The TRADE

AUGUST 22, 2024

TOMS was previously adopted by China Minsheng Bank to book multiple asset class exposures, enabling real-time profit and loss and risk analysis, as well as integration with back-office settlement systems.

Bank 64

Bank Banking Trading Financial Market 64

Growth Business

JANUARY 23, 2024

Should the claim be upheld then the cover can also offer some financial easement in the form of repaid fees and lost future profit. Risk management Needless to say, as with any form of insurance, there is an expectation that due consideration is given to understanding and managing your risk.

Insurance 111

Insurance Business Underwriting Risk Management 111

The TRADE

SEPTEMBER 26, 2023

Overall, 37% of respondents said that trading in APAC markets was more profitable than trading in Europe, with just under a third of hedge funds noting that the profitability of their trading strategies was significantly higher in APAC than in Europe. This is creating a virtuous circle of growth that is set to continue.”

Trading 64

Trading Proprietary Trading Profitability Funds 64

The TRADE

DECEMBER 14, 2023

Almost three quarters of respondents in Acuiti and Valantic’s report said they were making workflow adjustments around more dynamic hedging tools to provide competitive portfolio trading services to clients, while 45% said they were upgrading risk management systems.

Portfolio 104

Portfolio Trading IT Bulge Bracket 104

The TRADE

JUNE 13, 2024

The integration will enable TradeSmart users to access BondDroid AI’s streaming prices and analytics before and after US market hours each trading day.

Trading 56

Trading Risk Management Electronics Profitability 56

Peak Frameworks

JULY 19, 2023

Scalping involves executing quick trades with small profit targets, aiming to capitalize on short-term price fluctuations. Implementing appropriate , risk management techniques, such as setting stop-loss orders and managing position size, is essential. Mitigating Overnight Risks. Leveraging High Liquidity.

Trading 52

Trading Utilities Profitability Finance 52

Mergers and Inquisitions

MARCH 8, 2023

Commodity Hedge Fund Definition: A commodity hedge fund buys and sells futures contracts and other derivatives based on mining, energy, power, and agricultural products and earns profits via fundamental and technical analysis; the trading may be systematic, discretionary, or both. If you deliver 5,000 bushels, that’s a profit of $5,000.

Funds 119

Funds Finance Finance Trading 119

The TRADE

FEBRUARY 29, 2024

LSEG moved to expand its capabilities in multi-asset post-trade services with the acquisition of risk management provider, Acadia back in December 2022 as part of its strategy to enhance and grow its multi-asset post-trade offering for the uncleared derivatives space, as Daniel Maguire, group head of post-trade at LSEG, explained at the time.

Trading 113

Trading Acquisitions Capital Market Book-building 113

Peak Frameworks

JUNE 27, 2023

The Product Mix, comprising five main components - Product Line, Product Width, Product Length, Product Depth, and Product Consistency - is a strategic tool that allows companies to reach a wider consumer base and optimize profits. However, it requires astute management to ensure profitability across products and avoid internal competition.

Profitability 52

Profitability Business Corporate Finance Private Equity 52

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. With the larger banks focusing on larger AUMs and higher revenue clients, there is a battle for new launches and emerging managers.

Broker 113

Broker Asset Management Trading Funds 113

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

Peak Frameworks

MAY 2, 2024

Consumer protection: There's a risk that deregulation might prioritize industry profits over consumer interests. Risk management: Expertise in identifying, assessing, and mitigating financial risks is paramount.

IT 52

IT Finance Finance Financial Services 52

The TRADE

OCTOBER 18, 2024

If you look at sovereign wealth funds and pension funds, as a macro trend, they’re starting to insource more of their own risk management. All of this contributes to a significant challenge for the profitability of asset managers. It’s largely driven by the increased sophistication of the ultimate capital allocators.

Asset Management 64

Asset Management Management Capital Risk Management 64

M&A Leadership Council

JUNE 18, 2024

Operational Risks: - Operational Efficiency: Analyzing the efficiency and effectiveness of the target's operations Engage in ongoing communication with functional areas to gather risk-related information. Use dashboards and reporting tools to visualize risk data. Is it advisable to conduct your own M&A Risk Assessment?

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

Peak Frameworks

MAY 2, 2024

Risk Management: Offering sales on credit introduces the risk of default, requiring businesses to implement robust risk management strategies. Conversely, credit sales, by easing the payment burden on customers, can significantly expand a business's sales volume.

Sale 52

Sale Accountant Financial Statement Business 52

Peak Frameworks

JUNE 5, 2023

This phase typically involves increased market volatility and heightened investment risk. Managing Risk in Recession During a recession, risk management becomes particularly important for financial professionals. However, identifying this phase can be challenging as it only becomes clear in retrospect.

Business 52

Business Economics Investment Investors 52

Peak Frameworks

OCTOBER 17, 2023

Headwinds in finance are conditions or events that can impede economic growth or reduce the profitability of an investment. Competition intensifies, often leading to reduced prices and profit margins. Think of it like cycling against a strong wind (headwind) versus having the wind push you from behind (tailwind). How do Headwinds Work?

Business 52

Business Economics Investors Investment 52

Solganick & Co.

NOVEMBER 15, 2023

EBITDA serves as a standardized measure of a company’s operational profitability, providing a basis for comparing its earnings potential with that of other businesses. EBITDA focuses on operational profitability by excluding interest, taxes, depreciation, and amortization, providing a standardized measure of earnings potential.

Financial Analysis 52

Financial Analysis Mergers and Acquisitions Profitability Accountant 52

The TRADE

SEPTEMBER 15, 2023

More and more, price formation is happening via smart algos, so our traders are morphing into a combination of programmers and risk managers. Historically, trading desks had been setup and staffed by voice traders and they can be very profitable for banks.

Trading 59

Trading Electronics Portfolio Bank 59

Peak Frameworks

SEPTEMBER 10, 2023

, Short Selling is an investment strategy where investors sell borrowed shares, anticipating the price will drop and they can buy them back at a lower cost, making a profit from the difference. Short selling can be a profitable strategy, but it's inherently risky as potential losses are theoretically unlimited.

Stock 52

Stock Shares Mergers and Acquisitions Finance 52

Peak Frameworks

MAY 23, 2023

All profits generated by the business are yours alone , and tax procedures are relatively straightforward, given that they're filed as personal and not corporate income. You might also assist in planning for the business's financial future, helping to ensure its sustainability and profitability.

Corporation 52

Corporation Private Equity Business Finance 52

Wall Street Mojo

FEBRUARY 9, 2024

Leveraging derivatives to capture the best results at a given point in time may help portfolio managers achieve closely matching outcomes, in addition to performance monitoring, effective risk management , risk diversification , etc. Insurance companies use this tool for risk management and planning.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

How2Exit

FEBRUARY 23, 2023

Buying an existing business can provide an entrepreneur with a customer base, a proven business model, existing infrastructure, immediate revenue and profits, and experienced employees. An existing business may also be generating revenue and profits, which can provide a source of income and a return on investment.

Business 130

Business Negotiation DCF Acquisitions 130

M&A Leadership Council

JUNE 18, 2024

Operational Risks: - Operational Efficiency: Analyzing the efficiency and effectiveness of the target's operations Engage in ongoing communication with functional areas to gather risk-related information. Use dashboards and reporting tools to visualize risk data. Is it advisable to conduct your own M&A Risk Assessment?

Risk Assessment 40

Risk Assessment M&A Mergers and Acquisitions Risk Management 40

Mergers and Inquisitions

MARCH 22, 2023

I explained the reasons for Silicon Valley Bank’s failure in last week’s article : incompetent risk management, massive losses on HTM securities, and a run on the bank that created the need to sell securities at a loss and get cash to cover the withdrawals. By contrast, Credit Suisse barely had any HTM securities.

Bank 98

Bank Banking Government Investment Banking 98

Peak Frameworks

MAY 8, 2024

Risk Management Asset Valuation: Proper estimation of salvage value is crucial in ensuring accurate asset valuation, which is fundamental in risk assessment and management. Therefore, the method of incorporating salvage value directly impacts the profit reported.

Finance 52

Finance Finance Book-building Accountant 52

The TRADE

OCTOBER 25, 2023

As of August 2023, Parameta Solutions’ revenue had increased 5% to £91 million, with an overall uplift in margin and profitability. The firm provides users with pre- and post-trade analytics, as well as unbiased OTC content and proprietary data, price discovery insights, and risk management services.

Trading 59

Trading Investment Business Valuation 59

Peak Frameworks

OCTOBER 30, 2023

Commercial Banks: These cater to businesses, providing loans, treasury, and cash management services. The profit-making strategies differ across these banks. Subtracting the $50 paid to you, the bank makes a net profit of $350. Risk Management and Loan Loss Reserves Lending money is a risky business.

Bank 52

Bank Banking Proprietary Trading Investment Banking 52

Wall Street Mojo

JANUARY 14, 2024

This matching principle provides readers of financial statements with a clearer insight into the actual profitability tied to those sales, fostering transparency and accuracy in assessing a company’s performance. Estimate potential bad debts based on historical data and customer risk assessments.

Accountant 52

Accountant Debt Financial Statement Risk Assessment 52

Wall Street Mojo

JANUARY 17, 2024

However an important point to note is that is has market value which keeps fluctuating, resulting in trading an profit-making opportunities from difference in prices. CDS helps in easy transfer of the risk Transfer Of The Risk Risk transfer is a risk-management mechanism that involves the transfer of future risks from one person to another.

Financial Models 52

Financial Models Financial Modeling Insurance Valuation 52

Peak Frameworks

SEPTEMBER 18, 2023

Advantages of Having a Subsidiary Risk Management Subsidiaries can isolate liabilities, ensuring that financial or legal issues in one entity don't impact others. ROI Projection: An in-depth analysis projecting the subsidiary's revenue streams, potential profitability, and overall return on investment (ROI) should be conducted.

Private Equity 52

Private Equity Finance Finance Acquisitions 52

Peak Frameworks

SEPTEMBER 19, 2023

Risk Management Natural Law emphasizes understanding and respecting universal truths. In the finance realm, this means being aware of potential risks and not taking reckless chances. The Lehman Brothers collapse, precipitated by excessive risk-taking in the mortgage market, serves as a stark reminder.

Business 52

Business Finance Finance Investment Banking 52

Peak Frameworks

MAY 17, 2023

If a fund manager has access to 20 stocks and plans to choose five for a specific portfolio, combinations can precisely quantify how many potential portfolios are possible. This ability to foresee all possible selections allows for meticulous planning and improved risk management.

Finance 52

Finance Finance Portfolio Management Portfolio 52

Software Equity Group

MARCH 26, 2024

And it typically boils down to a few common elements that successful SaaS companies do particularly well: High-quality SaaS companies feature predictable, recurring revenues, solid unit economics , and high gross margin and gross profit rates. The firm has made 878 total investments since inception. READ MORE : Selling Your SaaS Company?

Private Equity 52

Private Equity Equities Investment Portfolio 52

Wall Street Mojo

JANUARY 3, 2024

Mr. Vivek, who has gone for internal audit Internal Audit Internal audit refers to the inspection conducted to assess and enhance the company's risk management efficacy, evaluate the different internal controls, and ensure that the company adheres to all the regulations.

Sale 98

Sale Accountant Financial Models Financial Modeling 98

Wall Street Mojo

JANUARY 15, 2024

This indicator was introduced by Tushar Chande and Stanley Kroll, two Canadian bankers, and technical analysts ; they first mentioned it in the book The New Technical Trader: Boost Your Profit by Plugging into the Latest Indicators , which came out in 1994. Traders can uplift their knowledge and risk management tactics.

S&P 52

S&P IT Investors Investment 52

Peak Frameworks

SEPTEMBER 10, 2023

Projected Financial Performance: What are the projected revenues, cash flow, and profitability? Organizational Feasibility An often overlooked aspect of feasibility studies is organizational feasibility — evaluating whether your company has the capability to manage the project successfully.

Investment 52

Investment IT Management Private Equity 52