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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 investmentmanagement platform Enfusion for $1.5
Lambert joins Fidelity from MFS InvestmentManagement where she spent the last five years, most recently serving as investment officer, fixed income trader. Initially during her tenure at BNY Mellon, she served as an assistant portfoliomanager, fixed income.
. “In today’s complex and fast-paced investment landscape, real-time performance attribution can provide transparency and clarity regarding the drivers of financial returns, particularly in portfolio construction and active risk management,” said Lars Ole Hansen, global product manager at SimCorp.
Triodos InvestmentManagement 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).
Head of Europe for UK-based asset manager Federated Hermes, James Rutherford, has stepped down from his role to pursue a technology venture, The TRADE can reveal. He departs following a 35-year long career in investmentmanagement, spending 19 years at Fidelity Investments as a European portfoliomanager until 2006.
He most recently served as an investmentmanager at ADQ and before that spent two and a half years as a senior trader and portfoliomanager at Azimut. Elijah Ibrahim Diallo has joined Magellan Capital as a multi-strategy trader, based in the UAE.
Read more: Kepler Cheuvreux head of equity sales trading departs Akar has also previously served as an associate, equities strategy, at quantitative investmentmanagement firm Winton. Kepler Cheuvreux has appointed Faruk Akar as PT sales trader, based in London.
BayernInvest, which has €88 billion assets under management, already utilised Bloomberg solutions within its workflow, including Bloomberg’s PORT Enterprise and EMSX solutions, as well as pricing data and the Bloomberg Global Aggregate Bond Indices.
Alex Livingstone, formerly head of trading for ETFs and FX at Titan Asset Management has joined Titan Investment Solutions as a junior portfoliomanager and trader, according to an announcement on social media.
Previously in his career, he undertook several banking, capital markets, and portfoliomanagement internships across PwC, KPMG UK, BlackRock, and Jefferies. He most recently served as an investmentmanager at ADQ and before that spent two and a half years as a senior trader and portfoliomanager at Azimut.
Lambert joins Fidelity from MFS InvestmentManagement where she spent the last five years, most recently serving as investment officer, fixed income trader. Initially during her tenure at BNY Mellon, she served as an assistant portfoliomanager, fixed income.
He joined Northern Trust in 2007 and has since worked in senior roles across portfoliomanagement, client management and sales. Before joining Northern Trust Asset Management, Komoro spent six years at Mizuho Trust & Banking Co. as a fund manager for the passive and quantitative investmentmanagement department.
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 InvestmentManagement Limited where she was an execution trader and fund manager assistant.
Bloomberg AIM and Bloomberg Vault have been adopted by India-based NJ Asset Management to help enable its enterprise-wide digital strategy across the entire investment workflow. According to the firms, Bloomberg AIM addresses NJ Asset Management’s specific needs for tools to support rule-based investment decision-making.
TS Imagine has expanded its team in the Asia Pacific with two new appointments from investmentmanagement 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.
RBC BlueBay Asset Management equity trader, Michael Tamou, left the asset manager to join Qube Research & Technologies (QRT). He originally joined the asset manager as an investment operations analyst in 2020. Prior to his 17-year stint at TORA, Jenkins was managing director at Caspian, now LSEG Data and Analytics.
Head of Europe for UK-based asset manager Federated Hermes, James Rutherford, has stepped down from his role to pursue a technology venture. Rutherford departs the investmentmanagement industry after 35 years to take on a more active role in SmartFrame Technologies, a venture which he has been chairman of for six years.
Chicago-based head of US trading at Legal and General InvestmentManagement (LGIM) Ryan Raymond has seen enough economic turmoil during his career to know what to do when markets turn volatile. Chicago is a very small community and so I knew most of the portfoliomanagers and management at LGIM America before I came over.
The immediate focus for the business is set to be investing in client service and portfoliomanagement, specifically hiring in senior sales and distribution team members focused on Europe and the UK, as well as investmentmanagers for both the luxury brands and credit opportunities strategies.
The trader of today has to be able to distil a vast amount of disparate information and filter it in a bespoke fashion to the needs of individual portfoliomanagement teams. Key among them being the provision of market colour and adding to the idea generation process.
RBC appointed Guy Chalkley as managing director, UK flow rates sales. Chalkley brings more than three decades worth of financial services to the role, in both portfoliomanagement and rates sales. Before joining RBC, Chalkley spent 11 years at NatWest Markets.
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.
Traders, and portfoliomanagers, across the industry are seemingly eager to be part of these conversations – not just about the dawn of outsourcing but also when it comes to technological change across the market. Examples just from just the last six months include UK-based investmentmanagement firm Waverton – which has £9.1
As Alan Martin Lucero, head of FX at Norges Bank InvestmentManagement and Gregory Armon-Jones, managing partner, Armon-Jones Partners debated the role of the future trader, the audience were forced to question if the future truly is digital when it comes to traders’ roles. He added: “Traders need to be able to have a view.
I’ve always worked in the asset management industry, starting my first job at 18 with Scottish Amicable InvestmentManagement in Glasgow. What has your journey to the trading desk been like? I joined the banking services team and within that team sat the Treasury function consisting of a money market and FX trader.
“There is a structural case for emerging markets, and it is set to remain a core part of the fixed income opportunity set,” asserts John Espinosa, head of sovereigns and portfoliomanager for Nuveen’s global fixed income team. “It We’ve also seen an increase in portfolio trading activity in the market.”
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. As markets continue to increase broadly in complexity, buy- and sell-side relationships can and will take on a more strategic focus.
The active investmentmanager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. The London-based trading team at Ninety One has a very particular set of skills. This context is crucial for our day-to-day operations.
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.
JP Morgan subsidiary Neovest has moved to expand its capabilities in the hedge fund sphere with the acquisition of investmentmanagement platform LayerOne Financial. Users will be able to send orders to their brokers, manage positions, monitor portfolios, and conduct risk assessments and compliance checks from a unified platform.
The banking giant hired Ian Power from Newton InvestmentManagement a year ago, alongside Paul Christophorou, who previously spent 19 years as a senior global trader for Odey Asset Management and Gozde Yildiz, a multi-asset trader focusing on fixed income, equities and derivatives trading. The list goes on.
Longfellow InvestmentManagement has appointed Allison Goldie as fixed income trader. Goldie joins the investmentmanager from Morgan Stanley where she spent the last three years. Elsewhere in her career, Goldie held various portfoliomanagement-related roles at Eaton Vance.
Michael Lam joined TT International as a senior trader, following three and a half years at Jupiter Asset Management as a fixed income trader. He has previous experience across multi-asset trading and his past roles include stints as a multi asset trader at Manulife InvestmentManagement and BNP Paribas Asset Management.
In the investmentmanagement sector, the diversity of challenges allows us to identify some of the most promising applications of GenAI. These are likely to result from a collaborative approach between technologists and their end users including investment professionals, legal, compliance and finance teams, among others.
Read more: Head of UBS outsourced trading offering departs Prior to joining UBS, London-based Power served as a global multi-asset and derivatives trader at Newton IM, and before that as head of trading at Standard Life Investments. UBS had not responded to a request for comment at the time of publishing.
Prior to that, she worked as global trading business manager. Further roles at Fidelity International include stints as fixed income trading business manager, senior fixed income change manager, and senior fixed income portfolio analyst. Longfellow InvestmentManagement appointed Allison Goldie as fixed income trader.
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