This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Investment Portfolio Portfolio Management 
TechCrunch: M&A
JANUARY 13, 2025
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 investment management platform Enfusion for $1.5
The TRADE
OCTOBER 12, 2023
Bloomberg has launched a new portfolio manager workspace in a bid to enhance its buy-side decision support solution. The offering is interactive and aimed at supporting decision-making processes through streamlining the link between analysis and portfolio implementation.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
CNBC: Investing
MAY 14, 2024
O'Neil was recently nominated for Morningstar's 2024 outstanding portfolio manager award for investing excellence.
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.
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.
CNBC: Investing
MAY 3, 2024
Ariel Investments' Christine Phillpotts offered three reasons emerging market assets will outperform in 2024 and beyond.
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.”
111 
The TRADE
AUGUST 1, 2024
Fidelity Investments has appointed Sarah Lambert senior trader, based in Boston. Lambert joins Fidelity from MFS Investment Management 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).
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.
Life on the Buy Side
APRIL 15, 2019
Warren Buffett’s annual letter to shareholders as the CEO of Berkshire Hathaway is required reading for those in the investing world. The Buffett Partnership is the first investment fund started by Buffett after his mentor, Ben Graham, retired and folded up his fund. This is like Warren Buffett’s origin story. per year. .
130 
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.
52 
The TRADE
SEPTEMBER 4, 2023
Prior to joining Union, Hock spent three years at Barclays as head of equity execution sales, four years at Tungsten Capital Management as head of portfolio trading and management, and two and a half years at Ferox Capital Management in a similar role.
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.
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.
Wall Street Mojo
FEBRUARY 9, 2024
What Is A Replicating Portfolio? A Replicating Portfolio refers to an investment portfolio built to copy the outcomes offered by a target asset. The purpose of building such a portfolio is to gain investment results similar to the results achieved by the target asset or the original instruments of the target portfolio.
52 
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.
69 
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.
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.
104 
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.
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.
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”).
The TRADE
SEPTEMBER 15, 2023
“Built upon the proprietary research from Bloomberg’s Index Research team and Bloomberg Intelligence, these indices empower investors with a new dimension of opportunity within factor investing and we’re proud to bring them to market.”
69 
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.
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.
105 
The TRADE
SEPTEMBER 24, 2024
State Street Global Advisors (SSGA) has launched the first actively managed corporate and municipal target maturity bond ETFs in the US market. The suite consists of 14 actively managed target maturity ETFs with various maturity years ranging from 2026 to 2034. The suite is made up of both corporate bond and municipal bond ETFs.
64 
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.
147 
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
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.
52 
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.
59 
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.
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.
59 
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.
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.
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.
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.
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.
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.
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.
52 
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 (..)
110 
Peak Frameworks
JANUARY 15, 2024
If you're interested in breaking into finance, check out our , Private Equity Course and , Investment Banking Course , which help thousands of candidates land top jobs every year. UBC ranks #7 on our Canadian investment banking target school list , earning itself a designation as a Canadian semi-target school. buyside jobs (e.g.,
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.
52 
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.
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.”
59 
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. 10 - 3)!) = 120 different portfolios. stands for a factorial.
52
Expert insights. Personalized for you.
We have resent the email to
Are you sure you want to cancel your subscriptions?
Let's personalize your content