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.

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Portfolio Trading Risk Management Risk Assessment 64

CNBC: Investing

JULY 1, 2025

That's two from financial services, one from information technology, one utility, and one from communications services. At the same time, Hilton's diversified brand portfolio of affordable to ultra luxury positions it well to capture an evolving consumer during times of heightened macro uncertainty.

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The TRADE

JULY 12, 2024

“As we work with BlackRock and BNY to transform our platform, AIA will continue managing our growing investment portfolio at greater scale to meet our performance, risk management and sustainable investment goals. We look forward to working with BNY to deliver a seamless experience to AIA.”

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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.

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IT Portfolio Stock Investment 72

The TRADE

JUNE 14, 2024

When thinking about best execution in the derivative space it is critical to consider all the inputs that go into measuring the outcome for the portfolio. When dealing with clearing and margin this data can vary significantly from one portfolio to another which can also add an additional layer of complexity for block trades.

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Software Equity Group

MARCH 26, 2024

Based in the Netherlands and with additional offices in Antwerp, Boston, Dusseldorf, and Stockholm, the firm maintains a diverse international portfolio of companies across the consumer products, consumer services, SaaS, information technology, healthcare, and ad tech sectors. The firm employs 93 professionals.

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CNBC: Investing

JUNE 5, 2025

The daily chart also provides a clear risk management method based on technical analysis principles, as a break below $340 would resolve this recent consolidation phase to the downside. That $355 level also represents a 61.8% Here we can see that Caterpillar is very close to a clear double top breakout, with a push above $355.14

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Investment Media Risk Management Stock 59

Peak Frameworks

AUGUST 15, 2023

It can help inform investment strategies, particularly in relation to market timing, risk management, and portfolio rebalancing. Risk Management and Portfolio Adjustment Investors can use the Fear and Greed Index as a risk management tool.

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Investors Stock Risk Management Investment 52

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.

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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

DECEMBER 5, 2024

Clearing obligations will become stricter, with enhanced oversight of margin requirements and risk management processes. Despite these new potentially arduous compliance pressures, trading desks are also likely to benefit from reduced counterparty risk and improved market confidence thanks to the changes. Rowe Price. “The

Trading 59

Trading Risk Management Portfolio Broker 59

The TRADE

MAY 16, 2024

Today, trades are not solely measured by outcome in isolation, but instead, the focus has shifted towards understanding the holistic impact of every transaction on portfolio performance, risk management, and overall market dynamics. Having data is only useful if it is then used to better inform trading decisions.

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The TRADE

SEPTEMBER 15, 2023

More and more, price formation is happening via smart algos, so our traders are morphing into a combination of programmers and risk managers. I see the current credit trading environment split into three main protocols: electronic trades, voice trades and portfolio trades.

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Trading Electronics Portfolio Banking 59

Razorpay

DECEMBER 27, 2023

Key Features of the Guidelines: Enhanced transparency and disclosure: Regulated Entities (REs) must provide borrowers with a Key Fact Statement (KFS) outlining essential loan information, including the Annual Percentage Rate (APR), fees, and cooling-off period. Strict Invocation: DLG claims must be made within 120 days of default.

Banking 52

Banking Bank Risk Management Business 52

Midaxo

APRIL 25, 2023

Customer base: Consider companies with a customer base that complements or expands your company’s existing client portfolio. Conglomerate mergers: Acquiring companies in unrelated industries to diversify your company’s portfolio or reduce risk. Evaluate the feasibility and timeline for realizing these synergies.

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M&A Consulting Mergers and Acquisitions Valuation 130

Solganick & Co.

JANUARY 21, 2024

Private equity’s evolving role : PE firms remained active, but their focus shifted towards portfolio optimization and supporting existing investments through M&A. billion : This deal strengthens OpenText’s position in enterprise information management and bolsters its cloud offerings. Solganick & Co.

M&A 52

M&A Consulting IT Acquisitions 52

The TRADE

AUGUST 23, 2024

We’re certainly seeing a lot of interest for this type of product in the post-trade space, for example to help drive productivity, increase scalability, and enhance risk management such as is required in a T+1 environment. AI can be built into co-pilots and used to unify multiple different user interfaces.

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Trading Architecture IT Risk Management 64

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.

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Banking Bank IT Management 52

CNBC: Investing

JUNE 26, 2025

Risk management Josh here — CPNG, despite its rally this year, is still in a 40% drawdown from the '21 peak despite the fact that it is now a much bigger, more successful business than it was at the time of its IPO. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY.

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Stock Investors Investment IT 60

Growth Business

OCTOBER 8, 2024

Growth stems from risk, but it must be the right kind of risk. Therefore, rather than avoiding risk all together, make informed decisions that optimise the risk-reward equation. The business owners who succeed the most are often those with a healthy balance of caution and proactiveness.

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Business Risk Management Investment Risk Assessment 59

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.”

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Trading Investors Portfolio Investment 59

Peak Frameworks

JULY 20, 2023

Including non-correlated assets in a portfolio can further reduce vulnerability to market fluctuations. Risk Management Techniques Implementing risk management techniques such as stop-loss orders, protective puts, and hedging strategies using options and futures contracts can help limit potential losses during a market downturn.

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Stock Economics Risk Management Investors 40

Devensoft

AUGUST 24, 2023

Financial Synergy : Financial synergy involves leveraging combined financial resources, such as capital, cash flow, or risk management capabilities, to achieve cost savings, maximize profitability, and enhance investment opportunities. Identify potential synergies and areas of concern to inform the integration strategy.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

Razorpay

NOVEMBER 30, 2023

Leveraging data to unlock new growth opportunities Companies are rapidly recognizing the significance of Artificial Intelligence (AI) and Machine Learning (ML) in gaining insights into customer behaviour throughout the loan lifecycle and making informed lending decisions. Fintech experts, however, exclaim that this is only the beginning.

Accountant 52

Accountant Book-building Business Financial Services 52

Peak Frameworks

SEPTEMBER 12, 2023

Trade Rules' Significance in Financing Decisions and Risk Management Understanding Tariffs Investment decisions, especially in sectors like manufacturing and agriculture, are often influenced by tariffs. This stability is crucial for finance professionals to manage currency risks in their portfolios.

Trading 52

Trading Corporate Finance Private Equity Finance 52

Peak Frameworks

OCTOBER 17, 2023

Amazon with its expansive service portfolio, ranging from e-commerce to cloud computing, employs a hybrid structure, allowing it to maintain efficiency at scale. Risk management: A company's structure can be a proxy for its risk profile. A decentralized structure might imply a diversified risk, for instance.

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Corporation Finance Finance Management 52

Sun Acquisitions

AUGUST 2, 2024

By acquiring a company with expertise in these materials, a paving firm can diversify its material portfolio, offering clients more durable and sustainable paving solutions. Understanding these factors helps in making informed decisions and integrating the acquired technologies effectively.

M&A 52

M&A Mergers and Acquisitions Acquisitions Corporation 52

Peak Frameworks

OCTOBER 17, 2023

Importance of Risk Management in the Face of Headwinds With potential headwinds identified, investors can adopt strategies to mitigate risks. A diversified portfolio can be an excellent shield against severe headwinds, while timely market entry and exit during tailwinds can maximize gains.

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Business Economics Investors Investment 52

The TRADE

MAY 1, 2024

It’s about risk management philosophy and methodology,” explains Papanichola. During that period of my training, I was actively taking positions, taking risk, fundamentally managing a portfolio of sorts in macro products.” Both [Cardello and Byrd] were incredibly patient with me.

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Trading Capital Funds Investment 59

Software Equity Group

AUGUST 20, 2024

Top Strategic Buyers Investing in SaaS Valsoft Corporation Valsoft is a holding company for a diverse portfolio of software and related technology services and currently employs 2,000 employees. The group includes public strategic, private strategic, and PE-backed strategic buyers. The company made 15 acquisitions in 2023.

Investment 52

Investment Management Acquisitions Business 52

Devensoft

JUNE 13, 2023

On the other hand, if the company’s objective is to diversify its portfolio, they may look for opportunities in other industries that align with their strategic direction. Integration managers play a crucial role in ensuring the success of their organization’s merger or acquisition.

M&A 52

M&A Mergers Mergers and Acquisitions Management 52

Devensoft

AUGUST 22, 2023

While traditional strategies might focus solely on product portfolio alignment, freelance modeling considers the potential for cross-disciplinary innovation. Case Study 1: Tech Synergy Unleashed A large tech conglomerate seeks to acquire a smaller startup to enhance its innovation portfolio.

M&A 52

M&A Business Mergers and Acquisitions Collaboration 52

GillAgency

FEBRUARY 10, 2022

Risk Management Every project has risks. There is also a risk of not doing a project. Confidential Information Memorandum (CIM, Memo) The CIM is a document that markets your company to prospective buyers. The CIM contains all the information needed to get a buyer to engage with you to buy your company.

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The TRADE

FEBRUARY 15, 2024

According to the panel, it is through making more information available that the transparency of the market will be enhanced. Related to this, is the third focus – FX data and the promotion of it’s good use.

Asset Management 52

Asset Management Trading Banking Bank 52

The TRADE

FEBRUARY 24, 2025

SimCorp has entered into a strategic partnership with LSEGs SaaS platform, Yield Book, to integrate the offering into its Axioma Risk analytics suite. This is another step toward enabling faster and more informed investment decisions.

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Growth Business

JUNE 3, 2025

Instead of treating compliance as a box-ticking exercise, reacting to new legislation as and when its introduced, digital service providers and CNI suppliers should instead think about making proactive and continual improvements to their security and risk management strategies.

Securities 101

Securities Government Business IT 101

CNBC: Investing

JULY 3, 2025

Risk Management Josh — FERG appears to be forming a textbook cup-and-handle pattern, signaling potential for bullish momentum. 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.

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