The TRADE

DECEMBER 6, 2023

Market data provider big xyt has launched its new portfolio liquidity analysis solution, developed in partnership with Baillie Gifford, to address dilution levy guidance impacting the buy-side. The new solution provides buy-side firms with an independent view of the liquidity of equity portfolios by using market data.

Portfolio 59

Portfolio Investment Manager Trading Management 59

The TRADE

OCTOBER 25, 2023

This will build upon their existing collaboration on benchmark pricing for UK gilt and European government bonds, with the goal of delivering robust, algorithmic and reliable pricing. The pair aim to offer improved pricing across a wider range of fixed income securities, which FTSE Russell will administer as benchmarks.

Trading 111

Trading Collaboration Electronics Government 111

How2Exit

JULY 3, 2023

rn Sam believes in acquiring complementary businesses within the HVAC industry to create a portfolio that can collaborate and share resources. He recognized the value of collaboration and the benefits of having a diverse group of individuals with different backgrounds and expertise.

Corporation 130

Corporation Acquisitions Collaboration Business 130

Sun Acquisitions

MAY 3, 2024

Such strategic mergers are not just about expanding service portfolios; they’re about redefining the value proposition to clients by integrating cutting-edge designs and techniques into their projects. Enhanced Brand Reputation: Collaborating with firms known for creativity and innovation can enhance a company’s brand reputation.

Portfolio 52

Portfolio Mergers and Acquisitions Acquisitions Broker 52

The TRADE

NOVEMBER 22, 2023

. “In today’s complex and fast-paced investment landscape, real-time performance attribution can provide transparency and clarity regarding the drivers of financial returns, particularly in portfolio construction and active risk management,” said Lars Ole Hansen, global product manager at SimCorp.

Investment 111

Investment Investment Manager Portfolio Management Management 111

The TRADE

JUNE 7, 2024

Our team works in close collaboration with portfolio managers, understanding portfolio construction and the underlying benchmark (e.g. Our team works in close collaboration with portfolio managers, understanding portfolio construction and the underlying benchmark (e.g.

Portfolio Management 105

Portfolio Management Trading Portfolio Collaboration 105

The TRADE

APRIL 3, 2024

Specifically, TD is set to enhance and further innovate banking experiences for clients through adding Google Cloud services to its portfolio of technology solutions. Google Cloud’s capabilities have helped us grow TDSAT’s trading volumes and portfolio size, and optimally serve our global clients.

Engineering 64

Engineering Collaboration Portfolio Securities 64

How2Exit

JANUARY 8, 2024

He was able to break free from the constraints of the corporate world, become his own boss, and build a portfolio of businesses that aligned with his passions and expertise. However, it is important to note that the journey to building a portfolio of successful businesses is not without its challenges.

Acquisitions 130

Acquisitions Engineering Business Portfolio 130

Midaxo

JANUARY 25, 2023

The goal of this approach is often to build a portfolio of companies that can be integrated and managed as a single entity, with the aim of generating value through cost synergies and operational improvements. One key difference between these two approaches is the level of risk involved. How Can I Create a Realistic Deal Thesis?

M&A 130

M&A Private Equity Acquisitions Corporation 130

The TRADE

APRIL 5, 2024

As part of the deal two Rothschild portfolio managers – Cristina Jarrin and Mikael Dauvert – will move to Ellipsis AM. Ellipsis AM’s convertible team currently comprises of four portfolio managers, with each one performing the role of trader alongside acting as portfolio manager.

Asset Management 64

Asset Management Portfolio Management Business Management 64

Global Newswire by Notified: M&A

SEPTEMBER 9, 2024

Progress adds SaaS-native, AI-powered, document-centric collaboration platform to its robust enterprise software portfolio.

Collaboration 40

Collaboration Portfolio IT 40

Global Banking & Finance

OCTOBER 24, 2023

Nuant Boosts Digital Assets Platform with MSCI Datonomy™ Capabilities: Pioneering a New Chapter in Digital Asset Sector Classification Zug, Switzerland, October 24th, 2023, Chainwire Nuant, a leader in Digital Asset Portfolio Management Systems, is pleased to announce its collaboration with MSCI Inc.,

Portfolio Management 52

Portfolio Management Collaboration Portfolio Management 52

Accenture Capital Markets

SEPTEMBER 5, 2023

Cross-departmental collaboration. However, institutional investors typically have departments which are smaller—and therefore inter-departmental collaboration is key. To overcome these challenges, the institutional investors who are most successful with RPA typically base their programs on three pillars: 1. Effective process selection.

Investors 88

Investors Financial Services Insurance Investment 88

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 19, 2024

Miami International Holdings (MIH) and Bloomberg Index Services have entered into a licensing agreement to develop a suite of index futures, options on futures, and cash options products.

Collaboration 59

Collaboration Equities Asset Management Trading 59

The TRADE

MARCH 18, 2024

Synthetic products are vital for efficient capital deployment and portfolio utilisation, and BTRFs represent a paradigm-shifting innovation layering exchange benefits onto this model.

Finance 69

Finance Finance Portfolio Trading 69

Sun Acquisitions

NOVEMBER 1, 2024

Actionable Insight: Evaluate the target company’s R&D initiatives and intellectual property portfolio. Prioritize retaining key employees and fostering a culture of collaboration and innovation. The ability to rapidly develop and bring new products to market can provide a competitive edge.

Mergers 59

Mergers Mergers and Acquisitions Business Acquisitions 59

The TRADE

MAY 22, 2024

The move from Santander Asset Management emphasises the growing trend towards listed FX business, in which market participants are utilising listed FX derivatives to hedge their portfolio performance. “By In addition, Santander has stated plans to establish FX options business at Eurex.

Asset Management 69

Asset Management Management Business Trading 69

The TRADE

JUNE 27, 2023

Users are able to manage their risk across their IRS portfolios during regularly scheduled risk netting sessions in 3m/6m, €STR/EURIBOR, and Eurex/LCH basis.

Trading 59

Trading Portfolio Electronics Collaboration 59

Beyond M&A

OCTOBER 2, 2023

This is particularly impactful on junior investors who have put considerable effort into vetting a potential addition to their portfolio, only to find their work was in vain. Through this collaborative method, we don’t just point out flaws; we work together to fix them.

Investors 147

Investors Corporate Finance Investment M&A 147

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

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. RBC has appointed Guy Chalkley as managing director, UK flow rates sales, according to an internal memo seen by The TRADE. Before joining RBC, Chalkley spent 11 years at NatWest Markets.

Sale 64

Sale Management Portfolio Management Trading 64

The TRADE

AUGUST 30, 2024

How do the traders and portfolio managers interact at Comgest? Every time we execute it’s stored in a database where the portfolio managers (PM) have access as well so they can see themselves how trades have gone. Has this collaborative always been the case? What has influenced this set-up?

Portfolio Management 59

Portfolio Management Trading Collaboration Portfolio 59

The TRADE

AUGUST 5, 2024

As part of the role, Patel will hold responsibility for distributing global rates product, alongside collaborating closely with global trading teams, internal partners in DCM, syndicate, and sales to execute strategy and drive growth. Initially during her tenure at BNY Mellon, she served as an assistant portfolio manager, fixed income.

Capital Market 64

Capital Market Investment Capital Portfolio Management 64

How2Exit

OCTOBER 21, 2024

The discussion delves into Nicholas's investment philosophy and approach to building a diverse portfolio within his hold company. Diverse Venture Portfolio: Nicholas's holdco spans industries from crypto to healthcare, showcasing the value of diversified investments.

Mergers and Acquisitions 130

Mergers and Acquisitions Acquisitions Healthcare Business 130

Benchmark International

JULY 3, 2023

SWIS is a care provider that collaborates with local authorities and educational institutions to provide young people with support and intervention programmes tailored to each individual’s personal needs.

Healthcare 52

Healthcare Education Collaboration Portfolio 52

Peak Frameworks

SEPTEMBER 11, 2023

It examines five key areas: Company, Customers, Competitors, Collaborators, and Climate. Collaborators This component recognizes the significance of external entities that collaborate with the company. Collaborator Analysis Collaborators can significantly influence a company's success.

Collaboration 52

Collaboration Private Equity Investment Banking Finance 52

OfficeHours

AUGUST 9, 2023

You must be able to consider long-term goals, assess risk, and craft plans to enhance the value of portfolio companies. Collaborative skills are crucial for effective teamwork and achieving common objectives, and given the long hours, “fit” is important as well. Attention to detail is crucial, as mistakes can be costly.

Private Equity 130

Private Equity Equities Investment Banking Investment 130

OfficeHours

AUGUST 20, 2023

You must be able to consider long-term goals, assess risk, and craft plans to enhance the value of portfolio companies. Collaborative Skills and “Fit” Collaborative skills are crucial for effective teamwork and achieving common objectives, and given the long hours, “fit” is important as well.

Private Equity 130

Private Equity Equities Investment Banking Finance 130

Sun Acquisitions

SEPTEMBER 30, 2024

Intellectual Property Portfolio While tangible assets such as property and equipment are typically factored into valuation models, the value of your intellectual property (IP) portfolio is often underestimated. Conduct a comprehensive audit of your IP portfolio, highlighting its breadth, depth, and potential for future monetization.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

Sun Acquisitions

FEBRUARY 6, 2023

continues their goal of acquiring and integrating leading medical aesthetics clinics, enabling medical professionals in their subsidiaries to achieve personal and professional goals while creating world-class customer experiences by networking support, collaboration, and community.

Sale 52

Sale Acquisitions Mergers and Acquisitions Medical 52

The TRADE

AUGUST 15, 2023

By partnering with us, Goldman Sachs is expanding the credit clearing opportunities available to its clients, enabling them to reduce credit portfolio risk and capital, and benefit from margin offsets and operational efficiencies,” said LCH in a statement. Europe-based CDSClear allows users to cross-margin European and US products. “As

Broker 52

Broker Portfolio Capital Trading 52

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.

Trading 59

Trading Equities Portfolio Management Portfolio 59

MergersCorp M&A International

FEBRUARY 22, 2024

By offering corporate restructuring as part of its service portfolio, MergersCorp aims to streamline the M&A process, mitigate risks, and maximize the potential for successful outcomes. In many cases, corporate restructuring involves optimizing a company’s product portfolio to align with its strategic objectives.

M&A 52

M&A Corporation Mergers and Acquisitions Portfolio 52

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.”

Risk Management 59

Risk Management Banking Bank Trading 59

The TRADE

JANUARY 22, 2025

We all sit together in our headquarters, and we emphasise collaboration. There’s a very healthy dialogue at all times at both the portfolio-level and the position-level. Each investment professional is responsible for covering their respective sub-sectors across public and private markets.

Funds 59

Funds Capital Capital Market S&P 59

The TRADE

JUNE 12, 2023

While the best relationships have always been collaborative, I would say the developments in analytic capabilities have certainly changed some of the conversations the buy- and sell-side have. What challenges are you seeing given the current liquidity fragmentation, and what steps are you taking to meet them?

Collaboration 59

Collaboration Trading Investors Broker 59