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.

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Portfolio Management Management Portfolio IT 120

CNBC: Investing

MARCH 7, 2024

Sonali Pier is a portfolio manager at Pimco and leads the firm's Diversified Income Fund.

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CNBC: Investing

MARCH 6, 2024

Now is the time to diversify your portfolio beyond flashy tech plays, according to Sarat Sethi, portfolio manager of Douglas C. Lane & Associates.

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Portfolio Management Portfolio Investors Stock 112

CNBC: Investing

FEBRUARY 27, 2024

Nvidia is still under-owned by portfolio managers even after the chipmaker's jaw-dropping advance.

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Portfolio Management Portfolio Investors Stock 117

CNBC: Investing

APRIL 10, 2024

Investors should focus on quality companies with high pricing power and adjust their duration risk in bonds, according to strategists and portfolio managers.

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Investors Portfolio Management Portfolio Management 84

CNBC: Investing

DECEMBER 26, 2023

These stocks are less economically sensitive and have attractive defensive qualities, according to portfolio manager Patrick Kaser.

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Portfolio Management Stock Portfolio Economics 115

CNBC: Investing

DECEMBER 23, 2023

These small cap stocks are set to gain ground on their large cap counterparts in 2024, Royce Investment Partners portfolio manager Miles Lewis says.

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Portfolio Management Stock Investors Portfolio 115

CNBC: Investing

SEPTEMBER 27, 2023

We polled 300 CIO, equity strategists and portfolio managers about where they stood on the markets for the rest of 2023 and beyond.

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Portfolio Management Portfolio Investors Equities 141

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.

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Portfolio Management Investors Portfolio Management 137

CNBC: Investing

JANUARY 8, 2024

The Satori Fund founder and portfolio manager said megacap tech stocks, which led the market last year, will have to prove themselves this earnings season.

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Portfolio Management Stock Portfolio Funds 106

CNBC: Investing

JANUARY 2, 2024

The founder and senior portfolio manager of the Satori Fund selected two names from the so-called Magnificent Seven as his favored shares for the new year.

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Funds Portfolio Management Investors Portfolio 106

PE Hub

FEBRUARY 26, 2024

The firm also hired Alison Kimmell as managing director, development and portfolio management, real estate, and appointed Colin Catherwood to managing director, investments, real estate. The post Fengate names McKenna as real estate president appeared first on PE Hub.

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Portfolio Management Portfolio Management Investment 83

CNBC: Investing

MARCH 5, 2024

Zehrid Osmani, a portfolio manager at Martin Currie, says he's not worried about Nvidia's ever-climbing stock price.

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Portfolio Management Valuation Investors Portfolio 73

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.

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Funds Portfolio Management Management Portfolio 98

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.

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Investment Manager Management Portfolio Management Portfolio 98

The TRADE

APRIL 5, 2024

As part of the deal two Rothschild portfolio managers – Cristina Jarrin and Mikael Dauvert – will move to Ellipsis AM. Ellipsis AM’s convertible team currently comprises of four portfolio managers, with each one performing the role of trader alongside acting as portfolio manager.

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Asset Management Portfolio Management Business Portfolio 63

The TRADE

JANUARY 12, 2024

StoneX Group has appointed former head of trading at Incline Global Management, Evan Halpern, as managing director of fixed income outsourced trading, The TRADE can reveal. Throughout his career, Halpern has held trading and portfolio management roles at a wide selection of firms.

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Trading Portfolio Management Portfolio Media 63

Cisco: M&A

AUGUST 22, 2023

This post was authored by Nate Rodriguez, a Business Analyst Intern on the Portfolio Management and Enablement team. As a rising senior at Chapman University and a Business Analyst intern at Cisco,… Read more on Cisco Blogs

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Portfolio Management Portfolio Business Management 52

The TRADE

JANUARY 5, 2024

He began his career as a junior portfolio manager at RSA covering US equities. Previously in his career, he spent two years at Praeda Capital and a year at London Capital Group, both in trading roles focused on arbitrage strategies.

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Capital Market Equities Capital Portfolio Management 103

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.

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Portfolio Management Portfolio Stock Acquisitions 75

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.,

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Portfolio Management Collaboration Portfolio Management 52

The TRADE

JANUARY 15, 2024

StoneX Group appointed former head of trading at Incline Global Management, Evan Halpern, managing director of fixed income outsourced trading. Throughout his career, Halpern has held trading and portfolio management roles at a wide variety of firms.

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Portfolio Management Trading Portfolio Management 71

Global Newswire by Notified: M&A

JUNE 13, 2023

As part of the transaction, Jyske Bank has entered into an agreement with PFA Invest on the administration and portfolio management of client assets. Jyske Bank A/S has entered into a binding agreement with PFA Holding A/S on the acquisition of 100% of the shares of PFA Bank A/S. DKK 120 m at PFA Bank A/S at the closing date.

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Bank Banking Portfolio Management M&A 52

The TRADE

MAY 2, 2024

The offering allows buy-side traders and portfolio managers to gain exposure to liquidity events in relevant equities that meet their minimum average daily volume (ADV) or pricing thresholds, alongside being able to execute large or illiquid equity trades before entering the market via Appital Turquoise BookBuilder.

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Asset Management Portfolio Management Management Trading 63

The TRADE

OCTOBER 4, 2023

As part of the acquisition, Bryan Messer has been appointed general manager of Asia Pacific, managing director of portfolio management solutions and artificial intelligence at LiquidityBook, with his staff also joining. In addition, the accounting and reconciliation engines of Messer Financial Software will be integrated.

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Portfolio Management Architecture Portfolio Accountant 58

Wall Street Mojo

FEBRUARY 9, 2024

For example, a portfolio has cash flows that match put options in the market. Replicating Portfolio Approach Explained Replicating portfolio involves the pooling of assets in a manner that allows portfolio managers to easily hedge the risks of these assets and balance the risk-return of the target asset.

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Portfolio Portfolio Management Insurance Risk Management 52

The TRADE

FEBRUARY 7, 2024

Kluth has been promoted to the role after serving as portfolio manager/analyst at the firm over the last two years. Macquarie Group has appointed Dylan Kluth head of equites trading for Asia Pacific, The TRADE can reveal. Before joining Macquarie, Kluth spent nine years at AMP Capital, serving in a variety of senior positions.

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Trading Equities Portfolio Management Media 63

The TRADE

JULY 21, 2023

Over the years, buy-side use of axes has evolved significantly, with portfolio managers increasingly using them as well. Portfolio managers typically use axes to be more opportunistic and to ensure that when looking to send an order to the execution desk, it is something that has a realistic chance of being executed in the first place.

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Portfolio Management Trading Portfolio Management 52

The TRADE

JUNE 23, 2023

First, orders from various portfolio managers are staged and aggregated before being electronically routed to InvestorAccess. The benefit we are jointly providing to portfolio managers and traders will create greater efficiencies across asset classes as capital markets become increasingly electronic.”

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S&P Portfolio Management Electronics Portfolio 58

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. For investors and CXOs, it’s important to be vigilant and watch potential sources of value destruction. It is essential to not just build but also safeguard.

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Portfolio Management Portfolio Private Equity IT 147

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.

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Asset Management Corporation Management Business 98

The TRADE

JUNE 28, 2023

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. Having in pre-trade a clear fair value of the bond can authorise more duration in the execution of the bond to provide additional alpha for the portfolio manager.”

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Portfolio Management Asset Management Trading Portfolio 71

The TRADE

MARCH 4, 2024

JP Morgan subsidiary Neovest has moved to expand its capabilities in the hedge fund sphere with the acquisition of investment management platform LayerOne Financial. The deal is intended to allow the multi-asset and broker neutral order and execution management platform to offer integrated execution, order and portfolio management services.

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Funds Risk Assessment Investment Manager Broker 58

The TRADE

MARCH 20, 2024

These new index options, and the MSCI volatility benchmark indices launched recently will provide important tools in helping investors manage their global exposures.”

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Portfolio Investors Portfolio Management Equities 71

Peak Frameworks

AUGUST 15, 2023

Therefore, the process of portfolio management involves balancing these two factors based on an investor's financial goals and risk tolerance. Similarly, robo-advisors, digital platforms that provide automated, algorithm-driven financial planning services, are a modern, cost-effective solution for portfolio management.

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Portfolio Investment Portfolio Management S&P 52

The Deal

OCTOBER 12, 2023

The duo also talked about the growing wave of portfolio managers leaving established activist funds to start up their own firms and how to respond. Here’s the full podcast with Richard Grossman and Demetrius Warrick: More podcasts from The Deal are available on iTunes , Spotify and on TheDeal.com.

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Investment Portfolio Management Corporation M&A 75

Peak Frameworks

MAY 17, 2023

Combinations in Finance: More than Just Math The concept of combinations finds significant applications across various areas of finance, underpinning many strategies used in portfolio management, options trading, and scenario analysis.

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Finance Finance Portfolio Management Portfolio 52