Collaboration, Portfolio and Risk Management

BNY and BlackRock collaborate on front-to-back mandate with AIA

The TRADE

JULY 12, 2024

We are also excited to continue our ongoing collaborative work with BlackRock, to deliver best-in-class solutions for our mutual clients.” Headquartered in Hong Kong, AIA Group has a presence in 18 markets across Asia – and has total assets of $286 billion as of 31 December 2023.

Collaboration

Collaboration Investment Insurance Portfolio

SimCorp launches real-time performance solution through new Investment Analytics Platform

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

Investment Investment Manager Portfolio Management Management

AllianceBernstein names first-ever chief artificial intelligence officer

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

Portfolio Management Risk Management Financial Services Collaboration

TS Imagine and Cassini Systems announce partnership as firms seek to increase market share in the hedge fund and prime brokerage space

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

Funds Shares Risk Management Trading

UOB goes live as clearing member for LCH

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

Risk Management Bank Banking Trading

Conscious usage of TCA: Making trade analytics more actionable

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

Trading S&P Collaboration M&A

M&G Investments leads $30 million Series B funding round for GFO-X

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

Investment Funds M&A Trading

Our List of 10 Private Equity Firms Investing in Software to Watch

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 employs 93 professionals.

Private Equity

Private Equity Equities Investment Portfolio

Enhancing Customer Retention in MSPs through M&A: Acquiring Firms with Modern Workplace Solutions

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

M&A Mergers and Acquisitions Collaboration Acquisitions

Unleashing Synergy: A Guide to Strategic Integration and Value Amplification for Internal Business Groups

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

Business Collaboration Mergers and Acquisitions Management

The TRADE predictions series 2024: Front-to-back technological enhancements

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

Trading Investment Banking Electronics Investment

How does a job in Private Equity look like?

Wizenius

AUGUST 16, 2023

4) Value Creation: After successfully securing an investment, the emphasis shifts to unlocking value within the portfolio company. This phase delves into identifying external growth drivers and internal synergies that could arise from merging portfolio companies, ultimately boosting valuations.

Private Equity

Private Equity Equities Investment Banking Financial Models

Beyond Traditional M&A: The Impact of Freelance Modeling on Modern Business Integration

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. While traditional strategies might focus solely on product portfolio alignment, freelance modeling considers the potential for cross-disciplinary innovation.

M&A

M&A Business Mergers and Acquisitions Collaboration

Corporate Structures: Definition, Types, Importance

Peak Frameworks

OCTOBER 17, 2023

Enhanced Interdisciplinary Collaboration: Promotes collaboration between different departments. Amazon with its expansive service portfolio, ranging from e-commerce to cloud computing, employs a hybrid structure, allowing it to maintain efficiency at scale. A decentralized structure might imply a diversified risk, for instance.

Corporation

Corporation Finance Finance Management

M&A as a Pathway to Technological Advancement in Paving

Sun Acquisitions

AUGUST 2, 2024

By acquiring a company with expertise in these materials, a paving firm can diversify its material portfolio, offering clients more durable and sustainable paving solutions. Companies should focus on fostering a collaborative culture, promoting knowledge sharing, and aligning organizational values to ensure smooth integration.

M&A

M&A Mergers and Acquisitions Acquisitions Corporation

What are Headwinds vs. Tailwinds in Business?

Peak Frameworks

OCTOBER 17, 2023

Positive Geopolitical Events Peace treaties, trade agreements, or collaborative international projects can foster economic growth. Importance of Risk Management in the Face of Headwinds With potential headwinds identified, investors can adopt strategies to mitigate risks.

Business

Business Economics Investors Investment

Competing and Thriving: NBFC’s Digital Mastery Blueprint for the Next 5 Years

Razorpay

NOVEMBER 30, 2023

What can you expect from new technology advancements and collaborations if you are an NBFC? The NBFC-Fintech collaboration NBFCs are strategically investing in new technologies and establishing partnerships with financial institutions and FinTech companies. We’ll cover it all in this whitepaper. Data storage and data localization.

Accountant

Accountant Book-building Business Financial Services

Meet the Top Strategic Buyers Investing in SaaS

Software Equity Group

AUGUST 20, 2024

Top Strategic Buyers Investing in SaaS Valsoft Corporation Valsoft is a holding company for a diverse portfolio of software and related technology services and currently employs 2,000 employees. The group includes public strategic, private strategic, and PE-backed strategic buyers.

Investment

Investment Management Acquisitions Business

Creating an M&A Playbook with ChatGPT as Your Consultant

Midaxo

APRIL 25, 2023

Customer base: Consider companies with a customer base that complements or expands your company’s existing client portfolio. Conglomerate mergers: Acquiring companies in unrelated industries to diversify your company’s portfolio or reduce risk. Evaluate the feasibility and timeline for realizing these synergies.

M&A

M&A Consulting Mergers and Acquisitions Valuation

The TRADE predictions series 2025: Artificial intelligence

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

Trading Risk Assessment Asset Management Management

SimCorp and Yield Book partner on analytics suite integration

The TRADE

FEBRUARY 24, 2025

SimCorp has entered into a strategic partnership with LSEGs SaaS platform, Yield Book, to integrate the offering into its Axioma Risk analytics suite.

Book-building

Book-building Risk Management Asset Management Debt

Investment Banking Today

BNY and BlackRock collaborate on front-to-back mandate with AIA

SimCorp launches real-time performance solution through new Investment Analytics Platform

Trending Sources

AllianceBernstein names first-ever chief artificial intelligence officer

TS Imagine and Cassini Systems announce partnership as firms seek to increase market share in the hedge fund and prime brokerage space

UOB goes live as clearing member for LCH

Conscious usage of TCA: Making trade analytics more actionable

M&G Investments leads $30 million Series B funding round for GFO-X

Our List of 10 Private Equity Firms Investing in Software to Watch

Enhancing Customer Retention in MSPs through M&A: Acquiring Firms with Modern Workplace Solutions

Unleashing Synergy: A Guide to Strategic Integration and Value Amplification for Internal Business Groups

The TRADE predictions series 2024: Front-to-back technological enhancements

How does a job in Private Equity look like?

Beyond Traditional M&A: The Impact of Freelance Modeling on Modern Business Integration

Corporate Structures: Definition, Types, Importance

M&A as a Pathway to Technological Advancement in Paving

What are Headwinds vs. Tailwinds in Business?

Competing and Thriving: NBFC’s Digital Mastery Blueprint for the Next 5 Years

Meet the Top Strategic Buyers Investing in SaaS

Creating an M&A Playbook with ChatGPT as Your Consultant

The TRADE predictions series 2025: Artificial intelligence

SimCorp and Yield Book partner on analytics suite integration

Stay Connected