The TRADE

DECEMBER 14, 2023

Portfolio trading as a concept has exploded in the last few years, egged on by market conditions and volatility brought on by the pandemic and other macroeconomic factors. Portfolio trades have historically helped many institutions to move big blocks of risk. billion in total portfolio trading volume in Q3 2023, up 11.1%

Portfolio 104

Portfolio Trading IT Bulge Bracket 104

How2Exit

MAY 23, 2023

He then worked for what are called bulge bracket investment banks, mostly in the capital market space. Institutional assets are typically large investments that are made by investors who have a long-term view and are looking to diversify their portfolio. After four years, in 1990, the economy was slow and the deal flow was slow.

Capital 130

Capital Investors Business Investment 130

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.” Technology platforms and banks need to see profitability to continue supporting and advancing those markets.

Trading 59

Trading Bulge Bracket Asset Management Bank 59

Mergers and Inquisitions

MARCH 22, 2023

Do Not Use Customer Deposits for Funding – Some financial institutions operate like this, but it’s much more expensive, so they need to make riskier loans and investments to profit (think: mortgage REITs and business development companies). First, Credit Suisse is obviously no longer a bulge bracket bank , so I’ll have to update that article.

Bank 98

Bank Banking Government Investment Banking 98

The TRADE

OCTOBER 18, 2024

This has created an ongoing opportunity for mid-tier prime brokers, particularly those with broad asset class and geographical capabilities comparable to those of the bulge bracket banks. This is an ongoing pattern that we suspect will continue for some time.” And we’ve seen some significant launches this year in that space.

Funds 69

Funds Broker Bank Banking 69

Mergers and Inquisitions

MAY 14, 2025

However, public finance teams advise only governments, non-profits, and tax-exempt entities not private corporations and the scope of deals and industries is much narrower. With public finance , there is some overlap because certain assets, such as airports and stadiums, could be considered infrastructure.

Investment Banking 59

Investment Banking Bank Banking Investment 59