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

The TRADE

JULY 22, 2025

The UK’s first regulated digital securities exchange, Archax, is set to acquire Germany-based digital asset manager, Deutsche Digital Assets (DDA), as part of a push to expand the exchange’s EU footprint.

Acquisitions

CNBC: Investing

JULY 22, 2025

Todd Gordon, Founder of Inside Edge Capital, LLC We offer active portfolio management and regular subscriber updates like the idea presented above. DISCLOSURES: Gordon owns GOOGL, NOW, TSLA personally and in his wealth management company Inside Edge Capital.

Investment

CNBC: Investing

JULY 1, 2025

VTEB has a 30-day Securities and Exchange Commission yield of 3.87% and an expense ratio of 0.03%. "The crowd mentality that's driven by fear is heading to the front end of the yield curve," said Stephen McFee, senior portfolio manager at Vanguard. billion in inflows over the past month. billion in flows.

Portfolio Management

CNBC: Investing

JUNE 13, 2025

A new driver for leading AI stocks To capture this momentum, major tech companies are building out product portfolios tied to sovereign AI, framing the technology as a catalyst for national economic and industry growth, national security enforcement, and scientific discovery. In addition to Nvidia and AMD, T.

Investment

CNBC: Investing

JULY 15, 2025

In our Active Opps portfolio (linked below) we hold a 3.58% allocation and looking to increase my position size with evidence that support is being held. We offer active portfolio management and regular subscriber updates like the idea presented above. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY.

Stock

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

CNBC: Investing

JULY 29, 2025

In our Active Opps portfolio we hold a 4.07% allocation in CDNS established July 29. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET.

Portfolio

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.

Portfolio Management

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.

Capital Market

Beyond M&A

SEPTEMBER 19, 2023

Cyber Security Issues : In an age where data is the new gold, a breach is the obvious concern. While it’s undoubtedly magnetic to focus on value creation, a holistic approach to portfolio management must account for both creation and potential destruction. Disengaged Teams : A dispassionate team is a dormant one.

Private Equity

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.

Trading

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.

Portfolio Management

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

Private Equity

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.

Sale

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

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

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

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

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

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

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

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