The TRADE

JULY 27, 2023

According to the businesses, the aim is to “revolutionise India’s asset management industry and transform financial futures” through combining the scale and investment history of BlackRock, with the technology resources and local market knowledge held by JFS.

Asset Management

Accenture Capital Markets

JUNE 18, 2024

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 asset management. The majority of asset manager have already started on this journey.

Asset Management

MergersCorp M&A International

NOVEMBER 1, 2024

Valuing an asset management company (AMC) is a multifaceted endeavor that requires a nuanced approach. Asset management companies are integral players in the financial services sector, managing investments on behalf of clients, which can include individuals, institutions, and corporations.

Asset Management

The TRADE

JUNE 15, 2023

SIFMA and its asset management arm have published an open letter expressing concerns about the SEC’s proposal to redefine what constitutes an exchange and expand Regulation ATS, stating that it is not appropriately tailored to existing systems.

Asset Management

The TRADE

JULY 13, 2023

The US move to T+1 settlement was passed through in a bid to increase the efficiency of market operations, however an Acuiti report has stated that 53% of asset managers believe that the move will not make US equities more attractive. At the same time, firms are preparing for a new wave of regulatory change.

Asset Management

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

The TRADE

JANUARY 2, 2024

RBC BlueBay Asset Management equity trader, Michael Tamou, has left the asset manager to join Qube Research & Technologies (QRT), The TRADE can reveal. He originally joined the asset manager as an investment operations analyst in 2020.

Investment Manager

The TRADE

OCTOBER 18, 2023

He is among the twenty Rising Stars of Trading and Execution for 2023 named by The TRADE today, with presentations to be made at Leaders in Trading, Europe’s most popular awards event for the trading and execution industry on 8 November at The Savoy Hotel in London.

Trading

The TRADE

OCTOBER 27, 2023

There’s already a huge section of the asset management community and the asset servicing community, including Northern Trust, that are established in Singapore as large parts of their global operations.”

Trading

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

The TRADE

NOVEMBER 3, 2023

The report iterates the importance of human traders when trading across regions in practice, where the personalised service high-touch trading offers is often omitted, presenting additional complexities. This figure was up markedly from similar research in 2020, which had the result at 5%.

Trading

The TRADE

FEBRUARY 22, 2024

Therefore, governance is key to ensure that the trust our investors have in us as an asset manager can be fulfilled.” Impacts on infrastructure Market infrastructure is being reshaped by digital assets through the introduction of new methodologies for ownership, transferability and transparency. “The

Finance

Accenture Capital Markets

JANUARY 22, 2024

The challenge of proving green credentials This growing scrutiny also presents questions for green bonds. Investor appetite for such investments is rapidly increasing, as banks, asset managers and large corporates all seek ways to invest in sustainability. And it’s not just investors who want this proof.

Investment

The TRADE

DECEMBER 27, 2023

Ninety One shakes up trading leadership with new global deputy and lead for South Africa The TRADE is renowned for its coverage of people moves, with one of the most read this year being the news that asset manager Ninety One had promoted from within for its new deputy global head of trading and head of trading for South Africa.

Acquisitions

The TRADE

JUNE 20, 2024

Coalition Greenwich did, however, note that this is a frequent area of concern among asset managers, spanning the entire asset class spectrum. With the move to T+1 already in full swing, respondents noted that the acceleration of settlement times is expected to present a much larger issue operationally in the future.

Broker

The TRADE

FEBRUARY 2, 2024

Major asset managers, ourselves included, have traditionally favoured partnerships with banks known for their research and presence in a particular region. Recent trends highlight an increasing demand from asset managers, fast money, and quant funds, expediting the transition toward electronification in NDF markets.

Asset Management

The TRADE

AUGUST 22, 2023

The short-term bridge financing from Rock is planned to be presented at a future EGM and would reportedly replace their previously proposed bridge financing. UK asset manager Liontrust conditionally agreed to acquire its Swiss competitor GAM Holding for £96 million in May, following murmurs of the deal in April.

Investment

The TRADE

APRIL 23, 2024

When asked to assess how to ensure future resilience in an ever-changing market, Lynn Challenger, global head of trading and order generation at UBS asset management, made his case for a new perspective – buying before building. The notion of architecture over functionality, he explained, is linked to the future-proofing.

Trading

The TRADE

SEPTEMBER 20, 2023

The TRADE is delighted to announce the shortlisted nominees for this year’s Outsourced Trading Awards, a new category set to be presented at our annual awards gala in November alongside our other prestigious awards.

Trading

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. Beyond T+1 and Mifid II, the overall increase in regulatory requirements presents significant organisational and technological challenges.

Trading

Mergers and Inquisitions

MARCH 8, 2023

You must also consolidate information from various sources and present it effectively to build relationships and execute deals. The Top Commodity Hedge Funds, Trading Firms, and Trading Desks All the large, multi-manager hedge funds use global macro strategies, and some have dedicated commodity groups.

Funds

The TRADE

SEPTEMBER 15, 2023

There is new technology which the new EMS have which makes it very easy to trade two asset classes in parallel. The buy-side panellists discussed the different schools of thought employed by their institutions in terms of how their desks were organised, highlighting the key considerations from each standpoint.

IT

The TRADE

JANUARY 17, 2024

Up against other individuals from Invesco, Liontrust Asset Management, Baillie Gifford and State Street Global Advisors (SSGA), Nutting took home the award after an industry-wide vote. So, when a compelling opportunity presented itself to join a small fund where I would get exposure to trading, I jumped at the opening.

Trading

The TRADE

AUGUST 14, 2023

I’ve always worked in the asset management industry, starting my first job at 18 with Scottish Amicable Investment Management in Glasgow. From the banking team at Scot Asset Management, I moved firms in 1999 to take up a role in trade settlements. What has your journey to the trading desk been like?

Asset Management

The TRADE

AUGUST 15, 2023

Successful individuals will be honoured as part of a special presentation at The TRADE’s gala Leaders in Trading 2023 awards evening, held at The Savoy Hotel on 8 November. In partnership with Instinet, nominations are now open for candidates currently working in a trading role with a buy-side firm.

Trading

The TRADE

JUNE 19, 2024

“One of the most frequent questions we get asked by traders with large orders is “how long is it going to take me to do X thousand lots in Y obscure product,” he says. “We were able to calculate where projected liquidity is going throughout the day as it evolves and then present that relatively scientifically.

Trading

The TRADE

NOVEMBER 30, 2023

Pragma provides algorithmic trading and analytical services across equities, foreign exchange and fixed income with a client base that spans asset managers, hedge funds, broker dealers, banks and exchanges. This was followed by news earlier this month that Tradeweb had set in motion plans to acquire algorithmic trading provider, r8fin.

Trading

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. and supporting your Portfolio Manager ’s ideas and requests. And each one will take a fair amount of time and effort.

Recruitment

The TRADE

OCTOBER 11, 2024

At a high level, I think that most teams are pretty excited about the prospects of AI and the opportunities that it presents. How is the capital markets sphere reacting to the increasing presence of AI? Certainly we see very good usage among our teams.

Capital Market

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

The TRADE

JANUARY 3, 2024

New entrants are pouring into this space as demand increases exponentially with each passing year, and there’s certainly enough business to go around at present. Raymond McCabe, founder and managing partner of Outset Global, highlights how a dozen of its frontline traders are “pure buy-side” from “big desks”.

Trading

The TRADE

MARCH 8, 2024

There’s a clear benefit of coming into the world of TCA fresh without any longstanding trading habits – you are open-minded to tweaking decisions and processes based on the numbers you are presented with, and can make more data-backed decisions and reduce the effects of cognitive biases.

Trading

Accenture Capital Markets

AUGUST 23, 2022

European wealth management firms are being presented with a rare opportunity: the next wave of evolution and growth of the mass affluent market. This has given rise to a fierce battle for mass affluent clients in which they are presented with many more options to choose from.

Management

The TRADE

JULY 6, 2023

Speaking to the key considerations for the European buy-side community, Susan Yavari, regulatory policy advisor – capital markets at European Fund and Asset Management Association (EFAMA) highlighted that identifying potential pain points is the overarching focus.

Funds

Mergers and Inquisitions

MARCH 27, 2024

Outside of IB, various asset managers, hedge funds, consulting firms, and trading firms also run some type of spring week program, but we’re focusing on banking here. Therefore, most of your success depends on how well you network and how you perform in the final interview(s) or presentation.

Investment Banking

The TRADE

AUGUST 2, 2024

Moreover, the relationship between asset classes is not stable through time. This leads to a mispricing of assets, which presents opportunities for tactical asset allocation. Every asset class carries a risk premium, which rises and falls as the business cycle progresses from one phase to another.

Economics

The TRADE

JUNE 2, 2023

However, dark trading allows asset managers to unwind large trading positions in a single trading session without negatively impacting the price nor does it present the risk of information leakage. Is the UK prepared to be a guinea pig in this field? It would certainly be an interesting topic to keep an eye on.

Trading