The TRADE

JULY 25, 2023

Clearwater Analytics is set to launch a new generative artificial intelligence solution aimed at improving the way institutional clients analyse investment data and respond to changing market dynamics. The solution applies to all asset classes and its use cases will vary depending on varying client types, Clearwater confirmed.

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PE Hub

OCTOBER 16, 2023

The post Arcline Investment Management agrees to buy Hartzell Aviation appeared first on PE Hub. Hartzell Aviation manufactures proprietary aircraft subsystems and aftermarket components.

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PE Hub

FEBRUARY 7, 2024

The post Manulife Investment Management names Andrews as private markets global head appeared first on PE Hub. Her appointment begins March 4, 2024.

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CNBC: Investing

MARCH 30, 2024

Slimmon advised investors to lean more cyclical, pointing out that the best-performing sectors in March were energy, materials and industrials.

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The TRADE

AUGUST 1, 2024

Fidelity Investments has appointed Sarah Lambert senior trader, based in Boston. Lambert joins Fidelity from MFS Investment Management where she spent the last five years, most recently serving as investment officer, fixed income trader. Before joining MFS, she spent seven and a half years at BNY Mellon (now BNY).

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PE Hub

JUNE 9, 2023

In this role, Lizak will focus on managing the credit strategy of the firm and expanding the firm's equity and debt investor base across the Civitas lodging platform. The post Civitas Capital Group recruits Lizak as investments managing director appeared first on PE Hub.

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The TRADE

MARCH 4, 2024

Legal & General Investment Management (LGIM) has promoted one of its own to the role of head of US equity and foreign exchange trading, The TRADE can reveal. The post Legal & General Investment Management names new head of US equity and FX trading appeared first on The TRADE.

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The TRADE

NOVEMBER 16, 2023

Manulife Investment Management is set to acquire multi-sector alternative credit manager CQS for an undisclosed sum with the deal set to close in early 2024. Following close, Manulife is set to align the CQS brand with its own as a co-branded logo – Manulife | CQS Investment Management.

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CNBC: Investing

JUNE 19, 2023

Veteran portfolio manager Jim Casselberry is trying to do something about that. Economic freedom has been more elusive for Black people.

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The TRADE

OCTOBER 22, 2024

Northern Trust is on an unprecedented run of securing outsourced trading mandates over the past 12 months, signing deals with True Potential, Waverton Investment Management, 2Xideas and Nedgroup. The post Artemis Investment Management outsources equities and derivatives trading to Northern Trust appeared first on The TRADE.

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Global Newswire by Notified: M&A

SEPTEMBER 9, 2024

SMC Entertainment Enters Letter of Intent to Acquire Boutique Investment Manager, Bateau Asset Management.

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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. Together, the solutions manage integrated workflows for more than 200 clients – which includes over 100 of the world’s top asset managers (by AUM).

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The TRADE

JANUARY 2, 2024

RBC BlueBay Asset Management equity trader, Michael Tamou, has left the asset manager to join Qube Research & Technologies (QRT), The TRADE can reveal. He originally joined the asset manager as an investment operations analyst in 2020. “I It is a great feeling to be recognised by my peers across the industry.”

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Global Banking & Finance

FEBRUARY 6, 2024

Empowering ESG Investment Managers with Standard Methodology Aligned Green, Social, Sustainability, Sustainability-Linked and Transition (ESG bonds or GSS+) finance volumes passed the $4trillion mark in H1 2023, according to the Climate Bonds Initiative (CBI). How Green is Green? But how green is green?

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The TRADE

AUGUST 2, 2024

BNP Paribas has entered into a definitive agreement to acquire 100% of AXA Investment Managers – representing around €850 million in assets under management – for just over €5 billion. The deal is set to include an agreement for BNP Paribas’ long term management of a large part of AXA’s assets.

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The TRADE

MAY 8, 2024

Singapore-based investment manager New Silk Road has outsourced its trading to Northern Trust as it seeks to fortify its offering as T+1 looms. The post Singaporean investment manager New Silk Road outsources trading to Northern Trust appeared first on The TRADE.

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Global Newswire by Notified: M&A

NOVEMBER 21, 2024

Värde acquires Unity Investment Management to manage $800+ million healthcare real estate portfolio; Expects to scale portfolio to over $2 billion.

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Global Newswire by Notified: M&A

AUGUST 1, 2024

BNP PARIBAS ENTERS INTO EXCLUSIVE NEGOTIATIONS WITH AXA FOR THE ACQUISITION OF AXA INVESTMENT MANAGERS AND A LONG-TERM PARTNERSHIP IN ASSET MANAGEMENT

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Global Newswire by Notified: M&A

AUGUST 1, 2024

BNP PARIBAS ENTRE EN NEGOCIATIONS EXCLUSIVES AVEC AXA EN VUE DE L’ACQUISITION D’AXA INVESTMENT MANAGERS ET D’UN PARTENARIAT DE LONG TERME DANS LA GESTION D’ACTIFS

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CNBC: Investing

MAY 29, 2024

Investors searching for income can find some bargains in dividend stocks, according to Ben Kirby, co-head of investments at Thornburg Investment Management.

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CNBC: Investing

OCTOBER 27, 2023

Sara Devereux, the global head of fixed income at Vanguard's Investment Management Group, spoke exclusively to CNBC's Bob Pisani.

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The TRADE

JULY 24, 2024

Investment manager Franklin Templeton has become the latest buy-sider to integrate BlackRock’s flagship order management platform, Aladdin. Aladdin supports the entire investment management process across asset classes. The transition will begin in Q2 2025 and will be made up of phases over several years.

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PE Hub

FEBRUARY 22, 2024

Elliott Investment Management L.P. The post Cloud security firm Gigamon snags investment from Siris appeared first on PE Hub. will maintain its controlling stake in Gigamon.

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Global Newswire by Notified: M&A

JANUARY 18, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3

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Global Newswire by Notified: M&A

JULY 23, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3

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Global Newswire by Notified: M&A

NOVEMBER 29, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3

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Global Newswire by Notified: M&A

DECEMBER 16, 2024

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Global Newswire by Notified: M&A

MAY 15, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3

Investment Manager 52

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Global Newswire by Notified: M&A

MAY 14, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3

Investment Manager 52

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Global Newswire by Notified: M&A

MAY 13, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3

Investment Manager 52

Investment Manager Management Investment Securities 52

Global Newswire by Notified: M&A

MAY 10, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3

Investment Manager 52

Investment Manager Management Investment Securities 52

Global Newswire by Notified: M&A

MAY 9, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3

Investment Manager 52

Investment Manager Management Investment Securities 52

Global Newswire by Notified: M&A

MAY 8, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3

Investment Manager 52

Investment Manager Management Investment Securities 52

Global Newswire by Notified: M&A

APRIL 29, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3

Investment Manager 52

Investment Manager Management Investment Securities 52

Global Newswire by Notified: M&A

APRIL 24, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3

Investment Manager 52

Investment Manager Management Investment Securities 52

Global Newswire by Notified: M&A

MARCH 26, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3

Investment Manager 52

Investment Manager Management Investment Securities 52

Global Newswire by Notified: M&A

MARCH 15, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3

Investment Manager 52

Investment Manager Management Investment Securities 52