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.

Bank 52

Bank Banking Business Underwriting 52

Mergers and Inquisitions

DECEMBER 6, 2023

The multi-manager hedge fund model is simple: Raise $10-20 billion, borrow at the fund level to take this to $50-$100 billion, and then allocate this capital to dozens of internal teams. Beta-Neutral Portfolios: For example, if the S&P 500 goes up or down by 5%, your team’s portfolio should move by ~0%.

Funds 104

Funds Management Recruitment Portfolio 104

The TRADE

JULY 1, 2024

Griffin originally joined Kepler in 2016 as its head of portfolio and electronic sales trading, later assuming his most recent role as head of market structure and liquidity solutions in 2022. Before that, he served as vice president and relationship manager for JP Morgan’s priority asset manager clients.

Bank 64

Bank Banking Sale Trading 64

Accenture Capital Markets

SEPTEMBER 5, 2023

And only a handful of processes such as reconciliations, valuation, portfolio company information gathering and financial reporting typically account for most of the RPA opportunity. Institutional investors usually have narrower operations than banks or insurers.

Investors 94

Investors Financial Services Insurance Investment 94

The TRADE

JUNE 19, 2023

Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role. Previously, Williams served as an investment account manager at Northern Trust. M&G’s global asset management arm appointed Manabu Fujita as head of M&A Investments Japan.

Sale 64

Sale M&A Asset Management Investment Banking 64

The TRADE

OCTOBER 31, 2024

Finding fixed income After spending three months as a trading assistant intern at PPM America, Raymond landed his first permanent buy-side position, joining UBS Asset Management as an operations assistant in 2003. Helming the US business of one of the largest asset managers in the world through such a course is no mean feat.

Portfolio 52

Portfolio Trading Management Asset Management 52

Mergers and Inquisitions

JULY 19, 2023

And if you are interested in this strategy, should you even target hedge funds, or would a long-only asset management firm be better? Also, many long-biased funds tend to have more concentrated portfolios since they often aim to become one of the top shareholders in each company.

Funds 52

Funds Asset Management Management Equities 52

Razorpay

DECEMBER 15, 2024

Private banking offers common services like a current or savings account, debit and credit cards, but with a personalized approach. Alternative investments, including real estate, commodities, and luxury assets. Customized portfolios designed to optimize returns while managing risk. How Does Private Banking Work?

Bank 52

Bank Banking IT Management 52

The TRADE

SEPTEMBER 18, 2023

Grasso joined FlexTrade last year after three and a half years at Bloomberg, also with a buy-side OMS focus, most recently serving as an account manager for its AIM solution. Previously he also served across ANIMA Asset Management and Mediobanca.

Bank 64

Bank Banking Stock Equities 64

The TRADE

APRIL 17, 2024

Global asset manager Robeco leverages a low touch and high touch trading team that spans across three continents. And, like most asset managers across the street, its global equity trading desk plays host to a variety of characters, each bringing their own individual string to the wider team’s bow.

Trading 59

Trading Equities Asset Management Portfolio Management 59

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, Kirk is set to oversee and enhance Tourmaline’s services in support of asset managers globally as part of his new role.

Sale 64

Sale Management Trading Portfolio Management 64

The TRADE

OCTOBER 6, 2023

We need good, consistent data sets in order to build logic to automate and make informed decisions,” said Martin Hendry, deputy head of trading at Liontrust Asset Management. Data – as has been discussed in various panels at the conference – was noted as being crucial for this evolution. “We

Trading 69

Trading Portfolio Management Asset Management IT 69

The Deal

FEBRUARY 7, 2024

Though business development companies are performing well in 2023 relative to the prior two years, mergers among companies with shared managers that help reduce costs amid historic underperformance are still on the table. Over the past few years, large asset managers such as BlackRock Inc.

Middle Market 52

Middle Market Management Capital Mergers 52

The TRADE

JULY 17, 2023

With Middle East and North Africa (MENA) becoming a larger part of indices and portfolio managers’ thinking, decisions will have to be taken around how best to trade these markets. Foremost is smooth and continuous trading, meaning an asset manager can work on a global level with minimum hinderance.

Equities 52

Equities Trading Asset Management Management 52

The TRADE

DECEMBER 21, 2023

For some asset managers and hedge funds, the seemingly impossible notion of all traders not physically sitting together on a centralised desk and communicating face-to-face was all but wiped away overnight as the hybrid working setup was forcibly tested and passed with flying colours.

Trading 64

Trading Management Funds Asset Management 64

The TRADE

JULY 30, 2024

In Europe, ETFs accounted for $782.9 It’s going to disrupt the traditional mutual fund market and I truly believe it’s going to position ETFs as the wrapper of choice for managers,” says Chris Gooch, head of ETF/index sales and business development, EMEA at Citi. billion in the same period.

Retail 64

Retail Trading Investors Management 64

The TRADE

AUGUST 2, 2024

Assets that are negatively correlated to the dollar should account for a larger share of portfolios. The foreign exchange market will be defined by a steady but persistent depreciation of the US dollar. On a trade-weighted basis, we expect a decline of some 2% per year through to 2029.

Economics 52

Economics Equities Investors Trading 52

The TRADE

JULY 24, 2023

Werner Eppacher has spent the entirety of his two-decade financial career with German asset manager DWS Group, catching his first glimpse of a trading floor as an intern for Deutsche Bank in 2003. “A This is followed by 13% being accounted for by alternatives and 12% by active equity.

Trading 52

Trading Portfolio Management Asset Management Management 52

Peak Frameworks

SEPTEMBER 19, 2023

Portfolio Analysis Private equity firms might compare the performance of their investments against relevant commodity price indices to ensure they're generating alpha (excess returns). Benchmarking and Performance Measurement For both private equity and corporate finance professionals, measuring performance against a benchmark is vital.

Private Equity 52

Private Equity Corporate Finance Finance Finance 52

The TRADE

OCTOBER 9, 2024

She joined Ninety One in 2021 from Royal London Asset Management where she had been head of dealing for three years. Gibson is a seasoned trader with an extensive career in markets. This context is crucial for our day-to-day operations. You’ve got competing market makers that you are up against.

Trading 59

Trading Bulge Bracket Asset Management Bank 59

The TRADE

DECEMBER 8, 2023

Axes are no longer the preserve of the trading desk at asset managers. The use of this data by the portfolio management function means they can better represent their investment process by taking liquidity into account. Dealers still need to get better at distributing their data and managing where it goes to.

Trading 52

Trading IT Electronics Portfolio 52

Software Equity Group

AUGUST 20, 2024

Top Strategic Buyers Investing in SaaS Valsoft Corporation Valsoft is a holding company for a diverse portfolio of software and related technology services and currently employs 2,000 employees. InvoiceXpress’s software includes features for tax management, VAT reporting, billing management, payment processing, and budgeting.

Investment 52

Investment Management Acquisitions Business 52

The TRADE

OCTOBER 24, 2023

Subject to regulatory approvals, the service will come through its Amsterdam-based clearing house and introduce matching, CCP clearing, settlement and post-trade lifecycle management for SFT transactions in European cash equities and ETFs, and settlement will take place in 19 European Central Securities Depositories (CSDs).

Trading 59

Trading Risk Management Equities Management 59

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.

Trading 59

Trading Capital Funds Investment 59

Software Equity Group

APRIL 24, 2024

However, private equity buyers have surged forward over the past two years, accounting for 54% in 2022 and 63% in 2023. A few examples include: In 2022, Siemens acquired Brightly Software (formerly Dude Solutions), which provides enterprise asset management and facility operations management SaaS.

Manufacturing 52

Manufacturing M&A Business Management 52

The TRADE

MAY 23, 2024

It is rare, for example, that you’ll find an asset manager worrying about the good of the market or how an order might influence the primary lit market share, over whether or not they have achieved the optimal outcome for their portfolio manager and end investor. billion and market share which accounted for 6.3%

Trading 52

Trading Investors Broker IT 52

The TRADE

APRIL 9, 2025

Janus Henderson and the Guardian Life Insurance Company of America have entered a strategic partnership, whereby Janus is set to become Guardians investment grade public fixed income asset manager. The portfolio will include investment grade corporates and securitised credit. trillion assets under management.

Insurance 59

Insurance Asset Management Portfolio Investment 59

The TRADE

JANUARY 24, 2025

Once clients try outsourced trading, they see the benefits and continue to expand their OT capabilities, Dan Morgan, global head of portfolio solutions at State Street tells The TRADE. Speaking to The TRADE, Kevin OConnor, global head of sales, portfolio solutions at State Street, said: Im not surprised by the TRADEs findings.

Trading 69

Trading Asset Management Management Portfolio 69

The TRADE

APRIL 22, 2025

The company has said that the acquisition will create a modern platform designed to drive faster decision-making and operational clarity by integrating Enfusions portfolio and order management, IBOR, risk, accounting and client reporting into one solution. A key focus of the acquisition is front-to-back leadership.

Acquisitions 52

Acquisitions Investment Manager Portfolio Management 52

The TRADE

JANUARY 29, 2025

Speaking to The TRADE about his career in asset management thus far and how his experiences shape the way he leads the team, Middleton shares that his path so far has not been conventional and that that, of course, is a good thing. As a person of colour coming into asset management, I didn’t take the most conventional path.

Collaboration 59

Collaboration Trading Portfolio Management Portfolio 59

Mergers and Inquisitions

MARCH 5, 2025

2) Portfolio Concentration The average biotech hedge fund has a concentrated portfolio because it takes significant time and resources to monitor each position. Finally, there are also newer/startup biotech hedge funds, often spun off from existing multi-managers.

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64

The TRADE

FEBRUARY 7, 2025

For dealers and asset managers, technology becomes a core business requirement, and market share tends to accrue to firms with the most efficient and scalable infrastructure. This in turn allowed SMA providers to lower account minimums, expanding accessibility of the asset class and fuelling AUM growth.

Securities 59

Securities Electronics Trading Book-building 59

Mergers and Inquisitions

MAY 28, 2025

Private credit refers to lending between a non-bank lender , such as an asset manager or investment fund, and a company. Its also much harder to find information on specific private credit deals, which may limit discussions about the firms portfolio and track record. And Why Has It Taken Off?

Capital Market 59

Capital Market Corporation Capital Bank 59