CNBC: Investing

FEBRUARY 13, 2025

Morgan Stanley Investment Management recently issued a ranking of the 50 states and Puerto Rico, based on their financial strength.

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CNBC: Investing

FEBRUARY 11, 2025

Some stocks could see gains on earnings growth, which could provide an opportunity for investors, according to Ellen Hazen of F.L.Putnam Investment Management.

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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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The TRADE

NOVEMBER 22, 2023

SimCorp has introduced a new cloud-native performance attribution solution as part of the inaugural offering from its new Investment Analytics Platform. The solution was developed to meet increasing demand for accurate performance analytics and offers investors the ability to calculate performance attribution in real-time.

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Global Banking & Finance

SEPTEMBER 11, 2023

Activist investors eye food, consumer goods firms LONDON (Reuters) – In early 2021, investment management firm Artisan Partners sent an open letter to an incoming member of Danone’s board, saying it had built a stake of more than 3% in the French food giant. Ripe for change?

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The TRADE

JULY 18, 2023

The post GAM Investments head of institutional solutions to depart for Aviva Investors appeared first on The TRADE.

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The TRADE

SEPTEMBER 29, 2023

Rowe Price Unigestion Fixed Income Trading Desk of the Year AXA Investment Managers Barings Manulife Investment Management PIMCO State Street Global Advisors Buy-side Market Structure Expert of the Year Evan Canwell, Equity Trader & Market Structure Analyst, T.

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Deal Law Wire

MAY 28, 2021

Investor advice platforms, at both the retail and institutional level, have evolved in recent years – from the use of classic literature to expanded services offered by brick-and-mortar firms. Robo-advising has become an appealing option for investors because of its low-cost components and minimal barriers to access.

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Accenture Capital Markets

SEPTEMBER 5, 2023

The year ahead will be busy for institutional investors and pension funds as they navigate political turbulence and speculations around when the economic cycle will shift. The industry is rethinking how to manage the generation, storage, transformation, usage and retirement of both structured and unstructured data. Blockchain.

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Global Newswire by Notified: M&A

JULY 6, 2023

July 06, 2023 (GLOBE NEWSWIRE) -- Multifamily owner-operator and investment manager Pacific Urban Investors acquired La Jolla International Gardens, a 400-unit apartment community in the La Jolla / University Town Center (UTC) submarket of San Diego, CA, on April 27, 2023. PALO ALTO, Calif.,

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The TRADE

JUNE 17, 2024

The move follows a Series A finding round of £15 million in 2021, with this latest investment set to fund the firm’s commercial development, including expanding its sales, product and marketing capabilities in the US, UK, Ireland, Singapore and Australia.

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Global Newswire by Notified: M&A

MAY 7, 2024

May 07, 2024 (GLOBE NEWSWIRE) -- Multifamily owner-operator and investment manager Pacific Urban Investors (“Pacific”) has acquired Viridian, a 420-unit apartment community in Greenwood Village, CO. PALO ALTO, Calif.,

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PE Hub

AUGUST 29, 2023

DreamBox Learning's current investors Elliott Investment Management L.P. and TPG's The Rise Fund will retain minority stakes in the company. The post Clearlake-backed Discovery Education to acquire edtech firm DreamBox Learning appeared first on PE Hub.

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TechCrunch: M&A

AUGUST 18, 2023

The transaction was expected to provide Boxed with about $334 million in net cash proceeds, including a $120 million private investment from investors such as Brigade Capital Management, Avanda Investment Management and Onex Credit, Reuters reported.

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Global Newswire by Notified: M&A

JULY 26, 2023

July 26, 2023 (GLOBE NEWSWIRE) -- Multifamily owner-operator and investment manager Pacific Urban Investors has acquired The Residences at River’s Edge, a 222-unit apartment community in Medford, MA. PALO ALTO, Calif.,

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The TRADE

SEPTEMBER 10, 2024

The development has enabled six investors to follow-on from their original investment and four additional investors to join the group of firms with a stake in FINBOURNE. FINBOURNE provides investment management solutions and a cloud-native data management platform. “I

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PCE

NOVEMBER 15, 2023

These valuations are crucial for fund and investment managers, as transparency and consistency is important for individual investors, large institutions and other stakeholders. But why are they so important, and what do they really mean for your investment decisions and risk management strategies?

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The TRADE

JUNE 19, 2023

The Securities and Exchange Commission (SEC) has charged Pacific Investment Management Company (PIMCO) $9 million for disclosure, policies and procedures violations involving two funds the firm advises on.

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The TRADE

AUGUST 8, 2024

“Fast changing market structures and increased investor demand for fixed income securities presents growing challenges for investment managers,” said Christopher Murphy, chief executive of Ediphy. The post Iress and Ediphy partner on fixed income offering appeared first on The TRADE.

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Accenture Capital Markets

JANUARY 3, 2025

The post How wealth managers can create and deliver content that meets investors expectations appeared first on Accenture Capital Markets Blog. So dont delay: the time to start building your gen AI-enabled content process of the future is now.

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The TRADE

JULY 24, 2023

RBC BlueBay Asset Management’s investment-grade credit trader, Christopher Lemmo, has left the firm to join Norges Bank Investment Management after almost 13 years at the fixed income focused asset manager. He has been appointed senior trader at Norges Bank Investment Management, based in New York.

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The TRADE

JUNE 29, 2023

Specialist multi-asset manager Candriam and its parent company New York Life Investments have expanded their partnership to grow their remit in the US offshore market. Following the expansion of the partnership, the pair will offer solutions and services to non-US resident investors who invest through US intermediaries.

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The TRADE

DECEMBER 12, 2023

The partnership will extend past standard digital asset broker connectivity, enabling mutual clients to manage digital assets holistically within SimCorp’s front-to-back investment management platform. The solution will provide joint clients with one single source for traditional, alternative and digital asset classes.

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Growth Business

JUNE 29, 2023

Before the presentation in front of investors, you will need to prepare fundraising collateral, which includes the pitch deck, executive summary, business plan and financial forecasts. How to pitch to investors: What fundraising collateral do I need? Numbers are particularly easy to confuse and critical to any investment decision.

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Global Newswire by Notified: M&A

JULY 30, 2024

VICTORIA (BC), LONDON & NEW YORK, July 30, 2024 (GLOBE NEWSWIRE) -- British Columbia Investment Management Corporation (“BCI”), one of Canada’s largest institutional investors, today announced it has entered into a definitive agreement with Arctos Partners (“Arctos”), a private investment firm, to sell its majority stake in Hayfin Capital Management (..)

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Growth Business

NOVEMBER 23, 2023

Despite investment in the first half of 2023 dropping to £4.6bn from 2022’s £10.8bn as a result of rising interest rates, high inflation, a decrease in valuations and geopolitical tensions globally, UK fintechs are still attracting more VC investment than all other EMEA fintechs combined, with a significant percentage coming from US investors.

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The TRADE

OCTOBER 11, 2023

Over the last couple of years, Glimpse Markets’ data sharing network has gained significant traction with the buy-side, with firms including NN Investment Partners, Invesco, Columbia Threadneedle, Carmignac, Quonian, SEB Investment Management and Mirabaud Asset Management joining.

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The TRADE

SEPTEMBER 27, 2024

Trader of the Year Guy Alcock, Schroders Marie Geekie, BlackRock Robert Martin, RBC Brewin Dolphin Tim Miller, Fidelity International Laura Mould, M&G Investments Trading Desk of the Year Balyasny Asset Management Federated Hermes Jupiter Asset Management Man Group M&G Investments Multi-Asset Trading Desk of the Year APG Asset Management (..)

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The TRADE

DECEMBER 19, 2023

Daniel Chambers, head of data and analytics, BidFX (an SGX company) This year has seen investors hanging on every word uttered by central banks around interest rates. 2024 will see investment managers ask why their FX flow has been directed to certain counterparties, rather than passively accepting the liquidity provider’s perspective.

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The TRADE

DECEMBER 7, 2023

Patrick Forde, head of trading at Fulcrum Asset Management, said: “It was important for us to continue to enhance our trading capabilities and find efficiencies, what was equally important was selecting a vendor who would work collaboratively with our existing technology provider. Fortunately for us, Neovest was able to do that.”

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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

JUNE 13, 2023

New investor BNP Paribas, alongside existing shareholders Bank of America, Barclays, Citi, Goldman Sachs, JP Morgan, and Wells Fargo, have closed a $25.4 Currently, the TDN comprises 16 banks and brokers and 40 investment managers and hedge funds. Altogether the combined assets under management is more than $37 trillion.

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The Deal

JANUARY 25, 2024

on its sale to an investor group that included Searchlight Capital Partners LP and British Columbia Investment Management Corp. Last year, Murti helped advise ADT Inc. billion sale of its commercial security, fire and life safety business unit to GTCR LLC as well as Consolidated Communications Holdings Inc.

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The TRADE

JULY 4, 2023

Data can be accessed from Bloomberg’s Trade Order Management System (TOMS), Bloomberg’s Asset and Investment Manager (AIM), as well as third-party order management systems. The offering is also being used by firms to perform monitoring activities to keep pace with increasing data volumes.

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Razorpay

OCTOBER 15, 2024

The investors behind Lendbox set out to solve India’s long-standing challenges in the investment ecosystem, with a mission to make debt investments more accessible, liquid, and free from third-party intermediaries. Read more about Lendbox here!

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Razorpay

OCTOBER 15, 2024

The investors behind Lendbox set out to solve India’s long-standing challenges in the investment ecosystem, with a mission to make debt investments more accessible, liquid, and free from third-party intermediaries. Read more about Lendbox here!

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The TRADE

NOVEMBER 20, 2023

He has also previously worked for Aviva Investors as a transaction reporting analyst. Guido Baltussen was appointed international head of quantitative strategies at Northern Trust Asset Management, a newly created role in which he will oversee EMEA and APAC.

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