

The TRADE

FEBRUARY 21, 2024

Ryan O’Connor has left Goldman Sachs Asset Management and is set to join ETF provider Global X ETFs as chief executive on 8 April. He most recently served as global head of ETF product, having initially joined Goldman Sachs Asset Management back in 2017 to build out the US fund strategist model portfolio business.

Asset Management 57

Asset Management Management Risk Management Business 57

Software Equity Group

MARCH 26, 2024

Based in the Netherlands and with additional offices in Antwerp, Boston, Dusseldorf, and Stockholm, the firm maintains a diverse international portfolio of companies across the consumer products, consumer services, SaaS, information technology, healthcare, and ad tech sectors. The firm currently employs 31 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

GillAgency

FEBRUARY 10, 2022

There are no short cuts to selling your business unless you are in dire needs. If that is the case, you must read our article – How to sell my business fast. The average small to medium scale business sells in 9 months. Exiting a business is most likely the single most important thing a company will do.

Business 52

Business Sale Broker IT 52

The TRADE

JUNE 21, 2023

“Certain technologies around margin transparency and particularly the advent of portfolio margining across the board, will be a very positive element and will enable people to be more resilient going forward,” said Chris Rhodes, president of ICE Futures Europe. Risk is back.

Risk Management 62

Risk Management Trading Management Banking 62

Beyond M&A

MARCH 9, 2023

This includes assessing their approach to ethical risk management, evaluating their ethical metrics, and assessing the impact of their AI solutions on society. It’s essential to evaluate the company’s approach to intellectual property protection and management during AI due diligence.

Architecture 130

Architecture IT Management Securities 130

The TRADE

JUNE 19, 2023

BlackRock promoted Dean Catton to take the helm for its European credit business after spending the last two years as its head of European leveraged finance trading for its alternatives business. He also spent several years at Goldman Sachs in a risk management and product control role.

Sale 62

Sale M&A Asset Management Investment Banking 62

Peak Frameworks

SEPTEMBER 12, 2023

Value at Risk , commonly referred to as VaR, seeks to quantify the maximum potential loss an investment portfolio could face over a specified period for a given confidence interval. The choice depends on the nature of the portfolio and the objectives of the risk management exercise.

Portfolio 52

Portfolio Private Equity Risk Management Finance 52

The TRADE

DECEMBER 5, 2024

Clearing obligations will become stricter, with enhanced oversight of margin requirements and risk management processes. Despite these new potentially arduous compliance pressures, trading desks are also likely to benefit from reduced counterparty risk and improved market confidence thanks to the changes.

Trading 57

Trading Risk Management Portfolio Broker 57

The TRADE

JUNE 7, 2023

In the UK specifically, the top two short-term priorities were the same; however, here cost-cutting initiatives (54%) was top, closely followed by “deeper automation to drive business results” (49%). The survey also delved into another of the current hot topics – outsourcing.

Asset Management 57

Asset Management Management Risk Management Trading 57

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 62

Sale Management Trading Portfolio Management 62

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

Razorpay

DECEMBER 27, 2023

Implications for Lending Businesses: Increased compliance costs: Businesses need to invest in technology and resources to comply with the new data privacy and security requirements. Limited Coverage: DLG can only cover up to 5% of the loan portfolio and must be backed by specific collateral (cash, fixed deposits, bank guarantees).

Banking 52

Banking Bank Risk Management Business 52

Sun Acquisitions

AUGUST 2, 2024

Managed Service Providers (MSPs) play a crucial role in delivering IT services and solutions that help businesses operate efficiently. Businesses are seeking IT solutions that enable flexible work environments, enhance productivity, and ensure robust security. Here are several ways M&A can facilitate this process: 1.

M&A 52

M&A Mergers and Acquisitions Collaboration Acquisitions 52

The TRADE

DECEMBER 11, 2023

“The lack of regulated trading venues is materially hampering the growth of the crypto derivatives trading market,” said Jeremy Punnett, M&G portfolio manager. LCH DigitalAssetClear will focus on counterparty credit, risk management, and the settlement needs of the digital asset derivatives market as institutional products develop.

Investment 52

Investment Funds M&A Trading 52

Razorpay

DECEMBER 15, 2024

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. Flexible credit lines for liquidity needs.

Banking 52

Banking Bank IT Management 52

The TRADE

DECEMBER 27, 2023

The use of the RFM protocol grew from 59% to 71% of total business from Q3 2022 to Q3 this year, with the RFQ protocol usage falling from 41% to 29%, whilst the business grew by 92% across that same period. The $549 million penalties underscore the urgency for a paradigm shift in risk management.

Trading 67

Trading Investment Banking Electronics Investment 67

Peak Frameworks

AUGUST 15, 2023

It can help inform investment strategies, particularly in relation to market timing, risk management, and portfolio rebalancing. Risk Management and Portfolio Adjustment Investors can use the Fear and Greed Index as a risk management tool.

Investors 52

Investors Stock Risk Management Investment 52

The TRADE

SEPTEMBER 15, 2023

Secondly, as our business becomes more automated, we need a whole range of skills to drive digitisation and remain a future fit organisation, and thirdly, you never know when a spot on the desk might open up, so having a strong talent pipeline is essential for succession planning.

Trading 57

Trading Electronics Portfolio Banking 57

Peak Frameworks

MAY 24, 2023

The advent of derivatives in the 1970s marked a significant milestone in global finance, offering a structured risk management approach and fostering efficient price discovery. These complex instruments enable investors to hedge risks, speculate on future price movements, and exploit arbitrage opportunities.

Portfolio Management 52

Portfolio Management Private Equity Investors Risk Management 52

The TRADE

JANUARY 12, 2024

Technology acts like a catalyst for change within market structure and its evolution continually reshapes the industry, the discussions being had around business strategy, and regulatory frameworks driving the ongoing development of markets globally. What is the most relevant regulatory change on the horizon? It’s about adapting.

Risk Management 57

Risk Management Trading IT Management 57

Solganick & Co.

JANUARY 21, 2024

Private equity’s evolving role : PE firms remained active, but their focus shifted towards portfolio optimization and supporting existing investments through M&A. billion : This acquisition reinforces Thales’ cybersecurity portfolio, particularly in cloud security solutions. Source: CRN) Insight acquires SADA for $1.5

M&A 52

M&A Consulting IT Acquisitions 52

The TRADE

MAY 1, 2024

Joining the industry after graduating from business school at the age of 20, Papanichola has an impressive track record that spans across five hedge funds and two banks. It’s about risk management philosophy and methodology,” explains Papanichola. Pete Papanichola has had an unconventional and extensive career so far.

Trading 57

Trading Capital Funds Investment 57

The TRADE

OCTOBER 16, 2024

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 portfolio manager for Nuveen’s global fixed income team. “It We’ve also seen an increase in portfolio trading activity in the market.”

Trading 57

Trading Investors Portfolio Investment 57