The TRADE

NOVEMBER 3, 2023

The report iterates the importance of human traders when trading across regions in practice, where the personalised service high-touch trading offers is often omitted, presenting additional complexities. This figure was up markedly from similar research in 2020, which had the result at 5%.

Trading

The TRADE

JANUARY 17, 2024

As a trader, I think it is critical to build strong relationships with portfolio managers, brokers and various internal teams, and this is something I look forward to and enjoy on a daily basis. So, when a compelling opportunity presented itself to join a small fund where I would get exposure to trading, I jumped at the opening.

Trading

The TRADE

JULY 6, 2023

According to Liquidnet’s review, pressure put on equities throughout the course of this year has presented retail traders with a number of “valleys” that offer large percentage gains on specific stocks. Retail traders typically follow equity performance closely – a trend dating back to 2021. billion worth of purchasing.

Retail

The TRADE

APRIL 17, 2024

The platform has the ability to adapting the shifting market conditions to access opportunities and mitigate risk, offering a hedging solution to protect portfolios against adverse currency movements. Jonathan Webb, former head of FX strategy at Jefferies, manages the C8 Hedge platform.

Portfolio

CNBC: Investing

JULY 1, 2025

I last wrote about SHAK in February of last year and first added this company to our growth portfolio on Feb. We hold SHAK in two of our portfolios at Inside Edge Capital. In our flagship growth portfolio (Tactical Alpha Growth), we hold a 2.5% position after increasing from 1% on the May 28th 2025 reallocation.

IT

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

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

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

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

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

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

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

Mergers and Inquisitions

APRIL 5, 2023

The firm uses passive and active strategies, often deviating from its reference portfolio based on the macro environment. You’ll also spend time supporting existing portfolio companies and reviewing their results. and supporting your Portfolio Manager ’s ideas and requests.

Recruitment

Mergers and Inquisitions

JULY 23, 2025

Titles and groups are quite standard in IB but vary more in commercial banking (CB), and entry-level roles include everything from underwriters to credit officers to treasury officers/analysts and relationship managers; most people start as underwriters. potentially over a 2x difference at the top levels).

Investment Banking

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

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

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

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.

Asset Management

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 5) Portfolio Concentration – Many special situations and distressed funds run concentrated portfolios (e.g.,

Funds

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. Meanwhile in Frankfurt, Dirk Heim joined as head of EU execution from Quoniam Asset Management, managing the execution of global equity portfolio baskets alongside derivatives.

Trading

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

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

Mergers and Inquisitions

MARCH 5, 2025

2) Portfolio Concentration The average biotech hedge fund has a concentrated portfolio because it takes significant time and resources to monitor each position. Finally, there are also newer/startup biotech hedge funds, often spun off from existing multi-managers.

Funds

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