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.

Investment 89

Investment Funds Management Investors 89

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.

Investment 64

Investment Investors Asset Management Investment Manager 64

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.

Investment 111

Investment Funds Capital Business 111

Accenture Capital Markets

JANUARY 3, 2025

Leverage technology for engagement : Using in-house data, expertise, and gen AI to create personalized and timely investment content will not only boost client engagement but also increase client satisfaction and loyalty. So dont delay: the time to start building your gen AI-enabled content process of the future is now.

Management 52

Management Investors Investment IT 52

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.

Accountant 64

Accountant Portfolio Management Management Risk Management 64

The TRADE

AUGUST 5, 2024

Prior to GMO, he worked as an operations specialist at Evergreen Investments and has also previously worked in a custody-related accountancy role at Investors Banks & Trust. Fidelity Investments appointed Sarah Lambert senior trader, based in Boston.

Capital Market 64

Capital Market Investment Capital Portfolio Management 64

The TRADE

OCTOBER 19, 2023

The immediate focus for the business is set to be investing in client service and portfolio management, specifically hiring in senior sales and distribution team members focused on Europe and the UK, as well as investment managers for both the luxury brands and credit opportunities strategies.

Profitability 59

Profitability Shares Investment Management 59

The TRADE

OCTOBER 16, 2024

With the advent of an ever-more technologically innovative and globally connected capital markets sphere, fixed income emerging markets (EM) have demonstrably become an increasingly appealing area of interest for investors. Since last year EM fixed income was expected to do well however, currently market changes are yet to pass.

Trading 59

Trading Investors Portfolio Investment 59

Razorpay

DECEMBER 15, 2024

Exclusive Investment Opportunities Private banking clients gain access to investment products and opportunities not available to the general public, such as: Private equity and hedge funds. Alternative investments, including real estate, commodities, and luxury assets. Flexible credit lines for liquidity needs.

Bank 52

Bank Banking IT Management 52

Peak Frameworks

AUGUST 24, 2023

Robo-advisors are automated platforms that provide investment management services with minimal human intervention, such as Betterment. Interest Income: Brokerages often allow investors to buy securities on margin, which means borrowing money from the brokerage. Discount brokerages offer fewer services but at a lower cost.

IT 52

IT Trading Accountant Investors 52

Growth Business

AUGUST 3, 2023

I would always encourage a founder to come out of their comfort zone, and even pitch to investors before they’re ready,” said Adam Beveridge, investment manager at SFC Capital. And make sure you break down exactly how you would spend the money for your investors. Who do I get pre-seed funding from?

Funds 52

Funds Investors Investment Business 52

The TRADE

SEPTEMBER 25, 2024

However, in the last few months the US boat has begun to rock and investors are now gearing up for a potential recession in the world’s largest economy due to tight monetary policy.

Trading 64

Trading Investment IT Management 64

The Deal

JULY 18, 2023

“While a select few lenders have maintained their hold size parameters, the overwhelming majority of lenders have significantly reduced their check size in response to the drop off in redemptions and repayments in their portfolios,” said Joseph Weissglass , managing director at middle market investment bank Configure Partners LLC.

Debt 52

Debt Finance Finance Private Equity 52

The TRADE

NOVEMBER 6, 2023

Beginning her career at Dresdner Kleinwort Benson as director and head of portfolio sales trading in 1997, she later went on to spend six years at JP Morgan, initially as an executive director and head of execution sales responsible for electronic and portfolio trading and ETFs.

Trading 52

Trading Asset Management Equities Management 52

The TRADE

MARCH 27, 2024

RFM is a similar concept, also derived from a desire from investors to access as much available liquidity as possible to ensure order fills and achieve best execution. Traders can use request for quote or request for market protocols and can upload Ibor portfolios into Tradeweb’s list trading mechanism for conversion into risk free rates.

Trading 64

Trading Electronics IT Investment Manager 64

The TRADE

OCTOBER 2, 2024

Already electronic execution and direct market access has reduced the reliance on sales traders to source liquidity,” emphasises Scott Chace, head on trading for portfolio solutions at State Street. Namely, primary issuance – the process in which new securities are created and sold to investors for the first time.

Trading 64

Trading Electronics Management Broker 64

The TRADE

OCTOBER 9, 2024

The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. Wood joined Ninety One in 2021 after serving for a year and a half at Aviva Investors as a credit trader and for five years at Vanguard as a fixed income trader.

Trading 59

Trading Bulge Bracket Asset Management Bank 59

Cooley M&A

JANUARY 23, 2024

Strategic innovation Strategic acquirers are feeling more pressure to consummate bolt-on acquisitions in order to round out their portfolios, enter new markets and fill innovation gaps. With the renaissance in weight-loss drugs in 2023, we expect even more investor interest in that space in the year ahead.

M&A 52

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 52

Peak Frameworks

JULY 20, 2023

At the heart of financial management and investing lies a crucial question: " How can we maximize returns while minimizing risk?" This question paved the way for the birth of the Modern Portfolio Theory (MPT) , introduced by economist Harry Markowitz in the 1950s.

Portfolio 40

Portfolio Investors Finance Finance 40

FineMark

JULY 13, 2023

We believe this behavior should be ignored by long-term investors. Equity markets are justifiably high risk investments, given the historically high returns they afford investors over long investment horizons. As reported in the June 27, 2023, Wall Street Journal article entitled, “ U.S.

S&P 52

S&P Bank Banking Investment 52

The TRADE

APRIL 22, 2025

Clearwater Analytics has completed its acquisition of software-as-a-service (SaaS) solutions provider for the investment management and hedge fund sectors, Enfusion. billion, is set to provide the first single-instance, multi-tenant, cloud-native front-to-back platform for the entire investment management industry.

Acquisitions 52

Acquisitions Investment Manager Portfolio Management 52

The TRADE

JANUARY 13, 2025

Clearwater Analytics is set to acquire Enfusion a software-as-a-service (SaaS) solutions provider for the hedge fund and investment management industry for $1.5 This deal is understood to be a key step toward Clearwaters plan of building the first cloud-native front-to-back platform for the entire investment management industry.

Business 59

Business Mergers and Acquisitions Asset Management Investment Manager 59

The TRADE

APRIL 30, 2025

Melissa Hinmons extensive experience in the industry has taught her many life lessons that make her the successful director of equity trading at Glenmede Investment Management that she is today. What may be important last week is less important this week. It may be on the front burner and then that flame goes out.

Trading 52

Trading Retail Equities S&P 52