Financial Services, Portfolio and Risk Management

Replicating Portfolio

Wall Street Mojo

FEBRUARY 9, 2024

What Is A Replicating Portfolio? A Replicating Portfolio refers to an investment portfolio built to copy the outcomes offered by a target asset. The purpose of building such a portfolio is to gain investment results similar to the results achieved by the target asset or the original instruments of the target portfolio.

Portfolio

Portfolio Portfolio Management Insurance Risk Management

Majority of risk professionals only ‘somewhat prepared’ for next market shock, finds report

The TRADE

JUNE 4, 2024

Surveyed risk professionals were nearly split in their responses to feeling either confident or somewhat confident with their risk management processes during normal market conditions. Only 2% of surveyed risk professionals said they were not prepared at all.

Risk Management

Risk Management Book-building Management Financial Services

DTCC’s FICC launches new public-facing Value at Risk calculator

The TRADE

JULY 10, 2024

With the amount of US Treasury clearing activity processed through FICC expected to rise by $4 trillion daily following the SEC’s expanded clearing mandate which will be implemented in 2025 and 2026, DTCC’s calculator will be a key tool for firms to determine VaR and potential margin obligations for any simulated portfolio.

Portfolio

Portfolio Risk Management Financial Services Government

AllianceBernstein names first-ever chief artificial intelligence officer

The TRADE

JULY 2, 2024

Read more – Artificial Intelligence in fixed income: A paradigm shift Chin has held a range of leadership roles in quantitative research, risk management and portfolio management at AB, both in New York and London, since joining the firm in 1997. As part of his new appointment, Chin will be based in New York.

Portfolio Management

Portfolio Management Risk Management Financial Services Collaboration

TS Imagine expands APAC team with appointments from Enfusion

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

Accountant Portfolio Management Management Risk Management

Our List of 10 Private Equity Firms Investing in Software to Watch

Software Equity Group

MARCH 26, 2024

Based in the Netherlands and with additional offices in Antwerp, Boston, Dusseldorf, and Stockholm, the firm maintains a diverse international portfolio of companies across the consumer products, consumer services, SaaS, information technology, healthcare, and ad tech sectors. The firm employs 93 professionals.

Private Equity

Private Equity Equities Investment Portfolio

How Merchant Banks Help Businesses Grow and Succeed

Razorpay

AUGUST 9, 2023

Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. Merchant banking is a special branch of banking that provides financial services to medium to small-sized businesses. What is a Merchant Bank?

Banking

Banking Bank Business Underwriting

People Moves Monday: A series of senior appointments

The TRADE

JUNE 19, 2023

He also spent several years at Goldman Sachs in a risk management and product control role. Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role. M&G’s global asset management arm appointed Manabu Fujita as head of M&A Investments Japan.

Sale

Sale M&A Asset Management Investment Banking

People Moves Monday: RBC, Tourmaline Partners, BlueX and more…

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

Sale Management Trading Portfolio Management

What is Private Banking and How Does It Work?

Razorpay

DECEMBER 15, 2024

Whether it’s managing day-to-day banking or planning complex investments, the relationship manager provides bespoke solutions tailored to individual goals. Comprehensive Wealth Management Private banking integrates multiple financial services under one umbrella, offering a holistic approach to managing wealth.

Banking

Banking Bank IT Management

Fireside Friday with… Broadridge Financial Solutions’ Chris Perry

The TRADE

AUGUST 23, 2024

We’re certainly seeing a lot of interest for this type of product in the post-trade space, for example to help drive productivity, increase scalability, and enhance risk management such as is required in a T+1 environment. AI can be built into co-pilots and used to unify multiple different user interfaces.

Trading

Trading Architecture IT Risk Management

Competing and Thriving: NBFC’s Digital Mastery Blueprint for the Next 5 Years

Razorpay

NOVEMBER 30, 2023

This credible robust infrastructure has paved the way for financial institutions, including the NBFCs, to reach areas that were earlier dismissed as “unserviceable.” They have huge underserved markets to service, and technological advancements will be pivotal to their growth and success in the coming years.

Accountant

Accountant Book-building Business Financial Services

The prime brokerage pie is growing, which means bigger slices for everyone

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

Funds Broker Banking Bank

Prime brokerage: The intersection of challenge and opportunity

The TRADE

DECEMBER 8, 2023

Instead, a combination of rising interest rates, inflation, soaring energy prices and geopolitical tensions have hit hedge funds, and subsequently the risk management practices of prime brokers. But unlike incidents of the past, the market mayhem of 2023 has not been confined to one event.

Broker

Broker Asset Management Trading Funds

Meet the Top Strategic Buyers Investing in SaaS

Software Equity Group

AUGUST 20, 2024

Top Strategic Buyers Investing in SaaS Valsoft Corporation Valsoft is a holding company for a diverse portfolio of software and related technology services and currently employs 2,000 employees. The group includes public strategic, private strategic, and PE-backed strategic buyers.

Investment

Investment Management Acquisitions Business

Investment Banking Today

Replicating Portfolio

Majority of risk professionals only ‘somewhat prepared’ for next market shock, finds report

Trending Sources

DTCC’s FICC launches new public-facing Value at Risk calculator

AllianceBernstein names first-ever chief artificial intelligence officer

TS Imagine expands APAC team with appointments from Enfusion

Our List of 10 Private Equity Firms Investing in Software to Watch

How Merchant Banks Help Businesses Grow and Succeed

People Moves Monday: A series of senior appointments

People Moves Monday: RBC, Tourmaline Partners, BlueX and more…

What is Private Banking and How Does It Work?

Fireside Friday with… Broadridge Financial Solutions’ Chris Perry

Competing and Thriving: NBFC’s Digital Mastery Blueprint for the Next 5 Years

The prime brokerage pie is growing, which means bigger slices for everyone

Prime brokerage: The intersection of challenge and opportunity

Meet the Top Strategic Buyers Investing in SaaS

Stay Connected