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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
Fidelity Investments has appointed Sarah Lambert senior trader, based in Boston. Lambert joins Fidelity from MFS InvestmentManagement where she spent the last five years, most recently serving as investment officer, fixed income trader. Before joining MFS, she spent seven and a half years at BNY Mellon (now BNY).
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.”
Triodos InvestmentManagement has selected Bloomberg’s AIM and PORT Enterprise solutions in a bid to support its front-office workflows. In addition, the tools allow for ESG data integration across the investment process, which Triodos asserted aligns with its stated commitment to sustainable investing.
According to an update on his social media, Rutherford is departing 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. I love markets and investing with a passion, it has always given me purpose and drive.
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.
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.
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. Livingstone has previously served as head of trading – FX and ETFs at Tavistock Investments.
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.
“Expanding our engagement with Bloomberg as our technology partner has enabled us to streamline our investmentmanagement 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.
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.
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 InvestmentManagers.
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.
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.
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.
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.
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.
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 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. Frédéric Benizri left TP ICAP to join financing, investment and risk management business CIC Market Solutions as a sales trader.
The services offered by a private banker include customized wealth management plan that may include investment strategies, asset allocation, and other financial solutions. Whether it’s managing day-to-day banking or planning complex investments, the relationship manager provides bespoke solutions tailored to individual goals.
Our trading group are viewed as part of the investment process with interaction and culture aligned. These groups have an inherent nature of complexity that require outsourced trading providers to heavily invest in human capital and technology to meet all of their requirements effectively.”
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.
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.
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.
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.
“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 Investors are challenged to be mindful about where to invest within emerging markets.”
In some cases, this shift of duties has reduced the buy-side’s reliance on sell-side expertise, allowing for greater autonomy in investment strategies. What I mean by that is, it’s really important for both sides to understand priorities,” says Ed Wicks, head of trading at Legal and General InvestmentManagement (LGIM). “If
It’s a world which has a compelling backstory and a future which could veer off in several different directions depending on a range of scenarios which includes growing demand from larger buy-side organisations, M&A activity and an increasing level of investment needed to stay competitive.
The active investmentmanager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. Historically, investment banking and trading was fairly wild and there was a lack of control generally in terms of the way banks managed traders, P&L and risk,” he adds.
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.
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.
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