OfficeHours

MAY 16, 2023

as of the end of 2020, hedge funds managed approximately $3.6 There have been various estimates of the percentage of equity volume that is controlled by hedge funds. One widely cited estimate is that hedge funds account for around 5-6% of total equity trading volume in the US. One tool for risk management is hedging.

Financial Market 130

Financial Market Funds Risk Management Trading 130

The TRADE

JANUARY 24, 2024

Citi has created two new equities roles, appointing from within, in a bid to drive its equity business strategy and “cement the gains made in the derivatives business,” according to an internal memo seen by The TRADE. The post Citi appoints from within for two new global equities trading roles appeared first on The TRADE.

Equities 57

Equities Trading Risk Management Management 57

The TRADE

AUGUST 10, 2023

Rebecca Scott has been named global head of equity over the counter (OTC) settlements at Morgan Stanley, following promotion from executive director. She previously held the position of EMEA head of equity OTC settlements and vice president of operations, focused on equity derivatives and cash settlements.

Equities 52

Equities Risk Management Investment Banking Collaboration 52

The TRADE

DECEMBER 19, 2024

Regulatory reporting and risk management, security valuation and portfolio analysis, research, index strategy and historical simulations – among other analytics offerings – will be available via Snowflake as a delivery channel. million bonds with a 20 year look back period.

Book-building 52

Book-building Portfolio Risk Management Valuation 52

Software Equity Group

MARCH 26, 2024

For top private equity firms, there’s a lot to like about SaaS. Top Software Private Equity Firms Here is a select list of the most active PE investors in the SaaS and software industry over the past year (data taken from the SEG 2024 Annual SaaS Report ). The firm employs 93 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

The TRADE

JANUARY 31, 2024

The BlackRock EMEA equity trading team picked up The TRADE’s highly coveted Trading Desk of the Year, Long-Only award at the Leaders in Trading 2023 event in November. McCartney heads up the EMEA fundamental equity trading team, having made the shift from the London Stock Exchange to the front-office earlier in her career.

Equities 57

Equities Trading Collaboration Management 57

The TRADE

NOVEMBER 24, 2023

The addition of these treasury bond futures will help regional and global investors interested in accessing China manage their interest rate and investment risks more effectively, according to HKEX. ” The post HKEX reveals plans to launch China treasury bond futures appeared first on The TRADE.

Risk Management 62

Risk Management Investors Trading Management 62

Wizenius

AUGUST 16, 2023

Private Equity (PE) often becomes the coveted next step for many investment bankers, promising new dimensions within the financial landscape. This journey encompasses risk management, optimization of financial returns, and the creation of value within the portfolio.

Private Equity 52

Private Equity Equities Investment Banking Financial Modeling 52

The TRADE

SEPTEMBER 16, 2024

Amongst the new technology acquired by LSEG is Axoni’s Veris network, a post-trade lifecycle and reconciliation management platform for equity swaps that launched in 2020. Acadia provides risk management, margining and collateral services for the uncleared derivatives markets.

Trading 67

Trading Risk Management Acquisitions Equities 67

The TRADE

SEPTEMBER 16, 2024

IEX Group has announced the launch of a US options exchange to partner with liquidity providers to tackle risk management challenges faced in the options markets, subject to regulatory approvals. He will continue reporting to Harkins, who will oversee both IEX’s equities exchange and the new options exchange.

IT 62

IT Risk Management Trading Equities 62

The TRADE

SEPTEMBER 28, 2023

Named MEMX Options, the new exchange was built to extend the firm’s remit following the success of its equities exchange and member-aligned market model to the options community. MEMX Options will leverage MEMX’s data-centric exchange architecture and infrastructure, offering traders passive and active risk management capabilities. “I

Trading 70

Trading Architecture Risk Management Equities 70

The TRADE

DECEMBER 14, 2023

We’ve leveraged a lot of their [equities franchise] work in terms of how they visualise baskets and look at risk and some of these toolsets especially on the systematic market side.” That’s versus a bank that has an equity department and a fixed income department.

Portfolio 102

Portfolio Trading IT Bulge Bracket 102

The TRADE

MARCH 25, 2024

Most recently, Tan held a global portfolio trading position, which included trading global equities with strategy implementation via algorithms, crossing networks and global portfolio trading desks. Prior to that, Tan held a global markets, APAC cash equities position based in Singapore.

Sale 70

Sale Trading Equities Portfolio 70

Beyond M&A

MAY 14, 2023

Risk Management: As AI evolves, so do its associated risks. Investors should assess the company’s risk management strategies around AI, including potential bias in AI decision-making, data privacy and security, and potential misuse of AI applications.

Investors 130

Investors Risk Management IT Risk Assessment 130

The TRADE

APRIL 26, 2024

In your opinion, what skills should be the main priority for traders looking to succeed in the equities space? This is even more important when working in equities because it’s a market that reacts strongly to news flow. What advice would you give to others looking to also enter the world of equity trading?

Insurance 57

Insurance Risk Management Equities Trading 57

The TRADE

SEPTEMBER 6, 2023

Frédéric Benizri has left TP ICAP to join financing, investment and risk management business CIC Market Solutions as a sales trader. Benizri also previously worked in convertible bonds and equity derivatives flow sales at Citi for three and a half years, at the time based out of London.

Risk Management 52

Risk Management Sale Broker Equities 52

The TRADE

FEBRUARY 29, 2024

Specifically, securities and reporting revenue grew 7% to £254 million “as payments received relating to the early termination of the Euronext clearing agreement more than offset the in-year impact of lost cash equity clearing revenues and subdued equity market volumes”, while OTC derivatives revenue increased to £517 million, up 28.9%.

Trading 110

Trading Acquisitions Capital Market Book-building 110

The TRADE

JANUARY 26, 2024

Licensing the same technology powering MEMX’s US equity and options exchanges, users will be able to launch new market centres or upgrade their existing technology to MEMX’s low latency platform. Named MEMX Options, the exchange offers traders passive and active risk management capabilities, building off its existing equities exchange.

Trading 62

Trading Equities Risk Management Stock 62

The TRADE

OCTOBER 10, 2024

Catherine Clay, global head of derivatives at Cboe The new options on VIX futures will offer investors an additional tool to help manage US equity market volatility. They complement Cboe’s existing securities-based VIX index options, which are designed to provide similar risk management and yield enhancement capabilities.

S&P 67

S&P Trading Risk Management Investors 67

The TRADE

OCTOBER 8, 2024

Clearing will take place through Euronext Clearing, offering risk management and portfolio-wide margin efficiencies. Read more: Fireside Friday with… Euronext’s Anthony Attia Trading in the new options is powered by Euronext’s Optiq trading platform, which offers access to a large and diverse pool of liquidity.

Stock 67

Stock Trading Risk Management Investors 67

Mergers and Inquisitions

MARCH 13, 2023

Banks’ lending activities are constrained by: Regulatory Capital – All banks must maintain a certain amount of common shareholders’ equity to absorb unexpected losses on loans and other assets. These are marked to market value and do affect the bank’s common equity and regulatory capital ratios, such as its CET 1 Ratio.

Bank 123

Bank Banking Funds Government 123

The TRADE

AUGUST 14, 2023

Rebecca Scott was named global head of equity over the counter (OTC) settlements at Morgan Stanley, following a promotion from executive director. She previously held the position of EMEA head of equity OTC settlements and vice president of operations, focused on equity derivatives and cash settlements.

Equities 52

Equities Risk Management Trading Business 52

The TRADE

JANUARY 18, 2024

Derivatives exchange Eurex will expand its equity-index linked product suite with futures on Socially Responsible Investing (SRI) indices. Starting from 22 January, Eurex will begin trading futures on SRI indices calculated by STOXX and MSCI, strategic partners in Eurex’s offering of derivatives on ESG indices.

Investment 57

Investment Risk Management Asset Management Trading 57

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.

S&P 67

S&P Trading Management Portfolio Management 67

The TRADE

AUGUST 3, 2023

“Post-trade once again demonstrated the critical role it plays in helping customers manage risk in uncertain markets, delivering outstanding growth.” Capital markets finished up despite an 11% decline in equities and 2% decline in FX trading due to global primary and secondary market conditions. The division reported 1.5%

Trading 98

Trading Business Risk Management IT 98

The TRADE

DECEMBER 13, 2023

TT Compliance is set to take from the TT Score trade surveillance offering, originally built for exchange-traded derivatives, as well as Abel Noser’s Compliance+ solution – primarily utilised for US equities.

Trading 57

Trading Business Risk Management Capital Market 57

The TRADE

JUNE 14, 2023

Subject to regulatory approvals, the service will come through its Amsterdam-based clearing house and introduce matching, CCP clearing, settlement and post-trade lifecycle management for SFT transactions in European cash equities and ETFs. Settlement will take place in 19 European Central Securities Depositories (CSDs).

Finance 73

Finance Finance Securities Trading 73

The TRADE

JUNE 14, 2024

How do equity options, swaps and index futures differ when it comes to achieving best execution? How can TCA be best leveraged when trading equity derivatives? I think you have to re-imagine what TCA actually means when trading equity derivatives. The post Fireside Friday with… T.

Portfolio 62

Portfolio Trading Equities Funds 62

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. Similarly, foreign exchange (FX) TCA can be argued to be less developed when compared to equities.

Trading 117

Trading S&P Collaboration M&A 117

The TRADE

SEPTEMBER 11, 2023

Bradley will be responsible for building out Tourmaline’s equity derivatives franchise across Europe, while Williams will be responsible for covering clients on global cash equities execution, building on his two decades of experience in the area.

Sale 62

Sale Management Trading Portfolio Management 62

The TRADE

NOVEMBER 2, 2023

This is in line with Standard Chartered’s findings in its corporate treasury survey, which found that ‘when to hedge/ defined strategy’ was one of the top three risk management challenges for corporate treasurers, along with market volatility and the accuracy of data.

Trading 101

Trading Funds Management Corporation 101

Lake Country Advisors

OCTOBER 31, 2024

As a co-owner, you share risks, manage financial obligations, and potentially take part in daily operations based on the terms outlined in your partnership agreement. Ensure equity contributions—whether monetary or through expertise—are accurately reflected.

Business 52

Business Profitability Debt Shares 52

The TRADE

SEPTEMBER 6, 2023

Risk management and recovery will be improved by this in the event of a systemic outage such as a cyberattack or technology failure. FIA Tech also stated that TDN can provide resiliency services by securely replicating and storing all trading activity and messages from SGX as with all connected exchanges.

Trading 62

Trading Risk Management Investment Manager Management 62

Peak Frameworks

AUGUST 15, 2023

By managing the portfolio's delta, professionals can protect against adverse price fluctuations. Delta hedging is commonly utilized in managing equity and options portfolios, ensuring risk is minimized. For instance, investment banks employ delta hedging to manage the risk associated with their options trading desks.

Portfolio 52

Portfolio Private Equity Risk Management Investment Banking 52

Peak Frameworks

SEPTEMBER 12, 2023

The choice depends on the nature of the portfolio and the objectives of the risk management exercise. If you're interested in breaking into finance, check out our , Private Equity Course and , Investment Banking Course , which help thousands of candidates land top jobs every year.

Portfolio 52

Portfolio Private Equity Risk Management Finance 52

Peak Frameworks

SEPTEMBER 11, 2023

The use of SPVs, as in the example above, requires deep understanding and careful execution, making it an essential skill for professionals in private equity and investment banking. Risk Management Companies utilize SPVs as a risk management tool by transferring assets and liabilities associated with particular risks to the SPV.

IT 52

IT Debt Private Equity Investors 52

Sun Acquisitions

AUGUST 19, 2024

Diversifying financing sources can mitigate risks and provide greater flexibility. Companies can explore options like private equity investments, venture capital funding, mezzanine financing, and strategic partnerships.

M&A 59

M&A Finance Finance Economics 59