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

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. Our new investment analytics service enables users to perform advanced investment performance analytics on the fly, with calculations delivered in just a few seconds.”

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PE Hub

SEPTEMBER 28, 2023

QuadReal Property Group is the real estate investment arm of British Columbia Investment Management Corp. The post QuadReal buys 50% interest in CA’s US student housing portfolio appeared first on PE Hub.

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The TRADE

DECEMBER 6, 2023

Market data provider big xyt has launched its new portfolio liquidity analysis solution, developed in partnership with Baillie Gifford, to address dilution levy guidance impacting the buy-side. The new solution provides buy-side firms with an independent view of the liquidity of equity portfolios by using market data.

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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. 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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PE Hub

MAY 24, 2023

In her new role, Butler will oversee investment management for the fund as it continues to scale its portfolio of private real estate equity and credit investments. The post KKR Real Estate Trust taps Butler as chief investment officer appeared first on PE Hub.

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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

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.

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The TRADE

OCTOBER 25, 2023

BNY Mellon has launched a new foreign exchange (FX) platform, meeting client demands to manage execution across their entire portfolio and access improved price transparency. BNY Mellon stated that the new platform will also help clients navigate the industry transition to T+1 settlement.

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The TRADE

SEPTEMBER 3, 2024

He most recently served as an investment manager at ADQ and before that spent two and a half years as a senior trader and portfolio manager at Azimut. Elijah Ibrahim Diallo has joined Magellan Capital as a multi-strategy trader, based in the UAE.

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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 industry is rethinking how to manage the generation, storage, transformation, usage and retirement of both structured and unstructured data. A strong push to refocus on investment management. A keen desire for scalability and simplification. Robotic Process Automation.

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The TRADE

OCTOBER 24, 2024

Read more: Kepler Cheuvreux head of equity sales trading departs Akar has also previously served as an associate, equities strategy, at quantitative investment management firm Winton. Kepler Cheuvreux has appointed Faruk Akar as PT sales trader, based in London.

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The TRADE

AUGUST 8, 2024

“Expanding our engagement with Bloomberg as our technology partner has enabled us to streamline our investment management and operations workflows,” said Alexander Mertz, chief executive of BayernInvest. “It The post Bloomberg buy-side solutions adopted by BayernInvest to support workflows appeared first on The TRADE.

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The TRADE

JUNE 7, 2024

Alex Livingstone, formerly head of trading for ETFs and FX at Titan Asset Management has joined Titan Investment Solutions as a junior portfolio manager and trader, according to an announcement on social media. Livingstone has previously served as head of trading – FX and ETFs at Tavistock Investments.

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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

OCTOBER 28, 2024

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 Investment Management and BNP Paribas Asset Management.

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The TRADE

MARCH 4, 2024

JP Morgan subsidiary Neovest has moved to expand its capabilities in the hedge fund sphere with the acquisition of investment management 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.

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The TRADE

JULY 12, 2024

Asia-based insurance giant AIA Group has selected BNY and BlackRock to provide a front-to-back investment platform, supporting the firm’s long-term investment programme. The partnership was then extended in 2021 to give clients greater freedom of choice around middle-office services.

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The TRADE

OCTOBER 31, 2024

Chicago-based head of US trading at Legal and General Investment Management (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 portfolio managers and management at LGIM America before I came over.

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The TRADE

JULY 31, 2024

Raquel Alves Specifically, Gravis is set to utilise Bloomberg AIM to provide operational intelligence and management for its front-office to enhance pre-trade processes and order generation workflow, as well as for fund holdings reconciliation.

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The TRADE

JULY 27, 2023

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.

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The TRADE

MARCH 25, 2024

Tim Helyar Dennis Baillon, director of business development for APAC at Charles River, asserted: “To be successful in today’s market, managers need a platform that provides flexibility in their operating environment and enables them to scale as their business requires.”

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The TRADE

JANUARY 8, 2024

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. Throughout his career Jenkins has also worked at SWIFT, Macgregor, and AXA Investment Managers.

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TechCrunch: M&A

AUGUST 18, 2023

announced this morning its acquisition of Boxed.com and “other intellectual property portfolios and affiliates” in an all-cash transaction. After filing for Chapter 11 bankruptcy protection in April, online wholesale retailer Boxed has been acquired. based regional distributor MSG Distributors, Inc.

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The TRADE

JULY 31, 2023

Prior to joining Invesco in 2016, Taitz spent two and a half years at RBC Capital Markets in a fixed income role and 10 and a half years at UBS Investment Bank as an executive vice president. Goldman Sachs veteran, Christopher Daur, left the investment bank to head up buy-side sales and relationships at AccessFintech.

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Asset Management Investment Banking Trading Investment Manager 52

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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The TRADE

NOVEMBER 27, 2023

Read more: Fireside Friday with… Morgan Stanley’s Maria Salamanca Mejia Previously in his career, McMahon worked as a centralised dealer at Bank of Ireland Asset Management, working on the multi-asset global trading desk.

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The TRADE

SEPTEMBER 9, 2024

Previously in his career, he undertook several banking, capital markets, and portfolio management internships across PwC, KPMG UK, BlackRock, and Jefferies. He most recently served as an investment manager at ADQ and before that spent two and a half years as a senior trader and portfolio manager at Azimut.

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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.

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The TRADE

JUNE 24, 2024

He joined Northern Trust in 2007 and has since worked in senior roles across portfolio management, 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 investment management department.

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The TRADE

JUNE 19, 2023

Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role. Previously, Williams served as an investment account manager at Northern Trust. Fixed income investment banking boutique KNG Securities appointed Fernando Ortega as its new head of emerging market sales.

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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

OCTOBER 16, 2024

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 portfolio manager for Nuveen’s global fixed income team. “It

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The TRADE

JUNE 19, 2023

As part of the new system-wide exploratory scenario (SWES) exercise, participants including major banks, hedge funds, asset managers and pension funds will be asked to evaluate the impact of “severe but plausible” stress including what actions they might individually take in that scenario, with a focus on the UK markets.

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The TRADE

SEPTEMBER 25, 2024

Regulation-wise, the US is also undergoing a major overhaul across several corners of the investment value chain from reporting to best execution to Treasury clearing.

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The TRADE

JANUARY 17, 2024

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 Investment Management Limited where she was an execution trader and fund manager assistant.

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