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.

Funds 98

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.

Investment Manager 98

Investment Manager Portfolio Management Management Investment 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. 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.

Private Equity 147

Private Equity Portfolio Management Portfolio Debt 147

The TRADE

NOVEMBER 22, 2023

” The service also provides portfolio managers and client relationship flexible views of attribution factors in their investment, improving decision-making processes and communication with their investors.

Investment 109

Investment Investment Manager Portfolio Management Portfolio 109

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.,

Portfolio Management 52

Portfolio Management Portfolio Collaboration Management 52

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.

Portfolio Management 57

Portfolio Management Portfolio Boutique Architecture 57

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.

Portfolio Management 75

Portfolio Management Portfolio Acquisitions Stock 75

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

Portfolio Management 52

Portfolio Management Portfolio Business Management 52

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.

Portfolio Management 52

Portfolio Management Trading Portfolio Bank 52

Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

Bank 52

Bank Banking Mergers and Acquisitions Underwriting 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.

Portfolio Management 104

Portfolio Management Equities Portfolio Investment 104

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.

Investment 74

Investment Portfolio Management Portfolio Corporation 74

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.”

Portfolio Management 70

Portfolio Management Asset Management Trading Portfolio 70

The TRADE

NOVEMBER 20, 2023

She has been with State Street since 2000, beginning as a relationship manager. As head of State Street Global Advisors Europe – her current role – she is responsible for the firm’s EU-based portfolio management, distribution, product development, fund management and operations.

Portfolio Management 57

Portfolio Management Asset Management Portfolio Trading 57

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.

Portfolio 52

Portfolio Investment Portfolio Management Financial Asset 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.”

S&P 57

S&P Portfolio Management Electronics Portfolio 57

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.

Bank 52

Bank Banking Portfolio Management M&A 52

The TRADE

NOVEMBER 17, 2023

PORT Enterprise the premier version of the PORT solution that delivers enhanced reporting capabilities powered by risk models, while the AIM order management system (OMS) offers multi-asset decision support and portfolio management, order management, trade compliance and post-trade workflows.

Investment Manager 57

Investment Manager Investment Asset Management Management 57

The TRADE

NOVEMBER 9, 2023

In 2015, the European asset manager unified its trading teams under one multi-asset trading desk as part of a strategic review, aimed at executing a greater percentage of orders sent by portfolio managers.

Trading 52

Trading Portfolio Management Asset Management Investment 52

The TRADE

AUGUST 30, 2023

In 2015, the European asset manager unified its trading teams under one multi-asset trading desk as part of a strategic review, aimed at executing a greater percentage of orders sent by portfolio managers.

Trading 104

Trading Asset Management Investment Banking Portfolio Management 104

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.

Finance 52

Finance Finance Investment Banking Portfolio Management 52

The TRADE

AUGUST 29, 2023

Most recently, Vahid served as deputy head of global value equity and head of European mid cap equities, where he held responsibility for managing a range of institutional and retail funds across global, European and UK equity mandates. Based in London, Vahid will report to Jörg De Vries-Hippen, head of investments equity Europe.

Asset Management 67

Asset Management Equities Investors Management 67

The TRADE

SEPTEMBER 6, 2023

RBC has appointed Guy Chalkley as managing director, UK flow rates sales, according to an internal memo seen by The TRADE. Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. Before joining RBC, Chalkley spent 11 years at NatWest Markets.

Sale 62

Sale Management Portfolio Management Equities 62

Mergers and Inquisitions

NOVEMBER 15, 2023

Specialized Pathways: For the Level III exam, you can focus on portfolio management, private wealth, or private markets. For example, they won’t ask about quantitative methods, derivatives, or portfolio management in a standard investment banking interview.

CFA 59

CFA Investment Banking Bank Banking 59

Accenture Capital Markets

SEPTEMBER 5, 2023

In the same survey, wealth advisors said they would use a digital platform to: Improve clients’ digital experience 46% Acquire a new segment of clients 40% Automate processes (onboarding, portfolio management) 39% Offer clients more service options to best fit their needs and preferences 39% Serve some of our exciting clients more cost-effectively (..)

Management 52

Management Portfolio Management Portfolio Capital Market 52

The TRADE

SEPTEMBER 7, 2023

The platform became the single execution venue for FX at BlueCrest thanks to its unique trading features and tools requested by the BlueCrest portfolio managers using it daily,” said Manuel Aranzana, head of systematic trading at BlueCrest Capital Management.

Capital 67

Capital Trading Portfolio Management Financial Services 67

The TRADE

NOVEMBER 3, 2023

Read more – The Outsourced Trading Handbook 2023 Coalition Greenwich shared the response of one portfolio manager, which highlighted how outsourced providers “act as an extension to the trading desk and understand [our] trading goals,” while another commented on the importance of “added expertise that [we] do not have in-house.”

Trading 113

Trading Equities Portfolio Management Mergers 113

The TRADE

AUGUST 10, 2023

One of the benefits of growth in FX clearing includes developments in financial resource management tools, said Coalition Greenwich, further highlighting that increased clearing is set to affect how and with whom the buy-side trades.

Portfolio Management 52

Portfolio Management Broker Trading Portfolio 52

The TRADE

JUNE 13, 2023

The platform is designed as an open architecture structure to integrate with external ETF providers as well as State Street’s internal ETF systems.

Trading 109

Trading Portfolio Management Electronics Asset Management 109

The TRADE

JUNE 29, 2023

This has been a client driven addition, as buy-side traders and portfolio managers continue to ask for high quality data from liquidity providers such as Mizuho.” The post Mizuho EMEA joins Neptune network as axe dealer for bonds appeared first on The TRADE.

Portfolio Management 52

Portfolio Management Portfolio Trading Bank 52

The TRADE

SEPTEMBER 4, 2023

Most recently, Vahid served as deputy head of global value equity and head of European mid cap equities, where he held responsibility for managing a range of institutional and retail funds across global, European and UK equity mandates.

Investment 113

Investment Equities Investment Banking Trading 113

The TRADE

SEPTEMBER 15, 2023

The newly introduced alternative data function, ALTD <GO>, supports 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.

Portfolio 67

Portfolio Equities Portfolio Management Valuation 67

The TRADE

JULY 19, 2023

This has been a client driven addition, as buy-side traders and portfolio managers continue to ask for high quality data from specialist liquidity providers such as Lloyds Bank.” The addition of Lloyds Bank follows that of Mizuho EMEA, which joined Neptune network as an axe dealer for bonds last month.

Bank 52

Bank Banking Corporation Portfolio Management 52

The TRADE

SEPTEMBER 6, 2023

Traders and portfolio managers will also be able to access exposure to liquidity events in relevant equities meeting their minimum ADC or pricing thresholds. “They want full control on every stage of the order lifecycle.

Trading 67

Trading Portfolio Management Electronics Asset Management 67

The TRADE

OCTOBER 19, 2023

The immediate focus for the business is set to be investing in client service and portfolio management, specifically hiring in senior sales and distribution team members focused on Europe and the UK, as well as investment managers for both the luxury brands and credit opportunities strategies.

Profitability 57

Profitability Shares Portfolio Management Asset Management 57

The TRADE

JULY 6, 2023

Despite retail flows not necessarily adding much in terms of available liquidity, Liquidnet noted that book depth, lower correlations and reduced volatility had improved for traders and portfolio managers. Last week, JP Morgan cited the biggest retail flows on record, with non-professional investors buying $1.5

Retail 62

Retail Equities Portfolio Management Broker 62

The TRADE

NOVEMBER 27, 2023

She has been with State Street since 2000, beginning as a relationship manager. As head of State Street Global Advisors Europe – her current role – she is responsible for the firm’s EU-based portfolio management, distribution, product development, fund management and operations.

Equities 62

Equities Investment Banking Trading Electronics 62