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In this episode, we are thrilled to be joined by Liz Campbell, Chief Investment Officer at Portfolio Advisors, a global private assetmanager specializing in the US middle market.
Clearwater Analytics, a company developing accounting, compliance, and risk reporting tools for assetmanagers, said on Monday it has entered into a definitive agreement to acquire investment management platform Enfusion for $1.5
Investors are looking for opportunities in alternative assetmanagers and in cybersecurity. Alternative assetmanagers Ben Snider of Goldman Sachs sees opportunity in alternative assetmanagers. Worldwide Exchange airs at 5 a.m. ET each day.) One also issued a bearish call on the U.S. dollar due to tariffs.
The deal is set to be one of the largest in Europe so far this year, and the largest whole-portfolio transaction in the region. The post Slate AssetManagement to close €1bn German portfolio acquisition appeared first on PE Hub.
Impax AssetManagement has entered into an agreement to acquire the corporate credit assets from fixed income manager Absalon Corporate Credit, part of Formuepleje Group. The post Impax AssetManagement to acquire corporate credit business from partner firm Formuepleje Group appeared first on The TRADE.
By Surajit Saha Investors and assetmanagers seek strategies that balance risk and growth during market volatility. Traditional portfolio models, like the 60/40 equity bond asset allocation, have been decades-long staples but are increasingly challenged by prolonged low interest rates, inflation, and unpredictable market shifts.
In this episode, we’re joined by Caroline Cooley, managing partner and CIO for Crestline Summit Strategies. Caroline joined Crestline in 1998 and has since helped build the firm into a multi-strategy, multi-portfolio and multi-billion-dollar assetmanager. By: Proskauer - Private Market Talks Podcast
Eurex has welcomed Santander AssetManagement as a global player in its listed FX segment. Imanol Urquizu The Spanish assetmanager has begun to expand its FX futures business to Eurex, supported by Banco Santander as clearing member and Deutsche Bank as liquidity provider.
Balyasny AssetManagement has appointed Harrison Chesterton as associate director within its equity finance trading division, The TRADE can reveal. The post Balyasny AssetManagement names new associate director of equity finance trading appeared first on The TRADE.
Generative AI (gen AI) is predicted to impact over two-thirds of all functions across the capital markets industry, suggesting that the technology has the potential to significantly transform all its segments—including assetmanagement. The majority of assetmanager have already started on this journey.
Further roles at Fidelity International include stints as fixed income trading business manager, senior fixed income change manager, and senior fixed income portfolio analyst. Before joining Fidelity International, Awan spent two years at Royal London AssetManagement.
Before joining MEAG, Malakis held senior sales positions with international assetmanagers, including Generali Insurance, Vanguard International and Schroders. Northern Trust AssetManagement appointed Naoto Komoro to lead its assetmanagement business in Japan.
Vahid joins AllianzGI from UBS AssetManagement where he served in a variety of roles over the last 20 years. Prior to that, he served as a portfoliomanager for European small and mid-caps as well as a European equities research analyst.
Ryan O’Connor has left Goldman Sachs AssetManagement and is set to join ETF provider Global X ETFs as chief executive on 8 April. He most recently served as global head of ETF product, having initially joined Goldman Sachs AssetManagement back in 2017 to build out the US fund strategist model portfolio business.
James Hilton was appointed multi-assetmanaging director in RBC’s low touch team, joining from Credit Suisse, where he had been serving as head of sales for EMEA for the bank’s advanced execution sales (AES) team. Balyasny AssetManagement appointed Harrison Chesterton as associate director within its equity finance trading division.
Bloomberg AIM and Bloomberg Vault have been adopted by India-based NJ AssetManagement to help enable its enterprise-wide digital strategy across the entire investment workflow. According to the firms, Bloomberg AIM addresses NJ AssetManagement’s specific needs for tools to support rule-based investment decision-making.
State Street Global Advisors and Galaxy AssetManagement have unveiled a new collaboration aimed at bringing investors digital asset-based strategies, offering key exposure to companies involved in the digital asset space. trillion digital asset landscape through manager-directed strategies. “We
M&A Sale of FINMA AssetManagement Regulated PortfolioManagement and Trustee Activities: Providing specialized advisory for firms engaged in portfoliomanagement of financial instruments and regulated trustee services under the Financial Institutions Act (FinIA).
Alex Livingstone, formerly head of trading for ETFs and FX at Titan AssetManagement, joined Titan Investment Solutions as a junior portfoliomanager and trader. BTIG appointed Sean Shanker as a managing director within the electronic trading team, based in New York. He began his trading career at UBS in Hong Kong.
Ryan O’Connor left Goldman Sachs AssetManagement and is set to join ETF provider Global X ETFs as chief executive on 8 April. He most recently served as global head of ETF product, having initially joined Goldman Sachs AssetManagement back in 2017 to build out the US fund strategist model portfolio business.
More In Pro Stock Picks Best Stocks: The behind-the-scenes company helping drive new innovations in our world Josh Brown 3 hours ago Finding opportunities in alternative assetmanagers and a bearish call on the U.S.
Some 83% of assetmanagers plan to change product strategy in the next two years, a new survey from Northern Trust has found, emphasising the need to cater to diverse investor needs. Technology appears to be at the heart of that change, with 77% planning to leverage new tech within the same timeframe.
Linedata’s 2023 global assetmanagement survey has found the main focus globally is on future cost saving and automation. Overall, the area where AI has been most deployed across the industry globally is in investment research at 32%, revealed the survey, closely followed by portfolio analytics and risk management at 30%.
This follows assetmanagers having reduced OTC exposures in the wake of the ‘uncleared margin rules’ and other post-crisis reforms. The OTC market has been key for the buy-side for many years, allowing them bespoke, often complex, products for their portfolio needs.
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 assetmanagement firm, The TRADE can reveal. Union is bolstering its digital assets division, The TRADE understands.
As assetmanagers continue to look for ways to fully capitalise on data, a new SIX report has found that almost half view data velocity as the key challenge in enabling analytics to drive growth. These individuals work across financial institutions, assetmanagers, wealth managers, investment banks, and asset servicers.
According to Clearwater, around 66% of its core Total Addressable Market (TAM) stems from the assetmanagement industry, yet this accounts for just a third of its overall revenue. Specifically, the strategic plan is to introduce front-to-back platform leadership.
Users will gain insights around public securities and private market investments with relation to their own portfolios. The buy-side front-to-back technology platform services clients including Rothschild & Co AssetManagement, Groupama, Groupe VYV, APICIL AssetManagement, and Moneta AssetManagement. “We
The LBX suite is now connected to ICE ETF Hub’s FIX application programming interface (API), providing third-party platforms and ETF market participants with improved access to the ICE ETF Hub platform, alongside the ability to systematically manage their creation and redemption orders.
Bloomberg has partnered with Clearwater Analytics to provide a combined front-to-back investment offering for asset owners and assetmanagers. Laila Mirsepassi The collaboration combines Bloomberg’s investment solutions suite with Clearwater’s accounting solution and is set to support users in managing costs and reducing risk.
Kepler Cheuvreux subsidiary Ellipsis AssetManagement has moved to expand its capabilities in the convertible bond segment with the acquisition of Rothschild & Co’s business. As part of the deal two Rothschild portfoliomanagers – Cristina Jarrin and Mikael Dauvert – will move to Ellipsis AM.
Assetmanagers have tapped fixed income, equities and exchange traded funds (ETFs) for their greatest market data spend over the next 12 months, according to a new Coalition Greenwich and SIX report published on 22 August.
We’ve seen a few causes in the last two years – we’ve seen record flows out of European equities, so assets are going down, less fees coming in, and then we’ve seen a lot of fee pressure from compliance. “So So how do we do that?
" Another reason for Nvidia's recent lag may be that the stock has been a victim of its own success, said Gene Munster, co-founder of Deepwater AssetManagement. "Sometimes with these big megacap tech stocks and names that have had incredible runs, you do have to digest those gains."
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 assetmanagement firm, as revealed by The TRADE. His new role is not yet public but will be communicated in due course.
State Street’s Charles River is set to manage the front-office operations for Perpetual Group’s Australian assetmanagement business. Craig Squires, group chief operating officer at Perpetual, explained that the decision came as the business sought to address current challenges and complexities across investment management.
Frankfurt-based Chom Capital GmbH is an owner-operated assetmanagement boutique, licenced to conduct financial services in the form of investment brokerage, investment advice, contract broking and financial portfoliomanagement.
Appital Insights is now fully integrated with FactSet’s Portware execution management system (EMS), enabling the latter’s assetmanagement clients to access Appital Insights liquidity easily within their EMS. They know that Appital Insights does not impact ‘on-screen’ prices and they retain full control of the order.”
German assetmanager BayernInvest has adopted an integrated suite of Bloomberg solutions to support its front-to-back workflows. Bloomberg’s MARS Collateral Management offering will also provide BayernInvest increased connectivity across workflows, with fewer manual processes.
UK assetmanager Gravis Capital Management has become the latest to integrate Bloomberg AIM in a bid to enhance its front-office workflows. Bloomberg is also set to provide Gravis with services related to inbound asset servicer integrations and data reconciliation.
Impax AssetManagement Group has completed its acquisition of Absalon Corporate Credit’s fixed income assets. Last week, Impax also revealed that it had also entered into an agreement to acquire fixed income manager, SKY Harbour Capital Management’s European assets.
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