The TRADE
OCTOBER 16, 2023
Named Rule 13f-2, the new rule will require institutional investment managers that meet or exceed specific thresholds to report short sale related information for equity securities through Form SHO. This rule addresses Congress’s mandate and improves upon existing sources of short sale-related data in the equity markets.
The TRADE
JUNE 1, 2023
Jenny Johnson, president and chief executive of Franklin Templeton, said: “With outstanding investment performance, Putnam will add complementary capabilities to our existing specialist investment managers to meet the varied needs of our clients and will increase Franklin Templeton’s defined contribution AUM.”
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The TRADE
JUNE 20, 2023
Bloomberg has introduced a white label solution for US treasuries, allowing a wide range of broker dealers to provide liquidity for trades initiated on its platform as part of its D&I dealer initiative. The offering – which has been expanded to include US treasuries – is used by investment managers and bond dealers as a pool of liquidity.
The TRADE
SEPTEMBER 20, 2023
The period is seen as critical for an industry still struggling to comprehend the far-reaching changes which will occur once the settlement cycle is shortened for US equities. Testing began for the shift in the US on 14 August and will run until the implementation date.
The TRADE
JANUARY 22, 2024
Prior to his stint at JP Morgan Chase, Russo spent nearly four years at online investment management firm Nutmeg, most recently as senior trader. Prior to joining Liquidnet, she spent 5 years at London Stone Securities, most recently serving as an equity sales trader.
The TRADE
JUNE 29, 2023
Investors in the US offshore market will be able to access Candriam’s existing UCITS funds that cover US high yield corporate bonds, emerging market equity and debt, and thematic strategies. The post Candriam expands partnership with parent company New York Life Investments to break into the US offshore market appeared first on The TRADE.
The TRADE
NOVEMBER 20, 2023
Guido Baltussen was appointed international head of quantitative strategies at Northern Trust Asset Management, a newly created role in which he will oversee EMEA and APAC. He reports to Michael Hunstad, global equities chief investment officer and deputy chief investment officer of Northern Trust Asset Management, according to the business.
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