The TRADE

SEPTEMBER 12, 2024

“The launch of Cboe S&P 500 Variance Futures comes at a crucial time when risk management is top of mind for many market participants, amid the backdrop of the upcoming US election, shifting monetary policy and ongoing geopolitical tensions,” said Rob Hocking, head of product innovation at Cboe.

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S&P Trading Management Portfolio Management 69

The TRADE

MAY 20, 2024

Bloomberg’s enhancements to its Swap Connect solution include new features that support IRS contracts with International Monetary Market (IMM) dates and the ability to offset existing contracts in global investors’ portfolios.

Investment 72

Investment Investors Trading Risk Management 72

The TRADE

DECEMBER 8, 2023

Following the height of Covid, we’ve had the memestock saga, the collapse of Archegos Capital and the war in Ukraine impacting the space in concurrent years as unprecedented events seem to have become the norm, driving market volatility in each of the post-pandemic years. These forces have rumbled markets and led to heightened volatility.

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Broker Asset Management Trading Funds 113

The TRADE

OCTOBER 3, 2023

We will also benefit from LCH’s world class risk management solutions and the capital and margin efficiencies that it will enable across our rates and FX clearing activity.” The post UOB goes live as clearing member for LCH appeared first on The TRADE.

Risk Management 59

Risk Management Banking Bank Trading 59

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

Software Equity Group

MARCH 26, 2024

Main Capital Partners Founded in 2003, Main Capital Partners has been among the most active private equity firms in the software space, making 10 SaaS deals in 2023 alone. Thoma Bravo maintains an active portfolio of 76 firms, with $134B in AUM and a $435M median valuation. The firm currently employs 31 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

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Banking Bank Business Underwriting 52

The TRADE

JULY 12, 2023

“We look forward to partnering with Barclays to enable its clients to gain clearing efficiencies through netting and portfolio margining at the largest CDS CCP in Europe,” said Frank Soussan, global head of LCH CDSClear.

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Broker Trading Risk Management Investment Banking 52

The TRADE

FEBRUARY 21, 2024

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. Currently, the business has more than 80 ETFs, including across: thematic growth, income, risk management, international access and commodities.

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Asset Management Management Risk Management Business 59

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. Rowe Price.

Trading 59

Trading Risk Management Portfolio Broker 59

The TRADE

JUNE 19, 2023

Previously in his career, he spent several years in credit trading roles at StormHarbour Securities, UBS and Elgin Capital. He also spent several years at Goldman Sachs in a risk management and product control role. Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role.

Sale 64

Sale Asset Management M&A Investment Banking 64

The TRADE

AUGUST 1, 2023

We saw this as an opportunity to invest in something that we were the initial creators of and would be a nice complement to our existing ATS liquidity network. “We invested in both human capital and technology to bring an intuitive and easy product to market and the initial adoption and activity validates this investment.”

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Corporation Trading Portfolio Risk Management 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.

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Investment Funds M&A Trading 52

The TRADE

MAY 1, 2024

But running through the Brighton born and bred Papanichola’s veins is an activist streak that has continued to influence his decisions and shape the course of his career to date, ultimately leading him to his current role as head of trading at London-based activist hedge fund, Bluebell Capital Partners.

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Trading Capital Funds Investment 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, Kirk is set to oversee and enhance Tourmaline’s services in support of asset managers globally as part of his new role.

Sale 64

Sale Management Trading Portfolio Management 64

Razorpay

DECEMBER 27, 2023

Key features of the announcement: Introduction of DLG: Enables REs to obtain guarantees from lending service providers (LSPs) or other regulated entities against loan portfolio defaults. 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

The TRADE

OCTOBER 24, 2023

Eurex onboarded State Street in May of this year, becoming the first clearing house outside of the US to trade and centrally clear repo transactions with the move allowing State Street clients to benefit from multilateral netting providing risk management and collateral optimisation.

Trading 59

Trading Risk Management Equities Management 59

Wizenius

AUGUST 16, 2023

For more complex transactions, especially those involving significant capital, external audit and legal firms might be enlisted. 4) Value Creation: After successfully securing an investment, the emphasis shifts to unlocking value within the portfolio company. The goal is to ensure comprehensive evaluation before advancing further.

Private Equity 52

Private Equity Equities Investment Banking Financial Modeling 52

The TRADE

DECEMBER 27, 2023

Success in this environment requires solutions that can scale, flexibility in workflows, interoperability of services through APIs, increased transparency and analytics for portfolio performance. The $549 million penalties underscore the urgency for a paradigm shift in risk management.

Trading 69

Trading Investment Banking Electronics Investment 69

Growth Business

OCTOBER 8, 2024

Read more Venture capital: Evaluating the risk profile of investments – How do VCs assess risk when looking forensically at investment portfolios?

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Business Risk Management Investment Risk Assessment 59

Razorpay

DECEMBER 15, 2024

Customized portfolios designed to optimize returns while managing risk. Secured loans using assets like portfolios or real estate as collateral. Management fees, transaction costs, and other service charges can erode returns, particularly for those with smaller portfolios. Who is a Private Banker?

Banking 52

Banking Bank IT Management 52

Peak Frameworks

JUNE 5, 2023

During this period, businesses often expand their operations, capital expenditure increases, and markets tend to perform strongly. This phase typically involves increased market volatility and heightened investment risk. This can involve diversifying portfolios, hedging against risks, or moving towards safer, low-risk investments.

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Business Economics Investment Investors 52

Mergers and Inquisitions

MARCH 22, 2023

I made the same mistake the regulators did: ignoring shifts in the Credit Suisse deposit and cash base because its regulatory capital ratios looked “fine.” Regulators should not cave into threatening tweets from VCs who claim the world is going to end because their portfolio companies cannot “make payroll.” a year ago?

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Banking Bank Government Investment Banking 98

Peak Frameworks

JULY 20, 2023

Strategies for Mitigating Risk during a Stock Market Crash Mitigating risk during a stock market crash is essential for preserving wealth and capitalizing on future opportunities. Including non-correlated assets in a portfolio can further reduce vulnerability to market fluctuations.

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Stock Economics Risk Management Investors 40

The TRADE

OCTOBER 16, 2024

With the advent of an ever-more technologically innovative and globally connected capital markets sphere, fixed income emerging markets (EM) have demonstrably become an increasingly appealing area of interest for investors. We’ve also seen an increase in portfolio trading activity in the market.”

Trading 59

Trading Investors Portfolio Investment 59

The TRADE

MAY 16, 2024

Today, trades are not solely measured by outcome in isolation, but instead, the focus has shifted towards understanding the holistic impact of every transaction on portfolio performance, risk management, and overall market dynamics.

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Trading S&P Collaboration M&A 119

The TRADE

OCTOBER 18, 2024

Additionally, multi-manager hedge funds have continued to win the lion’s share of the new capital coming into the industry as they have been rewarded for their ability to mitigate risk while still delivering positive alpha to their investors. Then you’ve got the quants who have started to look at fixed income products.

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Funds Broker Banking Bank 69

Peak Frameworks

OCTOBER 17, 2023

Investors and entrepreneurs who recognized this tailwind early were able to capitalize on its potential. Emergence of New Markets or Consumer Trends Recognizing and capitalizing on emerging markets or shifts in consumer behavior can be a considerable tailwind.

Business 52

Business Economics Investors Investment 52

Peak Frameworks

SEPTEMBER 18, 2023

Advantages of Having a Subsidiary Risk Management Subsidiaries can isolate liabilities, ensuring that financial or legal issues in one entity don't impact others. Diversification benefits arise when different subsidiaries operate in varied industries, just as Berkshire Hathaway does with its vast portfolio of companies.

Private Equity 52

Private Equity Finance Finance Acquisitions 52

Devensoft

AUGUST 24, 2023

Efficiency Amplification : With full control over integration, businesses can fine-tune processes, optimize resource allocation, and capitalize on synergies more effectively. By leveraging internal expertise, organizations can swiftly capitalize on combined strengths, generating tangible value sooner.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

Peak Frameworks

SEPTEMBER 12, 2023

Trade Rules' Significance in Financing Decisions and Risk Management Understanding Tariffs Investment decisions, especially in sectors like manufacturing and agriculture, are often influenced by tariffs. This stability is crucial for finance professionals to manage currency risks in their portfolios.

Trading 52

Trading Corporate Finance Private Equity Finance 52

Devensoft

AUGUST 22, 2023

Freelance modeling can facilitate the integration of cultures and operational processes, enabling the two entities to capitalize on each other’s strengths while retaining their distinctiveness. Case Study 1: Tech Synergy Unleashed A large tech conglomerate seeks to acquire a smaller startup to enhance its innovation portfolio.

M&A 52

M&A Business Mergers and Acquisitions Collaboration 52

Razorpay

NOVEMBER 30, 2023

Embracing digital transformation, fostering customer-centricity, fortifying cybersecurity, and capitalizing on strategic partnerships are essential steps for NBFCs to emerge as leaders in the evolving financial landscape. NBFCs’ reliance on agents and other companies to find consumers and manage loans is an operations-heavy game.

Accountant 52

Accountant Book-building Business Financial Services 52

Software Equity Group

AUGUST 20, 2024

Additionally, they can often capitalize on synergies between the two companies’ software solutions, creating a more comprehensive suite of offerings that attracts new customers and boosts overall revenues. The group includes public strategic, private strategic, and PE-backed strategic buyers.

Investment 52

Investment Management Acquisitions Business 52

Midaxo

APRIL 25, 2023

This analysis will help you set objectives that address your company’s needs and capitalize on its strengths. Customer base: Consider companies with a customer base that complements or expands your company’s existing client portfolio. Identify any potential financial risks or red flags.

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M&A Consulting Mergers and Acquisitions Valuation 130

Devensoft

JUNE 13, 2023

On the other hand, if the company’s objective is to diversify its portfolio, they may look for opportunities in other industries that align with their strategic direction. This includes identifying decisions such as resource allocation, risk management, and organizational structure.

M&A 52

M&A Mergers Mergers and Acquisitions Management 52

GillAgency

FEBRUARY 10, 2022

Risk Management Every project has risks. There is also a risk of not doing a project. At a minimum, you should factor in capital gains tax based on your state – typically no more than 20% of the total proceeds. 15.4.3 Do not feel uncomfortable to push back. 15.4.4 Do not rush or get ahead of yourself.

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Business Sale Broker IT 52