CNBC: Investing

JULY 29, 2025

In our Active Opps portfolio we hold a 4.07% allocation in CDNS established July 29. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET.

Portfolio

The TRADE

OCTOBER 12, 2023

Bloomberg has launched a new portfolio manager workspace in a bid to enhance its buy-side decision support solution. The offering is interactive and aimed at supporting decision-making processes through streamlining the link between analysis and portfolio implementation.

Portfolio Management

Global Newswire by Notified: M&A

AUGUST 1, 2025

Acquisitions are also part of the strategy,” says Christian Fischer, deputy chairman of the board of management and responsible for strategic growth initiatives and portfolio management. The current acquisition perfectly complements our portfolio. For more information visit www.bosch.us , www.bosch.mx

Sale

The TRADE

JUNE 7, 2024

Our team works in close collaboration with portfolio managers, understanding portfolio construction and the underlying benchmark (e.g. Our team works in close collaboration with portfolio managers, understanding portfolio construction and the underlying benchmark (e.g.

Portfolio Management

The TRADE

SEPTEMBER 7, 2023

Named ALTD <GO>, the new function will support equity analysts and portfolio managers with intra-quarter insights which can be incorporated into research workflows, paired with consensus estimates, company news, research and guidance – ahead of earnings announcements.

Portfolio Management

The TRADE

JUNE 23, 2023

“Bloomberg has continued to invest in this space, and by centralising new issue workflows, traders are able to combine the best of data and information discovery with efficient and inter-operable execution management using TSOX,” he said.

S&P

The TRADE

JUNE 13, 2023

Earlier this year, the custodian added a Financial Information Exchange (FIX) application programming API to its Fund Connect ETF portal. Available to all participants on the platform, the enhancement provides connectivity and electronic communication through an industry protocol used in electronic trading.

Electronics

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

AUGUST 29, 2024

If sufficient demand is captured in price discovery following buy-side invitations for feedback, then the information flows anonymously back to the originator to launch a bookbuild. Traders and portfolio managers can also access exposure to liquidity events in relevant equities meeting their minimum ADC or pricing thresholds.

Trading

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. Having in pre-trade a clear fair value of the bond can authorise more duration in the execution of the bond to provide additional alpha for the portfolio manager.”

Portfolio Management

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. “The

Asset Management

Global Newswire by Notified: M&A

NOVEMBER 27, 2024

SAN FRANCISCO, Nov. 27, 2024 (GLOBE NEWSWIRE) -- APPlife Digital Solutions, Inc.

Entertainment

The TRADE

MAY 2, 2024

The offering allows buy-side traders and portfolio managers to gain exposure to liquidity events in relevant equities that meet their minimum average daily volume (ADV) or pricing thresholds, alongside being able to execute large or illiquid equity trades before entering the market via Appital Turquoise BookBuilder.

Asset Management

The TRADE

JANUARY 24, 2024

Information leakage When utilising algorithms, information leakage becomes paramount, especially when breaking up orders and dealing with multiple banks. Reducing the predictability of the algo order placement – the child orders in the market – can also help reduce information leakage.

Trading

The TRADE

JULY 21, 2023

Elsewhere, in the credit markets, axes are particularly useful given that traders are typically executing larger orders where minimising market impact and information leakage is essential. Over the years, buy-side use of axes has evolved significantly, with portfolio managers increasingly using them as well.

Portfolio Management

The TRADE

SEPTEMBER 27, 2023

In an announcement Ediphy highlighted that additional analytics and workflow plug-ins allow for one-click insights and productivity enhancements, adding that “the result is better information, better decisions and better execution – all via a next-generation user experience in the client’s web-browser”.

Portfolio Management

The TRADE

SEPTEMBER 6, 2023

Named Appital Insights, the initiative allows buy-side institutions to assess how viable the execution of larger ADV orders will be without the risk of information leakage or price erosion. “They want full control on every stage of the order lifecycle.

Electronics

The TRADE

JUNE 4, 2024

In today’s active rates environment, Tradeweb provides us with essential information for executing a fixed-rate repo transaction,” said Nick Sheffield, portfolio manager in the Money Markets team at Insight Investment. “We

Trading

The TRADE

OCTOBER 23, 2023

The trader of today has to be able to distil a vast amount of disparate information and filter it in a bespoke fashion to the needs of individual portfolio management teams. Key among them being the provision of market colour and adding to the idea generation process. This isn’t possible when it is coming from outside your silo.

Trading

The TRADE

FEBRUARY 6, 2024

Traders need to move fast and process massive amounts of information, and over the last 10 years, we have shown how the right technology can be transformative.” In addition to giving traders the ability to execute trades, we enable traders to add operational alpha throughout the investment process.

Trading

Peak Frameworks

AUGUST 15, 2023

Therefore, the process of portfolio management involves balancing these two factors based on an investor's financial goals and risk tolerance. Similarly, robo-advisors, digital platforms that provide automated, algorithm-driven financial planning services, are a modern, cost-effective solution for portfolio management.

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.

Finance

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

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. if it’s a publicly listed firm, take a look at their recent investor presentations and earnings calls).

Private Equity

The TRADE

OCTOBER 6, 2023

We need good, consistent data sets in order to build logic to automate and make informed decisions,” said Martin Hendry, deputy head of trading at Liontrust Asset Management. Data – as has been discussed in various panels at the conference – was noted as being crucial for this evolution. “We

Trading

Accenture Capital Markets

SEPTEMBER 5, 2023

If you would like to discuss this topic further or get additional information, please email capital.markets@accenture.com. [i] Despite this growth, I have no doubt the incumbents will be playing a leading role in the digital landscape—many in partnership with the fintechs.

Management

The TRADE

MAY 28, 2024

However, trading equities in CLOBs bring its own challenges, such as the risk of information leakage for the institutional traders who work large-size orders. The evolution towards agility and flexibility has clearly been supported by the new generation of order and execution management systems (OEMS).

Equities

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. Last month, SGX agreed to acquire FX trading platform, MaxxTrader, from FlexTrade Systems, for $125 million in a bid to further expand its FX remit.

Sale

The TRADE

NOVEMBER 14, 2023

Looking at the specifics of where data is set to facilitate development, 48% of executives confirmed that they expect emerging data analytics to be of most benefit in ‘trading, investment analysis and portfolio management’ within their businesses over the next five years.

Asset Management

OfficeHours

JULY 14, 2023

To answer this, it helps to have conducted informational interviews and to do some research on previous deals and fund performance. Other good questions include asking about sourcing methodology, investment committee structure, level of post-execution portfolio management, or further detail around investment strategy.

Private Equity

OfficeHours

JULY 20, 2023

To answer this, it helps to have conducted informational interviews and to do some research on previous deals and fund performance. Other good questions include asking about sourcing methodology, investment committee structure, level of post-execution portfolio management, or further detail around investment strategy.

Recruitment

The TRADE

JUNE 20, 2024

We think this leads us to faster insights and, ultimately, a stronger partnership with our portfolio managers who can also access and consume the same analytics. Given the significant market volatility over the past couple of years, we think the ability to have good and trustworthy analytics is imperative.

Broker

The TRADE

DECEMBER 8, 2023

It means, in our area of expertise, axes are used from the smallest of trades, as part of the auto-ex decision making, to the very largest, where knowing who is a seller or buyer and limiting information leakage is vital for both sides of the market. Axes are no longer the preserve of the trading desk at asset managers.

Trading

The TRADE

APRIL 17, 2024

“In the end, the efficiency that we hoped to reach with having one desk was not realised and therefore we said we want to focus on one specific asset class with dedicated equity traders, fixed income traders and FX traders,” says head of equity trading and operational portfolio management at Robeco, Robbert Wijgerse. “We

Trading

CNBC: Investing

JULY 1, 2025

resistance level, I will look to increase the holding size in both while trailing my risk management levels higher. Todd Gordon, Founder of Inside Edge Capital, LLC We offer active portfolio management and regular subscriber updates like the idea presented above. If we can sustain a break above the $140.00

IT

The TRADE

OCTOBER 9, 2023

According to the UK regulator, the policy statement is most relevant to trading venues, service companies, interdealer brokers, broker dealers, portfolio managers, technology firms serving trading institutions, and investment-based crowdfunding firms operating in primary and/or secondary markets.

Trading

Accenture Capital Markets

JUNE 18, 2024

A good starting point could be around general productivity use cases that do not require confidential information or impact external clients. Firms could start by taking a gradual approach—identifying specific use cases, launching pilot projects, and cultivating a culture that embraces innovation.

Asset Management