The TRADE

NOVEMBER 21, 2023

Speaking to The TRADE Annelotte De Nanassy , senior product manager, financial information at SIX, explained: “SIX Bot was created as a direct result of feedback from our clients.

Corporation 105

Corporation Financial Market Asset Management Investment Banking 105

The TRADE

JUNE 28, 2023

Among the key products to now be available to traders and portfolio managers in a modular format is the EMS’ predictive fair value (FV) model. Groupama asset management has also been working with Wavelabs on its European fair value initiative. “It

Portfolio Management 72

Portfolio Management Asset Management Trading Portfolio 72

The TRADE

OCTOBER 26, 2023

UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. The move has opened up swathes of synergy opportunities for the pure fixed income asset manager, with its traders now working directly alongside RBC BlueBay Asset Management’s equities desk.

Trading 98

Trading Asset Management Management Electronics 98

The TRADE

DECEMBER 27, 2023

There will be a focus on reliable and proven data sets that both optimise returns while reducing risk, and that are applicable to portfolios across many asset types and multiple geographies. Information businesses will need to tightly align their data strategy with these client needs.

Trading 122

Trading Investment Engineering Asset Management 122

The TRADE

DECEMBER 8, 2023

This has forced prime brokers to focus more on risk management and diversification of their client portfolios with increased regulatory pressures.” The market volatility has certainly been a defining feature of the year, for both clients and providers, and gave rise to opportunities for certain strategies, while costing others dearly.

Broker 113

Broker Asset Management Trading Funds 113

The TRADE

SEPTEMBER 6, 2023

Named Appital Insights, the initiative allows buy-side institutions to assess how viable the execution of larger ADV orders will be without the risk of information leakage or price erosion. “They want full control on every stage of the order lifecycle.

Electronics 69

Electronics Portfolio Management Trading Asset Management 69

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

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. Effective process selection. Institutional investors usually have narrower operations than banks or insurers.

Investors 94

Investors Financial Services Insurance Investment 94

The TRADE

JUNE 22, 2023

The new protocol, which was developed to reduce information leakage, builds on existing RFQ workflows and facilitates larger trades through the aggregation of multiple dealer responses for their desired amounts. Executing size in today’s credit markets is often challenging,” said Steve Chylinski, head of FI trading at Eagle Asset Management.

Trading 64

Trading Asset Management Electronics Portfolio 64

The TRADE

OCTOBER 23, 2023

Technology is at the forefront of this movement and the electronification/automation of many parts of the execution function allow the human element of trading to be more focused on larger, more complex trades that carry greater risk and as the role of trading develops, into other areas of the overall asset management business.

Trading 64

Trading Portfolio Portfolio Management Management 64

The TRADE

JANUARY 22, 2025

We of course cover the traditional real estate sub-sectors, but also emphasise non-traditional real estate and real estate-adjacent sub-sectors, including digital infrastructure, asset managers, car washes, and student housing, as an example subset. We have a lot of go-getters on the investment team which I love.

Funds 59

Funds Capital Capital Market S&P 59

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

Razorpay

DECEMBER 15, 2024

Alternative investments, including real estate, commodities, and luxury assets. Customized portfolios designed to optimize returns while managing risk. Financial institutions ensure that all client transactions and records are handled with strict confidentiality, protecting clients’ personal and financial information.

Banking 52

Banking Bank IT Management 52

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

MARCH 26, 2024

Ultimately, we (asset managers) should absolutely continue to encourage more competition in the space as it will drive efficiencies and technology improvements that benefit our end clients. How can transparency be improved in restricted currencies and what knock-on impact will this have on wider FX trading?

Asset Management 64

Asset Management Trading Collaboration Management 64

The TRADE

OCTOBER 9, 2023

Beginning her career on the buy-side at boutique asset manager Credit Suisse First Boston as an investment portfolio analyst in London in 1986, Ruffles has seen the markets through several highs and lows. In Europe, for our style of business we don’t use portfolio trading that much.

Trading 64

Trading Electronics Portfolio IT 64

The TRADE

DECEMBER 8, 2023

It means, in our area of expertise, axes are used from the smallest of trades, as part of the auto-ex decision making, to the very largest, where knowing who is a seller or buyer and limiting information leakage is vital for both sides of the market. Axes are no longer the preserve of the trading desk at asset managers.

Trading 52

Trading IT Electronics Portfolio 52

Mergers and Inquisitions

APRIL 5, 2023

Some SWFs operate like long-only asset managers (i.e., mutual funds ) that allocate their assets top-down and then pick specific indices, companies, and securities that meet their criteria. The firm uses passive and active strategies, often deviating from its reference portfolio based on the macro environment.

Recruitment 59

Recruitment Funds Private Equity Investment 59

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

Mergers and Inquisitions

FEBRUARY 28, 2024

For the right person, though, fixed income research can be even better than equity research, whether you’re at a bank, an asset management firm, a hedge fund, or a credit rating agency: Table of Contents: What is Fixed Income Research? Also, it can be quantitative or fundamental – or both! – How would you analyze them differently?

Equities 59

Equities Debt Asset Management Recruitment 59

Solganick & Co.

SEPTEMBER 2, 2024

Thoma Bravo has been an active acquirer of cybersecurity companies in recent years with a portfolio that currently includes Proofpoint, Sophos and SailPoint, in addition to holding stakes in a number of other security vendors. With its Property Management System, Aareon promotes efficient and sustainable property management and maintenance.

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions Mergers M&A 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). As the world of finance continues to evolve, staying informed is more vital than ever.

Private Equity 52

Private Equity Corporate Finance Finance Finance 52

The TRADE

JULY 30, 2024

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. However, with time, adoption of active ETFs is becoming more apparent. “The

Retail 64

Retail Trading Investors Management 64

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

AUGUST 18, 2023

However, I think a key area – informed by the kind of volatility we experienced earlier in the year – is the increased adoption of the Request-for-Market or RFM protocol in markets where Request-for-Quote (RFQ) used to be the dominant mechanism. Therefore, by nature, the RFM protocol minimises information footprint during the auction.

Trading 52

Trading Portfolio Business IT 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 Can you imagine an asset manager increasing the management fee for an ETF?

Trading 52

Trading Portfolio Management Asset Management Management 52

Mergers and Inquisitions

APRIL 24, 2024

Energy Consulting to Asset Management: Consulting is closer to finance than engineering, but a pre-MBA internship would still be useful because AM firms recruit relatively few MBAs and normally want people with finance experience. You’d learn some required skills and get solid talking points for your “ story.”

IT 59

IT Investment Banking Recruitment Finance 59

Software Equity Group

APRIL 24, 2024

Nearly every industry on the planet is becoming increasingly data-driven and able to make faster, more informed business decisions based on unprecedented access to information. Increased importance of data and connectivity.

Manufacturing 52

Manufacturing M&A Business 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.

Trading 59

Trading Capital Funds Investment 59

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. The software provides features for access control, asset management, eLearning, and predictive analysis.

Investment 52

Investment Management Acquisitions Business 52

The TRADE

FEBRUARY 15, 2024

According to the panel, it is through making more information available that the transparency of the market will be enhanced. Related to this, is the third focus – FX data and the promotion of it’s good use.

Asset Management 52

Asset Management Trading Bank Banking 52

The TRADE

APRIL 10, 2025

Benjamin Lucas The partnership combines Amundi Technologys platform for asset managers, insurers, pension funds and family offices, ALTO Investment with Murexs OTC front-to-back solution. The two firms have worked together since 2007, and Amundi manages its OTC derivatives portfolios front-to-back through leveraging MX.3.

Asset Management 59

Asset Management Portfolio Investment Manager Management 59

The TRADE

FEBRUARY 24, 2025

Allen Zimmerman, SimCorp The move will enable SimCorp to complement its Axioma risk models and portfolio construction capabilities with Yield Books fixed income analytics to deliver analytics for securitised debt. This is another step toward enabling faster and more informed investment decisions.

Book-building 64

Book-building Risk Management Asset Management Debt 64

The TRADE

DECEMBER 30, 2024

For asset managers, maintaining quality execution expertise in this changing landscape will be critical for sustained fund performance. Reducing the information asymmetry between liquidity provider and consumer will be critical to enabling both sides to engage willingly.

Trading 83

Trading Equities Financial Market Funds 83

The TRADE

JUNE 4, 2025

Supplementing transaction data with third-party and market data is crucial for comprehensive analysis and informed decision-making. Empirically, we use external TCA providers to enrich our data across all available asset classes. How important is it to supplement this with third-party and other market data?

IT 59

IT Management Trading Broker 59

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