CNBC: Investing

DECEMBER 23, 2023

These small cap stocks are set to gain ground on their large cap counterparts in 2024, Royce Investment Partners portfolio manager Miles Lewis says.

Portfolio Management 114

Portfolio Management Stock Portfolio Investors 114

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.

Investment Manager 98

Investment Manager Management Portfolio Management Portfolio 98

CNBC: Investing

JULY 18, 2023

The Baron Opportunity Fund has soared 45% this year, and its portfolio manager believes the strong performance stems from his early investments in AI.

Portfolio Management 98

Portfolio Management Funds Management Portfolio 98

The TRADE

SEPTEMBER 4, 2023

She was most recently vice president at the investment bank, responsible for the algorithmic trading performances of key clients, as well as undertaking strategic analysis. Prior to that, he served as a portfolio manager for European small and mid-caps as well as a European equities research analyst.

Investment 115

Investment Equities Trading Asset Management 115

CNBC: Investing

MARCH 21, 2025

Janet Rilling is a senior portfolio manager and head of the plus fixed income team at Allspring Global Investments.

Portfolio Management 67

Portfolio Management Management Portfolio Funds 67

The TRADE

JUNE 7, 2024

Credit Suisse has signed an agreement to sell its majority stake in Credit Suisse Investment Partners (CSIP), owned by Credit Suisse Asset Management. CSIP segment manages funds and associated mandates – including convertible bond funds – with a total of CHF 1 billion in assets under management.

Investment 69

Investment Portfolio Management Asset Management Investment Banking 69

PE Hub

FEBRUARY 26, 2024

The firm also hired Alison Kimmell as managing director, development and portfolio management, real estate, and appointed Colin Catherwood to managing director, investments, real estate. The post Fengate names McKenna as real estate president appeared first on PE Hub.

Portfolio Management 83

Portfolio Management Portfolio Management Investment 83

The Deal

OCTOBER 12, 2023

Warrick explained on the latest Activist Investing Today podcast that the structure has may purposes, one of which is to allow outgoing longer-tenured incumbents to assist with the onboarding process for new directors. “A The post Activist Investing Today: Skadden Duo on Board Settlements, Short Seller Attacks appeared first on The Deal.

Investment 75

Investment Portfolio Management Corporation M&A 75

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

Peak Frameworks

AUGUST 15, 2023

An investment portfolio is a basket of various types of financial assets owned by an investor. It's a tool to manage and diversify risk while seeking returns. The art of investment revolves around the strategic assembly of financial assets into an investment portfolio.

Portfolio 52

Portfolio Investment Portfolio Management Investors 52

The TRADE

JANUARY 5, 2024

Jefferies’ managing director and head of US equity distribution in Europe, Guy Trust, has left the bank after nearly a decade to join Daiwa Capital Markets Europe, The TRADE can reveal. He began his career as a junior portfolio manager at RSA covering US equities.

Capital Market 104

Capital Market Equities Capital Portfolio Management 104

Global Newswire by Notified: M&A

AUGUST 14, 2023

OTCQB: ALDS) (“APPlife”, the Company”), a business incubator and portfolio manager that invests in and creates e-commerce and cloud-based solutions announced today that it has signed a binding Letter of Intent (“LOI”) to acquire the assets and operations of London, England-based LeSalon Beauty Ltd (“LeSalon”).

Portfolio Management 75

Portfolio Management Portfolio Stock Acquisitions 75

The TRADE

NOVEMBER 17, 2023

Triodos Investment Management 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.

Investment Manager 59

Investment Manager Management Investment Asset Management 59

The TRADE

SEPTEMBER 7, 2023

Named ALTD <GO>, the new function will support equity analysts and portfolio managers with intra-quarter insights which can be incorporated into research workflows, paired with consensus estimates, company news, research and guidance – ahead of earnings announcements. A privacy by design approach is used by Placer.ai

Portfolio Management 105

Portfolio Management Investment Retail Portfolio 105

The TRADE

NOVEMBER 4, 2024

Current head of equity trading and operational portfolio management, Robbert Wijgerse, continues in his role and existing reporting lines remain the same. Berendsen joined Robeco in 2006 as a data and application manager. Elsewhere in his career Hackett did a stint at Fidelity Investments.

Portfolio Management 64

Portfolio Management Trading Equities Sale 64

Beyond M&A

SEPTEMBER 19, 2023

Value creation is often the primary focus in the investment world, where the goal is to paint a picture of prosperity and success for portfolio companies. While it’s undoubtedly magnetic to focus on value creation, a holistic approach to portfolio management must account for both creation and potential destruction.

Portfolio Management 147

Portfolio Management Portfolio Private Equity IT 147

The TRADE

AUGUST 30, 2023

He [Hock] will be responsible to new important tasks within the Union Investment Group that deal with strategic issues surrounding future topics such as the token economy, digital assets and data science,” said a spokesperson for Union Investment’s asset management division.

Trading 105

Trading Asset Management Management Portfolio Management 105

OfficeHours

JUNE 12, 2023

Through a private equity internship, you will be exposed to high-stakes, complex financial transactions and gain valuable experience in investment analysis, deal structuring, and portfolio management. One of the primary ways to do so is by landing an internship at a private equity firm you might want to work at.

Private Equity 147

Private Equity Equities Investment Valuation 147

Global Banking & Finance

JULY 29, 2024

Frankfurt-based Chom Capital GmbH is an owner-operated asset management boutique, licenced to conduct financial services in the form of investment brokerage, investment advice, contract broking and financial portfolio management.

Capital 52

Capital Investment Advice Asset Management Finance 52

The TRADE

DECEMBER 11, 2023

M&G Investments has led a $30 million Series B funding round for FCA-authorised digital asset derivatives venue GFO-X. Alongside the funding round, M&G Investment will join the board of Global Futures and Options Holdings.

Investment 52

Investment Funds M&A Trading 52

The TRADE

JULY 24, 2023

According to an update on his social media, Rutherford is departing the investment management 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.

Investment Manager 52

Investment Manager Management Investment Portfolio Management 52

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.

Trading 59

Trading Portfolio Management Asset Management Investment Manager 59

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.

Capital 59

Capital Portfolio Management Financial Services Investment Manager 59

Mergers and Inquisitions

NOVEMBER 15, 2023

I’ve now been writing about finance careers for almost 20 years, and the topic of the CFA for investment banking never seems to die. Specialized Pathways: For the Level III exam, you can focus on portfolio management, private wealth, or private markets. The CFA goes far beyond the skills required in investment banking.”

CFA 59

CFA Investment Banking Banking Bank 59

The TRADE

SEPTEMBER 24, 2024

“Investors are looking for ways to balance income and stability in this rate environment, and building a bond ladder portfolio through investing in ETFs may be an efficient way to manage duration risk and cash flow to meet liquidity needs,” said SSGA.

Corporation 64

Corporation Management Portfolio Management Portfolio 64

The TRADE

JULY 2, 2024

He most recently served as head of investment solutions and sciences at AB. Read more – Artificial Intelligence in fixed income: A paradigm shift Chin has held a range of leadership roles in quantitative research, risk management and portfolio management at AB, both in New York and London, since joining the firm in 1997.

Portfolio Management 80

Portfolio Management Risk Management Financial Services Collaboration 80

The TRADE

JANUARY 15, 2024

This followed an internship at M&G Investments in 2017. StoneX Group appointed former head of trading at Incline Global Management, Evan Halpern, managing director of fixed income outsourced trading. Throughout his career, Halpern has held trading and portfolio management roles at a wide variety of firms.

Portfolio Management 72

Portfolio Management Trading Portfolio Management 72

The TRADE

JANUARY 10, 2024

It has approximately £351 million in assets under management and manages two strategies: global high yield, launched in 2006, and emerging market corporate debt, launched in 2010. Impax’s existing fixed income team is based in the US and runs strategies across investment grade and US high yield.

Asset Management 98

Asset Management Corporation Management Business 98

The TRADE

AUGUST 29, 2023

Most recently, Vahid served as deputy head of global value equity and head of European mid cap equities, where he held responsibility for managing a range of institutional and retail funds across global, European and UK equity mandates. Based in London, Vahid will report to Jörg De Vries-Hippen, head of investments equity Europe.

Asset Management 69

Asset Management Equities Investors Management 69

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.

Portfolio Management 59

Portfolio Management Investment Manager Equities Media 59

The TRADE

JUNE 13, 2023

“By optimising ETF workflows with consistent data, key analytics and more efficient basketing capabilities, asset managers are better equipped to drive investment decision making with access to near real-time data modernise their operating models as the ETF marketplace continues to grow.” Issuers using the Alpha platform can make use of portfolio (..)

Electronics 110

Electronics Portfolio Management Trading Architecture 110

Global Newswire by Notified: M&A

JUNE 13, 2023

As part of the transaction, Jyske Bank has entered into an agreement with PFA Invest on the administration and portfolio management of client assets. Jyske Bank A/S has entered into a binding agreement with PFA Holding A/S on the acquisition of 100% of the shares of PFA Bank A/S.

Banking 52

Banking Bank Portfolio Management M&A 52

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.

Asset Management 69

Asset Management Investment Manager Management Portfolio Management 69

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.

Trading 111

Trading Portfolio Management Management Broker 111

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.

Portfolio Management 64

Portfolio Management Capital Capital Market Equities 64

Peak Frameworks

MAY 17, 2023

For example, if you're choosing three companies to invest in from a pool of ten, your selections would represent a combination. Consider you have ten potential investment opportunities, and you want to diversify your portfolio by selecting three. Consider an investor with a portfolio of 15 stocks. stands for a factorial.

Finance 52

Finance Finance Portfolio Management Portfolio 52

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