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 45

Medical Portfolio Acquisitions Management 45

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 74

Asset Management Portfolio Management Acquisitions 74

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 131

Asset Management Management Portfolio 131

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 67

Portfolio Management Business 67

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 66

Portfolio Portfolio Management Management IT 66

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 98

Portfolio Management Portfolio Management Stock 98

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 232

Portfolio IT Valuation Management 232

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 49

Portfolio Management IT 49

CNBC: Investing

JANUARY 12, 2024

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

Portfolio Management 102

Portfolio Management Portfolio Management Investors 102

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 52

Portfolio Portfolio Management Insurance Risk Management 52

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 117

Asset Management Portfolio Investors Funds 117

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 52

Risk Management Valuation Portfolio Management 52

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 155

Healthcare Private Equity Management Portfolio 155

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 81

Private Equity Portfolio Equities Investment Manager 81

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 130

Portfolio Business Mergers and Acquisitions M&A 130

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 63

Portfolio Management Portfolio Management Architecture 63

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 66

Portfolio Equities Utilities IT 66

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 103

Portfolio Trading IT Bulge Bracket 103

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 147

Private Equity Consulting Portfolio Equities 147

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 40

Portfolio Management 40

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 63

Corporation Management Portfolio Management Portfolio 63

CNBC: Investing

MAY 14, 2024

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

Portfolio Management 113

Portfolio Management Management Portfolio Funds 113

CNBC: Investing

AUGUST 10, 2023

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

Portfolio 98

Portfolio Management IT Equities 98

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 52

Portfolio Investment Portfolio Management Investors 52

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 109

Management Financial Institution Portfolio Investment Manager 109

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 63

Investment Manager Investment Management Portfolio Management 63

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 40

Funds Management Portfolio Investment 40

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 70

Portfolio Investment Management Funds 70

Focus Investment Banking

NOVEMBER 21, 2024

Washington, DC, (November 21, 2024) – FOCUS Investment Banking is pleased to announce the addition of Conor Miller as a Managing Director. Conor drove operational scaling, expanded intellectual property portfolios, and strategically positioned the company for acquisition by Dometic.

Investment Banking 52

Investment Banking Management Banking Bank 52

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 73

Portfolio Private Equity Equities Management 73

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 112

Portfolio Management Management Portfolio IT 112

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 71

Electronics Portfolio Trading Sale 71

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 58

Management Capital Asset Management Portfolio 58

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 49

Portfolio Equities Acquisitions Utilities 49

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 40

Portfolio Mergers Capital Management 40

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 58

Portfolio Management Management Portfolio Funds 58

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 52

Asset Management Management Portfolio Investment Manager 52