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

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. Cyber security will remain a top priority to ensure the industry has defence mechanisms to safeguard sensitive data.

Trading 111

Trading Capital Market Capital Economics 111

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

MAY 29, 2024

In a joint letter, the CEOs of the three organisations said: “Ultimately, we believe that industry collaboration is not only the most expedient way but also the most effective way to build a robust global digital assets ecosystem. We are committed to not just working together but to moving forward with a purpose.

Architecture 64

Architecture Trading Securities Risk Management 64

Sun Acquisitions

FEBRUARY 23, 2024

Budgeting and Forecasting: They assist in creating post-acquisition budgets and forecasts , which are crucial for financial planning and risk management. Risk Assessment: Accountants identify potential financial risks and recommend strategies to mitigate them.

Broker 59

Broker Accountant Negotiation Financial Transaction 59

Sun Acquisitions

AUGUST 19, 2024

These alternative sources of capital can offer innovative structures tailored to specific deal requirements, helping companies secure funding even when traditional lenders are conservative. By aligning incentives and sharing risks, earn-out agreements can facilitate deal completion in turbulent times.

M&A 59

M&A Finance Finance Economics 59

Devensoft

AUGUST 24, 2023

Mastering Operations, Cross-Selling, and Cost Efficiencies for Maximizing Value from Integrated Ventures The Power of Synergy and Value Creation Amidst the dynamic and fiercely competitive modern business arena, corporations continually strive to secure a distinct market advantage while fostering expansion.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

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. Businesses are seeking IT solutions that enable flexible work environments, enhance productivity, and ensure robust security.

M&A 52

M&A Mergers and Acquisitions Collaboration Acquisitions 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

Razorpay

JULY 24, 2024

In today’s competitive landscape, secure payment processing is paramount for businesses. This process establishes an efficient and compliant payment system, improving customer trust, reducing fraud risks, and smoothening transactions. This process is critical for security and compliance. What is Merchant Onboarding?

IT 40

IT Business Risk Assessment Risk Management 40

Sun Acquisitions

MAY 31, 2024

A well-thought-out IT integration strategy is crucial for minimizing downtime, streamlining operations, and ensuring data security. IT teams should collaborate closely to integrate systems seamlessly, and potential challenges should be identified and addressed early in the process.

Mergers 45

Mergers Mergers and Acquisitions Risk Management M&A 45

Wizenius

AUGUST 16, 2023

4) Value Creation: After successfully securing an investment, the emphasis shifts to unlocking value within the portfolio company. This phase involves seamless collaboration with legal experts, accountants, and other professionals to execute exit strategies, which may involve divestiture or taking the company public through an IPO.

Private Equity 52

Private Equity Equities Investment Banking Financial Models 52

Software Equity Group

MARCH 26, 2024

Vista is a significant player in SaaS, having made five investments in 2023 in companies like Duck Creek Technologies, a core systems provider for the insurance industry, subscription management analytics firm TRG Screen, and integrated payments platform EngageSmart. The firm has made 878 total investments since inception.

Private Equity 52

Private Equity Equities Investment Portfolio 52

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 52

Accountant Book-building Business Financial Services 52

How2Exit

FEBRUARY 23, 2023

Techniques such as mirroring, labeling, and calibrated questioning can help to build rapport and establish a collaborative relationship. This is the process of reviewing and evaluating a company's operations, processes, and systems in order to assess its efficiency, effectiveness, and risk profile.

Business 130

Business Negotiation DCF Acquisitions 130

Wall Street Mojo

JANUARY 15, 2024

It is helpful in every asset type, from commodities, securities, currencies, derivatives, and financial markets. The gap between both lines is derived from the underlying security’s volatility using the average true range. Ensures that stop loss is set at appropriate distances from current security prices.

S&P 52

S&P IT Investors Investment 52

Peak Frameworks

OCTOBER 30, 2023

Investment Banking Activities Investment banks have a dual role; they provide advisory services to corporations and governments and raise capital by issuing and selling securities in the capital markets. Banks that once relied heavily on brick-and-mortar operations are now collaborating with tech giants like Apple to launch credit products.

Banking 52

Banking Bank Proprietary Trading Investment Banking 52

Software Equity Group

AUGUST 20, 2024

The software provides features for data sharing, email notifications, permission management, reminders, web and mobile interfaces, collaboration, and dashboards. Splunk’s software enables business intelligence, predictive analytics, monitoring, and management of applications, IT operations, and security.

Investment 52

Investment Management Acquisitions Business 52

Midaxo

APRIL 25, 2023

Vertical mergers: Acquiring companies along your supply chain to secure resources or distribution channels. Conglomerate mergers: Acquiring companies in unrelated industries to diversify your company’s portfolio or reduce risk. Assess the potential risks or challenges associated with integrating the two companies.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

The TRADE

OCTOBER 23, 2024

Creating an in-house execution platform also enables you to establish a high-standard risk management and governance framework tailored to your organisation’s needs. This involves addressing several risk management, security and architectural challenges.

Risk Management 59

Risk Management Investment Manager Book-building Management 59

The TRADE

FEBRUARY 13, 2025

GLMX Technologies and FlexTrade Systems have unveiled a collaboration which will see their mutual clients better manage their repo workflow and execution between their respective platforms. By partnering with FlexTrade, we aim to support our clients trading, risk management, and operational resilience efforts globally.

Collaboration 64

Collaboration Trading Risk Management Asset Management 64

The TRADE

APRIL 24, 2025

Clear Street has expanded its 24/6 trading capabilities to enable greater overnight access through a collaboration with OTC Markets Group. The move is designed to give Clear Street clients access multiple overnight trading venues, enabling greater price discovery and liquidity through overnight sessions.

Trading 52

Trading Collaboration Corporation Equities 52

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

Yield Book products provide analytical insight into financial products in the fixed income sphere, including government and corporate bonds, US municipal bonds, mortgages and asset-backed securities and derivatives.

Book-building 64

Book-building Risk Management Asset Management Debt 64

The TRADE

FEBRUARY 25, 2025

Bringing the benefits of cross-margining to the end-user is a critical step in enhancing capital efficiencies across US Treasury market participants, said Laura Klimpel, managing director and head of DTCCs fixed income and financing solutions.

Accountant 64

Accountant Trading Capital Risk Management 64

Lake Country Advisors

NOVEMBER 26, 2024

Manufacturing’s steady demand, often less affected by rapid economic shifts, makes it an appealing option for securing capital investments. Investment Process and Risk Management Investing in a manufacturing business requires a careful, structured approach that includes due diligence and proactive risk management.

Manufacturing 59

Manufacturing Business Investment Profitability 59

Razorpay

FEBRUARY 18, 2025

Credit Cards Credit cards offer a convenient way to manage B2B payments, especially for short-term expenses. Virtual credit cards add a layer of security, reducing fraud risks in digital transactions. This streamlines your accounting processes, making financial management more efficient and transparent.

Accountant 40

Accountant Management Business Bank 40

The TRADE

DECEMBER 17, 2024

James Baugh, managing director, head of European market structure, TD Securities Market consolidation versus liquidity fragmentation will be a point of discussion into next year. 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

Razorpay

APRIL 10, 2025

In this new landscape, insurers and merchants must go beyond business-as-usual, rebuilding trust through robust risk frameworks, regulatory alignment, and secure digital systems. At Razorpay, were committed to helping insurers build secure and compliant systems that protect both businesses and policyholders.

Insurance 52

Insurance Securities Business Collaboration 52