The TRADE

NOVEMBER 22, 2023

. “In today’s complex and fast-paced investment landscape, real-time performance attribution can provide transparency and clarity regarding the drivers of financial returns, particularly in portfolio construction and active risk management,” said Lars Ole Hansen, global product manager at SimCorp.

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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.

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Global Banking & Finance

OCTOBER 12, 2024

By Kris Kowal Origination, relationship management, underwriting, loan servicing, portfolio monitoring, risk management, compliance, innovation and product development: That’s commercial lending. The question isn’t if, but rather when, generative AI touches every step of the commercial lending value chain.

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The TRADE

AUGUST 8, 2024

German asset manager BayernInvest has adopted an integrated suite of Bloomberg solutions to support its front-to-back workflows. 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

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Asset Management Investment Manager Management Portfolio Management 69

The TRADE

MAY 31, 2024

What are the key factors contributing to the rise of credit portfolio trading? Portfolio trading has seen a dramatic rise these past few years. It involves trading a basket of bonds of variable credit quality and risk as a single, all-or-none transaction, whereby the trade instruction specifies that the entire order must be filled.

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Portfolio Trading Risk Management Risk Assessment 64

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.

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The TRADE

JUNE 7, 2023

Linedata’s 2023 global asset management survey has found the main focus globally is on future cost saving and automation. 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%.

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The TRADE

JULY 10, 2024

With the amount of US Treasury clearing activity processed through FICC expected to rise by $4 trillion daily following the SEC’s expanded clearing mandate which will be implemented in 2025 and 2026, DTCC’s calculator will be a key tool for firms to determine VaR and potential margin obligations for any simulated portfolio.

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Portfolio Risk Management Financial Services Government 64

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?

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The TRADE

JULY 2, 2024

Read more – Artificial Intelligence in fixed income: A paradigm shift Chin has held a range of leadership roles in quantitative research, risk management and portfolio management at AB, both in New York and London, since joining the firm in 1997. As part of his new appointment, Chin will be based in New York.

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Peak Frameworks

SEPTEMBER 11, 2023

Quality Management (QM) is more than just a term — it's a comprehensive approach that focuses on continuous improvement in all areas of an organization. Quality Control Quality Control is the segment of Quality Management that involves monitoring and adjusting processes and output to meet the established standards.

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Finance Finance Management Private Equity 52

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.

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Portfolio Management Portfolio Management Funds 64

Beyond M&A

MARCH 9, 2023

Evaluating their approach to vulnerability management, and assessing the risks associated with model vulnerabilities. This includes assessing compliance processes and procedures, any compliance violations or risks, and their commitment to ongoing compliance management.

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The TRADE

SEPTEMBER 12, 2024

Rob Hocking The new futures aim to provide market participants with an additional tool to calculate implied volatility of the US equity market as measured by the S&P 500 Index, and to manage volatility risks and express directional views.

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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.

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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. HSBC appointed Matthew Stanton as managing director, head of equities sales trading for Americas.

Sale 72

Sale Trading Equities Portfolio 72

Mergers and Inquisitions

MARCH 13, 2023

Even though banks are not “constrained” by their deposits, they still manage to their deposits , and most target a specific loan-to-deposit ratio. Insufficient/No Hedges – Rather than hedging their entire MBS portfolio with interest-rate swaps, the bank had… no swaps at all as of the end of 2022 ( oh, and no Chief Risk Officer, either ).

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Banking Bank Funds Government 123

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.

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Sale Risk Management Asset Management Trading 59

The TRADE

MAY 20, 2024

Bloomberg’s enhancements to its Swap Connect solution include new features that support IRS contracts with International Monetary Market (IMM) dates and the ability to offset existing contracts in global investors’ portfolios. HKEX’s subsidiary for clearing has also implemented enhancements to Swap Connect in partnership with CFERS and SHCH.

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Investment Investors Trading Risk Management 72

The TRADE

DECEMBER 19, 2024

Regulatory reporting and risk management, security valuation and portfolio analysis, research, index strategy and historical simulations – among other analytics offerings – will be available via Snowflake as a delivery channel. million bonds with a 20 year look back period.

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The TRADE

JULY 12, 2024

Emily Portney The agreement will see AIA implement BlackRock’s end-to-end investment management and operations platform Aladdin, alongside BNY’s specialised investment operations and data management services technology – together providing AIA with an end-to-end solution with enhanced data and analytics capability.

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The TRADE

OCTOBER 2, 2023

This is where a partnership with a firm like Cassini can come into its own because we see them as our equivalents in the collateral management and margin space.

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Funds Shares Risk Management Trading 64

The TRADE

JUNE 21, 2023

“Certain technologies around margin transparency and particularly the advent of portfolio margining across the board, will be a very positive element and will enable people to be more resilient going forward,” said Chris Rhodes, president of ICE Futures Europe. Risk is back.

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Risk Management Trading Management Banking 64

The TRADE

OCTOBER 8, 2024

Clearing will take place through Euronext Clearing, offering risk management and portfolio-wide margin efficiencies. Read more: Fireside Friday with… Euronext’s Anthony Attia Trading in the new options is powered by Euronext’s Optiq trading platform, which offers access to a large and diverse pool of liquidity.

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The TRADE

JULY 8, 2024

Senior equity trader at Janus Henderson, Stuart Mair, left the asset manager after 14 years. He originally joined the asset manager in 2010 as an RFP associate on the fixed income team. ABN AMRO Clearing Bank appointed Samantha Page as regulatory manager following almost two years at Euronext.

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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

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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.

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Portfolio Private Equity Risk Management Investment Banking 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.

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Trading Risk Management Portfolio Broker 59

Razorpay

DECEMBER 15, 2024

Private banking is a personalized financial and wealth management service provided by banks to high-net-worth individuals (HNWIs). It involves offering exclusive products, tailored advice, and one-on-one attention to help clients manage, grow, and protect their wealth. What is Private Banking?

Banking 52

Banking Bank IT Management 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.

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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. Elsewhere in his career, Chalkley served as a European government bond, inflation and absolute return fund manager at BlackRock.

Sale 64

Sale Management Trading Portfolio Management 64

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

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.

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Portfolio Trading Equities Funds 64

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.

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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.

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Sale M&A Asset Management Investment Banking 64

The TRADE

OCTOBER 24, 2023

Following this, in June, Cboe Clear Europe unveiled an initiative to introduce clearing, settlement and post-trade lifecycle management for SFT transactions in European cash equities and ETFs by Q3 2024. Following this, BNY Mellon selected Eurex as the first clearing house to centrally clear repo trades in Europe.

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The TRADE

OCTOBER 3, 2023

We will also benefit from LCH’s world class risk management solutions and the capital and margin efficiencies that it will enable across our rates and FX clearing activity.” The post UOB goes live as clearing member for LCH appeared first on The TRADE.

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