The TRADE

JANUARY 10, 2024

Impax Asset Management has entered into an agreement to acquire the corporate credit assets from fixed income manager Absalon Corporate Credit, part of Formuepleje Group. The post Impax Asset Management to acquire corporate credit business from partner firm Formuepleje Group appeared first on The TRADE.

Asset Management

Global Newswire by Notified: M&A

AUGUST 1, 2025

Christian Fischer: “The current acquisition complements our portfolio perfectly.” The Bosch Group reaches the next milestone in its corporate strategy 2030 and is consistently focusing on growth. The current acquisition perfectly complements our portfolio. billion USD (eight billion euros) in sales.

Sale

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

The TRADE

JULY 19, 2023

Fixed income axe provision platform, Neptune Networks, has added Lloyds Bank Corporate & Institutional Banking to its bond dealer community. Following the addition, Lloyds Bank will distribute axes of GBP and EUR investment grade and high yield corporate credit as well as UK gilt through Neptune.

Banking

The Deal

OCTOBER 12, 2023

Corporations reaching settlements with activists often agree to temporarily expand their board size to add directors along with an agreement for some incumbent directors to step off at the next annual meeting. Skadden, Arps, Slate Meagher & Flom LLP partners Richard A. Grossman and Demetrius A.

Investment

The TRADE

JULY 2, 2024

“As AI continues to play a critical and transformative role in enhancing AB’s investment-research, operational and business procedures, and improving efficiencies across our corporate functions, we look forward to having an industry veteran like Andrew lead our firm into the future in this newly created role.”

Portfolio Management

The TRADE

JULY 15, 2024

Impax Asset Management Group has completed its acquisition of Absalon Corporate Credit’s fixed income assets. Specifically, the transaction will see Impax AM add Absalon’s global high yield and emerging market corporate debt strategies to its fixed income range. The existing fixed income team is based in the US.

Acquisitions

The TRADE

SEPTEMBER 4, 2023

Most recently, Vahid served as deputy head of global value equity and head of European mid cap equities, where he held responsibility for managing a range of institutional and retail funds across global, European and UK equity mandates.

Investment

Razorpay

AUGUST 9, 2023

Huge corporations have investment banks. Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. It can also provide advice and assistance in areas such as financial management, corporate strategy and risk management.

Banking

Mergers and Inquisitions

JULY 23, 2025

The two main divisions in CB are credit/underwriting/portfolio management and sales / “relationship management”; the latter offers a much higher pay ceiling (e.g., Not all banks have separate groups for three seemingly related fields: Commercial banking, corporate banking, and investment banking.

Investment Banking

The TRADE

JUNE 29, 2023

Following its addition, the bank will distribute axes for investment grade and high yield corporate credit. This has been a client driven addition, as buy-side traders and portfolio managers continue to ask for high quality data from liquidity providers such as Mizuho.”

Portfolio Management

The TRADE

APRIL 17, 2024

London-based fintech C8 Technologies is set to launch an FX hedging platform which employs systemic trading models to help businesses manage their currency exposures. Jonathan Webb, former head of FX strategy at Jefferies, manages the C8 Hedge platform.

Portfolio

Peak Frameworks

MAY 17, 2023

Combinations in Finance: More than Just Math The concept of combinations finds significant applications across various areas of finance, underpinning many strategies used in portfolio management, options trading, and scenario analysis. Combinations allow professionals to assess the number of possible outcomes in various scenarios.

Finance

The TRADE

JULY 10, 2024

The platform is managed by Jonathan Webb, who previously served as head of FX strategy at Jefferies. He has also worked as a FX portfolio manager/proprietary trader at banks and hedge funds, including HSBC, Credit Suisse and Bank of America. “At

Profitable Return

The TRADE

JULY 24, 2023

According to an update on his social media, Rutherford is departing the investment management industry after 35 years to take on a more active role in Smartframe Technologies, a venture which he has been chairman of for six years. Smartframe uses streaming technology to offer better control around publishing images online. “I

Investment Manager

OfficeHours

JUNE 12, 2023

Through a private equity internship, you will be exposed to high-stakes, complex financial transactions and gain valuable experience in investment analysis, deal structuring, and portfolio management. Think about what professional or extracurricular experiences you may have that could apply here.

Private Equity

The TRADE

AUGUST 18, 2023

Most recently, Chia was head of business integration & portfolio management, technology and prior to this, worked as head of commodities specialists and execution/clearing specialists.

Sale

The TRADE

AUGUST 21, 2023

Most recently, Chia was head of business integration and portfolio management, technology and prior to this, worked as head of commodities specialists and execution/clearing specialists. The post People Moves Monday: Clear Street, Trading Technologies and more… appeared first on The TRADE.

Trading

The TRADE

NOVEMBER 27, 2023

She has been with State Street since 2000, beginning as a relationship manager. As head of State Street Global Advisors Europe – her current role – she is responsible for the firm’s EU-based portfolio management, distribution, product development, fund management and operations.

Electronics

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.

Trading

M&A Leadership Council

MARCH 1, 2024

If a TSA is used, corporate staff needs a mindset change from being a captive supplier of services to being a third-party supplier. And as more companies embrace the “portfolio-managed enterprise” model, divestitures will play a more central role in these value-driven organizations, much as they do in today’s private equity firms.

Mergers and Acquisitions

Wall Street Mojo

JANUARY 17, 2024

Initially, it was only for corporations, but as the market grew, people started perceiving the market as a way to gauge interest rate view s held by the market participants. The interest rate swap works as an amazing portfolio management tool. Government and corporate bonds are examples of fixed income investments.

Financial Institution

Peak Frameworks

MAY 17, 2023

For example, a corporate finance manager can use VBA to develop a dynamic dashboard that tracks key performance indicators, providing real-time insights for decision-making. For example, a portfolio manager can use VBA to generate a real-time performance dashboard that highlights key portfolio metrics and trends.

Financial Models

The TRADE

MAY 1, 2024

Core values After two years at RBC, Papanichola landed himself his first hedge fund role at Elliot Management Corporation as a multi-product manager and arbitrage portfolio manager mentored by Jon Pollock, Jean Luc Harnay, and Phil Streeton. As Elliot has gotten bigger, those jobs have become much more pigeonholed.

Trading

Wall Street Mojo

JANUARY 17, 2024

As this metric outlines potential returns, the cut off rate in portfolio management is a useful benchmark. Risk factors Risk plays a vital role in determining the cut off rate in portfolio management and capital budgeting. Though projects potentially offering high returns might seem lucrative, they bring more risk, too.

Capital

Mergers and Inquisitions

MAY 24, 2023

Event-Driven Hedge Funds Definition: Event-driven hedge funds bet on specific corporate actions, such as M&A deals, divestitures, spin-offs, bankruptcies, and business reorganizations, and they profit based on changes in the value of a company’s debt or equity after the action. revenue and 11.5x

Funds

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.

Asset Management

Mergers and Inquisitions

APRIL 5, 2023

and supporting your Portfolio Manager ’s ideas and requests. Time – SWF: You might spend 50% of your time looking at specific deals and the other 50% on higher-level asset allocation decisions (sectors, strategies, funds, etc.)

Recruitment

Mergers and Inquisitions

NOVEMBER 15, 2023

Specialized Pathways: For the Level III exam, you can focus on portfolio management, private wealth, or private markets. For example, they won’t ask about quantitative methods, derivatives, or portfolio management in a standard investment banking interview.

CFA

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. Tradeweb launched its all-to-all corporate bond trading functionality in 2017.

Trading

The TRADE

AUGUST 25, 2023

Byron Cooper-Fogarty, chief operating officer at Neptune, at the time highlighted that “this has been a client driven addition, as buy-side traders and portfolio managers continue to ask for high quality data from liquidity providers such as Mizuho.”

Business

The TRADE

MAY 28, 2025

Li will be based out of Hong Kong and brings over a decade of industry experience to her new position, with expertise covering sovereign, investment grade and high yield corporate credit and financials. She joins from Morgan Stanley, where she served as head of Asia credit analytics and head of China financing from November 2018 to May 2025.

Trading

The TRADE

NOVEMBER 14, 2024

The Depository Trust & Clearing Corporation (DTCC) has launched enhancements to its Value at Risk (VaR) calculator, adding cross-margining and repo transaction functionalities. Our risk management team is focused on creating new capabilities that support greater transparency for market participants.

Risk Management

CNBC: Investing

JULY 14, 2025

Buyback risk However, buybacks create more risk in the market, since they are discretionary, are often bought during market highs and may inflate corporate earnings, Reid explained. If a downturn hits, buybacks can stop much more quickly than dividends — and that can pull away a key pillar of market support, he said.

Stock

The TRADE

JUNE 2, 2025

Li will be based out of Hong Kong and brings over a decade of industry experience to her new position, with expertise covering sovereign, investment grade and high yield corporate credit and financials. Societe Generale Jonathan Connor has joined Societe Generale as director, euro investment grade(EUR IG) corporates trader.

Trading

Mergers and Inquisitions

MARCH 5, 2025

Finally, there are also newer/startup biotech hedge funds, often spun off from existing multi-managers. Two examples include Vestal Point (led by a former Point72 Portfolio Manager ) and Cutter Capital (former Citadel investors). There are dozens of other funds in this size range, but this is enough to get you started.

Funds

The TRADE

MAY 27, 2025

Citi he is set to be a director in the firms corporate solutions group. Prior to his time at MUFG, he worked at UBS for a year, covering global fixed income portfolio management. In addition,Dan Smith has beenpromoted from withinto an expanded role,set to be take over as head of Australia,primefinance in theequities business.

Capital Market