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Funds Portfolio 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 All rights reserved. For personal use only.
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
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
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.
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
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
MAY 14, 2024
O'Neil was recently nominated for Morningstar's 2024 outstanding portfolio manager award for investing excellence.
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.
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.
The TRADE
JUNE 27, 2023
The LBX suite is now connected to ICE ETF Hub’s FIX application programming interface (API), providing third-party platforms and ETF market participants with improved access to the ICE ETF Hub platform, alongside the ability to systematically manage their creation and redemption orders.
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.
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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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.
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CNBC: Investing
MARCH 21, 2025
Janet Rilling is a senior portfolio manager and head of the plus fixed income team at Allspring Global Investments.
Peak Frameworks
AUGUST 15, 2023
An investment portfolio is a basket of various types of financial assets owned by an investor. These assets can be in the form of equities (stocks), fixed income (bonds), mutual funds, exchange-traded funds (ETFs), real estate, commodities , and more. It's a tool to manage and diversify risk while seeking returns.
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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.
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.
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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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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
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
JUNE 7, 2024
CSIP segment manages funds and associated mandates – including convertible bond funds – with a total of CHF 1 billion in assets under management. Following the closing of the transaction, CSIP will rebrand as BANTLEON Convertible Experts, while still servings its clients as a convertibles manager.
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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). The platform is designed as an open architecture structure to integrate with external ETF providers as well as State Street’s internal ETF systems.
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The TRADE
AUGUST 30, 2023
Union Investment had in the previous year become the first of its kind on the continent to get involved in a public tokenised European Investment Bank (EIB) bond transaction and currently has a selected fund where it can trade one Bitcoin exchange traded note (ETN).
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OfficeHours
JUNE 12, 2023
Through a private equity internship, you will be exposed to high-stakes, complex financial transactions and gain valuable experience in investment analysis, deal structuring, and portfolio management. Securing an internship in private equity can be challenging due to the competitive nature of the industry.
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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
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
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
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
JUNE 28, 2023
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. eLiSA has seen increasing buy-side interest of late after it onboarded its first hedge fund client earlier this month.
The TRADE
SEPTEMBER 4, 2023
Prior to joining Union, Hock spent three years at Barclays as head of equity execution sales, four years at Tungsten Capital Management as head of portfolio trading and management, and two and a half years at Ferox Capital Management in a similar role.
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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
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
JANUARY 17, 2024
After leaving university, she undertook several sell-side internships at RBC, Nomura and Fisher Investments, returning to RBC in 2014 to work on its cash management team for its foreign exchange traders. In 2016, Nutting moved to Principia Investment Management Limited where she was an execution trader and fund manager assistant.
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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 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
AUGUST 5, 2024
Initially during her tenure at BNY Mellon, she served as an assistant portfolio manager, fixed income. Following this, Lambert was promoted to portfolio manager, fixed income for just over five years. Australian pension fund AustralianSuper selected one of its own to take up the reins for its dealing business.
The TRADE
APRIL 17, 2024
The platform has the ability to adapting the shifting market conditions to access opportunities and mitigate risk, offering a hedging solution to protect portfolios against adverse currency movements. Jonathan Webb, former head of FX strategy at Jefferies, manages the C8 Hedge platform.
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The TRADE
MAY 31, 2023
Swedish independent fund management company Lannebo Fonder AB has adopted the Bloomberg buy-side offering – which includes its order management system (OMS) AIM and its risk and reporting PORT Enterprise solutions. AIM is Bloomberg’s buy-side order management system (OMS), which is fully integrated with the Bloomberg terminal.
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The TRADE
AUGUST 29, 2023
Most recently, Vahid served as deputy head of global value equity and head of European mid cap equities, where he held responsibility for managing a range of institutional and retail funds across global, European and UK equity mandates. Based in London, Vahid will report to Jörg De Vries-Hippen, head of investments equity Europe.
The TRADE
AUGUST 5, 2024
He has previously served as an equity algo trade specialist at Berenberg, multi-asset trader and quantitative analyst at Edmond de Rothschild, and assistant portfolio manager at ARIA capital management. Before that also worked as an investment fund specialist at Aviva Investors and as a stockbroker at Redmayne Bentley.
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
SEPTEMBER 12, 2024
“Having traded variance since 2002, being able to trade a simple cleared variance product will be a very welcome addition to our portfolio,” said Keith DeCarlucci, chief investment officer at Melqart Asset Management.
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Peak Frameworks
MAY 17, 2023
Consider you have ten potential investment opportunities, and you want to diversify your portfolio by selecting three. Using the combination formula , you can calculate the number of different possible portfolios as follows: 10! / (3!(10 10 - 3)!) = 120 different portfolios. Consider an investor with a portfolio of 15 stocks.
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