Wall Street Mojo

FEBRUARY 9, 2024

For example, a portfolio has cash flows that match put options in the market. Replicating Portfolio Approach Explained Replicating portfolio involves the pooling of assets in a manner that allows portfolio managers to easily hedge the risks of these assets and balance the risk-return of the target asset.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

The TRADE

SEPTEMBER 7, 2023

BlueX’s launch is subject to regulatory approval from the Jersey Financial Services Commission. “The Among the key features the platform aims to provide are unique data driven execution for value generation; versatility in trading solutions; integrated workflow automation and access to multiple FX liquidity pools.

Capital 67

Capital Trading Portfolio Management Management 67

The TRADE

MAY 30, 2023

In his new role, Hoong will provide technical account management and support to clients in Hong Kong. This specifically relates to: trading, portfolio management, and risk management. Previously firms Hoong has worked for include: Enfusion, Dealogic and Cantor Fitzgerald.

Accountant 62

Accountant Portfolio Management Management Risk Management 62

Accenture Capital Markets

SEPTEMBER 5, 2023

Established firms themselves tell us they are moving full steam ahead, with half of large financial services entities expressing interest now in developing their own digital platforms (compared to 33 percent just two years ago). [ii]

Management 52

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The TRADE

OCTOBER 19, 2023

The immediate focus for the business is set to be investing in client service and portfolio management, specifically hiring in senior sales and distribution team members focused on Europe and the UK, as well as investment managers for both the luxury brands and credit opportunities strategies.

Profitability 57

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The TRADE

JULY 27, 2023

Compliance and surveillance solution, Bloomberg Vault, helps global financial services firms meet their regulatory obligations and business standards. The post NJ Asset Management streamlines order management and compliance management with Bloomberg solutions appeared first on The TRADE.

Asset Management 52

Asset Management Management Portfolio Investment Manager 52

The TRADE

NOVEMBER 3, 2023

The report suggests that the findings highlight a real opportunity for providers if they make effective enhancements, supplementing “with highly skilled traders, placed in local markets, to deliver top-tier execution alongside seamless integration with clients’ operational systems and workflow technologies”.

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The TRADE

SEPTEMBER 11, 2023

RBC appointed Guy Chalkley as managing director, UK flow rates sales. 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.

Sale 62

Sale Management Trading Equities 62

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.

Trading 52

Trading Portfolio Management Asset Management Management 52

Accenture Capital Markets

NOVEMBER 16, 2022

Here wealth managers are often behind their counterparts in other sectors of financial services. Furthermore, it also provides opportunities to e.g., leverage green cloud to reduce carbon footprint and energy consumption—which might in turn be contributing to clients’ perception of a wealth manager as a responsible business.

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IT Management Business Education 52

The TRADE

OCTOBER 18, 2024

“If you look at what those firms need in terms of prime-related services, well, cash PB and synthetics are just the basics. When you go through these really volatile periods of time, if the multi-managers that are really well diversified do come out stronger than monoline hedge funds, then there is an argument for investors.

Funds 67

Funds Broker Bank Banking 67

The TRADE

JANUARY 3, 2024

The service provider landscape for outsourced trading is made up of an eclectic mix of firms. Boutique independents and the largest financial services providers co-exist in this burgeoning space which has some elements of comradery and others of fierce rivalry.

Trading 62

Trading Asset Management M&A Broker 62

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. Home to Bloomberg’s central data services the interface offers users access to news, data, analytics, and multi-asset trading tools.

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The TRADE

DECEMBER 8, 2023

In turn, high-tech firms can provide funds with front-, middle-, and back-office tools – like order management, risk management, and portfolio management systems – that improve automation and efficiency in their own operations.”

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