The TRADE

DECEMBER 11, 2023

M&G Investments has led a $30 million Series B funding round for FCA-authorised digital asset derivatives venue GFO-X. Alongside the funding round, M&G Investment will join the board of Global Futures and Options Holdings.

Investment 52

Investment Funds M&A Trading 52

The TRADE

JANUARY 3, 2024

Decentralised finance (DeFi) and tokenisation represent a paradigm shift in financial services and there is widespread expectation that AI will bring improved capital efficiency and risk management. This experience will utilise advanced data tools to offer greater insight and enable better investment choices.

Trading 111

Trading Capital Market Capital Economics 111

Software Equity Group

MARCH 26, 2024

Main Capital has made 215 total investments since its founding, with current assets under management (AUM) of $2.37B and an active portfolio of 47 firms, with a median valuation of $10.25M. One of the oldest firms on this list, the Chicago-based firm with 122 professionals, has made 522 total investments since its founding in 1980.

Private Equity 52

Private Equity Equities Investment Portfolio 52

The TRADE

AUGUST 10, 2023

Glawgow-based Scott’s experience includes equity swaps, operational risk management, and business process optimisation. So far this year, Morgan Stanley has reported solid Q2 results despite declines in equities and fixed income investment banking activity, with net revenues of $13.5 billion in the same period last year.

Equities 52

Equities Risk Management Investment Banking Collaboration 52

Software Equity Group

AUGUST 20, 2024

This opens the door to significant investment and acquisition opportunities for SaaS companies from strategic buyers within and outside of the software industry. The software provides features for data sharing, email notifications, permission management, reminders, web and mobile interfaces, collaboration, and dashboards.

Investment 52

Investment Management Acquisitions Business 52

The TRADE

FEBRUARY 29, 2024

He added: “In capital markets, we are collaborating more extensively with Tradeweb, creating new avenues for growth. Our post-trade business is in the early phase of its next stage of growth, helping financial institutions manage risk and improve capital efficiency across the whole trading book.”

Trading 113

Trading Acquisitions Capital Market Book-building 113

The TRADE

AUGUST 22, 2024

The development will be used to support the commercial bank’s RMB cash bond market-making under Bond Connect and its USD interest rate swap (IRS) market-making in Hong Kong. The post China Minsheng Bank enhances market-making capabilities through adoption of Bloomberg sell-side solutions appeared first on The TRADE.

Bank 64

Bank Banking Trading Financial Market 64

The TRADE

OCTOBER 2, 2023

This is where a partnership with a firm like Cassini can come into its own because we see them as our equivalents in the collateral management and margin space.

Funds 64

Funds Shares Risk Management Trading 64

The TRADE

DECEMBER 27, 2023

Raquel Alves, global head of buy-side OMS, Bloomberg Buy-side firms are seeking partners that can support their entire investment book and in 2024 we expect they will increase efforts to consolidate vendors and prioritise providers that can offer a comprehensive front-to-back operating model.

Trading 69

Trading Investment Banking Electronics Investment 69

Sun Acquisitions

FEBRUARY 23, 2024

Financial transactions, whether buying a business , selling a property, or investing in a venture, can be complex and riddled with potential pitfalls. For buyers, they assess whether the asking price aligns with the actual worth of the investment. In these intricate financial landscapes, professional guidance becomes invaluable.

Broker 59

Broker Accountant Negotiation Financial Transaction 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. Collaboration needs to be impartial.

Trading 119

Trading S&P Collaboration M&A 119

Sun Acquisitions

AUGUST 2, 2024

The Importance of Modern Workplace Solutions The modern workplace is characterized by increased reliance on digital tools, remote working capabilities, and seamless collaboration technologies. This includes cloud-based platforms, remote collaboration tools, and cybersecurity solutions.

M&A 52

M&A Mergers and Acquisitions Collaboration Acquisitions 52

Wizenius

AUGUST 16, 2023

Private Equity (PE) often becomes the coveted next step for many investment bankers, promising new dimensions within the financial landscape. 1) Analyzing Deals: The routine of a PE expert involves extensive analysis of potential investment prospects. The goal is to ensure comprehensive evaluation before advancing further.

Private Equity 52

Private Equity Equities Investment Banking Financial Modeling 52

Devensoft

AUGUST 24, 2023

Unlike traditional external collaborations, where integration efforts may be outsourced or guided by external consultants, the internal integration model places the reins of control squarely within the capable hands of the organization itself. This blueprint serves as a roadmap for the entire integration journey.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

Sun Acquisitions

AUGUST 19, 2024

Diversifying financing sources can mitigate risks and provide greater flexibility. Companies can explore options like private equity investments, venture capital funding, mezzanine financing, and strategic partnerships.

M&A 59

M&A Finance Finance Economics 59

Sun Acquisitions

OCTOBER 17, 2024

Assessing cultural fit early on can help mitigate risks and ensure a smoother transition post-acquisition, enabling both organizations to collaborate effectively towards common goals. Are they investing in research and development? Mitigating these risks requires careful planning, due diligence, and risk management strategies.

M&A 59

M&A Acquisitions Mergers and Acquisitions Business 59

Peak Frameworks

OCTOBER 17, 2023

Enhanced Interdisciplinary Collaboration: Promotes collaboration between different departments. Understanding this can guide investment decisions. Risk management: A company's structure can be a proxy for its risk profile. A decentralized structure might imply a diversified risk, for instance.

Corporation 52

Corporation Finance Finance Management 52

Peak Frameworks

OCTOBER 17, 2023

Headwinds in finance are conditions or events that can impede economic growth or reduce the profitability of an investment. For example, during economic downturns, companies might freeze hiring or invest in automation to maintain productivity with fewer resources. How do Headwinds Work? How do Tailwinds Work?

Business 52

Business Economics Investors Investment 52

The TRADE

JANUARY 31, 2024

Head of the EMEA equities desk at the world’s largest asset manager, Paul Battams, oversees a highly talented team of 14 traders covering the scope of equities and equity derivatives execution for the entirety of BlackRock’s investment teams. They are team players that add ‘trader alpha’ to the investment process.

Equities 59

Equities Trading Collaboration Management 59

Peak Frameworks

OCTOBER 30, 2023

Commercial Banks: These cater to businesses, providing loans, treasury, and cash management services. Investment Banks: Institutions like Goldman Sachs and J.P. This can be trading on behalf of their clients (like when you buy a stock through a bank's brokerage service) or proprietary trading where banks invest their own money.

Bank 52

Bank Banking Proprietary Trading Investment Banking 52

Devensoft

AUGUST 22, 2023

Similarly, when companies from different geographic regions aim to collaborate, freelance modeling can cater to the complexities of cross-cultural integration. Rather than being absorbed into a standardized integration process, target companies become part of a dynamic collaboration that leverages their unique attributes.

M&A 52

M&A Business Mergers and Acquisitions Collaboration 52

How2Exit

FEBRUARY 23, 2023

An existing business may also be generating revenue and profits, which can provide a source of income and a return on investment. Techniques such as mirroring, labeling, and calibrated questioning can help to build rapport and establish a collaborative relationship. Using effective communication is also important.

Business 130

Business Negotiation DCF Acquisitions 130

Focus Investment Banking

MAY 20, 2024

The role of a senior advisor at FOCUS Investing Banking is to provide strategic advice and guidance to clients on various financial transactions. Senior advisors play a key role in client relationship management, strategic advisory, market research, networking, team collaboration and risk management.

M&A 52

M&A Mergers and Acquisitions IPO Financial Transaction 52

Sun Acquisitions

AUGUST 2, 2024

Companies should focus on fostering a collaborative culture, promoting knowledge sharing, and aligning organizational values to ensure smooth integration. Investment in Training and Development Acquiring advanced technologies is only the first step; ensuring that the workforce is skilled in using these technologies is equally important.

M&A 52

M&A Mergers and Acquisitions Acquisitions Corporation 52

Peak Frameworks

SEPTEMBER 11, 2023

Case in point: JP Morgan Chase utilized an OD strategy to manage the tumultuous transition during the 2008 financial crisis, demonstrating the potential of OD in the face of adversity. For example, investment banks often conduct rigorous interviews and assessments to identify candidates with strong analytical and problem-solving skills.

Financial Institution 52

Financial Institution Finance Finance Management 52

Focus Investment Banking

JANUARY 18, 2024

The role of a senior advisor at FOCUS Investing Banking is to provide strategic advice and guidance to clients on various financial transactions. Senior advisors play a key role in client relationship management, strategic advisory, market research, networking, team collaboration and risk management.

Sale 52

Sale Business M&A IT 52

Wall Street Mojo

JANUARY 15, 2024

The Chande Kroll Stop is a technical indicator identifying potential stop-loss levels for investors to mitigate risk in their investments. It also provides real-time market-based volatility, thereby aiding in mitigating risk and helping traders make informed decisions. What Is Chande Kroll Stop?

S&P 52

S&P IT Investors Investment 52

Razorpay

NOVEMBER 30, 2023

What can you expect from new technology advancements and collaborations if you are an NBFC? With customers going digital, NBFCs resisting investment in digital avenues of growth are bound to pay the price in the future. We’ll cover it all in this whitepaper. How top NBFCs are leveraging technology to stay competitive?

Accountant 52

Accountant Book-building Business Financial Services 52

Midaxo

APRIL 25, 2023

Allocate resources : Determine the resources needed to execute the acquisition strategy, including budget, personnel, and external advisors, such as investment bankers, lawyers, and consultants. This can be done through direct contact, intermediaries, or investment bankers.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

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

Lake Country Advisors

NOVEMBER 26, 2024

In this guide, we’ll explore why investing in a manufacturing business is viable and often a strategically sound decision. Understanding the Manufacturing Sector and Its Investment Potential Manufacturing is a broad and essential industry, producing everything from consumer goods to industrial equipment.

Manufacturing 59

Manufacturing Business Investment Profitability 59

The TRADE

MARCH 6, 2025

With this change, investors will have more options for ETPs linked to cryptocurrencies, all Euronext Clearings risk management capabilities help ensure compliance with regulatory standards for market participants. As of February 2025, Euronexts markets list and trade 156 cryptocurrency ETPs from multiple issuers.

Trading 72

Trading Risk Management Investors Collaboration 72

The TRADE

FEBRUARY 24, 2025

This integration will provide SimCorp clients with improved access to fixed income analytics including risk forecasting, sensitivity analysis, stress testing and factor-based decomposition of risk. This is another step toward enabling faster and more informed investment decisions.

Book-building 64

Book-building Risk Management Asset Management Debt 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.

Trading 119

Trading Risk Assessment Asset Management Management 119

The TRADE

DECEMBER 17, 2024

Otherwise, focus must be on making equities markets more transparent and less bilateral to attract international investment and prevent further primary issuance leaving these shores. Investors have learnt that they need to expect the unexpected, which is why liquidity risk management practices are now so important.

Trading 59

Trading Equities Electronics IPO 59