The TRADE

MAY 30, 2023

In his new role, Hoong will provide technical account management and support to clients in Hong Kong. This specifically relates to: trading, portfolio management, and risk management. Prior to that, she held positions at Trust Company of the West (TCW) and CBRE Investors.

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Accountant Portfolio Management Management Risk 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

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.

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The TRADE

JULY 8, 2024

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. As part of his new appointment, Chin will be based in New York. Brokerage business MIT SIM appointed Neil Terence O’Connor as equity trader.

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Banking Bank Asset Management Equities 64

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

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.

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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. Frédéric Benizri left TP ICAP to join financing, investment and risk management business CIC Market Solutions as a sales trader.

Sale 64

Sale Management Trading Portfolio Management 64

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?

Banking 52

Banking Bank IT Management 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

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.

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Trading Capital Funds Investment 59

The TRADE

OCTOBER 16, 2024

“There is a structural case for emerging markets, and it is set to remain a core part of the fixed income opportunity set,” asserts John Espinosa, head of sovereigns and portfolio manager for Nuveen’s global fixed income team. “It We’ve also seen an increase in portfolio trading activity in the market.”

Trading 59

Trading Investors Portfolio Investment 59

Wall Street Mojo

JANUARY 17, 2024

Interest rate swaps are risk management tools, allowing parties to hedge against interest rate fluctuations and achieve desired cash flow structures. The interest rate swap works as an amazing portfolio management tool. It helps in adjusting the risk related to interest rate volatility.

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Financial Institution Banking Bank Financial Models 91

The TRADE

OCTOBER 18, 2024

We started to see a little bit of what I imagined was going to be the evolution of that market, which is a number of strong portfolio managers from those multi manager platforms coming out, launching their own funds. And we’ve seen some significant launches this year in that space.

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Funds Broker Banking Bank 69

The TRADE

DECEMBER 8, 2023

Instead, a combination of rising interest rates, inflation, soaring energy prices and geopolitical tensions have hit hedge funds, and subsequently the risk management practices of prime brokers. But unlike incidents of the past, the market mayhem of 2023 has not been confined to one event.

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The TRADE

FEBRUARY 15, 2024

Anna Nordstrom, head of the domestic and international markets functions in the markets group at Deferral Reserve Bank of New York, shared that the current reach of the FX global code extended to 1300 entities – including the top 15 asset managers globally.

Asset Management 52

Asset Management Trading Banking Bank 52

The TRADE

NOVEMBER 14, 2024

DTCC added that by providing users with access to new tools, firms can enhance their understanding of GSD’s risk management and margin requirements capabilities. Our risk management team is focused on creating new capabilities that support greater transparency for market participants.

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Risk Management Portfolio Portfolio Management Trading 64

The TRADE

DECEMBER 24, 2024

Jamil Jiva, global head of asset management, Linedata As we leave 2024 behind, artificial intelligence is set to transform industry practices. From risk management and regulatory compliance to predictive analytics and cybersecurity, AI promises to bring a new era of transparency, efficiency and innovation to the finance ecosystem.

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