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.
Beyond M&A
SEPTEMBER 3, 2023
These software solutions offer many features, including document management, risk assessment, compliance monitoring, and reporting capabilities. Automated document management eliminates the need for manual filing and searching, saving valuable time and reducing the risk of errors.
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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. These elements are essential not only to protect users but also to minimise potential legal and reputational risks.
OfficeHours
JUNE 6, 2023
Familiarize yourself with its investment strategy, portfolio companies, recent deals, and overall market reputation. As a private equity professional, you will regularly interact with various stakeholders, including team members, clients, investors, and portfolio companies.
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.
Peak Frameworks
SEPTEMBER 19, 2023
Streamlining Financial Processes: Processes like risk assessment or credit approvals can be streamlined, reducing wait times and improving service quality. Track Investment Performance: Track the performance of investment portfolios, identify trends, and make data-driven decisions to rebalance portfolios.
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. Flexible credit lines for liquidity needs.
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