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.”

Investment 111

Investment Investment Manager Portfolio Management Management 111

The TRADE

JULY 27, 2023

BlackRock and JFS are set to form a 50:50 joint venture – to be known as Jio BlackRock – focused on delivering tech-enabled access to affordable investment solutions for investors in India. Once in operation, the new business will have its own management team.

Asset Management 97

Asset Management Financial Services Management Investment 97

OfficeHours

MAY 16, 2023

Additionally, they are typically more active in trading than other types of investment firms, increasing opportunities for market participants to buy and sell financial products. This helps to ensure that businesses can access the funding they need to grow and invest in new projects. One tool for risk management is hedging.

Financial Market 130

Financial Market Funds Risk Management Trading 130

Beyond M&A

DECEMBER 18, 2024

Companies that harness this technology effectively can achieve significant competitive advantages, making them attractive targets for investment. In industries such as manufacturing, logistics, and supply chain management, Agentic AI can optimize operations, reduce costs, and enhance efficiency. Pros Investment candidate: Agent.ai

Investors 130

Investors Investment IT Healthcare 130

Beyond M&A

SEPTEMBER 21, 2023

Informative Historical Context : A company’s past governance and risk management behaviours often serve as predictive indicators of future conduct and success. Investor Assurance : Investors are not merely seeking returns; they are also looking for a level of assurance that their investments are safe.

Risk Management 147

Risk Management Government Investors Risk Assessment 147

The TRADE

MAY 20, 2024

Bloomberg and Hong Kong Exchanges and Clearing (HKEX) have enhanced their Swap Connect solutions to better facilitate global investments in China’s onshore interbank interest rate swap (IRS) markets. The post Bloomberg and HKEX enhance Swap Connect solutions to facilitate global investments for IRS market appeared first on The TRADE.

Investment 72

Investment Investors Trading Risk Management 72

The TRADE

APRIL 17, 2024

Reflecting on past instances such as the March 2020 turmoil, Archegos incident, and stress in liability-driven investment funds in 2022, the report underscores the impact of such events on liquidity dynamics within the NBFI sector. The first three recommendations focus on enhancing liquidity risk management practices and governance.

Funds 95

Funds Risk Management Consulting Government 95

The TRADE

JANUARY 18, 2024

Derivatives exchange Eurex will expand its equity-index linked product suite with futures on Socially Responsible Investing (SRI) indices. The post Eurex to launch derivatives on Socially Responsible Investing indices appeared first on The TRADE.

Investment 59

Investment Risk Management Asset Management Trading 59

Focus Investment Banking

JANUARY 8, 2025

Washington, DC, (January 9, 2025) FOCUS Investment Banking is pleased to announce that John-Michael Tamburro has joined the firm as a Managing Director in its Technology Services group. John-Michaels career spans an impressive range of finance disciplines, including derivatives, private equity, and investment banking.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Global Banking & Finance

JULY 3, 2024

Photo courtesy of Stalwart Holdings 07/03/2024 Headquartered in London, Stalwart Holdings is a vertical fintech company whose mission is to improve risk management and optimize long-term investment performance through its mathematical models and artificial intelligence (AI) implementation.

Education 40

Education Investment Financial Modeling Financial Models 40

OfficeHours

JUNE 6, 2023

Job Creation and Economic Growth: Private equity firms in New York City contribute to job creation and economic growth through their investment activities. These firms typically invest in companies across a variety of sectors, including, but not limited to, technology, healthcare, manufacturing, and consumer goods.

Private Equity 147

Private Equity Economics Equities Capital 147

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

Global Banking & Finance

AUGUST 4, 2024

Algorithmic trading, popularly called algo trading, has perhaps changed the way traders analyze data and make investment decisions in the digital financial market. Algorithmic trading has redefined market liquidity, risk management, and general trading strategies. This is where Nurp steps […]

Trading 52

Trading Risk Management Financial Market Management 52

The TRADE

NOVEMBER 24, 2023

The addition of these treasury bond futures will help regional and global investors interested in accessing China manage their interest rate and investment risks more effectively, according to HKEX. ” The post HKEX reveals plans to launch China treasury bond futures appeared first on The TRADE.

Risk Management 64

Risk Management Investors Trading Management 64

The TRADE

DECEMBER 28, 2023

Likewise, rather than using long-dated FX forwards of up to a year or two, many fund managers chose to lock in rates of up to six months or less to add an extra layer of flexibility and nimbleness should the market move against them. As the FX swaps market grows, we expect to see regional banks trade more FX swaps.

Trading 111

Trading Funds Risk Management Management 111

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

Software Equity Group

MARCH 26, 2024

Main Capital has made 215 total investments since its founding, with current assets under management (AUM) of $2.37B and an active portfolio of 47 firms, with a median valuation of $10.25M. One of the oldest firms on this list, the Chicago-based firm with 122 professionals, has made 522 total investments since its founding in 1980.

Private Equity 52

Private Equity Equities Investment Portfolio 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

Beyond M&A

MAY 14, 2023

Risk Management: As AI evolves, so do its associated risks. Investors should assess the company’s risk management strategies around AI, including potential bias in AI decision-making, data privacy and security, and potential misuse of AI applications.

Investors 130

Investors Risk Management IT Risk Assessment 130

Cleary M&A and Corporate Governance Watch

JANUARY 23, 2024

In the last year, advances in generative AI have catalyzed board level discussion of use cases and increased budgets to fund investment and adoption, but for many corporations risk management lags behind and survey data indicate sub-optimal numbers of senior leaders taking ownership of AI risk management.

Risk Management 52

Risk Management Business Management Corporation 52

Peak Frameworks

MAY 22, 2023

Real estate plays a crucial role in the global economy, offering opportunities for investment, wealth creation, and economic growth. In this article, we will delve into the four main types of real estate – land, residential, commercial, and industrial – and explore the investment strategies, risks, and key considerations for each. ,1.

Investment 52

Investment Finance Finance Private Equity 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

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

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

DECEMBER 14, 2023

Almost three quarters of respondents in Acuiti and Valantic’s report said they were making workflow adjustments around more dynamic hedging tools to provide competitive portfolio trading services to clients, while 45% said they were upgrading risk management systems.

Portfolio 104

Portfolio Trading IT Bulge Bracket 104

The TRADE

JANUARY 2, 2024

He joined financing, investment and risk management business CIC Market Solutions as a sales trader. Read more: TRADE Tales: From battlegrounds to the trading desk Last September, another individual from TP ICAP, Frédéric Benizri, announced his departure.

Trading 64

Trading Risk Management Sale Electronics 64

The TRADE

NOVEMBER 6, 2024

Speaking to the reasons in more depth, Müller explained it was down to “the successful risk management mechanisms of CC Ps, including initial margin and variation margin.” Specifically, variation margin refers to the margin to margin each day, while initial margin makes up the part of margin that covers future market moves.

Trading 59

Trading Retail Education Investors 59

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.

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Architecture IT Management Securities 130

Global Banking & Finance

JANUARY 31, 2024

By Tim FitzGerald, Financial Services Manager, InterSystems Banks and financial institutions need to make 2024 the year of higher-quality data. Our systems and data are not performing as they should” is often a challenge met by frontline teams in investment, asset management risk-management, and, in fact, […]

Financial Institution 45

Financial Institution Risk Management Asset Management Financial Services 45

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

Lake Country Advisors

OCTOBER 31, 2024

This guide will help you navigate the process and make informed decisions to protect your investment. Understanding the Basics of Buying Into a Business Buying into a business as a partner is a significant step that involves more than just financial investment. Market Position : Assess the business’s standing in the market.

Business 52

Business Profitability Debt Shares 52

The TRADE

JANUARY 3, 2024

Decentralised finance (DeFi) and tokenisation represent a paradigm shift in financial services and there is widespread expectation that AI will bring improved capital efficiency and risk management. This experience will utilise advanced data tools to offer greater insight and enable better investment choices.

Trading 111

Trading Capital Market Capital Economics 111

European Investment Bank

NOVEMBER 7, 2023

The Global Emerging Markets Risk Database Consortium (GEMs) is a consortium of multilateral development banks and development finance institutions that aims to pool credit default risk data. Established in 2009, GEMs is a joint initiative between the European Investment Bank Group and the World Bank Group.

Risk Management 52

Risk Management Investment Banking Bank Banking 52

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

JUNE 19, 2023

He also spent several years at Goldman Sachs in a risk management and product control 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.

Sale 64

Sale Asset Management M&A Investment Banking 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

SEPTEMBER 20, 2024

Central clearing is likely to help ease counterparty credit limits due to better risk management and transparency provided by the CCPs and migrate previously uncollateralised bilateral contracts to the CCPs. In particular, counterparty default and fire sales risk should be much lower.

Trading 64

Trading Risk Management Proprietary Trading Management 64