Accenture Capital Markets

SEPTEMBER 5, 2023

In institutional investing, many players seem to view RPA as a way to also deal with stringent regulatory requirements, lower projected future returns and growing cost pressures. The traditional RPA approach used by large financial services players usually doesn’t easily work in institutional investing. The challenge with this?

Investors 88

Investors Financial Services Insurance Investment 88

The TRADE

AUGUST 6, 2024

Saphyre suggests this solution eliminates issues related to failed trades downstream and allows for better real-time collaboration which should support participants in light of the global shifts to a T+1 settlement regime. Among the most recent names are Jupiter Asset Management, abrdn and Legal and General Investment Management.

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Capital Investment Manager Asset Management Trading 59

The TRADE

JANUARY 22, 2025

I spent the first 20 years of my career at the global bulge bracket banks, first in investment banking and then on the institutional equity desks, in a cross-asset and special situations role. Mike was building an investment team and process focused on idea generation and creative structuring. What does your role involve?

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The TRADE

OCTOBER 7, 2024

The TRADE is delighted to announce the Rising Stars of Trading and Execution for 2024, in collaboration with Instinet – a celebration of up and coming talent on the buy-side. Previously recognised individuals have gone on to head up some of the largest and most successful desks across leading asset managers and hedge funds.

Trading 59

Trading Asset Management Equities Investment Manager 59

The TRADE

JULY 10, 2024

Earlier this year, Michael Tamou left RBC BlueBay Asset Management for quantitative investment manager Qube, having also served as an equity trader. Woods has previous experience working in the institutional equity trading team at AB Bernstein. The post RBC BlueBay AM appoints new equity trader appeared first on The TRADE.

Equities 59

Equities Asset Management Trading Management 59

The TRADE

JUNE 14, 2024

Saphyre’s automated intelligence enables onboarding and maintenance of custody and broker trading, alongside synchronising associated reference data in real-time.

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Broker Financial Institution Trading Investment Manager 64

The TRADE

DECEMBER 6, 2023

A dilution levy is applied by investment managers as part of their cashflow management process of pooled vehicles to ensure clients are treated fairly while also mitigating the impact of price volatility resulting from cashflow activity.

Portfolio 59

Portfolio Investment Manager Trading Management 59

Benchmark International

AUGUST 4, 2023

Family offices is a private wealth management firm established by an ultra-high-net-worth family. They provide that family personalized services, including investment management, financial planning, estate and tax planning, and more.

Investment Manager 52

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The TRADE

MAY 24, 2024

Millennium Advisors has partnered with fixed income software solutions provider Investortools to streamline workflows for municipal bond investment managers through digitisation. As a result, this collaboration is a win-win for all industry participants,” asserted Laurent Paulhac, chief executive of Millennium.

Electronics 59

Electronics Trading Investment Manager Management 59

The TRADE

DECEMBER 7, 2023

MAIA Technology and Neovest have partnered to create an enhanced joint offering of new execution management capabilities for Fulcrum Asset Management. Fortunately for us, Neovest was able to do that.”

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Asset Management Trading Investment Manager Management 59

The TRADE

APRIL 17, 2024

Yosuke Hosokawa, associate general manager at Sumitomo Mitsui Trust Asset Management, highlighted the relevance in the lead up to the settlement shift: “It is important that financial markets outside the US leverage automation to enable straight through processing and align with global standards.

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Trading Asset Management Management Collaboration 59

The TRADE

SEPTEMBER 25, 2024

A new group, named fairCT, consisting of Google Cloud, UBS, TP ICAP, Cboe Global Markets, FactSet, and Norges Bank Investment Management, co-ordinated by Ediphy, has entered the tender process to become the UK’s consolidated tape provider for fixed income.

Trading 59

Trading Investment Manager Utilities Consulting 59

The TRADE

AUGUST 9, 2023

Zaman brings more than 20 years’ experience to the role, having worked in various senior positions at a number of global organisations, including AXA Investment Managers, EY, and PwC. Pershing EMEA is renowned for its ability to support firms on their transformation journeys towards long-term, profitable growth.

Asset Management 52

Asset Management Investment Manager Collaboration Investment 52

The TRADE

MAY 15, 2024

Tradefeedr’s industry advisory board was established earlier this year and seeks to “collaborate with industry leaders to create a trading process that is more transparent and data driven” by bringing together established and knowledgeable market participants. It is currently comprised of 15 buy-side, 10 sell-side, and six platform members.

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Advisory Trading Investment Manager Collaboration 45

The TRADE

JULY 7, 2023

Cathay Life is expected to own a minority share of 16.75% of the share capital of Generali Investments Holding at closing, subject to customary closing adjustments. We also look forward to seeking new opportunities for further collaboration, including in the Asia Pacific.”

Asset Management 52

Asset Management Management Acquisitions Insurance 52

The TRADE

OCTOBER 2, 2024

In some cases, this shift of duties has reduced the buy-side’s reliance on sell-side expertise, allowing for greater autonomy in investment strategies. What I mean by that is, it’s really important for both sides to understand priorities,” says Ed Wicks, head of trading at Legal and General Investment Management (LGIM). “If

Trading 64

Trading Electronics Management Broker 64

Cooley M&A

JANUARY 23, 2024

Big pharma dominated life sciences M&A, with more than two-thirds (69%) of M&A investment coming from big pharma, compared to just 38% in 2022. Collaborate or buy?’ billion and Cerevel Therapeutics for $8.7 billion; Bristol Myer Squibb’s acquisition of RayzeBio for $4.1 billion, Mirati for $5.8 billion and Telavant for $7.1

M&A 52

M&A Mergers and Acquisitions Acquisitions Pharmaceutical 52

The TRADE

OCTOBER 9, 2024

The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. Historically, investment banking and trading was fairly wild and there was a lack of control generally in terms of the way banks managed traders, P&L and risk,” he adds.

Trading 59

Trading Bulge Bracket Asset Management Bank 59

The TRADE

OCTOBER 23, 2024

Moreover, algorithms help better understand the market, providing investment managers with valuable information to make more informed decisions. This setup ensures that both quants and investment managers learn from each other, potentially creating a new and more capable type of quantitative investment manager.

Risk Management 59

Risk Management Investment Manager Book-building Management 59

The TRADE

DECEMBER 9, 2024

The fund company manages funds in-house and in collaboration with other managers. By collaborating with Northern Trust and utilising their ITS platform, weve gained access to greater liquidity and scale, enabling us to drive growth and consistently surpass client expectations.”

Trading 64

Trading Asset Management Funds Collaboration 64

The TRADE

DECEMBER 24, 2024

In the investment management sector, the diversity of challenges allows us to identify some of the most promising applications of GenAI. These are likely to result from a collaborative approach between technologists and their end users including investment professionals, legal, compliance and finance teams, among others.

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Trading Risk Assessment Asset Management Management 119

The TRADE

JANUARY 21, 2025

Stephen Roche Saphyres automated system manages the onboarding and maintenance of custody, broker trading, and buy-side accounts, while ensuring real-time synchronisation of reference data across them. The synchronisation creates a centralised, up-to-date data source accessible to all authorised parties on the platform.

Broker 52

Broker Financial Institution Trading Investment Manager 52