The TRADE

NOVEMBER 22, 2023

. “By leveraging the data stored within the SimCorp investment management platform and encompassing all asset classes, we secure the highest levels of accuracy and transparency,” added Ole Hansen.

Investment 111

Investment Investment Manager Management Portfolio Management 111

The TRADE

JUNE 23, 2023

The solution includes fast access to relevant new issue securities with the most up-to-date information, electronic order routing, and automatic delivery of final allocations. First, orders from various portfolio managers are staged and aggregated before being electronically routed to InvestorAccess.

S&P 59

S&P Portfolio Management Electronics Portfolio 59

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 105

Trading Asset Management Management Portfolio Management 105

The TRADE

JUNE 24, 2024

He joined Northern Trust in 2007 and has since worked in senior roles across portfolio management, client management and sales. Before joining Northern Trust Asset Management, Komoro spent six years at Mizuho Trust & Banking Co. as a fund manager for the passive and quantitative investment management department.

Asset Management 64

Asset Management Management Sale Portfolio Management 64

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 Business Underwriting 52

CNBC: Investing

JUNE 6, 2025

securitized products and a portfolio manager at Janus. That carry is about 200 basis points over Secured Overnight Financing Rate (SOFR), which is the primary benchmark for CLOs, she added. Some $4 billion has moved into the fund so far this year, according to FactSet. "You're not taking outsized risk."

Portfolio 90

Portfolio Investors Investment Funds 90

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 115

Trading Portfolio Management Asset Management Financial Services 115

The TRADE

SEPTEMBER 15, 2023

An aggregated sector-neutral MVP score selects the companies – for a security to be selected for the index, it must be a member of the Bloomberg US large cap index (B500 index). A security must be a member of the Bloomberg US large and mid-cap index (US index) to be selected for the Bloomberg pricing power index.

Portfolio 69

Portfolio Profitability Portfolio Management Equities 69

The TRADE

JULY 21, 2023

The use of axes, whereby a trader’s interest in buying or selling a given security is shown, has seen continued growth over the last few years, with the data provided by them being used in various investment strategies. Over the years, buy-side use of axes has evolved significantly, with portfolio managers increasingly using them as well.

Portfolio Management 52

Portfolio Management Trading Portfolio Management 52

The TRADE

JUNE 16, 2025

Prior to Panmure Gordon, McCormack has also previously served at RBS, ABN AMRO, Shore Capital, HSBC Securities and GNI. Previously, he has served at firms including Citigroup, Lloyds, Demica Finance, and KNG Securities. He has also previously held senior associate and associate positions covering portfolio management at Pimco.  

Capital Market 52

Capital Market Capital Investment Banking Sale 52

CNBC: Investing

JUNE 10, 2025

The breakout in the IBIT chart is around $64 and with the increased position size I would not want to see price move back below $58, which I'll use for a risk-reduction level We offer active portfolio management and regular subscriber updates like the idea presented above.

S&P 133

S&P Portfolio Investment M&A 133

The TRADE

JUNE 9, 2023

MarketAxess and Investortools integrated the former’s Municipal Bond Platform within the Investortools Perform and Smart portfolio management systems back in 2016. Daniel Kelly, head of municipal securities at MarketAxess, highlighted how the evolution of the municipal bond marketplace has increased the need for automation.

Electronics 59

Electronics Trading Portfolio Management Portfolio 59

The TRADE

MAY 31, 2023

AIM is Bloomberg’s buy-side order management system (OMS), which is fully integrated with the Bloomberg terminal. The service includes multi-asset decision support, portfolio management, order management, trade compliance, and post-trade workflows.

Portfolio 59

Portfolio Portfolio Management Management Trading 59

The TRADE

JANUARY 8, 2024

Jefferies’ managing director and head of US equity distribution in Europe, Guy Trust, left the bank after nearly a decade to join Daiwa Capital Markets Europe. He joined the investment banking arm of Daiwa Securities Group as its new head of equities after nine and a half years with Jefferies, having joined in 2014 in his most recent role.

Asset Management 64

Asset Management Equities Sale Investment Manager 64

OfficeHours

JUNE 12, 2023

Through a private equity internship, you will be exposed to high-stakes, complex financial transactions and gain valuable experience in investment analysis, deal structuring, and portfolio management. Securing an internship in private equity can be challenging due to the competitive nature of the industry.

Private Equity 147

Private Equity Equities Investment Valuation 147

The TRADE

AUGUST 21, 2023

Elsewhere in her career, Christou held a securities lending equities position at Citi. Most recently, Chia was head of business integration and portfolio management, technology and prior to this, worked as head of commodities specialists and execution/clearing specialists.

Trading 52

Trading Electronics Sale Equities 52

The TRADE

JULY 8, 2024

She has also previously worked at Macquarie Group, ETF securities and AECOM. ABN AMRO Clearing Bank appointed Samantha Page as regulatory manager following almost two years at Euronext. Prior to the move, Lane worked as vice president – institutional commodity sales EMEA, ETFs, quantitative investment strategies QIS).

Bank 64

Bank Banking Asset Management Equities 64

Peak Frameworks

MAY 24, 2023

This mechanism allows businesses and investors to manage risk by securing a certain price level, thus protecting against adverse price movements. Role of Derivatives in Portfolio Management Derivatives play a crucial role in modern portfolio management.

Portfolio Management 52

Portfolio Management Private Equity Investors Risk Management 52

The TRADE

AUGUST 18, 2023

Most recently, Chia was head of business integration & portfolio management, technology and prior to this, worked as head of commodities specialists and execution/clearing specialists.

Equities 40

Equities Sale Portfolio Management Trading 40

The TRADE

JUNE 10, 2024

Previously in his career, he served as head of equity trading for Asia Pacific at Deutsche Bank and Deutsche Bank Securities for two years and 13 years, respectively. Alex Livingstone, formerly head of trading for ETFs and FX at Titan Asset Management, joined Titan Investment Solutions as a junior portfolio manager and trader.

Asset Management 64

Asset Management Management Trading Equities 64

The TRADE

OCTOBER 6, 2023

A few years ago, if you said you were putting everyone’s data in the cloud, there were concerns about how to secure that. EMSs were always built to be more of a trader-centric workflow, whereas OMSs are bigger pieces of software that fill a lot more infrastructure, accounting and portfolio management needs.

Trading 69

Trading Portfolio Management Asset Management IT 69

The TRADE

DECEMBER 8, 2023

“In today’s environment, managers are placing greater value on diversification of risk, of securities lending access, of financing and balance sheet,” Pershing told Global Custodian.

Broker 113

Broker Asset Management Trading Funds 113

Mergers and Inquisitions

DECEMBER 6, 2023

Multi-manager hedge funds promise investors solid risk-adjusted returns with low volatility; no matter what the broader market does, you’ll make money if you invest in them. By contrast, at a single-manager fund, you’d probably get a more open-ended task, such as one week to find, research, and pitch your own idea.

Funds 104

Funds Management Recruitment Portfolio 104

Razorpay

DECEMBER 15, 2024

Comprehensive Wealth Management Private banking integrates multiple financial services under one umbrella, offering a holistic approach to managing wealth. Retirement planning to secure their financial future. This consolidated approach simplifies financial management and helps clients achieve their long-term objectives.

Bank 52

Bank Banking IT Management 52

CNBC: Investing

JULY 1, 2025

resistance level, I will look to increase the holding size in both while trailing my risk management levels higher. Todd Gordon, Founder of Inside Edge Capital, LLC We offer active portfolio management and regular subscriber updates like the idea presented above. If we can sustain a break above the $140.00

IT 67

IT Portfolio Stock Investment 67

The TRADE

JULY 24, 2023

He joined DWS Group a year later as a portfolio manager and worked his way up through the ranks, going on to lead teams of PMs focused on a range of instruments that stretched across asset classes. But Eppacher began to notice a distance between himself and the day-to-day action of what was happening in the markets.

Trading 52

Trading Portfolio Management Asset Management Management 52

Accenture Capital Markets

JUNE 18, 2024

While concerns around complexity, privacy, and security may hinder immediate widespread adoption, these risks can be managed through careful selection of use cases and appropriate governance practices.

Asset Management 73

Asset Management Management Capital Market Government 73

The TRADE

OCTOBER 31, 2024

Raymond joined LGIM as its head of credit trading in 2019 when the asset manager was undergoing the process of splitting up its portfolio management and trading capabilities. Chicago is a very small community and so I knew most of the portfolio managers and management at LGIM America before I came over.

Portfolio 52

Portfolio Trading Asset Management Management 52

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.

Business 59

Business IT Mergers and Acquisitions M&A 59

The TRADE

MAY 1, 2024

Core values After two years at RBC, Papanichola landed himself his first hedge fund role at Elliot Management Corporation as a multi-product manager and arbitrage portfolio manager mentored by Jon Pollock, Jean Luc Harnay, and Phil Streeton. As Elliot has gotten bigger, those jobs have become much more pigeonholed.

Trading 59

Trading Capital Funds Investment 59

Wall Street Mojo

JANUARY 17, 2024

As this metric outlines potential returns, the cut off rate in portfolio management is a useful benchmark. It enables management and investors to conduct project profitability assessments, adopting a long-term perspective while doing so and securing buy-in from various stakeholders.

Capital 52

Capital Investment Debt Portfolio 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. “We 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

Accenture Capital Markets

NOVEMBER 16, 2022

Combining cloud with artificial intelligence (AI) cannot just offer an improved, modern technology infrastructure—but also one that could deliver 360-degree business value through becoming data- driven, achieving faster product and solution innovation, higher scalability and better security.

IT 52

IT Management Business Education 52

Wall Street Mojo

JANUARY 17, 2024

LIBOR stands for London interbank offered rate and is one of the most used reference rates in the case of floating securities. The interest rate swap works as an amazing portfolio management tool. It either makes the security non-competitive or makes it more valuable. Swap is a great tool to manage your debt effectively.

Financial Institution 91

Financial Institution Bank Banking Financial Models 91

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.

Broker 69

Broker Funds Bank Banking 69

The TRADE

MAY 23, 2024

It is rare, for example, that you’ll find an asset manager worrying about the good of the market or how an order might influence the primary lit market share, over whether or not they have achieved the optimal outcome for their portfolio manager and end investor.

Trading 52

Trading Investors Broker IT 52

The TRADE

OCTOBER 2, 2024

As a result of this, traders are left with increased capacity to focus more on executing larger orders and value-add idea generation for portfolio managers. “The Namely, primary issuance – the process in which new securities are created and sold to investors for the first time.

Trading 64

Trading Electronics Management Broker 64