The TRADE

APRIL 17, 2024

London-based fintech C8 Technologies is set to launch an FX hedging platform which employs systemic trading models to help businesses manage their currency exposures. Jonathan Webb, former head of FX strategy at Jefferies, manages the C8 Hedge platform.

Portfolio 64

Portfolio Management Funds Portfolio Management 64

Razorpay

AUGUST 9, 2023

Huge corporations have investment banks. Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. It can also provide advice and assistance in areas such as financial management, corporate strategy and risk management.

Bank 52

Bank Banking Business Underwriting 52

Peak Frameworks

MAY 17, 2023

Consider you have ten potential investment opportunities, and you want to diversify your portfolio by selecting three. Using the combination formula , you can calculate the number of different possible portfolios as follows: 10! / (3!(10 10 - 3)!) = 120 different portfolios. Consider an investor with a portfolio of 15 stocks.

Finance 52

Finance Finance Portfolio Management Portfolio 52

OfficeHours

JUNE 12, 2023

Through a private equity internship, you will be exposed to high-stakes, complex financial transactions and gain valuable experience in investment analysis, deal structuring, and portfolio management. Securing an internship in private equity can be challenging due to the competitive nature of the industry.

Private Equity 147

Private Equity Equities Investment Valuation 147

The TRADE

JUNE 29, 2023

Following its addition, the bank will distribute axes for investment grade and high yield corporate credit. This has been a client driven addition, as buy-side traders and portfolio managers continue to ask for high quality data from liquidity providers such as Mizuho.”

Portfolio Management 52

Portfolio Management Management Portfolio Sale 52

The TRADE

JULY 10, 2024

The platform is managed by Jonathan Webb, who previously served as head of FX strategy at Jefferies. He has also worked as a FX portfolio manager/proprietary trader at banks and hedge funds, including HSBC, Credit Suisse and Bank of America. “At

Profitable Return 64

Profitable Return Portfolio Management Economics Trading 64

The TRADE

JULY 24, 2023

According to an update on his social media, Rutherford is departing the investment management industry after 35 years to take on a more active role in Smartframe Technologies, a venture which he has been chairman of for six years. Smartframe uses streaming technology to offer better control around publishing images online. “I

Investment Manager 52

Investment Manager Management Investment Portfolio Management 52

The TRADE

AUGUST 18, 2023

Most recently, Chia was head of business integration & portfolio management, technology and prior to this, worked as head of commodities specialists and execution/clearing specialists.

Equities 40

Equities Sale Portfolio Management Trading 40

Mergers and Inquisitions

NOVEMBER 15, 2023

Specialized Pathways: For the Level III exam, you can focus on portfolio management, private wealth, or private markets. For example, they won’t ask about quantitative methods, derivatives, or portfolio management in a standard investment banking interview.

CFA 59

CFA Investment Banking Bank Banking 59

The TRADE

AUGUST 21, 2023

Most recently, Chia was head of business integration and portfolio management, technology and prior to this, worked as head of commodities specialists and execution/clearing specialists. The post People Moves Monday: Clear Street, Trading Technologies and more… appeared first on The TRADE.

Trading 52

Trading Electronics Sale Equities 52

The TRADE

NOVEMBER 27, 2023

She has been with State Street since 2000, beginning as a relationship manager. As head of State Street Global Advisors Europe – her current role – she is responsible for the firm’s EU-based portfolio management, distribution, product development, fund management and operations.

Equities 64

Equities Trading Electronics Investment Banking 64

The TRADE

OCTOBER 26, 2023

While traders don’t have the authority to load up trades, outside of execution they are expected to collaborate with their portfolio managers to bring value add to the investment process by making suggestions around idea generation and execution. The trading team work closely in tandem with portfolio managers when preparing a strategy.

Trading 98

Trading Asset Management Management Electronics 98

Wall Street Mojo

JANUARY 17, 2024

As this metric outlines potential returns, the cut off rate in portfolio management is a useful benchmark. Risk factors Risk plays a vital role in determining the cut off rate in portfolio management and capital budgeting. What is the cut off rate in optimal portfolio construction?

Capital 52

Capital Investment Debt Portfolio 52

Peak Frameworks

MAY 17, 2023

For example, a corporate finance manager can use VBA to develop a dynamic dashboard that tracks key performance indicators, providing real-time insights for decision-making. For example, a portfolio manager can use VBA to generate a real-time performance dashboard that highlights key portfolio metrics and trends.

Financial Modeling 52

Financial Modeling Financial Models Finance Finance 52

The TRADE

MAY 1, 2024

It’s about risk management philosophy and methodology,” explains Papanichola. During that period of my training, I was actively taking positions, taking risk, fundamentally managing a portfolio of sorts in macro products.” Both [Cardello and Byrd] were incredibly patient with me.

Trading 59

Trading Capital Funds Investment 59

Wall Street Mojo

JANUARY 17, 2024

Initially, it was only for corporations, but as the market grew, people started perceiving the market as a way to gauge interest rate view s held by the market participants. The interest rate swap works as an amazing portfolio management tool. Government and corporate bonds are examples of fixed income investments.

Financial Institution 91

Financial Institution Bank Banking Financial Modeling 91

M&A Leadership Council

MARCH 1, 2024

If a TSA is used, corporate staff needs a mindset change from being a captive supplier of services to being a third-party supplier. And as more companies embrace the “portfolio-managed enterprise” model, divestitures will play a more central role in these value-driven organizations, much as they do in today’s private equity firms.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Acquisitions Business 52

Mergers and Inquisitions

MAY 24, 2023

Event-Driven Hedge Funds Definition: Event-driven hedge funds bet on specific corporate actions, such as M&A deals, divestitures, spin-offs, bankruptcies, and business reorganizations, and they profit based on changes in the value of a company’s debt or equity after the action.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

The TRADE

AUGUST 14, 2023

Although there are clear differences in asset classes, I think trading fundamentals are consistent across products, so multi-asset traders and specialists really require a lot of the same skills.

Trading 52

Trading Asset Management Equities Management 52

Mergers and Inquisitions

APRIL 5, 2023

The firm uses passive and active strategies, often deviating from its reference portfolio based on the macro environment. You’ll also spend time supporting existing portfolio companies and reviewing their results. and supporting your Portfolio Manager ’s ideas and requests.

Recruitment 59

Recruitment Funds Private Equity Investment 59

The TRADE

AUGUST 25, 2023

Byron Cooper-Fogarty, chief operating officer at Neptune, at the time highlighted that “this has been a client driven addition, as buy-side traders and portfolio managers continue to ask for high quality data from liquidity providers such as Mizuho.”

Business 52

Business Trading Electronics IT 52

The TRADE

OCTOBER 24, 2024

These systems touch upon all elements of the trading lifecycle throughout the front-to-middle-to-back-office including execution, order, risk and portfolio management. Tradeweb launched its all-to-all corporate bond trading functionality in 2017. Portfolio trading Next up is portfolio trading.

Trading 120

Trading Investors IT S&P 120

The TRADE

NOVEMBER 14, 2024

The Depository Trust & Clearing Corporation (DTCC) has launched enhancements to its Value at Risk (VaR) calculator, adding cross-margining and repo transaction functionalities. Our risk management team is focused on creating new capabilities that support greater transparency for market participants.

Risk Management 64

Risk Management Portfolio Portfolio Management Trading 64

Mergers and Inquisitions

MARCH 5, 2025

2) Portfolio Concentration The average biotech hedge fund has a concentrated portfolio because it takes significant time and resources to monitor each position. Finally, there are also newer/startup biotech hedge funds, often spun off from existing multi-managers.

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64

The TRADE

JANUARY 2, 2025

From a capital markets perspective, Japan has offered the region valuable lessons in how to stimulate market activity through a package of measures and corporate governance reforms. Elsewhere in Asia, the capital markets emergence from a decade-long low interest rate environment has been slower.

Trading 59

Trading Capital Market Capital Asset Management 59