The TRADE

JUNE 13, 2025

Virtu Financial has collaborated with cloud-native investment management solution provider, Limina to enhance buy-side workflows. The post Virtu Financial partners with Limina to enhance buy-side workflows appeared first on The TRADE.

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The TRADE

NOVEMBER 16, 2023

Manulife Investment Management is set to acquire multi-sector alternative credit manager CQS for an undisclosed sum with the deal set to close in early 2024. Following close, Manulife is set to align the CQS brand with its own as a co-branded logo – Manulife | CQS Investment Management.

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Global Banking & Finance

MARCH 25, 2024

Private Equity Firms Embrace AI for Their Portfolio Companies By Drake Paulson, VP Strategic Partnerships, Anduin The integration of Artificial Intelligence (AI) into business operations has moved beyond mere speculation to tangible ROI. Investment managers […]

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Global Newswire by Notified: M&A

NOVEMBER 21, 2024

Värde acquires Unity Investment Management to manage $800+ million healthcare real estate portfolio; Expects to scale portfolio to over $2 billion.

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The TRADE

NOVEMBER 17, 2023

Triodos Investment Management has selected Bloomberg’s AIM and PORT Enterprise solutions in a bid to support its front-office workflows. Specifically, the Netherlands-based impact asset manager will utilise Bloomberg’s offerings to enhance processes for its investment funds and discretionary clients’ business.

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PCE

NOVEMBER 15, 2023

In the complex world of modern finance, the importance of portfolio valuations cannot be overstated. These valuations are crucial for fund and investment managers, as transparency and consistency is important for individual investors, large institutions and other stakeholders.

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The TRADE

JUNE 12, 2025

Marcus Sheridan has joined investment manager Payden & Rygel as a fixed income trader. The move sees Sheridan leaving Pimco where he has served for the last five years, most recently as vice president from January 2024 to June 2025. Sheridan will be based out of Los Angeles in his new role.

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The TRADE

JANUARY 13, 2025

Clearwater Analytics is set to acquire Enfusion a software-as-a-service (SaaS) solutions provider for the hedge fund and investment management industry for $1.5 This deal is understood to be a key step toward Clearwaters plan of building the first cloud-native front-to-back platform for the entire investment management industry.

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The TRADE

JULY 24, 2023

Head of Europe for UK-based asset manager Federated Hermes, James Rutherford, has stepped down from his role to pursue a technology venture, The TRADE can reveal. He departs following a 35-year long career in investment management, spending 19 years at Fidelity Investments as a European portfolio manager until 2006.

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The TRADE

NOVEMBER 22, 2023

. “In today’s complex and fast-paced investment landscape, real-time performance attribution can provide transparency and clarity regarding the drivers of financial returns, particularly in portfolio construction and active risk management,” said Lars Ole Hansen, global product manager at SimCorp.

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TechCrunch: M&A

AUGUST 18, 2023

announced this morning its acquisition of Boxed.com and “other intellectual property portfolios and affiliates” in an all-cash transaction. After filing for Chapter 11 bankruptcy protection in April, online wholesale retailer Boxed has been acquired. based regional distributor MSG Distributors, Inc.

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The TRADE

DECEMBER 6, 2023

Market data provider big xyt has launched its new portfolio liquidity analysis solution, developed in partnership with Baillie Gifford, to address dilution levy guidance impacting the buy-side. The new solution provides buy-side firms with an independent view of the liquidity of equity portfolios by using market data.

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The TRADE

MARCH 25, 2024

State Street’s Charles River is set to manage the front-office operations for Perpetual Group’s Australian asset management business. Craig Squires, group chief operating officer at Perpetual, explained that the decision came as the business sought to address current challenges and complexities across investment management.

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Global Newswire by Notified: M&A

JUNE 18, 2025

June 18, 2025 (GLOBE NEWSWIRE) -- Multifamily owner-operator and investment manager Pacific Urban Investors has acquired Meadow Creek, now renamed Ansley Murrayhill, a 304-unit apartment community in Tigard, Oregon. The acquisition of Meadow Creek brings Pacific’s Portland metro portfolio to 2,610 units across 10 properties.

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PE Hub

SEPTEMBER 28, 2023

QuadReal Property Group is the real estate investment arm of British Columbia Investment Management Corp. The post QuadReal buys 50% interest in CA’s US student housing portfolio appeared first on PE Hub.

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The TRADE

JULY 31, 2024

UK asset manager Gravis Capital Management has become the latest to integrate Bloomberg AIM in a bid to enhance its front-office workflows. The asset manager already uses Bloomberg’s portfolio and risk analytics solution, Bloomberg PORT and through the addition of AIM, it now has front-to-back workflow.

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The TRADE

JULY 27, 2023

Bloomberg AIM and Bloomberg Vault have been adopted by India-based NJ Asset Management to help enable its enterprise-wide digital strategy across the entire investment workflow. According to the firms, Bloomberg AIM addresses NJ Asset Management’s specific needs for tools to support rule-based investment decision-making.

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The TRADE

JUNE 24, 2024

Before joining MEAG, Malakis held senior sales positions with international asset managers, including Generali Insurance, Vanguard International and Schroders. Northern Trust Asset Management appointed Naoto Komoro to lead its asset management business in Japan.

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The TRADE

AUGUST 8, 2024

German asset manager BayernInvest has adopted an integrated suite of Bloomberg solutions to support its front-to-back workflows. Expanding our engagement with Bloomberg as our technology partner has enabled us to streamline our investment management and operations workflows,” said Alexander Mertz, chief executive of BayernInvest. “It

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The TRADE

SEPTEMBER 3, 2024

He most recently served as an investment manager at ADQ and before that spent two and a half years as a senior trader and portfolio manager at Azimut. Elijah Ibrahim Diallo has joined Magellan Capital as a multi-strategy trader, based in the UAE.

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Accenture Capital Markets

SEPTEMBER 5, 2023

The industry is rethinking how to manage the generation, storage, transformation, usage and retirement of both structured and unstructured data. A strong push to refocus on investment management. Blockchain. Robotic Process Automation.

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Global Newswire by Notified: M&A

JULY 26, 2023

July 26, 2023 (GLOBE NEWSWIRE) -- Multifamily owner-operator and investment manager Pacific Urban Investors has acquired The Residences at River’s Edge, a 222-unit apartment community in Medford, MA. PALO ALTO, Calif.,

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Global Newswire by Notified: M&A

MAY 7, 2024

May 07, 2024 (GLOBE NEWSWIRE) -- Multifamily owner-operator and investment manager Pacific Urban Investors (“Pacific”) has acquired Viridian, a 420-unit apartment community in Greenwood Village, CO. The acquisition marks Pacific’s fourth investment in the Denver market with the firm’s regional portfolio now totaling 884 units.

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PE Hub

MAY 24, 2023

In her new role, Butler will oversee investment management for the fund as it continues to scale its portfolio of private real estate equity and credit investments. The post KKR Real Estate Trust taps Butler as chief investment officer appeared first on PE Hub.

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The TRADE

OCTOBER 24, 2024

Read more: Kepler Cheuvreux head of equity sales trading departs Akar has also previously served as an associate, equities strategy, at quantitative investment management firm Winton. Kepler Cheuvreux has appointed Faruk Akar as PT sales trader, based in London.

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The TRADE

JUNE 7, 2024

Alex Livingstone, formerly head of trading for ETFs and FX at Titan Asset Management has joined Titan Investment Solutions as a junior portfolio manager and trader, according to an announcement on social media. Livingstone has previously served as head of trading – FX and ETFs at Tavistock Investments.

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Accenture Capital Markets

JANUARY 3, 2025

In the rapidly evolving landscape of wealth management in Asia, firms are increasingly setting themselves ambitious growth targets and seeking innovative ways to stay competitive. Our study shows that wealth management firms CXO and Relationship Managers (RMs) have differing priorities when it comes to applying this groundbreaking technology.

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Accenture Capital Markets

SEPTEMBER 5, 2023

The traditional RPA approach used by large financial services players usually doesn’t easily work in institutional investing. This is mostly because a large share of the total spend is related to front-office costs that RPA does not address, such as staff compensation, investment management fees and deal costs.

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The TRADE

JANUARY 8, 2024

Industry stalwart Dan Hinxman joined Bloomberg as head of European credit electronic trading following almost six years as managing director at TP ICAP. RBC BlueBay Asset Management equity trader, Michael Tamou, left the asset manager to join Qube Research & Technologies (QRT).

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The TRADE

MAY 30, 2023

TS Imagine has expanded its team in the Asia Pacific with two new appointments from investment management fintech Enfusion. Stephanie Cheung has been appointed sales director, while An Hoong will work within the account management team, responsible for technical account management and client support.

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The TRADE

AUGUST 5, 2024

He joins from HSBC, where he most recently he held responsibility for primary coverage on G10 rates for reserve managers and UK real money clients. Fidelity Investments appointed Sarah Lambert senior trader, based in Boston. Initially during her tenure at BNY Mellon, she served as an assistant portfolio manager, fixed income.

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The TRADE

NOVEMBER 27, 2023

Read more: Fireside Friday with… Morgan Stanley’s Maria Salamanca Mejia Previously in his career, McMahon worked as a centralised dealer at Bank of Ireland Asset Management, working on the multi-asset global trading desk.

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The TRADE

SEPTEMBER 9, 2024

Prior to joining Citadel in 2019, Boland spent five years at BlackRock as an associate and later a trader and just under a year at HBK Capital Management as a trader before that. Previously in his career, he undertook several banking, capital markets, and portfolio management internships across PwC, KPMG UK, BlackRock, and Jefferies.

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The TRADE

JULY 12, 2024

Asia-based insurance giant AIA Group has selected BNY and BlackRock to provide a front-to-back investment platform, supporting the firm’s long-term investment programme. We look forward to working with BNY to deliver a seamless experience to AIA.”

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The TRADE

JANUARY 17, 2024

Up against other individuals from Invesco, Liontrust Asset Management, Baillie Gifford and State Street Global Advisors (SSGA), Nutting took home the award after an industry-wide vote. 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

JULY 31, 2023

During his time with the asset manager, Taitz was responsible for Invesco’s fixed income trading desks in the US, UK and Hong Kong. Prior to joining Invesco in 2016, Taitz spent two and a half years at RBC Capital Markets in a fixed income role and 10 and a half years at UBS Investment Bank as an executive vice president.

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The TRADE

OCTOBER 31, 2024

Chicago-based head of US trading at Legal and General Investment Management (LGIM) Ryan Raymond has seen enough economic turmoil during his career to know what to do when markets turn volatile. Chicago is a very small community and so I knew most of the portfolio managers and management at LGIM America before I came over.

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