The TRADE

JANUARY 24, 2024

Increasingly, clients are looking for more advanced methods of liquidity seeking, in particular in harder-to-trade stocks during liquidity events, such as the close and monthly expiries. In such periods, it can be observed that traders move from automated algo trading to high touch and portfolio trading, relying on more blocks. “As

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The TRADE

SEPTEMBER 6, 2023

Traders and portfolio managers will also be able to access exposure to liquidity events in relevant equities meeting their minimum ADC or pricing thresholds. “They want full control on every stage of the order lifecycle.

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Electronics Portfolio Management Trading Asset Management 69

The TRADE

OCTOBER 31, 2024

There are few in this industry – and outside of it – that haven’t heard about the events in the late 90s and early 2000s that saw the dotcom bubble burst and send markets into disarray. Chicago is a very small community and so I knew most of the portfolio managers and management at LGIM America before I came over.

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Peak Frameworks

SEPTEMBER 12, 2023

Value at Risk , commonly referred to as VaR, seeks to quantify the maximum potential loss an investment portfolio could face over a specified period for a given confidence interval. The choice depends on the nature of the portfolio and the objectives of the risk management exercise.

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Portfolio Private Equity Risk Management Finance 52

Razorpay

DECEMBER 15, 2024

Customized portfolios designed to optimize returns while managing risk. Secured loans using assets like portfolios or real estate as collateral. Management fees, transaction costs, and other service charges can erode returns, particularly for those with smaller portfolios. Flexible credit lines for liquidity needs.

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Bank Banking IT Management 52

The TRADE

OCTOBER 9, 2023

Events from the last three years have translated otherwise dormant interest rates into a hive of activity for fixed income traders as global economies work to combat the threat of inflation and recession. In Europe, for our style of business we don’t use portfolio trading that much.

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Growth Business

SEPTEMBER 21, 2023

You’ll have portfolio managers or associates dealing only with companies who have already received investment, and finally supportive roles in marketing, administration, and assistants which can be an entry point for people starting a VC career.” Sometimes there are events, but this is a typical day.”

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Capital Book-building Investment Portfolio 52

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.

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Trading Asset Management Management Electronics 98

The TRADE

OCTOBER 16, 2024

“There is a structural case for emerging markets, and it is set to remain a core part of the fixed income opportunity set,” asserts John Espinosa, head of sovereigns and portfolio manager for Nuveen’s global fixed income team. “It We’ve also seen an increase in portfolio trading activity in the market.”

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Trading Investors Portfolio Investment 59

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.

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Trading Capital Funds Investment 59

M&A Leadership Council

FEBRUARY 21, 2024

A Well Written TSA Eases IT Transitions By William Blandford, Managing Director at Blandford Associates While many people have participated in the acquisition of a business, fewer have participated in a carve-out, a type of divestiture where a part of a business is sold. See event info pages for details.

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Business IT Mergers and Acquisitions M&A 59

The TRADE

JULY 24, 2023

He joined DWS Group a year later as a portfolio manager and worked his way up through the ranks, going on to lead teams of PMs focused on a range of instruments that stretched across asset classes. But Eppacher began to notice a distance between himself and the day-to-day action of what was happening in the markets.

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Trading Portfolio Management Asset Management Management 52

The TRADE

DECEMBER 1, 2023

That buy-side trader would speak with their portfolio managers, and that portfolio manager could then potentially respond to the liquidity opportunity that is being presented to them.

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Trading Portfolio Management Portfolio IT 52

Peak Frameworks

MAY 17, 2023

VBA for Excel: A Basic Understanding Definition of VBA VBA, or Visual Basic for Applications, i s an event-driven programming language developed by Microsoft. For example, a portfolio manager can use VBA to generate a real-time performance dashboard that highlights key portfolio metrics and trends.

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M&A Leadership Council

MARCH 1, 2024

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. See event info pages for details.

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Mergers and Acquisitions M&A Acquisitions Business 52

Focus Investment Banking

NOVEMBER 11, 2024

Joining us is Richie Seaberry, Vice president of Business development and Enterprise Portfolio Manager at decisely. So, you know, those are two very important big life events that are tied to your employer providing those to you. And that could be anything from pregnancy to, you know, getting a scary mole. So you think about it.

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Insurance M&A Healthcare Medical 52

The TRADE

OCTOBER 9, 2024

Having a cohesive team globally has proved an increasingly essential tool for institutions in light of the ongoing globalisation of finance and the turbulence caused by market events in the last few years. For him, it is the correlation between real world events and the markets that drew him to his role in finance in the first place.

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The TRADE

AUGUST 14, 2023

Now more than ever, traders need to be plugged into news events, both stock specific and macroeconomic news and need to have a strong understanding of the read across between markets, for example single name credit default swaps spreads versus the stock or corporate bond spread.

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Trading Asset Management Equities Management 52

Transactional Delights

DECEMBER 6, 2020

Here are the most important legal terms and concepts based on how the CLGX matter played out: Share Lockup : Neither Senator nor Cannae can sell any of its shares, swaps, or derivatives unless one of two events occurs, a Termination Event or an Offer Abandonment. Company Transaction : an acquisition of CLGX by Cannae.

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Investors Shares Stock IT 40

The TRADE

OCTOBER 2, 2024

Already electronic execution and direct market access has reduced the reliance on sales traders to source liquidity,” emphasises Scott Chace, head on trading for portfolio solutions at State Street. With electronic trading comes the added benefit of requiring less time to be spent on small trades.

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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.”

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Business Trading Electronics IT 52

The TRADE

OCTOBER 18, 2024

We started to see a little bit of what I imagined was going to be the evolution of that market, which is a number of strong portfolio managers from those multi manager platforms coming out, launching their own funds. And we’ve seen some significant launches this year in that space.

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Funds Broker Bank Banking 69

The TRADE

DECEMBER 8, 2023

Following the height of Covid, we’ve had the memestock saga, the collapse of Archegos Capital and the war in Ukraine impacting the space in concurrent years as unprecedented events seem to have become the norm, driving market volatility in each of the post-pandemic years. These forces have rumbled markets and led to heightened volatility.

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Peak Frameworks

JULY 20, 2023

At the heart of financial management and investing lies a crucial question: " How can we maximize returns while minimizing risk?" This question paved the way for the birth of the Modern Portfolio Theory (MPT) , introduced by economist Harry Markowitz in the 1950s.

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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. Unpredictable activity in the markets such as Black Swan events can render algorithms that rely on historical data useless and result in losses for firms.

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The TRADE

JANUARY 29, 2025

Portfolio management and research partnerships drive our competitive advantage [] This integration between trading and the investment platform creates a powerful feedback loop that enhances transaction quality and client investment outcomes.

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Collaboration Trading Portfolio Management Portfolio 59

Mergers and Inquisitions

MARCH 5, 2025

Its more of an industry focus at the intersection of several other strategies , such as long/short equity , event-driven investing , and even merger arbitrage. 2) Portfolio Concentration The average biotech hedge fund has a concentrated portfolio because it takes significant time and resources to monitor each position.

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Funds Healthcare Mergers and Acquisitions Valuation 64

The TRADE

FEBRUARY 17, 2025

Prior to that, she worked as global trading business manager. Further roles at Fidelity International include stints as fixed income trading business manager, senior fixed income change manager, and senior fixed income portfolio analyst. LMAX Exchange appointed Daniel Lavigne as head of buy-side sales for Canada.

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Management Capital Portfolio Management Investment Manager 64

The TRADE

JANUARY 2, 2025

Around 75% of leaders from UK and Singapore view outsourced managed services as having a highimpact on costreduction, according to FISs 2024 Global Innovation Research. There is also increasing geopolitical risk, such as the ongoing Russia and Ukraine conflict and the reignited Syria crisis.

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