The TRADE

JUNE 8, 2023

The Depository Trust & Clearing Corporation (DTCC) will suspend its Investor Kinetics data service on 31 July, following ongoing concerns from clients and industry participants about information leakage from the service, The TRADE can reveal.

Investors 72

Investors Trading Stock Asset Management 72

The TRADE

JULY 19, 2024

What is driving the purported ‘comeback’ of traditional asset managers? This alone was enough to make institutional asset managers wary of making moves. However, macroeconomic uncertainty, particularly due to historic inflationary pressures and rising yields, kept traditional asset managers cautious.

Asset Management 64

Asset Management Retail Trading Management 64

The TRADE

SEPTEMBER 4, 2023

Union Investment’s Christoph Hock is set to step away from his role as head of multi-asset trading later this year to pursue an opportunity in digital assets and tokenisation within the asset management firm, as revealed by The TRADE. Allianz Global Investors appointed Kayvan Vahid as head of equity Europe core and value.

Investment 115

Investment Equities Trading Asset Management 115

The TRADE

APRIL 10, 2024

According to Nasdaq, it will make it possible for investors to gain exposure in the Swedish small cap market and simplify investment strategies through consolidating a diversified portfolio of small cap stocks into a single instrument. In addition, the screening criteria allows investors to make decisions which are aligned with ESG outcomes.

Asset Management 59

Asset Management Portfolio Management Investors Portfolio 59

The TRADE

JULY 30, 2024

These innovations have attracted a wide range of investors – from institutional to retail – who seek to increase returns and manage risks in an ever-shifting market environment. Product type enhancements have led to a wider range of prospective investors.

Retail 64

Retail Trading Investors Management 64

The TRADE

FEBRUARY 22, 2024

However, Newns also highlights the importance of regulation to improve and ensure investor protection within this specific asset class. The role that institutions play in this space is to find ways to enhance investor safety.

Finance 131

Finance Finance Trading Financial Market 131

The TRADE

SEPTEMBER 19, 2024

The post Miami International Holdings and Bloomberg unveil index licensing agreement appeared first on The TRADE.

Collaboration 59

Collaboration Equities Asset Management Trading 59

The TRADE

JULY 5, 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. What’s particularly notable is the willingness of big asset managers to launch their latest active strategies in an ETF wrapper.

Trading 64

Trading Asset Management Retail Investors 64

The TRADE

JANUARY 2, 2024

Eric Heliene, head of buy-side trading desk, Groupama Asset Management  The intensification of financial regulation is a fundamental trend transforming the asset management ecosystem.   Another big theme will be the importance of the retail investor, and how European capital markets can grow by better serving this community. Investor

Trading 64

Trading Asset Management Equities Retail 64

The TRADE

JULY 12, 2023

This issue of The TRADE Magazine touches on all this and more, with in-depth features exploring the potential shift to 24/7 trading in equities and what the SEC’s equities market structure overhaul might mean for institutional investors.

Trading 52

Trading Equities Retail Investors 52

Transactional Delights

OCTOBER 9, 2021

Through new technology and collaboration with industry partners, the voting choices will be available to institutional investors invested in their index funds, making approximately 40% of the $4.8 trillion index equity assets managed by BlackRock for their clients eligible for these new voting options. Why do I say that?

Retail 40

Retail IT Funds S&P 40

The Deal

AUGUST 9, 2023

The SEC study appears to support a thesis posed by activist investor critics: That existing rules hurt rank-and-file investors who sell shares at arguably discounted prices to activists and other investors in the know before the activist discloses their campaign, a move that often results in share-price spikes.

Investors 52

Investors Shares Retail Funds 52

The TRADE

OCTOBER 26, 2023

Citadel Securities Needing little introduction, Citadel Securities, is one of the largest market makers in US Treasuries and USD interest rate swaps globally, and serves an extensive list of financial institutions, including: banks, asset managers, pension funds, hedge funds, central banks, and sovereign wealth fund.

Electronics 59

Electronics Trading Bank Banking 59

Razorpay

SEPTEMBER 16, 2024

Mutual funds have emerged as one of the most popular and accessible investment choices for retail investors in India. lakh crore, reflecting the growing trust and confidence investors have in mutual funds as a key avenue for financial growth. This helps protect both the merchant and the investor from potential financial loss.

Investment 52

Investment Accountant Funds Investors 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. Each asset manager will need to consider the balance between the cost and benefit,” says Stuart Lawrence, head of UK equity trading at UBS Asset Management.

Equities 52

Equities Trading Asset Management Management 52

Razorpay

AUGUST 9, 2023

Regular individuals have retail banks. Some merchant banks may be affiliated with other retail or investment banks, but this specialized branch of banking does not provide services to the general public. Merchant banks provide specialized services to large corporations, high net worth individuals, and institutional investors.

Bank 52

Bank Banking Business Underwriting 52

The Deal

JULY 24, 2023

The SEC study appears to support a thesis posed by activist investor critics: That existing rules hurt rank-and-file investors who sell shares at arguably discounted prices to activists and other investors in the know before the activist discloses their campaign, a move that often results in share-price spikes.

Investors 52

Investors Shares Management Funds 52

The TRADE

JULY 11, 2023

Rachel Kent’s review focuses on removing enough of the operational burdens to encourage asset managers to take advantage of new rebundling freedoms, but not so much that transparency to asset owners is completely jettisoned. We see this proposal as a progressive step, with its success dependent on securing appropriate funding.”

Asset Management 40

Asset Management Investment Government Capital Market 40

Peak Frameworks

OCTOBER 30, 2023

The world of banking can be broadly divided into: Retail Banks: Think of your local branch where you have your checking and savings accounts. Commercial Banks: These cater to businesses, providing loans, treasury, and cash management services. This model is foundational for retail and commercial banks.

Bank 52

Bank Banking Proprietary Trading Investment Banking 52

Accenture Capital Markets

AUGUST 23, 2022

At the same time, competition is intensifying across the industry—from traditional wealth managers, asset managers, insurers, workplace providers, independent advisors, banks and new wealth techs. Europe’s wealth management industry is experiencing yet another wave of disruption.

Management 52

Management Investment Collaboration Bank 52

Razorpay

DECEMBER 15, 2024

Private banking is a personalized financial and wealth management service provided by banks to high-net-worth individuals (HNWIs). It involves offering exclusive products, tailored advice, and one-on-one attention to help clients manage, grow, and protect their wealth.

Bank 52

Bank Banking IT Management 52

Software Equity Group

MARCH 7, 2024

Tally Mack, CEO and Co-Founder Bravo Store Systems The Next Big Thing in Retail Management Solutions In addition to her professional accomplishments, Tally Mack is a role model for women in the software industry and a strong advocate for women in leadership positions.

Collaboration 52

Collaboration Management IT Business 52

Software Equity Group

MARCH 7, 2024

Tally Mack, CEO and Co-Founder Bravo Store Systems The Next Big Thing in Retail Management Solutions In addition to her professional accomplishments, Tally Mack is a role model for women in the software industry and a strong advocate for women in leadership positions.

Collaboration 52

Collaboration Management IT Business 52

Software Equity Group

MARCH 7, 2024

Tally Mack, CEO and Co-Founder Bravo Store Systems The Next Big Thing in Retail Management Solutions In addition to her professional accomplishments, Tally Mack is a role model for women in the software industry and a strong advocate for women in leadership positions.

Collaboration 52

Collaboration Management IT Business 52

Transactional Delights

FEBRUARY 14, 2021

There are many things happening right now in the shareholder landscape, including a growing focus on ESG from institutional investors like BlackRock and TCI, and the rising collective consciousness of the retail shareholder. Today’s topic broadly covers the current shareholder landscape. and $2,000 in Canada”.

Retail 40

Retail M&A S&P IT 40

CNBC: Investing

JULY 1, 2025

Investors are seeing opportunity in tech outside the "Magnificent Seven" and giving top picks in the industrials space after it finished the first half of 2025 as the top-performing sector. Worldwide Exchange airs at 5 a.m. ET each day.) Mehrotra's other top industrials picks for the second half of 2025 are 3M and Honeywell.

S&P 73

S&P Media Stock Investment 73

The TRADE

APRIL 30, 2024

New rules have impacted almost every financial firm, ranging from banks to asset managers. The importance of these rules can be linked to the reshaping of the regulatory environment and ultimately creating a more robust trading environment and promoting investor confidence.

Financial Institution 69

Financial Institution Financial Market Risk Management Bank 69

The TRADE

OCTOBER 18, 2023

Meanwhile, Cboe expanded the trading period for its high yield and investment grade corporate bond futures to 23 hours per weekday, in June, to help investors manage their credit portfolios. Among these was the exchange group’s push into retail trading in April with the launch of Turquoise Retail Max.

Trading 59

Trading Stock Retail Financial Market 59

CNBC: Investing

JUNE 10, 2025

Investors are looking for opportunities in defense stocks. Worldwide Exchange pick: RTX Kevin Mahn of Hennion & Walsh Asset Management said RTX is his top pick in the aerospace and defense sector. The vast majority of investors, they've been scared of China for different reasons. Worldwide Exchange airs at 5 a.m.

Trading 51

Trading Investment Stock Media 51

CNBC: Investing

JULY 6, 2025

The cryptocurrency climbed nearly 30% in the second quarter although, strangely, many investors have called it a period of consolidation, with returns declining each month and bitcoin's price remaining in the same narrow range for more than half the three months.

Investors 135

Investors Investment Media Stock 135

The TRADE

APRIL 22, 2025

Nomura is set to acquire Macquaries US and European public asset management business, in a push to expand the firms global capabilities. Through the move, Nomura will gain $180 billion in retail and institutional client assets across equities, fixed income and multi-asset strategies.

Asset Management 52

Asset Management Management Investment Manager Investment 52

Mergers and Inquisitions

OCTOBER 11, 2023

The disadvantages are that it is quite difficult to move from these jobs into investment/deal-related roles, as some CRE investors “look down on” property management. If you want to go this route, find a management firm that works with commercial properties (or multifamily properties with 200+ units) owned by institutional investors.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

The TRADE

MAY 20, 2025

Featuring content exploring transaction cost analysis, pre-trade analytics, equity futures trading, retail trading, the global derivatives landscape, system harmonisation, and more. The post The TRADETech Daily 2025 now available to view online!

Asset Management 52

Asset Management Investment Manager Trading Management 52

CNBC: Investing

JUNE 21, 2025

The central bank opted to hold interest rates steady when it concluded its two-day meeting on Wednesday. The Fed still anticipates two reductions this year , but expects higher inflation and lower economic growth ahead.

Portfolio 116

Portfolio Media Investment Stock 116

The TRADE

FEBRUARY 18, 2025

Specifically, the offering introduces the first mini futures cash-settled on European government bonds – specially designed with retail investors in mind. The move provides both asset managers and private investors increased granularity for hedging as well as taking exposure to government bonds.

Government 64

Government Asset Management Investors Trading 64

The TRADE

MAY 14, 2025

As political uncertainty arises in the US, global asset managers are showing increased interest in European markets, however current industry sentiment is highlighting the need for further reform and innovation to bolster liquidity on the continent. This has also been seen across firms which are voluntarily flagging trades.

Retail 52

Retail Trading Investors Investment Manager 52

The TRADE

MARCH 10, 2025

Power has also worked in derivatives-related positions at various firms, including: Ignis Asset Management, Axial Investment Management, and RBS. Nicholas Zerante was appointed head of trading at Delta Global Management, based in New York.

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Management Trading Retail Bank 64