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Funds Management Portfolio Management 
TechCrunch: M&A
JANUARY 13, 2025
Clearwater Analytics, a company developing accounting, compliance, and risk reporting tools for asset managers, said on Monday it has entered into a definitive agreement to acquire investment management platform Enfusion for $1.5
JD Supra: Mergers
MARCH 7, 2025
A review of fund and portfolio managers found a number of good practices, but also revealed the need for improvement in areas such as conflict management. On 5 March 2025, the FCA published the findings from its review of private market valuation practices. By: Latham & Watkins LLP
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CNBC: Investing
NOVEMBER 18, 2023
The new ETF has the same management team as a five-star GMO mutual fund with a strong track record.
CNBC: Investing
DECEMBER 29, 2023
1 spot for a winning stock fund in 2023, according to Morningstar. Baron Fifth Avenue Growth (BFTIX) has rallied more than 58% this year, taking the No.1
CNBC: Investing
JULY 18, 2023
The Baron Opportunity Fund has soared 45% this year, and its portfolio manager believes the strong performance stems from his early investments in AI.
CNBC: Investing
MAY 14, 2024
O'Neil was recently nominated for Morningstar's 2024 outstanding portfolio manager award for investing excellence.
CNBC: Investing
MARCH 7, 2024
Sonali Pier is a portfolio manager at Pimco and leads the firm's Diversified Income Fund.
CNBC: Investing
SEPTEMBER 23, 2024
Bill Nygren, portfolio manager at Oakmark Funds for 40 years, said he is picking cheap stocks outside the dominant tech sector.
Mergers and Inquisitions
DECEMBER 6, 2023
Almost all conversations about buy-side roles eventually turn to multi-manager hedge funds , also known as “pod shops.” There are only a few dozen large funds in this category worldwide, but they’ve greatly impacted the markets and finance careers. These funds are usually multi-strategy as well.
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CNBC: Investing
OCTOBER 22, 2024
The goal of the new iShares AI Innovation & Tech Active ETF is to adapt as AI develops, according to the portfolio manager.
CNBC: Investing
JANUARY 2, 2024
The founder and senior portfolio manager of the Satori Fund selected two names from the so-called Magnificent Seven as his favored shares for the new year.
The TRADE
JUNE 27, 2023
Intercontinental Exchange (ICE) has integrated its ETF Hub with LiquidityBook’s order and execution management system (OEMS) LBX to offer efficient access to the primary market, where new shares are created and redeemed. Currently, ICE ETF Hub supports US-listed equity, fixed income, derivative, commodity and multi-asset ETFs. “Our
CNBC: Investing
JANUARY 8, 2024
The Satori Fund founder and portfolio manager said megacap tech stocks, which led the market last year, will have to prove themselves this earnings season.
CNBC: Investing
MARCH 21, 2025
Janet Rilling is a senior portfolio manager and head of the plus fixed income team at Allspring Global Investments.
CNBC: Investing
AUGUST 15, 2024
Capital Group portfolio manager Hilda Applbaum looks for idiosyncratic opportunities where an out-of-favor stock has a chance to grow over the long run.
Mergers and Inquisitions
JANUARY 31, 2024
If you think about the most “public” investors – the likes of Bill Ackman and David Einhorn – many of them have something in common: they operate single-manager hedge funds. In other words, they’re the public face and brand of their fund, and all investment decisions flow through them. 10 – 15 positions rather than 100+).
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The TRADE
SEPTEMBER 24, 2024
State Street Global Advisors (SSGA) has launched the first actively managed corporate and municipal target maturity bond ETFs in the US market. The suite consists of 14 actively managed target maturity ETFs with various maturity years ranging from 2026 to 2034. The suite is made up of both corporate bond and municipal bond ETFs.
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The TRADE
JUNE 24, 2024
Before joining MEAG, Malakis held senior sales positions with international asset managers, including Generali Insurance, Vanguard International and Schroders. Northern Trust Asset Management appointed Naoto Komoro to lead its asset management business in Japan.
The TRADE
AUGUST 29, 2023
Vahid joins AllianzGI from UBS Asset Management where he served in a variety of roles over the last 20 years. Prior to that, he served as a portfolio manager for European small and mid-caps as well as a European equities research analyst.
The TRADE
SEPTEMBER 6, 2023
RBC has appointed Guy Chalkley as managing director, UK flow rates sales, according to an internal memo seen by The TRADE. 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.
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The TRADE
NOVEMBER 17, 2023
Triodos Investment Management has selected Bloomberg’s AIM and PORT Enterprise solutions in a bid to support its front-office workflows. Specifically, the Netherlands-based impact asset manager will utilise Bloomberg’s offerings to enhance processes for its investment funds and discretionary clients’ business.
The TRADE
JUNE 7, 2024
Credit Suisse has signed an agreement to sell its majority stake in Credit Suisse Investment Partners (CSIP), owned by Credit Suisse Asset Management. CSIP segment manages funds and associated mandates – including convertible bond funds – with a total of CHF 1 billion in assets under management.
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The TRADE
JUNE 10, 2024
Alex Livingstone, formerly head of trading for ETFs and FX at Titan Asset Management, joined Titan Investment Solutions as a junior portfolio manager and trader. He will also be involved in the ongoing management of the Titan Hybrid Capital, Core Credit, and Short Duration IG income funds.
The TRADE
AUGUST 30, 2023
Union Investment’s Christoph Hock is set to step away from his role as head of multi-asset trading later this year to pursue an opportunity in digital assets and tokenisation within the asset management firm, The TRADE can reveal. Union is bolstering its digital assets division, The TRADE understands. Hock declined to comment.
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Life on the Buy Side
APRIL 15, 2019
The Buffett Partnership is the first investment fund started by Buffett after his mentor, Ben Graham, retired and folded up his fund. At the age of 25, Buffett became the portfolio manager of his first fund. This is like Warren Buffett’s origin story.
130 
The TRADE
JUNE 13, 2023
State Street has expanded the capabilities of its Alpha platform to support the entire lifecycle for exchange traded funds (ETFs).
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Global Banking & Finance
JULY 29, 2024
Frankfurt-based Chom Capital GmbH is an owner-operated asset management boutique, licenced to conduct financial services in the form of investment brokerage, investment advice, contract broking and financial portfolio management.
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Mergers and Inquisitions
MAY 24, 2023
“Event-driven hedge funds” is one of the more confusing labels in finance. But the other problem is that all hedge funds are “event-driven” because they invest based on catalysts , or specific events that could change a security’s price. If this fund is right, the company’s price may increase by 50%.
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The TRADE
SEPTEMBER 4, 2023
Union Investment’s Christoph Hock is set to step away from his role as head of multi-asset trading later this year to pursue an opportunity in digital assets and tokenisation within the asset management firm, as revealed by The TRADE. She currently serves as head of RepoClear and collateral management at LCH SA.
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The TRADE
JUNE 7, 2024
Alex Livingstone, formerly head of trading for ETFs and FX at Titan Asset Management has joined Titan Investment Solutions as a junior portfolio manager and trader, according to an announcement on social media. Livingstone has previously served as head of trading – FX and ETFs at Tavistock Investments.
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The TRADE
JANUARY 17, 2024
Up against other individuals from Invesco, Liontrust Asset Management, Baillie Gifford and State Street Global Advisors (SSGA), Nutting took home the award after an industry-wide vote. In 2016, Nutting moved to Principia Investment Management Limited where she was an execution trader and fund manager assistant.
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The TRADE
OCTOBER 4, 2023
As part of the acquisition, Bryan Messer has been appointed general manager of Asia Pacific, managing director of portfolio management solutions and artificial intelligence at LiquidityBook, with his staff also joining. In addition, the accounting and reconciliation engines of Messer Financial Software will be integrated.
The TRADE
DECEMBER 11, 2023
M&G Investments has led a $30 million Series B funding round for FCA-authorised digital asset derivatives venue GFO-X. Alongside the funding round, M&G Investment will join the board of Global Futures and Options Holdings.
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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.
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The TRADE
JUNE 28, 2023
Wavelabs has opened up its eLiSA execution management system (EMS) to non-users with modular versions of the system’s analytics products, The TRADE can reveal. Among the key products to now be available to traders and portfolio managers in a modular format is the EMS’ predictive fair value (FV) model.
The TRADE
APRIL 10, 2024
According to Nasdaq, it will make it possible for investors to gain exposure in the Swedish small cap market and simplify investment strategies through consolidating a diversified portfolio of small cap stocks into a single instrument. In addition, the screening criteria allows investors to make decisions which are aligned with ESG outcomes.
The TRADE
AUGUST 5, 2024
He joins from HSBC, where he most recently he held responsibility for primary coverage on G10 rates for reserve managers and UK real money clients. Lambert joins Fidelity from MFS Investment Management where she spent the last five years, most recently serving as investment officer, fixed income trader.
Mergers and Inquisitions
APRIL 5, 2023
But one possible exception lies in sovereign wealth funds (SWFs) , which are similar to funds of funds in some ways. I’ll address all these points here and cover the advantages and disadvantages of SWFs, but let’s start with the definitions and overview: What Are Sovereign Wealth Funds?
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The TRADE
NOVEMBER 14, 2023
As asset managers continue to look for ways to fully capitalise on data, a new SIX report has found that almost half view data velocity as the key challenge in enabling analytics to drive growth. This is more than the number which highlighted volume, or even variety, of data as the key challenges.
The TRADE
MAY 30, 2023
TS Imagine has expanded its team in the Asia Pacific with two new appointments from investment management fintech Enfusion. Stephanie Cheung has been appointed sales director, while An Hoong will work within the account management team, responsible for technical account management and client support.
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The TRADE
APRIL 17, 2024
London-based fintech C8 Technologies is set to launch an FX hedging platform which employs systemic trading models to help businesses manage their currency exposures. Jonathan Webb, former head of FX strategy at Jefferies, manages the C8 Hedge platform.
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The Deal
OCTOBER 12, 2023
The duo also talked about the growing wave of portfolio managers leaving established activist funds to start up their own firms and how to respond. Here’s the full podcast with Richard Grossman and Demetrius Warrick: More podcasts from The Deal are available on iTunes , Spotify and on TheDeal.com.
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The TRADE
MARCH 20, 2024
Pension funds, insurance companies and other institutional investors will be provided with more efficient ways to hedge their global equity exposure, while minimising potential trading error and currency risk. .
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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. The post Cboe set to launch new Cboe S&P 500 Variance Futures appeared first on The TRADE.
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