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CNBC: Investing
JUNE 25, 2025
JPMorgan's Richard Figuly is one of three managers nominated by Morningstar for its 2025 outstanding fixed income portfolio manager award.
CNBC: Investing
JANUARY 12, 2024
More companies are going to offer dividends, predicts author and portfolio manager Daniel Peris.
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TechCrunch: M&A
JANUARY 13, 2025
Clearwater Analytics, a company developing accounting, compliance, and risk reporting tools for asset managers, said on Monday it has entered into a definitive agreement to acquire investment management platform Enfusion for $1.5
The TRADE
OCTOBER 12, 2023
Bloomberg has launched a new portfolio manager workspace in a bid to enhance its buy-side decision support solution. The offering is interactive and aimed at supporting decision-making processes through streamlining the link between analysis and portfolio implementation.
CNBC: Investing
NOVEMBER 18, 2023
The new ETF has the same management team as a five-star GMO mutual fund with a strong track record.
CNBC: Investing
AUGUST 2, 2024
Nvidia shares can double from these levels, according to portfolio manager Dan Niles.
JD Supra: Mergers
MARCH 7, 2025
A review of fund and portfolio managers found a number of good practices, but also revealed the need for improvement in areas such as conflict management. On 5 March 2025, the FCA published the findings from its review of private market valuation practices. By: Latham & Watkins LLP
171 
The TRADE
JULY 4, 2025
Why is it that combined is a different tool for post-trade combined checks when our TCA tools could do this? It’s
52 
CNBC: Investing
JUNE 28, 2025
The portfolio manager of the Gabelli Growth Fund has significant exposure to the "Magnificent Seven" companies, with Microsoft, Nvidia and Amazon being its top three holdings. " "The largest investors in AI infrastructure are generating the most attractive returns today," he said.
118 
CNBC: Investing
SEPTEMBER 4, 2023
Portfolio managers say it's hard to pinpoint who the clear challenger to Nvidia will be, but the chipmaker won't be the only dominant player in town forever.
The TRADE
JUNE 27, 2023
Intercontinental Exchange (ICE) has integrated its ETF Hub with LiquidityBook’s order and execution management system (OEMS) LBX to offer efficient access to the primary market, where new shares are created and redeemed. Currently, ICE ETF Hub supports US-listed equity, fixed income, derivative, commodity and multi-asset ETFs. “Our
MergersCorp M&A International
JUNE 25, 2025
M&A Sale of FINMA Asset Management Regulated Portfolio Management and Trustee Activities: Providing specialized advisory for firms engaged in portfolio management of financial instruments and regulated trustee services under the Financial Institutions Act (FinIA).
52 
CNBC: Investing
JULY 18, 2023
The Baron Opportunity Fund has soared 45% this year, and its portfolio manager believes the strong performance stems from his early investments in AI.
98 
Beyond M&A
SEPTEMBER 19, 2023
While it’s undoubtedly magnetic to focus on value creation, a holistic approach to portfolio management must account for both creation and potential destruction. While it’s undoubtedly magnetic to focus on value creation, a holistic approach to portfolio management must account for both creation and potential destruction.
147 
The TRADE
JUNE 13, 2025
Virtu Financial has collaborated with cloud-native investment management solution provider, Limina to enhance buy-side workflows.
CNBC: Investing
JUNE 6, 2024
Adam Benjamin, the primary manager of the Fidelity Select Technology Portfolio, told CNBC why he thinks Nvidia can maintain its momentum.
61 
The TRADE
JULY 12, 2024
Read more: State Street Global Advisors hires from within for new head of EMEA In 2019, Corbyn was one of The TRADE’s Rising Stars , recognised for his well-regarded work on the London trading desk where he specialised in developed European markets, providing coverage to the global portfolio management teams.
105 
The TRADE
JULY 9, 2025
Read more – Fireside Friday with… Bloomberg’s Colette Garcia Shane Akeroyd, chief strategy officer and president, Asia Pacific at Clearwater Analytics said: “With increased pressure to scale efficiently, reduce risk, and respond to market complexity, the need for interoperable, client-first technology has never been greater
The TRADE
JANUARY 5, 2024
Jefferies’ managing director and head of US equity distribution in Europe, Guy Trust, has left the bank after nearly a decade to join Daiwa Capital Markets Europe, The TRADE can reveal. He began his career as a junior portfolio manager at RSA covering US equities.
104 
Global Newswire by Notified: M&A
AUGUST 14, 2023
OTCQB: ALDS) (“APPlife”, the Company”), a business incubator and portfolio manager that invests in and creates e-commerce and cloud-based solutions announced today that it has signed a binding Letter of Intent (“LOI”) to acquire the assets and operations of London, England-based LeSalon Beauty Ltd (“LeSalon”). SAN FRANCISCO, Aug.
Life on the Buy Side
APRIL 15, 2019
At the age of 25, Buffett became the portfolio manager of his first fund. But during those years, as he does every year with his annual Berkshire Hathaway letter, Buffett regularly communicated with his investors about the portfolio and what he was seeing in the market. Mike has lost it! Sounds easy, but it’s not.
130 
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.
111 
The TRADE
APRIL 5, 2024
Kepler Cheuvreux subsidiary Ellipsis Asset Management has moved to expand its capabilities in the convertible bond segment with the acquisition of Rothschild & Co’s business. As part of the deal two Rothschild portfolio managers – Cristina Jarrin and Mikael Dauvert – will move to Ellipsis AM.
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. resistance level, I will look to increase the holding size in both while trailing my risk management levels higher. DISCLOSURES: Gordon owns SHAK personally and in his wealth management company Inside Edge Capital.
66 
M&A Leadership Council
FEBRUARY 21, 2024
A Well Written TSA Eases IT Transitions By William Blandford, Managing Director at Blandford Associates While many people have participated in the acquisition of a business, fewer have participated in a carve-out, a type of divestiture where a part of a business is sold. The selling company can end up shouldering IT-related stranded costs.
59 
The TRADE
APRIL 25, 2024
When it comes to desk organisation, where derivatives fit in has been a key focal point for firms in recent times, with key buy-siders unpacked their approach to managing the evolving asset class on a TradeTech panel this week. However, in the US you cannot lean on your inventory as you have one exchange to trade on. “It’s
59 
The TRADE
AUGUST 30, 2023
Union Investment’s Christoph Hock is set to step away from his role as head of multi-asset trading later this year to pursue an opportunity in digital assets and tokenisation within the asset management firm, The TRADE can reveal. Union is bolstering its digital assets division, The TRADE understands.
105 
The TRADE
JANUARY 10, 2024
It has approximately £351 million in assets under management and manages two strategies: global high yield, launched in 2006, and emerging market corporate debt, launched in 2010. Copenhagen-based Absalon serves European institutional investors and Danish high net worth individuals.
The TRADE
JUNE 7, 2024
Our team works in close collaboration with portfolio managers, understanding portfolio construction and the underlying benchmark (e.g. Our team works in close collaboration with portfolio managers, understanding portfolio construction and the underlying benchmark (e.g.
Global Banking & Finance
JULY 29, 2024
Frankfurt-based Chom Capital GmbH is an owner-operated asset management boutique, licenced to conduct financial services in the form of investment brokerage, investment advice, contract broking and financial portfolio management.
52 
CNBC: Investing
JUNE 27, 2025
More In Income Investing This Morningstar ‘outstanding’ portfolio manager nominee once served in Iraq. The assets, which have hybrid features of both stocks and bonds, have seen a muted performance so far this year, said Frank Sileo, senior fixed income strategist.
67 
The TRADE
JANUARY 17, 2024
After leaving university, she undertook several sell-side internships at RBC, Nomura and Fisher Investments, returning to RBC in 2014 to work on its cash management team for its foreign exchange traders. In 2016, Nutting moved to Principia Investment Management Limited where she was an execution trader and fund manager assistant.
111 
The TRADE
JUNE 28, 2023
Wavelabs has opened up its eLiSA execution management system (EMS) to non-users with modular versions of the system’s analytics products, The TRADE can reveal. 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.
The TRADE
JUNE 13, 2023
State Street has expanded the capabilities of its Alpha platform to support the entire lifecycle for exchange traded funds (ETFs). The platform is designed as an open architecture structure to integrate with external ETF providers as well as State Street’s internal ETF systems.
110 
Razorpay
DECEMBER 15, 2024
Private banking is a personalized financial and wealth management service provided by banks to high-net-worth individuals (HNWIs). It involves offering exclusive products, tailored advice, and one-on-one attention to help clients manage, grow, and protect their wealth. What is Private Banking?
52 
The TRADE
SEPTEMBER 7, 2023
Named ALTD <GO>, the new function will support equity analysts and portfolio managers with intra-quarter insights which can be incorporated into research workflows, paired with consensus estimates, company news, research and guidance – ahead of earnings announcements. A privacy by design approach is used by Placer.ai
The TRADE
NOVEMBER 3, 2023
More than 200 asset managers, hedge funds and other users of outsourced trading providers voiced their opinions in this first-of-its-kind piece of research. The post Around two-thirds of buy-siders believe outsourced desks could enhance trade performance in cross-border trading appeared first on The TRADE.
115 
CNBC: Investing
JUNE 6, 2025
billion in assets under management as of Thursday. securitized products and a portfolio manager at Janus. "That credit segment may continue to receive above-average inflows, given that sector's floating-rate profile and the Fed's 'wait-and-see' approach to rate cuts," Bartolini wrote. It has $20.96
90 
The TRADE
JUNE 7, 2024
Credit Suisse has signed an agreement to sell its majority stake in Credit Suisse Investment Partners (CSIP), owned by Credit Suisse Asset Management. CSIP segment manages funds and associated mandates – including convertible bond funds – with a total of CHF 1 billion in assets under management.
69 
Global Banking & Finance
OCTOBER 24, 2023
Nuant Boosts Digital Assets Platform with MSCI Datonomy™ Capabilities: Pioneering a New Chapter in Digital Asset Sector Classification Zug, Switzerland, October 24th, 2023, Chainwire Nuant, a leader in Digital Asset Portfolio Management Systems, is pleased to announce its collaboration with MSCI Inc.,
The TRADE
SEPTEMBER 24, 2024
“Investors are looking for ways to balance income and stability in this rate environment, and building a bond ladder portfolio through investing in ETFs may be an efficient way to manage duration risk and cash flow to meet liquidity needs,” said SSGA. SSGA’s dedicated active fixed income portfolio management team will manage the funds.
64 
The TRADE
OCTOBER 24, 2024
Kepler Cheuvreux has appointed Faruk Akar as PT sales trader, based in London.
Francine Way
JULY 18, 2017
For this valuation post, I wanted to talk about a valuation method that is making its way out of academia and into the real world, a method that is gaining popularity in the world of portfolio management. Forecasting dividend amounts during the forecast horizon, as well as their present values. mature, profitable companies).
130 
CNBC: Investing
JUNE 10, 2025
We hold the iShares Bitcoin ETF (IBIT) in two of our growth-focused portfolios at Inside Edge. Todd Gordon, Founder of Inside Edge Capital, LLC DISCLOSURES: Gordon owns IBIT personally and in his wealth management company Inside Edge Capital. On this chart, we're looking at the 10-week APTR. This different from the stock market.
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