Beyond M&A

MAY 14, 2023

Traditionally, due diligence focused on assessing the company’s proprietary technologies, its IP portfolio robustness, and its tech infrastructure’s scalability. Risk Management: As AI evolves, so do its associated risks. How does the company plan to create and capture value beyond the base AI model?

Investors 130

Investors Risk Management IT Risk Assessment 130

Software Equity Group

MARCH 26, 2024

Based in the Netherlands and with additional offices in Antwerp, Boston, Dusseldorf, and Stockholm, the firm maintains a diverse international portfolio of companies across the consumer products, consumer services, SaaS, information technology, healthcare, and ad tech sectors. The firm employs 93 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

The TRADE

JULY 2, 2024

He most recently served as head of investment solutions and sciences at AB. Elsewhere during his tenure at AB, Chin served as head of quantitative research and chief data scientist, alongside serving as the firm’s chief risk officer for more than a decade. Chin is an AB operating committee member with a 27-year career at the firm.

Portfolio Management 80

Portfolio Management Risk Management Financial Services Collaboration 80

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

Beyond M&A

OCTOBER 16, 2024

Why Prior Cyber Incidents Impact Tech Due Diligence Discovering a history of cyber incidents is akin to uncovering a serious compliance violation; it prompts deeper investigation into operational security, internal controls, and risk management practices.

Accountant 130

Accountant Securities Risk Management M&A 130

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

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.

Collaboration 64

Collaboration Investment Insurance Portfolio 64

The TRADE

SEPTEMBER 12, 2024

“The launch of Cboe S&P 500 Variance Futures comes at a crucial time when risk management is top of mind for many market participants, amid the backdrop of the upcoming US election, shifting monetary policy and ongoing geopolitical tensions,” said Rob Hocking, head of product innovation at Cboe.

S&P 69

S&P Trading Management Portfolio Management 69

Mergers and Inquisitions

MARCH 13, 2023

government bonds: In doing so, however, the bank and its “risk managers” made two key mistakes: Long-Term vs. Short-Term – Rather than putting these funds in shorter-term bonds that are less affected by interest rates , SVB invested mostly in longer-term, 10-year bonds whose prices drop significantly when interest rates rise.

Bank 123

Bank Banking Funds Government 123

Beyond M&A

MARCH 9, 2023

However, implementing AI solutions has inherent risks, including potential biases, data quality issues, and security vulnerabilities. So if you’re investing in it, you must ensure you’re not liable for future issues. This is why conducting comprehensive AI due diligence is essential before investment or buyout.

Architecture 130

Architecture IT Management Securities 130

The TRADE

APRIL 17, 2024

London-based fintech C8 Technologies is set to launch an FX hedging platform which employs systemic trading models to help businesses manage their currency exposures. Jonathan Webb, former head of FX strategy at Jefferies, manages the C8 Hedge platform.

Portfolio 64

Portfolio Management Funds Portfolio Management 64

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.

Sale 59

Sale Risk Management Asset Management Trading 59

The TRADE

JUNE 14, 2024

When thinking about best execution in the derivative space it is critical to consider all the inputs that go into measuring the outcome for the portfolio. When dealing with clearing and margin this data can vary significantly from one portfolio to another which can also add an additional layer of complexity for block trades.

Portfolio 64

Portfolio Trading Equities Funds 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. 10 - 3)!) = 120 different portfolios. stands for a factorial.

Finance 52

Finance Finance Portfolio Management Portfolio 52

Peak Frameworks

AUGUST 15, 2023

By implementing hedging techniques, professionals can minimize risk exposure and secure their portfolios. Hedging serves as an indispensable tool for ensuring stability and safeguarding investments in an unpredictable financial environment. Options provide flexibility and are often employed to hedge against price fluctuations.

Portfolio 52

Portfolio Private Equity Risk Management Investment Banking 52

Software Equity Group

AUGUST 20, 2024

This opens the door to significant investment and acquisition opportunities for SaaS companies from strategic buyers within and outside of the software industry. The company has made 312 investments since its founding in 1996. Cisco has made 312 investments throughout its 40-year history, including 11 SaaS purchases in 2023.

Investment 52

Investment Management Acquisitions Business 52

Peak Frameworks

SEPTEMBER 12, 2023

Value at Risk , commonly referred to as VaR, seeks to quantify the maximum potential loss an investment portfolio could face over a specified period for a given confidence interval. The choice depends on the nature of the portfolio and the objectives of the risk management exercise.

Portfolio 52

Portfolio Private Equity Risk Management Finance 52

The TRADE

JUNE 19, 2023

He also spent several years at Goldman Sachs in a risk management and product control role. Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role. Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role.

Sale 64

Sale M&A Asset Management Investment Banking 64

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.

Accountant 64

Accountant Portfolio Management Management Risk Management 64

The TRADE

OCTOBER 2, 2023

This means that the margin requirement is quite material – it’s quite a significant amount.” Morgan further asserted: “Nobody wants to cut corners when it comes to risk management […] that means that clients want to future-proof their businesses.

Funds 64

Funds Shares Risk Management Trading 64

The TRADE

MARCH 25, 2024

Most recently, Tan held a global portfolio trading position, which included trading global equities with strategy implementation via algorithms, crossing networks and global portfolio trading desks. Elsewhere in his career, Tan served at Maybank Investment Banking Group in an equity sales trading role.

Sale 72

Sale Trading Equities Portfolio 72

Peak Frameworks

AUGUST 15, 2023

These sentiments influence the market significantly and, consequently, can impact your investments and strategies. Junk Bond Demand : The spread between yields on investment-grade bonds and junk bonds. It's generally accepted that emotional and psychological factors significantly influence investing.

Investors 52

Investors Stock Risk Management Investment 52

Wizenius

AUGUST 16, 2023

Private Equity (PE) often becomes the coveted next step for many investment bankers, promising new dimensions within the financial landscape. 1) Analyzing Deals: The routine of a PE expert involves extensive analysis of potential investment prospects. The goal is to ensure comprehensive evaluation before advancing further.

Private Equity 52

Private Equity Equities Investment Banking Financial Modeling 52

The TRADE

AUGUST 1, 2023

We saw this as an opportunity to invest in something that we were the initial creators of and would be a nice complement to our existing ATS liquidity network. “We invested in both human capital and technology to bring an intuitive and easy product to market and the initial adoption and activity validates this investment.”

Corporation 52

Corporation Trading Portfolio Risk Management 52

The TRADE

JULY 8, 2024

Prior to the move, Lane worked as vice president – institutional commodity sales EMEA, ETFs, quantitative investment strategies QIS). ABN AMRO Clearing Bank appointed Samantha Page as regulatory manager following almost two years at Euronext. He most recently served as head of investment solutions and sciences at AB.

Bank 64

Bank Banking Asset Management Equities 64

The TRADE

DECEMBER 27, 2023

Raquel Alves, global head of buy-side OMS, Bloomberg Buy-side firms are seeking partners that can support their entire investment book and in 2024 we expect they will increase efforts to consolidate vendors and prioritise providers that can offer a comprehensive front-to-back operating model.

Trading 69

Trading Investment Banking Electronics Investment 69

Razorpay

DECEMBER 15, 2024

The services offered by a private banker include customized wealth management plan that may include investment strategies, asset allocation, and other financial solutions. The process typically begins with an in-depth consultation to understand the client’s financial goals, risk appetite, and specific needs.

Bank 52

Bank Banking IT Management 52

The TRADE

DECEMBER 5, 2024

Clearing obligations will become stricter, with enhanced oversight of margin requirements and risk management processes. Despite these new potentially arduous compliance pressures, trading desks are also likely to benefit from reduced counterparty risk and improved market confidence thanks to the changes. Rowe Price.

Trading 59

Trading Risk Management Portfolio Broker 59

The TRADE

JULY 12, 2023

“We look forward to partnering with Barclays to enable its clients to gain clearing efficiencies through netting and portfolio margining at the largest CDS CCP in Europe,” said Frank Soussan, global head of LCH CDSClear.

Broker 52

Broker Trading Risk Management Investment Banking 52

The TRADE

FEBRUARY 21, 2024

Ryan O’Connor has left Goldman Sachs Asset Management and is set to join ETF provider Global X ETFs as chief executive on 8 April. He most recently served as global head of ETF product, having initially joined Goldman Sachs Asset Management back in 2017 to build out the US fund strategist model portfolio business.

Asset Management 59

Asset Management Management Risk Management Business 59

The TRADE

JUNE 7, 2023

Overall, the area where AI has been most deployed across the industry globally is in investment research at 32%, revealed the survey, closely followed by portfolio analytics and risk management at 30%. The survey also delved into another of the current hot topics – outsourcing.

Asset Management 59

Asset Management Management Risk Management Trading 59

Razorpay

AUGUST 9, 2023

Huge corporations have investment banks. Some merchant banks may be affiliated with other retail or investment banks, but this specialized branch of banking does not provide services to the general public. Regular individuals have retail banks. What do medium to big-sized businesses have? The answer: Merchant banks.

Bank 52

Bank Banking Business Underwriting 52

The TRADE

SEPTEMBER 11, 2023

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 portfolio management and rates sales. Frédéric Benizri left TP ICAP to join financing, investment and risk management business CIC Market Solutions as a sales trader.

Sale 64

Sale Management Trading Portfolio Management 64

Growth Business

OCTOBER 8, 2024

In Victor Haghani’s latest book, The Missing Billionaires , he discusses the concept of personal risk aversion, and why its essential that you assess your required subsistence level or income and how long you can sustain this before your business starts to deliver returns on the time, resources and personal investments you have made.

Business 59

Business Risk Management Investment Risk Assessment 59

Peak Frameworks

JUNE 5, 2023

Such a conducive environment frequently spurs significant investment opportunities and robust financial activity. The peak of the dot-com bubble in 2000 serves as a key example, when exuberant investment in technology stocks reached unsustainable levels, culminating in a dramatic market crash.

Business 52

Business Economics Investment Investors 52

Sun Acquisitions

AUGUST 2, 2024

By integrating the capabilities of innovative firms, MSPs can enhance their service portfolio, address customer needs more effectively, and improve retention rates. MSPs should ensure that the target company’s solutions and services complement their existing portfolio and align with their strategic goals.

M&A 52

M&A Mergers and Acquisitions Collaboration Acquisitions 52

The TRADE

MAY 1, 2024

It’s about risk management philosophy and methodology,” explains Papanichola. During that period of my training, I was actively taking positions, taking risk, fundamentally managing a portfolio of sorts in macro products.” I cut my teeth in investment trust arbitrage and fund reconstructions.

Trading 59

Trading Capital Funds Investment 59