Beyond M&A

SEPTEMBER 3, 2023

These software solutions offer many features, including document management, risk assessment, compliance monitoring, and reporting capabilities. One of the common challenges organisations face is the sheer volume of data and information that needs to be reviewed and analysed.

Risk Assessment 130

Risk Assessment Management Business M&A 130

Beyond M&A

MAY 14, 2023

Traditionally, due diligence focused on assessing the company’s proprietary technologies, its IP portfolio robustness, and its tech infrastructure’s scalability. Here are some tips to help navigate this new world: Stay Informed: Keep up-to-date with AI developments and regulatory changes.

Investors 130

Investors Risk Management IT Risk Assessment 130

OfficeHours

JUNE 6, 2023

Familiarize yourself with its investment strategy, portfolio companies, recent deals, and overall market reputation. As a private equity professional, you will regularly interact with various stakeholders, including team members, clients, investors, and portfolio companies.

Private Equity 147

Private Equity Equities Financial Modeling Financial Models 147

The TRADE

MAY 31, 2024

What are the key factors contributing to the rise of credit portfolio trading? Portfolio trading has seen a dramatic rise these past few years. It involves trading a basket of bonds of variable credit quality and risk as a single, all-or-none transaction, whereby the trade instruction specifies that the entire order must be filled.

Portfolio 64

Portfolio Trading Risk Management Risk Assessment 64

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

DECEMBER 29, 2023

With an abundance of data now available, there’s a shift towards using these vast datasets to inform pre-trade decision-making, thereby enhancing market strategies and risk assessment. The transformative power of big data is also coming to the fore. This trend is expected to provide a competitive edge in the market.

Trading 72

Trading Investors Risk Assessment Management 72

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