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?

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Trading Portfolio Management Portfolio Management 59

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 110

Electronics Portfolio Management Trading Architecture 110

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 72

Portfolio Management Asset Management Trading Portfolio 72

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.

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Trading Portfolio Management Book-building Portfolio 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. “The

Asset Management 69

Asset Management Equities Investors Management 69

Global Newswire by Notified: M&A

NOVEMBER 27, 2024

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

Entertainment 40

Entertainment Portfolio Management Portfolio Investment 40

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. Securing an internship in private equity can be challenging due to the competitive nature of the industry.

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Private Equity Equities Investment Investment Banking 147

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 52

Portfolio Management Trading Portfolio Management 52

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 69

Asset Management Portfolio Management Management Trading 69

The TRADE

JANUARY 24, 2024

In such periods, it can be observed that traders move from automated algo trading to high touch and portfolio trading, relying on more blocks. “As Information leakage When utilising algorithms, information leakage becomes paramount, especially when breaking up orders and dealing with multiple banks.

Trading 128

Trading Electronics Portfolio Management Broker 128

Peak Frameworks

MAY 17, 2023

Consider you have ten potential investment opportunities, and you want to diversify your portfolio by selecting three. Using the combination formula , you can calculate the number of different possible portfolios as follows: 10! / (3!(10 10 - 3)!) = 120 different portfolios. Consider an investor with a portfolio of 15 stocks.

Finance 52

Finance Finance Portfolio Management Portfolio 52

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 64

Trading Portfolio Portfolio Management Management 64

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 69

Electronics Portfolio Management Trading Asset Management 69

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 64

Trading Electronics Portfolio Management Negotiation 64

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 59

Portfolio Management Management Trading Portfolio 59

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 59

Trading Capital Broker Portfolio Management 59

The TRADE

OCTOBER 31, 2024

Raymond joined LGIM as its head of credit trading in 2019 when the asset manager was undergoing the process of splitting up its portfolio management and trading capabilities. Chicago is a very small community and so I knew most of the portfolio managers and management at LGIM America before I came over.

Portfolio 52

Portfolio Trading Asset Management Management 52

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 52

Management Portfolio Management Portfolio Financial Services 52

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 59

Equities Trading Portfolio Management Investors 59

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 69

Trading Portfolio Management Asset Management IT 69

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 98

Trading Asset Management Management Electronics 98

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

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.

Equities 40

Equities Sale Portfolio Management Trading 40

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 59

Broker Portfolio Management Trading Investment 59

Razorpay

DECEMBER 15, 2024

Customized portfolios designed to optimize returns while managing risk. Financial institutions ensure that all client transactions and records are handled with strict confidentiality, protecting clients’ personal and financial information. Secured loans using assets like portfolios or real estate as collateral.

Banking 52

Banking Bank IT Management 52

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 130

Private Equity Recruitment Equities Accountant 130

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 59

Asset Management Management Investment Banking Financial Institution 59

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 59

Trading Equities Asset Management Portfolio Management 59

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.

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Recruitment Private Equity Equities Investment 130

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 52

Trading IT Electronics Portfolio 52

The TRADE

OCTOBER 9, 2023

Beginning her career on the buy-side at boutique asset manager Credit Suisse First Boston as an investment portfolio analyst in London in 1986, Ruffles has seen the markets through several highs and lows. In Europe, for our style of business we don’t use portfolio trading that much.

Trading 64

Trading Electronics Portfolio IT 64

Peak Frameworks

AUGUST 24, 2023

Portfolio Management Ongoing analysis of portfolio companies' distribution channels can guide decisions about additional investment, divestment, or strategic advice to the company's management, all with the aim of maximizing portfolio return.

Private Equity 52

Private Equity Retail Manufacturing Sale 52

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 73

Asset Management Management Capital Market Government 73

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 49

Trading Consulting Broker Portfolio Management 49

The TRADE

OCTOBER 16, 2024

“There is a structural case for emerging markets, and it is set to remain a core part of the fixed income opportunity set,” asserts John Espinosa, head of sovereigns and portfolio manager for Nuveen’s global fixed income team. “It We’ve also seen an increase in portfolio trading activity in the market.”

Trading 59

Trading Investors Portfolio Investment 59

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.

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Broker Asset Management Trading Funds 113

The TRADE

MARCH 26, 2024

This has been extremely beneficial, as our portfolio managers have appreciated this proactive approach to monitoring these local markets for our restricted currency exposures, and it keeps our team up to date on important market information.

Asset Management 64

Asset Management Trading Collaboration Management 64