The TRADE

AUGUST 29, 2024

Buy-side book-building platform Appital has moved to expand its pre-trade price discovery capabilities to allow for greater natural liquidity amongst its buy-side clients. Traders and portfolio managers can also access exposure to liquidity events in relevant equities meeting their minimum ADC or pricing thresholds.

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Trading Portfolio Management Book-building Portfolio 52

The TRADE

MAY 28, 2024

Are central limit order books still fit for purpose? Central limit order books (CLOBs) across primary exchanges remain a significant part of the trading ecosystem for European equities. The evolution towards agility and flexibility has clearly been supported by the new generation of order and execution management systems (OEMS).

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Equities Trading Portfolio Management Investors 59

The TRADE

OCTOBER 31, 2024

Raymond joined LGIM as its head of credit trading in 2019 when the asset manager was undergoing the process of splitting up its portfolio management and trading capabilities. Chicago is a very small community and so I knew most of the portfolio managers and management at LGIM America before I came over.

Portfolio 52

Portfolio Trading Asset Management Management 52

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.

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Broker Asset Management Trading Funds 114

The TRADE

OCTOBER 26, 2023

While traders don’t have the authority to load up trades, outside of execution they are expected to collaborate with their portfolio managers to bring value add to the investment process by making suggestions around idea generation and execution. The trading team work closely in tandem with portfolio managers when preparing a strategy.

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Trading Asset Management Management Electronics 98

The TRADE

AUGUST 7, 2024

As Rebecca Crowe, managing director and chief operating officer, BNY Mellon Markets, previously told The TRADE, “Years ago, it was the middle-office who were contemplating outsourcing and people couldn’t even consider that you would allow somebody into your books and records in that way.” were in $50-100 billion and another 2.5%

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Trading Management Investment Manager IT 59

The TRADE

SEPTEMBER 23, 2024

These guys are valuable because of the market they’ve been covering, they know the ins and outs and know how to play the book,” said Armon-Jones. He added: “Traders need to be able to have a view. A lot of people have made it and part of w hat we do is we look is look at data […] there are a lot of successful voice traders out there.

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Management Portfolio Management Trading Asset Management 45

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.

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Trading Electronics Portfolio IT 64

The TRADE

JULY 24, 2023

He joined DWS Group a year later as a portfolio manager and worked his way up through the ranks, going on to lead teams of PMs focused on a range of instruments that stretched across asset classes. But Eppacher began to notice a distance between himself and the day-to-day action of what was happening in the markets.

Trading 52

Trading Portfolio Management Asset Management Management 52

The TRADE

DECEMBER 1, 2023

That buy-side trader would speak with their portfolio managers, and that portfolio manager could then potentially respond to the liquidity opportunity that is being presented to them. How can trajectory crossing help with gaining access to liquidity while controlling the price impact?

Trading 52

Trading Portfolio Management IT Portfolio 52

Growth Business

SEPTEMBER 21, 2023

You’ll have portfolio managers or associates dealing only with companies who have already received investment, and finally supportive roles in marketing, administration, and assistants which can be an entry point for people starting a VC career.” They carry out due diligence on start-ups.

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Capital Book-building Investment Investors 52

Peak Frameworks

MAY 17, 2023

In 2015, Goldman Sachs used VBA to automate the process of updating pitch books, cutting the time spent on the task by 50%. For example, a portfolio manager can use VBA to generate a real-time performance dashboard that highlights key portfolio metrics and trends.

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Financial Models Financial Modeling Finance Finance 52

Mergers and Inquisitions

MAY 24, 2023

5) Portfolio Concentration – Many special situations and distressed funds run concentrated portfolios (e.g., Compensation is like any other hedge fund strategy: you’ll start in the low six figures and advance to the low seven figures at the Portfolio Manager level or above.

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Funds Investors Mergers and Acquisitions Mergers 64

The TRADE

AUGUST 14, 2023

Although there are clear differences in asset classes, I think trading fundamentals are consistent across products, so multi-asset traders and specialists really require a lot of the same skills.

Trading 52

Trading Asset Management Equities Electronics 52

The TRADE

OCTOBER 9, 2024

If a portfolio manager wants to execute a trade days after such an event, they need to understand that liquidity may be reduced, and they must be confident in their strategy if they’re willing to pay more in the bid-offer spread.” “Post the GFC [global financial crisis] things have changed 180 degrees in terms of regulation and compliance regimes.”

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Trading Bulge Bracket Asset Management Banking 59

The TRADE

OCTOBER 18, 2024

We started to see a little bit of what I imagined was going to be the evolution of that market, which is a number of strong portfolio managers from those multi manager platforms coming out, launching their own funds. And we’ve seen some significant launches this year in that space.

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Broker Funds Bulge Bracket Bank 69

The TRADE

OCTOBER 24, 2024

These systems touch upon all elements of the trading lifecycle throughout the front-to-middle-to-back-office including execution, order, risk and portfolio management. By seeing what is available on the order book, traders have an idea of how much volume can be executed at a specific price.

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Trading Investors IT S&P 120

CNBC: Investing

JULY 14, 2025

Federated Hermes senior portfolio manager Daniel Peris, who wrote the book " The Ownership Dividend, " predicted on CNBC last year a major paradigm shift in the market as dividends come back in vogue.

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Stock S&P Bank Banking 113

The TRADE

JANUARY 24, 2025

Secondly and partly due to an increase in passive investment strategies there has been a rise in portfolio trading, where a basket of bonds can be traded in one go with a single counterparty. In the US, another pain point we solved for clients was the inclusion of less liquid securities in their portfolio trades on the platform.

Portfolio 64

Portfolio Trading Investors Book-building 64

The TRADE

MAY 1, 2025

Within equity futures, there is a centralised exchange, deep order books and excellent liquidity in most contracts. The ability to measure performance versus each point in the order lifecycle allows information to be provided to portfolio managers and traders on any glaring issues such as delay costs and order profiling.

Equities 52

Equities Trading Portfolio Management Broker 52

The TRADE

APRIL 30, 2025

I ran to the bookstore within the first week of working on the exchange and I bought books on the market like Inside the Fed and ‘a Barron’s guide to financial definitions’, and I just ate it all up, she explains. It was electrifying [seeing] the energy people had and the interest in the companies where stocks were trading.

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Trading Equities Retail S&P 52