CNBC: Investing

JUNE 6, 2025

securitized products and a portfolio manager at Janus. That carry is about 200 basis points over Secured Overnight Financing Rate (SOFR), which is the primary benchmark for CLOs, she added. billion in assets under management. Some $4 billion has moved into the fund so far this year, according to FactSet.

Portfolio 90

Portfolio Investors Investment Funds 90

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. For obvious reasons, this makes for an attractive risk-reward and many portfolio managers love building allocations with stocks like these. In due time, more were added.

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Stock S&P Trading Investment 69

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.

Investment 46

Investment Stock Portfolio Trading 46

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 59

Portfolio Management Portfolio Funds Investors 59

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."

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Investors Stock S&P Investment 114

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. In addition to Nvidia and AMD, T.

Investment 54

Investment Stock Portfolio Media 54

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 59

Stock Portfolio Investment Media 59

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. With such strong fundamental, macro and technical backdrops, I think it's time to increase the position size for our investors. I'm looking to increase both of them to above 5%.

S&P 134

S&P Portfolio Investment M&A 134

Peak Frameworks

MAY 17, 2023

This article will delve into the essence of combinations in mathematics , their practical applications in finance, and why they are essential for financial professionals. Consider you have ten potential investment opportunities, and you want to diversify your portfolio by selecting three. 10 - 3)!) = 120 different portfolios.

Finance 52

Finance Finance Portfolio Management Portfolio 52

Global Banking & Finance

JULY 29, 2024

Frankfurt-based Chom Capital GmbH is an owner-operated asset management boutique, licenced to conduct financial services in the form of investment brokerage, investment advice, contract broking and financial portfolio management.

Capital 52

Capital Investment Advice Asset Management Finance 52

OfficeHours

JUNE 12, 2023

Working in private equity is highly attractive for many reasons, and many finance professionals who are not already in the field often look for ways to break in. Develop a strong foundation of financial knowledge Private equity firms typically look for candidates with a strong understanding of finance and accounting principles.

Private Equity 147

Private Equity Equities Investment Valuation 147

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 116

Investment Equities Trading Asset Management 116

Global Banking & Finance

JULY 15, 2024

By David Randall NEW YORK (Reuters) – Outsized positions in artificial intelligence darling Nvidia have boosted portfolio managers’ returns this year but the bets stand to magnify risk if the chipmaker’s red-hot shares see a reversal of fortune.

Portfolio 40

Portfolio Portfolio Management Investors Shares 40

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 59

Portfolio Management Architecture Accountant Portfolio 59

Global Banking & Finance

OCTOBER 24, 2023

Nuant Boosts Digital Assets Platform with MSCI Datonomy™ Capabilities: Pioneering a New Chapter in Digital Asset Sector Classification Zug, Switzerland, October 24th, 2023, Chainwire Nuant, a leader in Digital Asset Portfolio Management Systems, is pleased to announce its collaboration with MSCI Inc.,

Portfolio Management 52

Portfolio Management Collaboration Portfolio Management 52

The TRADE

JANUARY 17, 2024

I completed an internship in finance and fast forward to 10 years later, I am now a trader. After my internship, I explored a few different roles before choosing an operations position, specific to cash management. What has your journey to the trading desk been like? Anything but straightforward!

Trading 111

Trading Portfolio Management Management Broker 111

Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

Banking 52

Banking Bank Business Underwriting 52

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% position after increasing from 1% on the May 28th 2025 reallocation.

IT 69

IT Portfolio Stock Investment 69

The TRADE

JUNE 24, 2024

UBS appointed Carlos Salcedo head of capital markets financing sales Americas, according to an internal memo seen by The TRADE. Northern Trust Asset Management appointed Naoto Komoro to lead its asset management business in Japan. as a fund manager for the passive and quantitative investment management department.

Asset Management 64

Asset Management Management Sale Portfolio Management 64

Peak Frameworks

JUNE 29, 2023

Strategic analysis is crucial in the world of finance, helping professionals make informed decisions to drive growth and maximize returns. Developed by the Boston Consulting Group , this matrix offers a systematic approach to analyzing a company's portfolio of products or business units. What is the BCG Matrix?

IT 52

IT Portfolio Shares Finance 52

The TRADE

OCTOBER 19, 2023

The immediate focus for the business is set to be investing in client service and portfolio management, specifically hiring in senior sales and distribution team members focused on Europe and the UK, as well as investment managers for both the luxury brands and credit opportunities strategies.

Profitability 59

Profitability Shares Investment Management 59

Peak Frameworks

JANUARY 15, 2024

If you're interested in breaking into finance, check out our , Private Equity Course and , Investment Banking Course , which help thousands of candidates land top jobs every year. UBC also offers the elite Portfolio Management Foundation (PMF) program, which gives students practical investing experience and dedicated alumni support.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Peak Frameworks

SEPTEMBER 12, 2023

Value at Risk , commonly referred to as VaR, seeks to quantify the maximum potential loss an investment portfolio could face over a specified period for a given confidence interval. The choice depends on the nature of the portfolio and the objectives of the risk management exercise.

Portfolio 52

Portfolio Private Equity Risk Management Finance 52

Mergers and Inquisitions

DECEMBER 6, 2023

Almost all conversations about buy-side roles eventually turn to multi-manager hedge funds , also known as “pod shops.” There are only a few dozen large funds in this category worldwide, but they’ve greatly impacted the markets and finance careers. These funds are usually multi-strategy as well. you lose 10% from your peak AUM).

Funds 104

Funds Management Recruitment Portfolio 104

The TRADE

OCTOBER 2, 2023

Speaking to The TRADE, Julian Butterworth , h ead of s ales, European e quities and derivatives for Nasdaq European Markets, said: Investors are showing an increasing appetite for customised equity exposures that mirrors their stock portfolios; however stringent regulation along with operational complexity of OTC products limit their feasibility.

Equities 59

Equities Trading Portfolio Management Portfolio 59

OfficeHours

JULY 14, 2023

This generally means that the interviewer already has confidence that you can handle the basic technical aspects of the job (modeling, finance / accounting, valuation work), and will likely want to focus the interview on learning more about your commercial knowledge. Take your finance skills to the next level with OfficeHours.

Private Equity 130

Private Equity Recruitment Equities Accountant 130

Peak Frameworks

MAY 17, 2023

Visual Basic for Applications (VBA) is a powerful programming language that can elevate your skills as a finance professional. In this blog article, we will explore the basics of VBA for Excel, its importance in the finance industry, and how mastering VBA can help you stay ahead in your career.

Financial Modeling 52

Financial Modeling Financial Models Finance Finance 52

Intrepid Banker Insights

NOVEMBER 16, 2022

Issuers, lenders and sponsors are facing a reality of elevated interest rates that are heading even higher, consumer spending softness translating to lower earnings, and a significant resetting of expectations on how deals can be financed. The Fed Funds Rate sits at 4%, and SOFR is expected to peak at 4.8% in Q2 2023.

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Advisory Capital Debt Funds 52

The TRADE

OCTOBER 31, 2024

I was part of the generation where computers were a big part of growing up so I thought I would join that industry, but then the tech bubble burst in college and I couldn’t find an internship in that field,” he explains. “[After finding an internship in finance] I thought ‘these are really big dollar amounts that people are moving around.

Portfolio 52

Portfolio Trading Asset Management Management 52

Razorpay

DECEMBER 15, 2024

Customized portfolios designed to optimize returns while managing risk. Secured loans using assets like portfolios or real estate as collateral. This enables them to focus on their businesses, personal lives, or other priorities, knowing their finances are in expert hands. Flexible credit lines for liquidity needs.

Banking 52

Banking Bank IT Management 52

The TRADE

SEPTEMBER 11, 2023

RBC appointed Guy Chalkley as managing director, UK flow rates sales. Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. Frédéric Benizri left TP ICAP to join financing, investment and risk management business CIC Market Solutions as a sales trader.

Sale 64

Sale Management Trading Equities 64

Mergers and Inquisitions

JULY 23, 2025

Titles and groups are quite standard in IB but vary more in commercial banking (CB), and entry-level roles include everything from underwriters to credit officers to treasury officers/analysts and relationship managers; most people start as underwriters. Move to the sales side and reach a higher pay ceiling as a relationship manager.

Investment Banking 69

Investment Banking Recruitment Banking Bank 69

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.

Broker 114

Broker Asset Management Trading Funds 114

OfficeHours

JULY 20, 2023

This generally means that the interviewer already has confidence that you can handle the basic technica l aspects of the job (modeling, finance / accounting, valuation work), and will likely want to focus the interview on learning more about your commercial knowledge. as many times as you possibly can.

Recruitment 130

Recruitment Private Equity Equities Investment 130

Wall Street Mojo

JANUARY 17, 2024

As this metric outlines potential returns, the cut off rate in portfolio management is a useful benchmark. The first step should be assessing a project’s suitability for debt financing by aligning its risk with its potential return and estimating its profitability while considering interest payments. million for 5 years.

Capital 52

Capital Investment Debt Portfolio 52

Peak Frameworks

MAY 24, 2023

The advent of derivatives in the 1970s marked a significant milestone in global finance, offering a structured risk management approach and fostering efficient price discovery. Role of Derivatives in Portfolio Management Derivatives play a crucial role in modern portfolio management.

Private Equity 52

Private Equity Portfolio Management Investors Risk Management 52

The TRADE

NOVEMBER 14, 2023

While asset managers were concerned with slow data delivery, 41% of investment banks highlighted limited variety when it came to the data they are able to consume, and the same percentage of wealth managers confirmed that for them volume was the primary consideration.

Asset Management 59

Asset Management Management Investment Banking Financial Institution 59