CNBC: Investing

JULY 28, 2025

Shares of the investment management company have gained about 22% over the past three months. In addition, director Fabrizio Freda offloaded 4,400 shares at an average price of around $1,120 apiece. That makes for a total of $4.98 The sale reduced Freda's holdings by 56%. per share, bringing the sale total to $11.62 million.

Sale

The TRADE

JULY 28, 2025

Diallo most recently served as head of trading at the firm, overseeing multi-strategy operations.    He was recognised as one of The TRADE’s Rising Stars of Trading and Execution in 2021.  Previously in his career, Diallo served as an investment manager at ADQ, senior trader and portfolio manager at Azimut Investments, and equity trader at Avalon (..)

Trading

CNBC: Investing

JULY 25, 2025

And I think you're going to see that continued benefit as you go into June," Niles, the founder of Niles Investment Management, said Friday morning on CNBC's " Squawk on the Street." It grew 2% faster than it did in the December quarter.

Investors

The TRADE

AUGUST 11, 2025

Prior to this, he worked at Winterflood Securities for more than eight years within the firm’s UK equities market making division as a UK equities dealer.  Previously in his career, he has held positions across investment portfolio and investment management teams at SVS Securities and State Street.  KNG Securities KNG Securities International (..)

Trading

CNBC: Investing

JULY 19, 2025

Through its Issuer Solutions segment, it provides financial institutions and retailers technologies to manage their card portfolios. It provides flexible commercial payments, accounts payable and electronic payment alternative solutions that support B2B payment processes for businesses and governments.

Shares

The TRADE

JANUARY 22, 2025

I spent a lot of time in my sell-side days working as a conduit between capital markets and the origination desk within investment banking as a bridge into the public side, covering hedge funds and multi strategy investment managers for anything equity-linked and credit with a cross-asset mindset.

Funds

The TRADE

JULY 22, 2025

Read more: Rising Stars of Trading and Execution 2025 nominations now open Previously in his career, Diallo has served as an investment manager at ADQ, senior trader and portfolio manager at Azimut Investments, and equity trader at Avalon Capital Markets.

Trading

The TRADE

JUNE 16, 2025

He has also previously held senior associate and associate positions covering portfolio management at Pimco.   Prior to this, Sheridan spent more than five years at State Street in Massachusetts, where he worked as a FX middle office specialist, as well as an operations specialist.  

Capital Market

CNBC: Investing

JULY 17, 2025

"We're excited about that as a way of continuing to bring public-private whole portfolio investing to the retirement market," Small said. BlackRock The asset management giant is "best positioned" as it has a substantial presence in the retirement plan space – accounting for more than $1.7 "Mgmt.

Stock

CNBC: Investing

JULY 4, 2025

" "It's time to re-risk your portfolio," Davi said, at a time when markets are likely to rally further over the coming six months. The fund's last 12 months' distribution yield is 4.17%, its net expense ratio is 0.55% and the average price-to-earnings ratio of its portfolio is 16.2

Portfolio

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.

Portfolio Management

CNBC: Investing

JULY 21, 2025

TD Cowen upgraded the investment management stock to buy from hold and raised its price target to $25 per share from $17.50.

Investment Manager

CNBC: Investing

AUGUST 2, 2025

per share) Stock Chart Icon Stock chart icon Equinix shares in 2025 Activist: Elliott Investment Management Ownership: n/a Average Cost: n/a Activist Commentary: Elliott is a very successful and astute activist investor. Stock Market Value : $75.53B ($771.75

IT

CNBC: Investing

JULY 14, 2025

When asset values are booming and investors want in, their asset gathering activity picks up and, with it, the investment management fees. BlackRock is one of the most pro-cyclical stocks in the market. BlackRock's "all in" initiatives around crypto and private equity products are a big part of the story.

Stock

CNBC: Investing

MARCH 19, 2025

How Morgan Stanley Investment Management's Jim Caron is investing right now

Investment Manager

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.

Portfolio

The TRADE

JULY 25, 2023

Clearwater Analytics is set to launch a new generative artificial intelligence solution aimed at improving the way institutional clients analyse investment data and respond to changing market dynamics. Participating clients will be able to gain insights and performance comparisons throughout the investment lifecycle.

Investment Manager

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 […]

Private Equity

CNBC: Investing

JUNE 19, 2023

Veteran portfolio manager Jim Casselberry is trying to do something about that. Economic freedom has been more elusive for Black people.

Investment Manager

The TRADE

AUGUST 1, 2024

Fidelity Investments has appointed Sarah Lambert senior trader, based in Boston. Lambert joins Fidelity from MFS Investment Management where she spent the last five years, most recently serving as investment officer, fixed income trader. Before joining MFS, she spent seven and a half years at BNY Mellon (now BNY).

Investment Manager

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.

Investment Manager

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.

Investment Manager

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. Together, the solutions manage integrated workflows for more than 200 clients – which includes over 100 of the world’s top asset managers (by AUM).

Investment Manager

The TRADE

OCTOBER 25, 2023

BNY Mellon has launched a new foreign exchange (FX) platform, meeting client demands to manage execution across their entire portfolio and access improved price transparency. BNY Mellon stated that the new platform will also help clients navigate the industry transition to T+1 settlement.

Management

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.

Portfolio

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.

Portfolio

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.

Investment

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.

Investment Manager

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.

Risk Management

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.

Mergers and Acquisitions

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.,

Portfolio

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.

Portfolio

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.

Capital

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.

Investment

The TRADE

AUGUST 8, 2024

BayernInvest, which has €88 billion assets under management, already utilised Bloomberg solutions within its workflow, including Bloomberg’s PORT Enterprise and EMSX solutions, as well as pricing data and the Bloomberg Global Aggregate Bond Indices.

Asset Management

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.

Portfolio Management

The TRADE

MARCH 25, 2024

Tim Helyar Dennis Baillon, director of business development for APAC at Charles River, asserted: “To be successful in today’s market, managers need a platform that provides flexibility in their operating environment and enables them to scale as their business requires.”

Management