Accenture Capital Markets

JUNE 18, 2024

Early adopters have seen value using gen AI as an assistant to support enhanced chatbot functionality, better internal search, generation of reports/presentation, proofreading, and other functions supporting creativity. Gen AI is coming for tasks; it isn’t coming for jobs Gen AI’s strength lies within language-based, generative tasks.

Asset Management 73

Asset Management Management Capital Market Government 73

The TRADE

JANUARY 24, 2024

From the early days when algorithms were basic rule-based systems executing predefined strategies, to the present era of machine learning and artificial intelligence-driven models, the evolution of algorithmic trading is central to the adaptability of financial markets.

Trading 128

Trading Electronics Portfolio Management Broker 128

The TRADE

OCTOBER 23, 2023

The trader of today has to be able to distil a vast amount of disparate information and filter it in a bespoke fashion to the needs of individual portfolio management teams. Key among them being the provision of market colour and adding to the idea generation process.

Trading 64

Trading Portfolio Portfolio Management Management 64

The TRADE

OCTOBER 26, 2023

While traders don’t have the authority to load up trades, outside of execution they are expected to collaborate with their portfolio managers to bring value add to the investment process by making suggestions around idea generation and execution. The trading team work closely in tandem with portfolio managers when preparing a strategy.

Trading 98

Trading Asset Management Management Electronics 98

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.

Business 59

Business IT Mergers and Acquisitions M&A 59

Wall Street Mojo

JANUARY 17, 2024

As this metric outlines potential returns, the cut off rate in portfolio management is a useful benchmark. While the cut off rate highlights a fixed minimum acceptable return on projects, the IRR is the discount rate at which the project’s net present value (NPV) equals zero. Frequently Asked Questions (FAQs) 1.

Capital 52

Capital Investment Debt Portfolio 52

The TRADE

DECEMBER 1, 2023

That buy-side trader would speak with their portfolio managers, and that portfolio manager could then potentially respond to the liquidity opportunity that is being presented to them.

Trading 52

Trading Portfolio Management Portfolio IT 52

M&A Leadership Council

MARCH 1, 2024

And as more companies embrace the “portfolio-managed enterprise” model, divestitures will play a more central role in these value-driven organizations, much as they do in today’s private equity firms. But divestitures have other benefits, such as allowing a business to refocus on its core competencies.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Acquisitions Business 52

The TRADE

JULY 5, 2023

Presenting real use cases means that clients can immediately see the value of applying the technology, which in turn is now driving the interest and demand – and crucially, they are feeding back ideas and suggestions to take things further, which is what industry innovation and driving change is all about.

Trading 52

Trading IT Portfolio Management Electronics 52

The TRADE

AUGUST 7, 2024

Traders, and portfolio managers, across the industry are seemingly eager to be part of these conversations – not just about the dawn of outsourcing but also when it comes to technological change across the market. Examples just from just the last six months include UK-based investment management firm Waverton – which has £9.1

Trading 59

Trading Management IT Investment Manager 59

Mergers and Inquisitions

APRIL 5, 2023

and supporting your Portfolio Manager ’s ideas and requests. Presentations – Traditional PE: The “deal review” pace above means that you could make several presentations to the investment committee or Board each month. And each one will take a fair amount of time and effort.

Recruitment 59

Recruitment Funds Private Equity Investment 59

The TRADE

AUGUST 14, 2023

The industry is ever changing and each day presents a new challenge and opportunity. I think it’s always good to challenge yourself and learn new skills and moving to multi-asset has allowed me to do that. No one day is the same and that keeps things interesting. I am always learning.

Trading 52

Trading Asset Management Equities Management 52

The TRADE

JANUARY 3, 2024

New entrants are pouring into this space as demand increases exponentially with each passing year, and there’s certainly enough business to go around at present. It is important to recognise why the diversity of outsourced trading providers has been evolving rapidly after being relatively stable for the first 15 years. “As

Trading 64

Trading Asset Management M&A Broker 64

Mergers and Inquisitions

MAY 24, 2023

Here it is in the investor presentation: We don’t know the planned valuation for CMS in this spin-off, but let’s assume that Jacobs plans to spin it off at an IPO offering price that implies an 11.5x EBITDA multiple , matching its own. So, as with other cyclical strategies , it may be a bit of a twisted path to advance to the senior ranks.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

The TRADE

OCTOBER 18, 2024

Some of the aspiring players are present in the Prime Brokerage Survey, with outperforming scores set by players including Pershing, CIBC Mellon, Marex, Cantor and TD Securities. This is an ongoing pattern that we suspect will continue for some time.” And we’ve seen some significant launches this year in that space.

Funds 69

Funds Broker Bank Banking 69

The TRADE

JULY 17, 2023

With Middle East and North Africa (MENA) becoming a larger part of indices and portfolio managers’ thinking, decisions will have to be taken around how best to trade these markets. Already in EMEA, we have six valid trading days.

Equities 52

Equities Trading Asset Management Management 52

Mergers and Inquisitions

MARCH 5, 2025

Finally, there are also newer/startup biotech hedge funds, often spun off from existing multi-managers. Two examples include Vestal Point (led by a former Point72 Portfolio Manager ) and Cutter Capital (former Citadel investors). There are dozens of other funds in this size range, but this is enough to get you started.

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64

The TRADE

JANUARY 2, 2025

Around 75% of leaders from UK and Singapore view outsourced managed services as having a highimpact on costreduction, according to FISs 2024 Global Innovation Research.

Trading 59

Trading Capital Market Capital Asset Management 59