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.

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The TRADE

DECEMBER 8, 2023

Technology vendor Broadridge also explains the change in procedures for asset managers delivering trade details to prime brokers and coordinating information among the asset manager, executing brokers and PBs. “Currently, buy-side firms deliver trade data to executing brokers and prime brokers separately.

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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

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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.

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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.

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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?

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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.

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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.

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Razorpay

DECEMBER 15, 2024

Financial institutions ensure that all client transactions and records are handled with strict confidentiality, protecting clients’ personal and financial information. Additionally, private banks employ advanced security measures to safeguard assets, providing clients with peace of mind.

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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?

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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.

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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. The best I had to go by would be maybe where I last traded a bond and then potentially some information on Bloomberg.

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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. Some other large funds might also qualify; unfortunately, there’s little information available on most of them.

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The TRADE

MAY 1, 2024

There’s us sitting in the middle of the room trading once a day maybe sometimes once a week but taking very big positions and actively providing information for the room as well.” The traders are now discretionary execution guys and the portfolio managers (PMs) don’t get involved.

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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.

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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.

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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.

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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?

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Mergers and Inquisitions

MARCH 5, 2025

Then there are mid-sized funds with between $1 and $10 billion in AUM, such as Braidwell, BVF Partners, Casdin Capital, Cormorant Asset Management, Deep Track Capital, EcoR1, PFM Health Sciences, Polaris Partners, Rock Springs, and Vivo Capital. Other large funds include Perceptive Advisors, RA Capital, and RTW.

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