Peak Frameworks

JULY 20, 2023

A stock market crash is an event that can have a significant impact on investors and financial markets. Global economic events and trends, including trade wars and recessions, can also have a profound impact on the stock market. Including non-correlated assets in a portfolio can further reduce vulnerability to market fluctuations.

Stock 40

Stock Economics Risk Management Investors 40

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. Who is a Private Banker?

Bank 52

Bank Banking IT Management 52

Midaxo

APRIL 25, 2023

Customer base: Consider companies with a customer base that complements or expands your company’s existing client portfolio. Conglomerate mergers: Acquiring companies in unrelated industries to diversify your company’s portfolio or reduce risk. Evaluate the feasibility and timeline for realizing these synergies.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

Peak Frameworks

OCTOBER 17, 2023

Headwinds in finance are conditions or events that can impede economic growth or reduce the profitability of an investment. Geopolitical Uncertainties Events such as elections, referendums, wars, or trade tensions can significantly influence economic conditions. How do Headwinds Work? How do Tailwinds Work?

Business 52

Business Economics Investors Investment 52

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.”

Trading 59

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.

Trading 59

Trading Capital Funds Investment 59

Devensoft

AUGUST 24, 2023

Financial Synergy : Financial synergy involves leveraging combined financial resources, such as capital, cash flow, or risk management capabilities, to achieve cost savings, maximize profitability, and enhance investment opportunities. Leverage technology for virtual meetings and conferences to minimize travel expenses.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

Razorpay

NOVEMBER 30, 2023

Addressing the audience at the ETBFSI NBFC Connect 2023 event, Sivakumar Nandipati, Chief Digital Officer (CDO) at Fedbank Financial Services, emphasised the significance of mobility to enhance customer experience, given the widespread adoption of smartphones in today’s society. Data storage and data localization.

Accountant 52

Accountant Book-building Business Financial Services 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.

Funds 69

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.

Broker 113

Broker Asset Management Trading Funds 113

Mergers and Inquisitions

MARCH 22, 2023

But a spin-off, divestiture, restructuring, or another major event is likely.” I explained the reasons for Silicon Valley Bank’s failure in last week’s article : incompetent risk management, massive losses on HTM securities, and a run on the bank that created the need to sell securities at a loss and get cash to cover the withdrawals.

Bank 98

Bank Banking Government Investment Banking 98

Peak Frameworks

SEPTEMBER 12, 2023

Trade Rules' Significance in Financing Decisions and Risk Management Understanding Tariffs Investment decisions, especially in sectors like manufacturing and agriculture, are often influenced by tariffs. This stability is crucial for finance professionals to manage currency risks in their portfolios.

Trading 52

Trading Corporate Finance Private Equity Finance 52

Beyond M&A

MARCH 4, 2025

When a breach occurs mid-deal, it introduces additional risks, complicates due diligence, and raises serious questions about the target company’s resilience, security posture, and management effectiveness. A well-managed response could even strengthen investor confidence. ISO 27001, NIST), and frequency of audits.

Securities 130

Securities Risk Assessment M&A Investors 130

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.

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64

The TRADE

DECEMBER 27, 2024

Consumption of real-time data is becoming a competitive differentiator and is growing well beyond trading, into portfolio validation, trade operations and risk and compliance functions. Multi-asset trading strategies require a wide variety of datasets and rely on tightly integrated systems.

Trading 69

Trading Management Risk Management Equities 69