The TRADE

NOVEMBER 4, 2024

He has been with the firm for almost 19 years, having most recently served as a senior equity trader. Current head of equity trading and operational portfolio management, Robbert Wijgerse, continues in his role and existing reporting lines remain the same. Berendsen joined Robeco in 2006 as a data and application manager.

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Peak Frameworks

AUGUST 15, 2023

An investment portfolio is a basket of various types of financial assets owned by an investor. These assets can be in the form of equities (stocks), fixed income (bonds), mutual funds, exchange-traded funds (ETFs), real estate, commodities , and more. It's a tool to manage and diversify risk while seeking returns.

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Beyond M&A

SEPTEMBER 19, 2023

Value creation is often the primary focus in the investment world, where the goal is to paint a picture of prosperity and success for portfolio companies. While it’s undoubtedly magnetic to focus on value creation, a holistic approach to portfolio management must account for both creation and potential destruction.

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The TRADE

AUGUST 29, 2023

Allianz Global Investors (AllianzGI) has appointed Kayvan Vahid as head of equity Europe core and value. Vahid joins AllianzGI from UBS Asset Management where he served in a variety of roles over the last 20 years. Based in London, Vahid will report to Jörg De Vries-Hippen, head of investments equity Europe.

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The TRADE

SEPTEMBER 15, 2023

Bloomberg has launched the new MVP index and pricing power index, adding to Bloomberg Index Services (BISL) suite of thematic equities indices. The post Bloomberg expands portfolio of thematic indices with new MVP index and pricing power index appeared first on The TRADE.

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The TRADE

SEPTEMBER 4, 2023

Prior to joining Union, Hock spent three years at Barclays as head of equity execution sales, four years at Tungsten Capital Management as head of portfolio trading and management, and two and a half years at Ferox Capital Management in a similar role.

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The TRADE

FEBRUARY 7, 2024

Kluth has been promoted to the role after serving as portfolio manager/analyst at the firm over the last two years. Elsewhere in his tenure at AMP Capital, Kluth served as senior multi-asset dealer and as an equity dealer. Macquarie Group has appointed Dylan Kluth head of equites trading for Asia Pacific, The TRADE can reveal.

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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.

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The TRADE

MARCH 20, 2024

The three new MSCI index options – namely Cboe MSCI world index option (MXWLD), Cboe MSCI ACWI index options (MXACW) and Cboe MSCI USA index option (MXUSA) – are designed to provide investors with exposure to international, developed and emerging markets, and US equity market performance.

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The TRADE

AUGUST 30, 2023

In 2015, the European asset manager unified its trading teams under one multi-asset trading desk as part of a strategic review, aimed at executing a greater percentage of orders sent by portfolio managers.

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The TRADE

SEPTEMBER 3, 2024

He most recently served as an investment manager at ADQ and before that spent two and a half years as a senior trader and portfolio manager at Azimut. In his career, Diallo has also worked as an equity trader at Avalon Capital Markets. Previous experience also includes stints at EFG Hermes and Mubasher Financial Services.

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Global Banking & Finance

JULY 29, 2024

Frankfurt-based Chom Capital GmbH is an owner-operated asset management boutique, licenced to conduct financial services in the form of investment brokerage, investment advice, contract broking and financial portfolio management.

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The TRADE

OCTOBER 24, 2024

Read more: Kepler Cheuvreux head of equity sales trading departs Akar has also previously served as an associate, equities strategy, at quantitative investment management firm Winton. Kepler Cheuvreux has appointed Faruk Akar as PT sales trader, based in London.

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The TRADE

SEPTEMBER 9, 2024

State Street Global Advisors (SSGA) equity and derivatives trader Rikki Corbyn joined Barclays in a program trading role. He joins Barclays after almost 12 years with SSGA, originally joining the firm in 2013 in a trade support role before moving into an equity and derivatives trading role in 2016.

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The TRADE

JANUARY 15, 2024

Jacobs has spent the last five years at Liquidnet, most recently serving as an equity trader – a role she held for three and a half years. StoneX Group appointed former head of trading at Incline Global Management, Evan Halpern, managing director of fixed income outsourced trading.

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The TRADE

APRIL 17, 2024

Global asset manager Robeco leverages a low touch and high touch trading team that spans across three continents. And, like most asset managers across the street, its global equity trading desk plays host to a variety of characters, each bringing their own individual string to the wider team’s bow.

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The TRADE

SEPTEMBER 7, 2023

Named ALTD <GO>, the new function will support equity analysts and portfolio managers with intra-quarter insights which can be incorporated into research workflows, paired with consensus estimates, company news, research and guidance – ahead of earnings announcements.

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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. His expertise includes equities, ETFs, merger arbitrage spreads, equity swaps, futures, options, and FX.

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Global Newswire by Notified: M&A

JUNE 13, 2023

As part of the transaction, Jyske Bank has entered into an agreement with PFA Invest on the administration and portfolio management of client assets. According to the agreement, the price totals DKK 245 m, including equity of approx. DKK 120 m at PFA Bank A/S at the closing date.

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The TRADE

MAY 2, 2024

The offering allows buy-side traders and portfolio managers to gain exposure to liquidity events in relevant equities that meet their minimum average daily volume (ADV) or pricing thresholds, alongside being able to execute large or illiquid equity trades before entering the market via Appital Turquoise BookBuilder.

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The TRADE

AUGUST 18, 2023

Lily Chia has been named the new head of equities and FICC sales, SGROA at Singapore Exchange (SGX), working across Singapore, ASEAN, Middle East, India, and Australia. In this new position, Chia, who has spent almost two decades at SGX in various roles, will lead sales for equity, equity derivatives and FX derivatives.

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Francine Way

JULY 18, 2017

For this valuation post, I wanted to talk about a valuation method that is making its way out of academia and into the real world, a method that is gaining popularity in the world of portfolio management. Market Price as multiple of Book Value of Equity at year-end = Market Price at year-end / Book Value of Equity.

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The TRADE

AUGUST 29, 2024

Buy-side traders retain control over how and when they interact with liquidity, said Appital, while portfolio managers can also respond to price discovery processes without generating an order in their EMS. Liquidity is subsequently realised. This aligns with our strategy to deliver unique workflows to trading and investment teams.

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The TRADE

APRIL 10, 2024

According to Nasdaq, it will make it possible for investors to gain exposure in the Swedish small cap market and simplify investment strategies through consolidating a diversified portfolio of small cap stocks into a single instrument. In addition, the screening criteria allows investors to make decisions which are aligned with ESG outcomes.

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The TRADE

OCTOBER 10, 2024

This platform aims to offer our clients deeper insights into the efficiency and cost-effectiveness of their trades, provide a complete feedback loop (including pre- and post-trade analysis), and support the decision-making process for portfolio managers.

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The TRADE

AUGUST 5, 2024

His new role will see Robert take charge of the firm’s market structure content and “provide key regulatory insights to assist clients in navigating the complexities of the equities trading ecosystem”. KCx has continually shared that its current strategy is to expand its execution footprint and expertise on a global scale.

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The TRADE

NOVEMBER 3, 2023

Almost two thirds (63%) of buy-side equity market participants believe outsourced desks would result in improved execution quality and trade performance when trading across regions, according to new research from Coalition Greenwich.

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The TRADE

OCTOBER 2, 2023

Nasdaq has announced the launch of its Custom Basket Forwards solution in a bid to address the market’s demand for more simple and efficient methods to handle equity exposures. I am really thrilled about the introduction of a very strong alternative to OTC-derivatives such as equity swaps.

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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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Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

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Bank Banking Business Underwriting 52

The TRADE

APRIL 25, 2024

Portfolio managers use them without fear, it’s a tool in the box which is not for everybody, but it’s getting there. He further explained: “Aside from equity derivatives, if you look at where the credit market is going, macro credit and understanding how that all stacks up and how those things work is critical.

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The TRADE

SEPTEMBER 12, 2024

Rob Hocking The new futures aim to provide market participants with an additional tool to calculate implied volatility of the US equity market as measured by the S&P 500 Index, and to manage volatility risks and express directional views.

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The TRADE

JULY 6, 2023

Retail traders typically follow equity performance closely – a trend dating back to 2021. According to Liquidnet’s review, pressure put on equities throughout the course of this year has presented retail traders with a number of “valleys” that offer large percentage gains on specific stocks. billion worth of purchasing.

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The TRADE

JUNE 24, 2024

He joined Northern Trust in 2007 and has since worked in senior roles across portfolio management, client management and sales. Before joining Northern Trust Asset Management, Komoro spent six years at Mizuho Trust & Banking Co. as a fund manager for the passive and quantitative investment management department.

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The TRADE

JUNE 10, 2024

Hosie originally joined Credit Suisse in 2017 as its head of equities Asia Pacific, later assuming responsibility of the asset class for both Asia Pacific and EMEA and eventually taking up the role in a global capacity in 2023. The post People Moves Monday: UBS, Titan Asset Management, IEX Group and more… appeared first on The TRADE.

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The TRADE

JANUARY 8, 2024

RBC BlueBay Asset Management equity trader, Michael Tamou, left the asset manager to join Qube Research & Technologies (QRT). Throughout his career Jenkins has also worked at SWIFT, Macgregor, and AXA Investment Managers. He began his career as a junior portfolio manager at RSA covering US equities.

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The TRADE

JUNE 2, 2023

The asset manager will now operate with two specialised trading groups, one dedicated to equities, consisting of a team of three traders and headed up by Fabien Orève, and one dedicated to fixed income, consisting of four traders and headed up by Amaury Van Ruymbeke.

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