Accenture Capital Markets

SEPTEMBER 5, 2023

In institutional investing, many players seem to view RPA as a way to also deal with stringent regulatory requirements, lower projected future returns and growing cost pressures. The traditional RPA approach used by large financial services players usually doesn’t easily work in institutional investing. The challenge with this?

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Growth Business

NOVEMBER 23, 2023

Other than the US and India, there is no other country attracting the numbers of VC investment in the sector. It invests in early-stage companies in software, SaaS, healthcare, fintech, security and media. Its UK funds primarily invest at Series A through to Series C, and typically lead rounds with cheques between £2m and £10m.

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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.

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Investment Funds Management Investors 89

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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Investment Manager Trading Management Investment 52

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.

Investment Manager 74

Investment Manager Investors IT Investment 74

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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Stock Investment Manager Investors Investment 77

The TRADE

JULY 18, 2023

Kay will continue to lead the distribution function until Barber joins the firm. “I am delighted to have attracted someone of Jill’s calibre to Aviva Investors. 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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Trading Asset Management Investment Manager Management 111

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 Sale 64

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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Food Investors Investment Manager Investment 52

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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Mergers and Acquisitions Retail Food Acquisitions 208

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.

Funds 69

Funds Investment Manager Capital Market Investment 69

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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Risk Management Valuation Portfolio Management 52

The TRADE

DECEMBER 12, 2023

Deutsche Börse Group subsidiary SimCorp and infrastructure and technology provider for digital assets, Alloy, have entered a strategic partnership to assist SimCorp clients with managing digital asset investments. Alloy’s clients consist of a range of firms including family offices, hedge funds and listed asset managers.

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Management Investment Asset Management Investment Manager 64

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. The most common example of fintech in the wealth management and investment space is the use of robo-advisors. Looking ahead.

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Investors M&A Investment Management 52

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. He joins from HSBC, where he most recently he held responsibility for primary coverage on G10 rates for reserve managers and UK real money clients.

Capital Market 64

Capital Market Investment Capital Portfolio Management 64

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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Education Investment Manager Funds Investors 61

Growth Business

NOVEMBER 21, 2023

By Timothy Adler on Growth Business - Your gateway to entrepreneurial success What kind of startups are venture capital trusts (VCTs) looking to invest in during the coming year? However, he points out that VCTs still outperform VCs when it comes to attracting investment by proportion. What kind of startups do VCTs want to invest in?

Investment 59

Investment Capital Business Management 59

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.

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Funds Financial Services Investors Investment Banking 64

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.,

Investors 40

Investors Investment Manager Acquisitions Investment 40

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.,

Portfolio 40

Portfolio Investors Acquisitions Investment Manager 40

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. The acquisition marks Pacific’s fourth investment in the Denver market with the firm’s regional portfolio now totaling 884 units.

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Portfolio Investors Telecommunication Acquisitions 40

The TRADE

JULY 24, 2023

Elsewhere, Gleave previously served as head of equity solutions for EMEA at Nomura and has also held senior positions at investment banks Morgan Stanley Bank of America, and Lehman Brothers. He has been appointed senior trader at Norges Bank Investment Management, based in New York.

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Asset Management Investment Manager Management Equities 52

The TRADE

JULY 18, 2023

M&G’s global asset management arm has secured a Securities Investment Consulting Enterprise (SICE) business license in Taiwan, allowing the firm to establish a new office in Taipei as part of its Asia expansion strategy. With our expertise and track record, we are well positioned to provide investment excellence.”

Investment 52

Investment M&A Asset Management Management 52

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.

Investment Manager 59

Investment Manager Trading Government Investment 59

Accenture Capital Markets

JANUARY 3, 2025

Today, one of the biggest barriers to effective use of content assets by end clients is the continued presence of siloed and fragmented data-processing systems within wealth management firms. This dislocation makes it much harder and more complicated to produce investment content thats compelling and personalized.

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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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Advisory Investment Manager Asset Management Funds 64

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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Shares Asset Management Trading Investment Manager 64

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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Asset Management Investment Manager Management Funds 40

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? They do not start thinking about the company pitching for their investment.

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Business Investors IT Investment 98

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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Asset Management Management Trading Investment 64

The TRADE

SEPTEMBER 27, 2024

If you are a member of the buy-side community and would like information on attending please contact Karen Delahoy at karen.delahoy@thetradenews.com or Annabel Smith at annabel.smith@thetradenews.com.

Trading 52

Trading Asset Management Investment Manager Management 52

Wall Street Mojo

JANUARY 17, 2024

It aids investors in analyzing the company's performance. read more like investors, shareholders Shareholders A shareholder is an individual or an institution that owns one or more shares of stock in a public or a private corporation and, therefore, are the legal owners of the company. read more arising from each activity.

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Accountant Finance Finance Profitability 98

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

DECEMBER 7, 2023

MAIA Technology and Neovest have partnered to create an enhanced joint offering of new execution management capabilities for Fulcrum Asset Management. The post MAIA Technology and Neovest partner to enhance Fulcrum Asset Management’s execution capabilities appeared first on The TRADE.

Asset Management 59

Asset Management Trading Investment Manager Management 59

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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Debt Investment Investors Management 52

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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Debt Investment Investors Management 52