The TRADE

DECEMBER 5, 2023

BTON Financial is a cloud-based, AI, and data-driven Software as a Service (SaaS) solution developed to aid buy-side trading desks with reducing costs while still increasing performance. The post FlexTrade and BTON Financial deliver AI-powered trading automation solution appeared first on The TRADE.

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The TRADE

JUNE 7, 2024

How would you describe the dynamic of the trading desk [at State Street Global Advisors]? Our team works in close collaboration with portfolio managers, understanding portfolio construction and the underlying benchmark (e.g. What are the main topics the fixed income trading team are focused on? But who knows!

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The TRADE

JUNE 2, 2023

Edouard Petitcollot Candriam has overhauled its global trading structure in a bid to refocus its attention on more complex and high touch trading strategies, The TRADE can reveal. Edouard Petitcollot will lead the operation as global head of trading. High touch trading can be renewed.

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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.

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The TRADE

DECEMBER 27, 2023

Kerim Acanal, global head of emerging markets, Tradeweb The request-for-market (RFM) protocol will continue to be the next frontier for electronic trading in emerging markets. In today’s ever-changing financial landscape, RFM allows clients to not reveal the direction of the trade, therefore minimising the footprint of their transaction.

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The TRADE

NOVEMBER 9, 2023

Christoph Hock, head of multi-asset trading at Union Investment, accepted the Lifetime Achievement Award at The TRADE’s Leaders in Trading 2023 gala awards ceremony last night. The TRADE would like to extend its congratulations to Hock for his long-standing commitment and service to the industry.

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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.

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The TRADE

OCTOBER 9, 2024

The London-based trading team at Ninety One has a very particular set of skills. The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. Ninety One’s trading team consists of 17 globally with six – soon to be seven – based in London.

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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 Backed by Deutsche Bank, the asset manager traded the first FX options block trade ever at Eurex. “In

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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.

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The TRADE

MARCH 18, 2024

Randolf Roth The tie-up will enable interoperability between Wematch’s total return swaps (TRS) module, which automates trade matching and collateral optimisation, with Eurex’s BTRF products. The post Eurex partners with Wematch.live on basket total return futures appeared first on The TRADE.

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The TRADE

SEPTEMBER 19, 2024

In the first instance, MIH will offer several equity index products to be exclusively listed and traded on MIH’s exchanges, subject to regulatory approval. The post Miami International Holdings and Bloomberg unveil index licensing agreement appeared first on The TRADE.

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The TRADE

JUNE 27, 2023

European electronic fixed income platform MTS and fintech Wematch.live have run their first session of The MTS Swaps Risk Netting Service – their session-based trading functionality for interest rate swaps (IRS). The post MTS and Wematch launch new risk netting service for interest rate swaps appeared first on The TRADE.

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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.

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The TRADE

SEPTEMBER 6, 2023

RBC has appointed Guy Chalkley as managing director, UK flow rates sales, according to an internal memo seen by The TRADE. Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. Before joining RBC, Chalkley spent 11 years at NatWest Markets.

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The TRADE

AUGUST 5, 2024

Jamie McKenna was appointed vice president, senior global equity trader at State Street Global Advisors (SSGA) following almost two decades at GMO trading. Boston-based McKenna joined GMO in 2004 as a pricing analyst, and most recently worked in a multi-asset trading role for 15 years.

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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. billion in its assets under management for 2023.

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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?

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The TRADE

JANUARY 22, 2025

What has your journey to the trading desk been like? 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. My day may range from trading liquid US stocks to more illiquid European names.

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The TRADE

OCTOBER 3, 2023

LCH – part of the post-trade division of London Stock Exchange Group – has announced that UOB (United Overseas Bank) has joined both LCH SwapClear and LCH ForexClear as a direct clearing member. The post UOB goes live as clearing member for LCH appeared first on The TRADE.

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The TRADE

AUGUST 15, 2023

LCH – part of the post-trade division of London Stock Exchange Group – has announced that Goldman Sachs International and Goldman Sachs Bank Europe SE have gone live as clearing brokers at CDSClear at it continues to expand its network. “By The post Goldman Sachs goes live as clearing broker for LCH appeared first on The TRADE.

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The TRADE

OCTOBER 2, 2023

TS Imagine and Cassini Systems have today entered a strategic partnership, with Cassini’s intelligent analytics across over the counter (OTC) and exchange traded derivatives (ETD) products now available via TS Imagine’s offering, The TRADE can reveal.

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The TRADE

MARCH 26, 2024

Where is there still room for innovation and improvement in restricted currency trading in order to make execution more efficient? How can the buy- and sell-side best collaborate to make this innovation possible? Here is where the future for restricted currency trading looks very bright!

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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. With this data we can then encourage other investors to work with the trading team on execution strategies.

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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. ” The post M&G Investments leads $30 million Series B funding round for GFO-X appeared first on The TRADE.

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The TRADE

OCTOBER 2, 2024

Traditional boundaries are blurring as tools such as artificial intelligence, blockchain, and data analytics are disintermediating conventional trading workflows and enabling more efficient engagements. Relationships between the buy- and sell-side are evolving, with roles and responsibilities changing to accommodate new workflow behaviours.

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OfficeHours

AUGUST 9, 2023

Private equity involves investing capital directly into private businesses that are not publicly traded on stock exchanges (that would be a hedge fund). You must be able to consider long-term goals, assess risk, and craft plans to enhance the value of portfolio companies. Attention to detail is crucial, as mistakes can be costly.

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OfficeHours

AUGUST 20, 2023

Private equity involves investing capital directly into private businesses that are not publicly traded on stock exchanges (that would be a hedge fund). You must be able to consider long-term goals, assess risk, and craft plans to enhance the value of portfolio companies. Fill out our App here for a FREE Coaching Call 2.

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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.

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The TRADE

MAY 1, 2024

We see this evidenced, for example, in their use of our data science solutions that allow them to digitize their investment processes, or combine trade data with behavioural science to identify decision patterns over time.

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How2Exit

JULY 22, 2024

Conner has a diverse background in traditional investments, having worked with various investment firms managing portfolios, trading, and offering wealth management services since 2016. For industries less active online, other methods, such as attending trade shows and leveraging local networks, become vital.

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The TRADE

JULY 24, 2023

Werner Eppacher has spent the entirety of his two-decade financial career with German asset manager DWS Group, catching his first glimpse of a trading floor as an intern for Deutsche Bank in 2003. “A He missed the energy that first drew him to trading and so, when the chance came to move closer to the execution side of things, he took it.

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The TRADE

JUNE 21, 2024

A collective effort Looking at the key takeaways, Gensler stressed that the settlement transition requires market collaboration. It’s also a global effort.” “When we proposed the rule in February 2022, only about two-thirds (68%) of transactions were being affirmed on trade day.

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The TRADE

AUGUST 18, 2023

In RFQ, clients ask liquidity providers to show a bid or an offer, and their direction is disclosed to participants, but in RFM, the direction of the trade is not specified. So, when markets get a little trickier to execute in, then RFM tends to be more preeminent as a trading mechanism. On the sell-side we have also seen an evolution.

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Peak Frameworks

OCTOBER 17, 2023

Geopolitical Uncertainties Events such as elections, referendums, wars, or trade tensions can significantly influence economic conditions. Brexit , for example, has had prolonged implications for businesses, creating uncertainties around trade agreements, currency values, and regional economic policies.

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Cooley M&A

JANUARY 25, 2023

Novartis announced plans to spin off its generics and biosimilars division into a publicly traded stand-alone company. Antitrust scrutiny on the life sciences industry looms over deal activity Life sciences, particularly pharmaceutical and medical devices companies, remains a focus of the antitrust agencies.

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Peak Frameworks

SEPTEMBER 19, 2023

Here, the aim is to track the performance of portfolio companies and ensure they are operating at peak efficiency. Best Practices in Budgeting Consistency, collaboration, and flexibility are hallmarks of successful budgeting. The focus shifts toward a thorough Performance Analysis.

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