Management and Portfolio - Investment Banking Today

Cook Medical Sells Lead Management Portfolio to Merit Medical

JD Supra: Mergers

SEPTEMBER 27, 2024

Cook Medical recently announced it is selling its lead management portfolio to Merit Medical. Cook Medical is a medical device manufacturer with a portfolio of products used in lead management procedures, including for patients who need a pacemaker or an implantable cardioverter-defibrillator lead removed or replaced.

Medical

Medical Portfolio Management Manufacturing

[Podcast] Private Market Talks: Scoping Out Secondaries with Portfolio Advisor’s Liz Campbell

JD Supra: Mergers

NOVEMBER 15, 2024

In this episode, we are thrilled to be joined by Liz Campbell, Chief Investment Officer at Portfolio Advisors, a global private asset manager specializing in the US middle market.

Portfolio

Portfolio Middle Market Asset Management Management

Progress acquires file management platform ShareFile for $875M

TechCrunch: M&A

SEPTEMBER 9, 2024

Automation and IT monitoring company Progress on Monday announced that it intends to acquire file management platform ShareFile for $875 million in cash and credit.

Management

Management Portfolio Shares Business

Bloomberg unveils portfolio management offering

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.

Portfolio Management

Portfolio Management Portfolio Management Trading

ArcLight forms Alpha Gen to manage its power infrastructure portfolio

PE Hub

JANUARY 10, 2024

The portfolio has nearly $2 billion in annual revenue. The post ArcLight forms Alpha Gen to manage its power infrastructure portfolio appeared first on PE Hub.

Portfolio

Portfolio Management IT Funds

Merit Medical Completes Acquisition of Lead Management Portfolio from Cook Medical

Global Newswire by Notified: M&A

NOVEMBER 1, 2024

NASDAQ: MMSI), a global leader in healthcare technology, today reported that it has completed the acquisition of Cook Medical’s lead management portfolio. SOUTH JORDAN, Utah, Nov. 01, 2024 (GLOBE NEWSWIRE) -- Merit Medical Systems, Inc.

Medical

Medical Portfolio Acquisitions Management

A small-cap portfolio manager says these stocks will thrive even in a slow growth environment

CNBC: Investing

SEPTEMBER 4, 2024

Needham's portfolio manager Chris Retzler believes the economy will continue to slow, but he is bullish on a few names insulated from the macro uncertainty.

Portfolio Management

Portfolio Management Portfolio Management Stock

Slate Asset Management to close €1bn German portfolio acquisition

PE Hub

AUGUST 9, 2023

The deal is set to be one of the largest in Europe so far this year, and the largest whole-portfolio transaction in the region. The post Slate Asset Management to close €1bn German portfolio acquisition appeared first on PE Hub.

Asset Management

Asset Management Portfolio Management Acquisitions

Crypto asset managers look past the next big coin to diversify portfolios

CNBC: Investing

AUGUST 22, 2024

The next step in crypto asset management goes beyond identifying the next big coin. You can forget about a Solana ETF alone.

Asset Management

Asset Management Management Portfolio

Ares Management scoops up $3.5bn loan portfolio from PacWest

PE Hub

JUNE 26, 2023

The portfolio is backed by assets across a variety of industries and asset classes including consumer loans, small business loans, timeshare receivables and auto loans. The post Ares Management scoops up $3.5bn loan portfolio from PacWest appeared first on PE Hub.

Portfolio

Portfolio Management Business

This Fidelity portfolio manager says Nvidia has a 'huge moat' and can keep rallying

CNBC: Investing

JUNE 6, 2024

Adam Benjamin, the primary manager of the Fidelity Select Technology Portfolio, told CNBC why he thinks Nvidia can maintain its momentum.

Portfolio

Portfolio Portfolio Management Management IT

These dividend-paying stocks offer attractive income and a good opportunity, this portfolio manager says

CNBC: Investing

AUGUST 18, 2023

Neuberger Berman senior portfolio manager Sandy Pomeroy lays out her argument for dividend stocks and names opportunities ahead.

Portfolio Management

Portfolio Management Portfolio Management Stock

Generative AI startup Typeface acquires two companies, Treat and Narrato, to bolster its portfolio

TechCrunch: M&A

SEPTEMBER 16, 2024

Typeface revealed on Monday that it has purchased Treat, a company using AI to create personalized photo products, and Narrato, an AI-powered content creation and management […] © 2024 TechCrunch. All rights reserved. For personal use only.

Portfolio

Portfolio IT Valuation Management

DZS Sells Service Assurance and WiFi Management Software Portfolio to AXON Networks

Global Newswire by Notified: M&A

OCTOBER 16, 2024

Transaction expands the strategic partnership between both companies and enables DZS to focus on its category-defining Broadband Networking, Connectivity and Cloud Edge portfolio Transaction expands the strategic partnership between both companies and enables DZS to focus on its category-defining Broadband Networking, Connectivity and Cloud Edge portfolio (..)

Portfolio

Portfolio Management IT

A new era is coming for dividend stocks — and it's good news for income investors, says portfolio manager

CNBC: Investing

JANUARY 12, 2024

More companies are going to offer dividends, predicts author and portfolio manager Daniel Peris.

Portfolio Management

Portfolio Management Portfolio Management Investors

Replicating Portfolio

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.

Portfolio

Portfolio Portfolio Management Insurance Risk Management

‘Big Short’ investor Michael Burry reshuffles portfolio, adds hedges on China holdings

CNBC: Investing

NOVEMBER 14, 2024

Burry, who now manages hedge fund Scion Asset Management, boosted his stakes in a few Chinese internet companies' ADRs.

Asset Management

Asset Management Portfolio Investors Funds

Understanding Portfolio Valuations: The Backbone of Smart Investing and Risk Management

PCE

NOVEMBER 15, 2023

In the complex world of modern finance, the importance of portfolio valuations cannot be overstated. These valuations are crucial for fund and investment managers, as transparency and consistency is important for individual investors, large institutions and other stakeholders.

Risk Management

Risk Management Valuation Portfolio Management

California Governor Vetoes Further Legislative Efforts to Restrict Healthcare Investments and Management Relationships

JD Supra: Mergers

OCTOBER 4, 2024

On September 28, 2024, California Governor Gavin Newsom vetoed AB 3129, which would have required qualifying private equity groups, hedge funds, and any associated portfolio companies to notify and obtain written consent from the California Attorney General (the AG) at least 90 days before closing healthcare transactions with certain healthcare facilities (..)

Healthcare

Healthcare Private Equity Management Portfolio

Private Equity Firms Embrace AI for Their Portfolio Companies

Global Banking & Finance

MARCH 25, 2024

Private Equity Firms Embrace AI for Their Portfolio Companies By Drake Paulson, VP Strategic Partnerships, Anduin The integration of Artificial Intelligence (AI) into business operations has moved beyond mere speculation to tangible ROI. Investment managers […]

Private Equity

Private Equity Portfolio Equities Investment Manager

Ujwal Velagapudi: Buying Unique Businesses and Building a Diverse Portfolio

How2Exit

MAY 20, 2024

b' E213: Ujwal Velagapudi: Buying Unique Businesses and Building a Diverse Portfolio - Watch Here rn rn About the Guest(s): rn Ujwal Velagapudi is a seasoned entrepreneur with a rich background in mergers and acquisitions, real estate investments, and a vast array of business ventures across multiple industries.

Portfolio

Portfolio Business Mergers and Acquisitions M&A

ICE integrates ETF Hub with LiquidityBook’s OEMS to bolster primary market and portfolio management workflows

The TRADE

JUNE 27, 2023

Intercontinental Exchange (ICE) has integrated its ETF Hub with LiquidityBook’s order and execution management system (OEMS) LBX to offer efficient access to the primary market, where new shares are created and redeemed. Currently, ICE ETF Hub supports US-listed equity, fixed income, derivative, commodity and multi-asset ETFs. “Our

Portfolio Management

Portfolio Management Portfolio Management Architecture

Morgan Stanley Wealth Management revamped its dividend equity portfolio, adding this high-flying utilities play

CNBC: Investing

AUGUST 29, 2024

The Wall Street firm updated its dividend equity model portfolio, adding two new names and dropping a tech giant.

Portfolio

Portfolio Equities Utilities IT

Portfolio trading is on the up but only some can make it pay

The TRADE

DECEMBER 14, 2023

Portfolio trading as a concept has exploded in the last few years, egged on by market conditions and volatility brought on by the pandemic and other macroeconomic factors. However, whether or not all firms are able to monetise the tool by managing risk effectively in today’s environment, is up for debate.

Portfolio

Portfolio Trading IT Bulge Bracket

The Role of Private Equity Consulting in Portfolio Company Growth Strategies

OfficeHours

JUNE 5, 2023

Private equity consulting firms play a crucial role in the success of portfolio companies by providing specialized expertise and strategic guidance. These firms assist private equity firms in developing and executing growth strategies for their portfolio companies, helping them maximize their value-creation potential.

Private Equity

Private Equity Consulting Portfolio Equities

CD&R names Machida as managing director of portfolio talent

PE Hub

MARCH 4, 2024

The post CD&R names Machida as managing director of portfolio talent appeared first on PE Hub. Most recently, she was a partner at PwC.

Portfolio

Portfolio Management

SSGA launches first actively managed corporate and municipal target maturity ETFs in the US

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.

Corporation

Corporation Management Portfolio Management Portfolio

UK fund managers pay more to hedge in 2024, MillTechFX survey says

Global Banking & Finance

NOVEMBER 19, 2024

By Nell Mackenzie LONDON (Reuters) – More UK fund managers say they’ve paid higher costs in 2024 to protect their investment portfolios against fluctuations in currency markets, according to survey results by software provider, MillTechFX.

Funds

Funds Management Portfolio Investment

Top bond fund manager Ford O'Neil of Fidelity reveals his 'secret sauce' to generate outperformance

CNBC: Investing

MAY 14, 2024

O'Neil was recently nominated for Morningstar's 2024 outstanding portfolio manager award for investing excellence.

Portfolio Management

Portfolio Management Management Portfolio Funds

Morgan Stanley Wealth Management adds this stock to its model portfolio because of A.I. opportunity

CNBC: Investing

AUGUST 10, 2023

Investment strategist Daniel Skelly said he added the chipmaker to the firm's equity model portfolio.

Portfolio

Portfolio Management IT Equities

What is an Investment Portfolio?

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

Portfolio Investment Portfolio Management Investors

Fidelity Investments taps MFS Investment Management for new senior trader

The TRADE

AUGUST 1, 2024

Lambert joins Fidelity from MFS Investment Management where she spent the last five years, most recently serving as investment officer, fixed income trader. Initially during her tenure at BNY Mellon, she served as an assistant portfolio manager, fixed income. Excited for a new challenge and opportunity to continue learning!”

Investment Manager

Investment Manager Investment Management Portfolio Management

BNY Mellon launches new FX platform to help manage execution and access to price transparency

The TRADE

OCTOBER 25, 2023

BNY Mellon has launched a new foreign exchange (FX) platform, meeting client demands to manage execution across their entire portfolio and access improved price transparency. The post BNY Mellon launches new FX platform to help manage execution and access to price transparency appeared first on The TRADE.

Management

Management Financial Institution Portfolio Investment Manager

Fidelity Investments Canada inks new real estate portfolio partnership with Brookfield

PE Hub

JULY 13, 2023

Brookfield will invest in and manage the portfolio. The post Fidelity Investments Canada inks new real estate portfolio partnership with Brookfield appeared first on PE Hub.

Portfolio

Portfolio Investment Management Funds

BayPine appoints Eaves as portfolio operations head and Currier as CFO

PE Hub

NOVEMBER 14, 2023

Prior to joining BayPine, Eaves was one of the first operating partners at General Atlantic and Currier was managing director and CFO for Audax Private Equity. The post BayPine appoints Eaves as portfolio operations head and Currier as CFO appeared first on PE Hub.

Portfolio

Portfolio Private Equity Equities Management

Jeremy Grantham's GMO launched its first ETF with top portfolio managers. Here's what's in it

CNBC: Investing

NOVEMBER 18, 2023

The new ETF has the same management team as a five-star GMO mutual fund with a strong track record.

Portfolio Management

Portfolio Management Management Portfolio IT

BTIG appoints new head of Americas portfolio trading and director for electronic trading sales

The TRADE

MARCH 13, 2024

BTIG has made two key appointments including promoting Troy Donohue to head of Americas portfolio trading and hiring Henri Taylor as director within electronic trading sales. The post BTIG appoints new head of Americas portfolio trading and director for electronic trading sales appeared first on The TRADE.

Electronics

Electronics Portfolio Trading Sale

Gravis Capital Management enhances front-office capabilities through Bloomberg AIM integration

The TRADE

JULY 31, 2024

UK asset manager Gravis Capital Management has become the latest to integrate Bloomberg AIM in a bid to enhance its front-office workflows. The asset manager already uses Bloomberg’s portfolio and risk analytics solution, Bloomberg PORT and through the addition of AIM, it now has front-to-back workflow.

Management

Management Capital Asset Management Portfolio

Thor Equities Strengthens Portfolio with High-Power Acquisition

Global Newswire by Notified: M&A

AUGUST 7, 2024

07, 2024 (GLOBE NEWSWIRE) -- Thor Equities Group, a global leader in real estate development, leasing and management, is pleased to announce the acquisition of a 270-acre site in LaGrange, Georgia for data center development. New York, NY, Aug.

Portfolio

Portfolio Equities Acquisitions Utilities

NEXUS CAPITAL MANAGEMENT PORTFOLIO COMPANIES MAV BEAUTY AND SKY ORGANICS ANNOUNCE STRATEGIC MERGER

Global Newswire by Notified: M&A

OCTOBER 1, 2024

MAV Beauty, known for its diverse portfolio, including Marc Anthony True Professional, Renpure, Cake Beauty and The Mane Choice, brings decades of expertise in delivering high-quality hair and personal care products globally. TORONTO & BOCA RATON, Fla.,

Portfolio

Portfolio Mergers Capital Management

Here's where top income fund manager Hilda Applbaum is putting money to work

CNBC: Investing

AUGUST 15, 2024

Capital Group portfolio manager Hilda Applbaum looks for idiosyncratic opportunities where an out-of-favor stock has a chance to grow over the long run.

Portfolio Management

Portfolio Management Management Portfolio Funds

NJ Asset Management streamlines order management and compliance management with Bloomberg solutions

The TRADE

JULY 27, 2023

Bloomberg AIM and Bloomberg Vault have been adopted by India-based NJ Asset Management to help enable its enterprise-wide digital strategy across the entire investment workflow. According to the firms, Bloomberg AIM addresses NJ Asset Management’s specific needs for tools to support rule-based investment decision-making.

Asset Management

Asset Management Management Portfolio Investment Manager

Project Portfolio Management Market Size to Surpass USD 7.95 billion by 2030, exhibiting a CAGR of 7.7%

Global Newswire by Notified: M&A

JUNE 20, 2023

As per the report by Fortune Business Insights, the global Project Portfolio Management Market size is projected to reach USD 7.95 As per the report by Fortune Business Insights, the global Project Portfolio Management Market size is projected to reach USD 7.95 billion by 2030, at a CAGR of 7.7%

Portfolio Management

Portfolio Management Portfolio Management Business

This investment manager is looking to bridge the racial wealth gap

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

Investment Manager Management Portfolio Management Portfolio

Cook Medical Sells Lead Management Portfolio to Merit Medical

[Podcast] Private Market Talks: Scoping Out Secondaries with Portfolio Advisor’s Liz Campbell

Trending Sources

Progress acquires file management platform ShareFile for $875M

Bloomberg unveils portfolio management offering

ArcLight forms Alpha Gen to manage its power infrastructure portfolio

Merit Medical Completes Acquisition of Lead Management Portfolio from Cook Medical

A small-cap portfolio manager says these stocks will thrive even in a slow growth environment

Slate Asset Management to close €1bn German portfolio acquisition

Crypto asset managers look past the next big coin to diversify portfolios

Ares Management scoops up $3.5bn loan portfolio from PacWest

This Fidelity portfolio manager says Nvidia has a 'huge moat' and can keep rallying

These dividend-paying stocks offer attractive income and a good opportunity, this portfolio manager says

Generative AI startup Typeface acquires two companies, Treat and Narrato, to bolster its portfolio

DZS Sells Service Assurance and WiFi Management Software Portfolio to AXON Networks

A new era is coming for dividend stocks — and it's good news for income investors, says portfolio manager

Replicating Portfolio

‘Big Short’ investor Michael Burry reshuffles portfolio, adds hedges on China holdings

Understanding Portfolio Valuations: The Backbone of Smart Investing and Risk Management

California Governor Vetoes Further Legislative Efforts to Restrict Healthcare Investments and Management Relationships

Private Equity Firms Embrace AI for Their Portfolio Companies

Ujwal Velagapudi: Buying Unique Businesses and Building a Diverse Portfolio

ICE integrates ETF Hub with LiquidityBook’s OEMS to bolster primary market and portfolio management workflows

Morgan Stanley Wealth Management revamped its dividend equity portfolio, adding this high-flying utilities play

Portfolio trading is on the up but only some can make it pay

The Role of Private Equity Consulting in Portfolio Company Growth Strategies

CD&R names Machida as managing director of portfolio talent

SSGA launches first actively managed corporate and municipal target maturity ETFs in the US

UK fund managers pay more to hedge in 2024, MillTechFX survey says

Top bond fund manager Ford O'Neil of Fidelity reveals his 'secret sauce' to generate outperformance

Morgan Stanley Wealth Management adds this stock to its model portfolio because of A.I. opportunity

What is an Investment Portfolio?

Fidelity Investments taps MFS Investment Management for new senior trader

BNY Mellon launches new FX platform to help manage execution and access to price transparency

Fidelity Investments Canada inks new real estate portfolio partnership with Brookfield

BayPine appoints Eaves as portfolio operations head and Currier as CFO

Jeremy Grantham's GMO launched its first ETF with top portfolio managers. Here's what's in it

BTIG appoints new head of Americas portfolio trading and director for electronic trading sales

Gravis Capital Management enhances front-office capabilities through Bloomberg AIM integration

Thor Equities Strengthens Portfolio with High-Power Acquisition

NEXUS CAPITAL MANAGEMENT PORTFOLIO COMPANIES MAV BEAUTY AND SKY ORGANICS ANNOUNCE STRATEGIC MERGER

Here's where top income fund manager Hilda Applbaum is putting money to work

NJ Asset Management streamlines order management and compliance management with Bloomberg solutions

Project Portfolio Management Market Size to Surpass USD 7.95 billion by 2030, exhibiting a CAGR of 7.7%

This investment manager is looking to bridge the racial wealth gap

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