The TRADE

OCTOBER 8, 2024

The new listings round out the range of options contracts available across Euronext markets to give investors increased access to key assets in Europe through Euronext’s single order book. Dedicated market makers will ensure onscreen liquidity for investors on the new stocks, according to the firm.

Stock 69

Stock Trading Risk Management Investors 69

Beyond M&A

MARCH 9, 2023

In this blog, we will explore the different categories that investors and acquirersshould explore when investing in AI firms. This includes assessing their approach to ethical risk management, evaluating their ethical metrics, and assessing the impact of their AI solutions on society.

Architecture 130

Architecture IT Management Securities 130

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.

Banking 123

Banking Bank Funds Government 123

The TRADE

MAY 30, 2023

Cheung was previously a strategic account manager at Enfusion, focused on APAC-based hedge funds, family offices and asset management firms. Prior to that, she held positions at Trust Company of the West (TCW) and CBRE Investors. This specifically relates to: trading, portfolio management, and risk management.

Accountant 64

Accountant Portfolio Management Management Risk Management 64

Peak Frameworks

AUGUST 15, 2023

By implementing hedging techniques, professionals can minimize risk exposure and secure their portfolios. For example, an investor holding a portfolio of technology stocks may purchase put options to protect against potential downside risks in the market.

Portfolio 52

Portfolio Private Equity Risk Management Investment Banking 52

The TRADE

DECEMBER 8, 2023

SVB was the catalyst for a bank run that led to the collapse of FRB and Signature Bank as the latest iteration of March madness led to market volatility, credit contraction and negative investor sentiment, which very much defined the first half of the year. These forces have rumbled markets and led to heightened volatility.

Broker 113

Broker Asset Management Trading Funds 113

Peak Frameworks

MAY 17, 2023

Consider you have ten potential investment opportunities, and you want to diversify your portfolio by selecting three. Using the combination formula , you can calculate the number of different possible portfolios as follows: 10! / (3!(10 10 - 3)!) = 120 different portfolios. Consider an investor with a portfolio of 15 stocks.

Finance 52

Finance Finance Portfolio Management Portfolio 52

Software Equity Group

MARCH 26, 2024

Top Software Private Equity Firms Here is a select list of the most active PE investors in the SaaS and software industry over the past year (data taken from the SEG 2024 Annual SaaS Report ). Thoma Bravo maintains an active portfolio of 76 firms, with $134B in AUM and a $435M median valuation. The firm employs 93 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

The TRADE

DECEMBER 11, 2023

“The lack of regulated trading venues is materially hampering the growth of the crypto derivatives trading market,” said Jeremy Punnett, M&G portfolio manager. LCH DigitalAssetClear will focus on counterparty credit, risk management, and the settlement needs of the digital asset derivatives market as institutional products develop.

Investment 52

Investment Funds M&A Trading 52

Peak Frameworks

MAY 24, 2023

The advent of derivatives in the 1970s marked a significant milestone in global finance, offering a structured risk management approach and fostering efficient price discovery. These complex instruments enable investors to hedge risks, speculate on future price movements, and exploit arbitrage opportunities.

Portfolio Management 52

Portfolio Management Private Equity Investors Risk Management 52

The TRADE

OCTOBER 16, 2024

With the advent of an ever-more technologically innovative and globally connected capital markets sphere, fixed income emerging markets (EM) have demonstrably become an increasingly appealing area of interest for investors. Since last year EM fixed income was expected to do well however, currently market changes are yet to pass.

Trading 59

Trading Investors Portfolio Investment 59

Wizenius

AUGUST 16, 2023

4) Value Creation: After successfully securing an investment, the emphasis shifts to unlocking value within the portfolio company. This phase delves into identifying external growth drivers and internal synergies that could arise from merging portfolio companies, ultimately boosting valuations.

Private Equity 52

Private Equity Equities Investment Banking Financial Models 52

Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

Bank 52

Bank Banking Business Underwriting 52

Peak Frameworks

JUNE 5, 2023

The Impact on Financial Markets During an expansion, equities typically perform well as corporate earnings increase and investor sentiment improves. This phase typically involves increased market volatility and heightened investment risk. Contraction or Recession A contraction, or recession, is a period of declining economic activity.

Business 52

Business Economics Investment Investors 52

Peak Frameworks

JULY 20, 2023

A stock market crash is an event that can have a significant impact on investors and financial markets. A stock market crash is typically triggered by a combination of economic factors and investor psychology. Including non-correlated assets in a portfolio can further reduce vulnerability to market fluctuations.

Stock 40

Stock Economics Risk Management Investors 40

Solganick & Co.

JANUARY 21, 2024

While deal volume dipped compared to 2021 and 2022’s frenetic pace, the sector displayed remarkable resilience, attracting continued investor and strategic buyer interest. billion : This acquisition reinforces Thales’ cybersecurity portfolio, particularly in cloud security solutions.

M&A 52

M&A Consulting IT Acquisitions 52

The TRADE

JANUARY 12, 2024

Firms continually assess their risk management strategy and the tools that they have which can include recalibrating risk models, adjusting position sizes and diversifying portfolios to better withstand the volatile environment as regulators seek to manage risks and economic enhanced stability.

Risk Management 59

Risk Management Trading IT Management 59

Peak Frameworks

OCTOBER 17, 2023

Impact on Sentiment Beyond tangible effects, headwinds can influence investor and consumer sentiment. Prolonged geopolitical uncertainties, for example, can make investors more risk-averse, pulling money out of stocks and into safer assets, leading to a bearish market.

Business 52

Business Economics Investors Investment 52

The TRADE

MAY 16, 2024

In the constantly evolving financial markets landscape, where volatility and complexity are continually featured, the ability to discern the true costs of trading has become paramount for investors and institutions alike. And these reports are being shared at investor level. “We’ve

Trading 119

Trading S&P Collaboration M&A 119

Razorpay

DECEMBER 15, 2024

Customized portfolios designed to optimize returns while managing risk. Secured loans using assets like portfolios or real estate as collateral. Management fees, transaction costs, and other service charges can erode returns, particularly for those with smaller portfolios. Who is a Private Banker?

Bank 52

Bank Banking IT Management 52

Wall Street Mojo

JANUARY 17, 2024

Benefits Risks What Is In It For An Investor In The Swap? Interest rate swaps are risk management tools, allowing parties to hedge against interest rate fluctuations and achieve desired cash flow structures. A huge tool for fixed-income investors. It helps in adjusting the risk related to interest rate volatility.

Financial Institution 91

Financial Institution Bank Banking Financial Models 91

Mergers and Inquisitions

MARCH 22, 2023

Investors panicked and bid down the prices of other AT1 bonds in Europe, which prompted EU regulators to step in and state that this “ would not happen to other banks.” Investors and large depositors looked at the market and said, “OK, banks are in trouble. The AT1 bondholders are now banding together to file a lawsuit.

Bank 98

Bank Banking Government Investment Banking 98

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.” Both [Cardello and Byrd] were incredibly patient with me.

Trading 59

Trading Capital Funds Investment 59

Devensoft

AUGUST 24, 2023

Stakeholder Confidence : Demonstrating a strong commitment to overseeing integration efforts internally can inspire confidence among stakeholders, including investors, employees, and partners, showcasing the organization’s proactive approach to value enhancement. Make data-driven decisions that guide value-maximizing strategies.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

Midaxo

APRIL 25, 2023

Establish communication strategies : Create a communication plan that addresses internal and external stakeholders, such as employees, customers, partners, and investors. Customer base: Consider companies with a customer base that complements or expands your company’s existing client portfolio.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

The TRADE

OCTOBER 18, 2024

“Additionally, multi-manager hedge funds have continued to win the lion’s share of the new capital coming into the industry as they have been rewarded for their ability to mitigate risk while still delivering positive alpha to their investors. They are now trading in all these other asset classes.

Funds 69

Funds Broker Bank Banking 69

Devensoft

JUNE 13, 2023

On the other hand, if the company’s objective is to diversify its portfolio, they may look for opportunities in other industries that align with their strategic direction. Internal stakeholders include employees, managers, and executives of both companies involved in the integration. Who has final authority for key decisions?

M&A 52

M&A Mergers Mergers and Acquisitions Management 52

GillAgency

FEBRUARY 10, 2022

Risk Management Every project has risks. There is also a risk of not doing a project. Strategic buyers pay higher premiums than financial buyers who are most likely shopping to either flip or strip your resources to retro fit into their portfolio. 15.4.3 Do not feel uncomfortable to push back.

Business 52

Business Sale Broker IT 52

Beyond M&A

MARCH 4, 2025

The increasing frequency of security breaches during M&A transactions is a growing concern for investors. When a breach occurs mid-deal, it introduces additional risks, complicates due diligence, and raises serious questions about the target company’s resilience, security posture, and management effectiveness.

Securities 130

Securities Risk Assessment M&A Investors 130

The TRADE

FEBRUARY 24, 2025

SimCorp has entered into a strategic partnership with LSEGs SaaS platform, Yield Book, to integrate the offering into its Axioma Risk analytics suite. These capabilities aim to help institutional investors to address risk factors that are specific to this asset class and help them make better investment and risk decisions.

Book-building 64

Book-building Risk Management Asset Management Debt 64

The TRADE

MARCH 28, 2025

Mifid II disrupted the dominance of traditional stock exchanges by opening the door for alternative trading venues, increasing competition, and expanding investor choice. All aiming to ensure investors fully leverage the ETF wrappers trading characteristics for better trading outcomes wherever they choose to execute.

Investment 52

Investment Trading Investors Retail 52

The TRADE

DECEMBER 27, 2024

Ash Sharma, multi-asset trading analytics manager, Aviva Investors Next year will be a very interesting year for global economic markets with the sticky inflation and interest rates still at the forefront of everyones mind, as well as the global impacts of Trumps policies effects already being felt.

Trading 69

Trading Management Risk Management Equities 69

Mergers and Inquisitions

MARCH 5, 2025

2) Portfolio Concentration The average biotech hedge fund has a concentrated portfolio because it takes significant time and resources to monitor each position. Finally, there are also newer/startup biotech hedge funds, often spun off from existing multi-managers. There do not appear to be many European biotech hedge funds.

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64

The TRADE

DECEMBER 31, 2024

The increasing degree of competing narratives will leave no room for complacency for global clients in their risk management activity. Regulatory environments are often less developed, which may pose risks for international investors. However, the rise of emerging markets trading brings its own set of challenges.

Trading 52

Trading Government Risk Management Investors 52