CNBC: Investing

JANUARY 8, 2024

The Satori Fund founder and portfolio manager said megacap tech stocks, which led the market last year, will have to prove themselves this earnings season.

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The TRADE

MARCH 4, 2024

JP Morgan subsidiary Neovest has moved to expand its capabilities in the hedge fund sphere with the acquisition of investment management platform LayerOne Financial. Once integrated, the enhanced Neovest platform will be available to hedge funds in a modular format.

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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.

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Mergers and Inquisitions

JANUARY 31, 2024

If you think about the most “public” investors – the likes of Bill Ackman and David Einhorn – many of them have something in common: they operate single-manager hedge funds. In other words, they’re the public face and brand of their fund, and all investment decisions flow through them. 10 – 15 positions rather than 100+).

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The TRADE

DECEMBER 11, 2023

M&G Investments has led a $30 million Series B funding round for FCA-authorised digital asset derivatives venue GFO-X. Alongside the funding round, M&G Investment will join the board of Global Futures and Options Holdings.

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Mergers and Inquisitions

MAY 24, 2023

“Event-driven hedge funds” is one of the more confusing labels in finance. But the other problem is that all hedge funds are “event-driven” because they invest based on catalysts , or specific events that could change a security’s price. If this fund is right, the company’s price may increase by 50%.

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The TRADE

APRIL 10, 2024

Marcus Plyhr, portfolio manager at Norron Asset Management, said: “This is an excellent product that can be used in our long-only equity funds, as well as for hedging purposes in our absolute return funds. In addition, the screening criteria allows investors to make decisions which are aligned with ESG outcomes.

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Mergers and Inquisitions

APRIL 5, 2023

But one possible exception lies in sovereign wealth funds (SWFs) , which are similar to funds of funds in some ways. I’ll address all these points here and cover the advantages and disadvantages of SWFs, but let’s start with the definitions and overview: What Are Sovereign Wealth Funds?

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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.

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The TRADE

APRIL 17, 2024

The platform has the ability to adapting the shifting market conditions to access opportunities and mitigate risk, offering a hedging solution to protect portfolios against adverse currency movements. Jonathan Webb, former head of FX strategy at Jefferies, manages the C8 Hedge platform.

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Peak Frameworks

AUGUST 15, 2023

An investment portfolio is a basket of various types of financial assets owned by an investor. These assets can be in the form of equities (stocks), fixed income (bonds), mutual funds, exchange-traded funds (ETFs), real estate, commodities , and more. It's a tool to manage and diversify risk while seeking returns.

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Wall Street Mojo

FEBRUARY 9, 2024

For example, a portfolio has cash flows that match put options in the market. Replicating Portfolio Approach Explained Replicating portfolio involves the pooling of assets in a manner that allows portfolio managers to easily hedge the risks of these assets and balance the risk-return of the target asset.

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The TRADE

MARCH 20, 2024

Pension funds, insurance companies and other institutional investors will be provided with more efficient ways to hedge their global equity exposure, while minimising potential trading error and currency risk.

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The TRADE

FEBRUARY 6, 2024

Order and execution management platform, Adroit Trading Technologies, has raised $15 million in its series A funding round led by specialised growth equity firm, Centana Growth Partners, with the capital set to be used to accelerate the business’ growth.

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The TRADE

JUNE 13, 2023

State Street has expanded the capabilities of its Alpha platform to support the entire lifecycle for exchange traded funds (ETFs). The platform is designed as an open architecture structure to integrate with external ETF providers as well as State Street’s internal ETF systems.

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The Deal

OCTOBER 12, 2023

The duo also talked about the growing wave of portfolio managers leaving established activist funds to start up their own firms and how to respond. Here’s the full podcast with Richard Grossman and Demetrius Warrick: More podcasts from The Deal are available on iTunes , Spotify and on TheDeal.com.

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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.

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Bank Banking Underwriting Business 52

The TRADE

AUGUST 29, 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. Based in London, Vahid will report to Jörg De Vries-Hippen, head of investments equity Europe.

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The TRADE

NOVEMBER 17, 2023

Specifically, the Netherlands-based impact asset manager will utilise Bloomberg’s offerings to enhance processes for its investment funds and discretionary clients’ business. The post Triodos Investment Management to expand relationship with Bloomberg’s AIM and PORT solutions appeared first on The TRADE.

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The TRADE

JUNE 28, 2023

Among the key products to now be available to traders and portfolio managers in a modular format is the EMS’ predictive fair value (FV) model. eLiSA has seen increasing buy-side interest of late after it onboarded its first hedge fund client earlier this month.

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The TRADE

SEPTEMBER 6, 2023

RBC has appointed Guy Chalkley as managing director, UK flow rates sales, according to an internal memo seen by The TRADE. Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. Before joining RBC, Chalkley spent 11 years at NatWest Markets.

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The TRADE

JANUARY 17, 2024

After leaving university, she undertook several sell-side internships at RBC, Nomura and Fisher Investments, returning to RBC in 2014 to work on its cash management team for its foreign exchange traders. In 2016, Nutting moved to Principia Investment Management Limited where she was an execution trader and fund manager assistant.

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The TRADE

NOVEMBER 20, 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.

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The TRADE

AUGUST 30, 2023

Union Investment had in the previous year become the first of its kind on the continent to get involved in a public tokenised European Investment Bank (EIB) bond transaction and currently has a selected fund where it can trade one Bitcoin exchange traded note (ETN).

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The TRADE

MAY 1, 2024

Joining the industry after graduating from business school at the age of 20, Papanichola has an impressive track record that spans across five hedge funds and two banks. I cut my teeth in investment trust arbitrage and fund reconstructions. The hedge fund favours what Papanichola pegs as an up-and-coming investment style.

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Intrepid Banker Insights

NOVEMBER 16, 2022

Amidst public market volatility and economic uncertainty, private capital investment funds remain open for business, albeit with increased scrutiny and rigorous diligence on every deal. The Fed Funds Rate sits at 4%, and SOFR is expected to peak at 4.8% in Q2 2023. We’re seeing plenty of sponsor deals come across our desk.

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The TRADE

MAY 30, 2023

Cheung was previously a strategic account manager at Enfusion, focused on APAC-based hedge funds, family offices and asset management firms. In his new role, Hoong will provide technical account management and support to clients in Hong Kong.

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The Deal

JANUARY 17, 2024

BTU), where two of the Paul Singer-led activist’s portfolio managers hold seats. The Paul Singer-led fund had launched a campaign at NRG in late 2022, arguing that its $2.8 None of the four new NRG directors are Elliott employees. billion Vivint Smart Home Inc.

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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.

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The TRADE

MAY 31, 2023

Swedish independent fund management company Lannebo Fonder AB has adopted the Bloomberg buy-side offering – which includes its order management system (OMS) AIM and its risk and reporting PORT Enterprise solutions. AIM is Bloomberg’s buy-side order management system (OMS), which is fully integrated with the Bloomberg terminal.

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The TRADE

JANUARY 8, 2024

His experience also encompasses hedge fund related roles, including futures and options trading and work on a fixed income desk. RBC BlueBay Asset Management equity trader, Michael Tamou, left the asset manager to join Qube Research & Technologies (QRT).

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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.

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Life on the Buy Side

APRIL 15, 2019

The Buffett Partnership is the first investment fund started by Buffett after his mentor, Ben Graham, retired and folded up his fund. At the age of 25, Buffett became the portfolio manager of his first fund. This is like Warren Buffett’s origin story.

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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.

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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.

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The TRADE

DECEMBER 8, 2023

Instead, a combination of rising interest rates, inflation, soaring energy prices and geopolitical tensions have hit hedge funds, and subsequently the risk management practices of prime brokers. But unlike incidents of the past, the market mayhem of 2023 has not been confined to one event.

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The TRADE

NOVEMBER 3, 2023

More than 200 asset managers, hedge funds and other users of outsourced trading providers voiced their opinions in this first-of-its-kind piece of research. The post Around two-thirds of buy-siders believe outsourced desks could enhance trade performance in cross-border trading appeared first on The TRADE.

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