CNBC: Investing

JULY 12, 2025

Mateusz Slodkowski | Sopa Images | Lightrocket | Getty Images Company: Tripadvisor (TRIP) Business: Tripadvisor is an online travel company. What's happening Starboard intends to engage with Tripadvisor's management and board regarding opportunities for value creation. Skip Navigation Markets Pre-Markets U.S.

Media

Focus Investment Banking

NOVEMBER 11, 2024

In this first episode we’re diving into a critical aspect of workplace health, employee well being and the role of benefits in collision repair businesses. So it’s fortunate that we have someone who makes the world of employee benefits legitimately interesting and exciting and relevant to your business. Enjoy the show.

Insurance

The TRADE

JULY 14, 2025

Previously in his career, Kilfoy also spent a decade at Canaccord Genuity, where he worked as a managing director in trading. Additionally, he has also worked as a portfolio trader at UBS. Fidance joins from State Street, where he worked as head of sales for the firm’s new execution solutions business for over a year.

Investment Manager

The TRADE

JUNE 16, 2025

Hemmings confirmed his appointment in an announcement on social media.   Citi Benny Aroeman has joined Citi as head of markets for Indonesia in a push to bolster the firm’s client solutions and markets business. He has also previously held senior associate and associate positions covering portfolio management at Pimco.  

Capital Market

CNBC: Investing

JUNE 6, 2025

CLOs are securitized pools of floating-rate loans to businesses and so their coupon payments shift alongside short-term interest rate changes. securitized products and a portfolio manager at Janus. billion in assets under management. Skip Navigation Markets Pre-Markets U.S. "You're not taking outsized risk."

Portfolio

CNBC: Investing

JULY 24, 2025

Stocks were extraordinarily volatile in the mid-1970s with back-to-back bear markets and lots of opportunities for both speculation and protecting portfolios. The business was a hit. Cboe Global Markets (CBOE) is now one of the best financial services businesses in the world and this week it made the Best Stocks in the Market list.

Stock

The TRADE

JULY 22, 2025

Graham Rodford The exchange has said that the acquisition will allow Archax to expand into Germany and France, as well as enhance its regulatory stack with the additions of advisory, distribution, portfolio management and contract brokerage permissions.

Acquisitions

CNBC: Investing

JULY 22, 2025

In the bigger, longer-time frame portfolios we managed, this possible pullback is noise and not something to be bothered with. Todd Gordon, Founder of Inside Edge Capital, LLC We offer active portfolio management and regular subscriber updates like the idea presented above. Skip Navigation Markets Pre-Markets U.S.

Investment

CNBC: Investing

JULY 1, 2025

"The crowd mentality that's driven by fear is heading to the front end of the yield curve," said Stephen McFee, senior portfolio manager at Vanguard. McFee is also portfolio manager on Vanguard's Core Tax-Exempt Bond ETF (VCRM) , which has an average stated maturity of 14.4

Portfolio Management

CNBC: Investing

JUNE 21, 2025

" Jed Ellerbroek, portfolio manager at Argent Capital Management Echoing Woods, Jed Ellerbroek cited Nvidia as a potential second-half winner due to the upcoming release of its Blackwell Ultra chip, which is expected to meet with "exceptionally high demand." Skip Navigation Markets Pre-Markets U.S.

Investors

Razorpay

JUNE 11, 2025

Over time, Scripbox evolved into a holistic wealth management platform, expanding its offerings beyond mutual funds to include Portfolio Management Services, Alternative Investment Funds, bonds, and fixed deposits, catering to a broader set of financial needs. With Razorpay, those refinements came through in tangible ways.

Management

CNBC: Investing

JUNE 13, 2025

A new driver for leading AI stocks To capture this momentum, major tech companies are building out product portfolios tied to sovereign AI, framing the technology as a catalyst for national economic and industry growth, national security enforcement, and scientific discovery. Skip Navigation Markets Pre-Markets U.S.

Investment

CNBC: Investing

JULY 15, 2025

I added the position to my Active Opps portfolio yesterday. In our Active Opps portfolio (linked below) we hold a 3.58% allocation and looking to increase my position size with evidence that support is being held. We offer active portfolio management and regular subscriber updates like the idea presented above.

Stock

CNBC: Investing

JUNE 10, 2025

We hold the iShares Bitcoin ETF (IBIT) in two of our growth-focused portfolios at Inside Edge. in our Active Opportunities Portfolio. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. I'm looking to increase both of them to above 5%.

S&P

Global Newswire by Notified: M&A

JUNE 20, 2023

As per the report by Fortune Business Insights, the global Project Portfolio Management Market size is projected to reach USD 7.95 As per the report by Fortune Business Insights, the global Project Portfolio Management Market size is projected to reach USD 7.95 billion by 2030, at a CAGR of 7.7%

Portfolio Management

Wall Street Mojo

FEBRUARY 9, 2024

What Is A Replicating Portfolio? A Replicating Portfolio refers to an investment portfolio built to copy the outcomes offered by a target asset. The purpose of building such a portfolio is to gain investment results similar to the results achieved by the target asset or the original instruments of the target portfolio.

Portfolio

The TRADE

JANUARY 10, 2024

It has approximately £351 million in assets under management and manages two strategies: global high yield, launched in 2006, and emerging market corporate debt, launched in 2010. The post Impax Asset Management to acquire corporate credit business from partner firm Formuepleje Group appeared first on The TRADE.

Asset Management

The TRADE

APRIL 5, 2024

Kepler Cheuvreux subsidiary Ellipsis Asset Management 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 portfolio managers – Cristina Jarrin and Mikael Dauvert – will move to Ellipsis AM.

Asset Management

Beyond M&A

SEPTEMBER 19, 2023

Value creation is often the primary focus in the investment world, where the goal is to paint a picture of prosperity and success for portfolio companies. While it’s undoubtedly magnetic to focus on value creation, a holistic approach to portfolio management must account for both creation and potential destruction.

Private Equity

Peak Frameworks

AUGUST 15, 2023

An investment portfolio is a basket of various types of financial assets owned by an investor. It's a tool to manage and diversify risk while seeking returns. The art of investment revolves around the strategic assembly of financial assets into an investment portfolio.

Portfolio

Global Newswire by Notified: M&A

AUGUST 14, 2023

OTCQB: ALDS) (“APPlife”, the Company”), a business incubator and portfolio manager that invests in and creates e-commerce and cloud-based solutions announced today that it has signed a binding Letter of Intent (“LOI”) to acquire the assets and operations of London, England-based LeSalon Beauty Ltd (“LeSalon”).

Portfolio Management

Razorpay

AUGUST 9, 2023

What do medium to big-sized businesses have? Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. Merchant banking is a special branch of banking that provides financial services to medium to small-sized businesses.

Bank

The TRADE

SEPTEMBER 24, 2024

State Street Global Advisors (SSGA) has launched the first actively managed corporate and municipal target maturity bond ETFs in the US market. The suite consists of 14 actively managed target maturity ETFs with various maturity years ranging from 2026 to 2034. The suite is made up of both corporate bond and municipal bond ETFs.

Corporation

Cisco: M&A

AUGUST 22, 2023

This post was authored by Nate Rodriguez, a Business Analyst Intern on the Portfolio Management and Enablement team. As a rising senior at Chapman University and a Business Analyst intern at Cisco,… Read more on Cisco Blogs

Portfolio Management

Life on the Buy Side

APRIL 15, 2019

At the age of 25, Buffett became the portfolio manager of his first fund. But during those years, as he does every year with his annual Berkshire Hathaway letter, Buffett regularly communicated with his investors about the portfolio and what he was seeing in the market.

Investment

The TRADE

SEPTEMBER 4, 2023

Prior to joining Union, Hock spent three years at Barclays as head of equity execution sales, four years at Tungsten Capital Management as head of portfolio trading and management, and two and a half years at Ferox Capital Management in a similar role.

Investment

CNBC: Investing

JULY 1, 2025

I last wrote about SHAK in February of last year and first added this company to our growth portfolio on Feb. We hold SHAK in two of our portfolios at Inside Edge Capital. In our flagship growth portfolio (Tactical Alpha Growth), we hold a 2.5% Skip Navigation Markets Pre-Markets U.S. If we can sustain a break above the $140.00

IT

M&A Leadership Council

FEBRUARY 21, 2024

A Well Written TSA Eases IT Transitions By William Blandford, Managing Director at Blandford Associates While many people have participated in the acquisition of a business, fewer have participated in a carve-out, a type of divestiture where a part of a business is sold.

Business

The TRADE

OCTOBER 10, 2024

This platform aims to offer our clients deeper insights into the efficiency and cost-effectiveness of their trades, provide a complete feedback loop (including pre- and post-trade analysis), and support the decision-making process for portfolio managers. How can TCA use be further optimised/automated on the trading desk?

Trading

The TRADE

OCTOBER 4, 2023

As part of the acquisition, Bryan Messer has been appointed general manager of Asia Pacific, managing director of portfolio management solutions and artificial intelligence at LiquidityBook, with his staff also joining. In addition, the accounting and reconciliation engines of Messer Financial Software will be integrated.

Portfolio Management

The TRADE

JUNE 7, 2024

Credit Suisse has signed an agreement to sell its majority stake in Credit Suisse Investment Partners (CSIP), owned by Credit Suisse Asset Management. Credit Suisse currently holds a 67% stake in the business line. UBS Investment Bank served as exclusive financial advisor to Credit Suisse on the transaction.

Investment

The TRADE

MAY 31, 2023

This decision is in line with the company’s “refresh” of its operating model, and will allow the business to streamline and future-proof its order management operations, according to Lannebo. The company is aiming to manage its portfolio across the investment lifecycle through integrating its portfolio and order management systems.

Portfolio

The TRADE

SEPTEMBER 9, 2024

Read more: ICE Bonds and MarketAxess connect liquidity networks to bolster bond market efficiency BlackRock’s Aladdin technology platform offers a common data language within an organisation to enable scale, provide insights, and support business transformation.

Portfolio Management

The TRADE

JULY 2, 2024

Read more – Artificial Intelligence in fixed income: A paradigm shift Chin has held a range of leadership roles in quantitative research, risk management and portfolio management at AB, both in New York and London, since joining the firm in 1997. As part of his new appointment, Chin will be based in New York.

Portfolio Management

The TRADE

AUGUST 5, 2024

Initially during her tenure at BNY Mellon, she served as an assistant portfolio manager, fixed income. Following this, Lambert was promoted to portfolio manager, fixed income for just over five years. Australian pension fund AustralianSuper selected one of its own to take up the reins for its dealing business.

Capital Market

The TRADE

MAY 30, 2023

Stephanie Cheung has been appointed sales director, while An Hoong will work within the account management team, responsible for technical account management and client support. In his new role, Hoong will provide technical account management and support to clients in Hong Kong. Both will operate out of Hong Kong.

Accountant

The TRADE

JUNE 9, 2023

Through the IDN software and Investortool’s straight-through-processing, asset managers have direct click-to-bid and click-to-trade access to liquidity. Speaking in an announcement, the business explained that the partnership was the next step in the integration within the FIX connectivity.

Electronics