The TRADE

NOVEMBER 22, 2023

. “In today’s complex and fast-paced investment landscape, real-time performance attribution can provide transparency and clarity regarding the drivers of financial returns, particularly in portfolio construction and active risk management,” said Lars Ole Hansen, global product manager at SimCorp.

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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.

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Portfolio Management Trading Portfolio Management 72

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.

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Trading Asset Management Management Portfolio Management 105

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.

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S&P Portfolio Management Electronics Portfolio 59

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.

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Asset Management Management Sale Portfolio Management 64

The TRADE

MAY 31, 2023

The company is aiming to manage its portfolio across the investment lifecycle through integrating its portfolio and order management systems. AIM is Bloomberg’s buy-side order management system (OMS), which is fully integrated with the Bloomberg terminal.

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Portfolio Portfolio Management Management Trading 59

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.

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Private Equity Equities Investment Valuation 147

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.

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Banking Bank Business Underwriting 52

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.

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Portfolio Management Trading Portfolio Management 52

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.”

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Trading Portfolio Management Asset Management Financial Services 115

The TRADE

JUNE 9, 2023

He added: “[it] gives our clients the ability to measure SMA portfolio construction in days instead of months while adding alpha through an STP user experience.” MarketAxess and Investortools integrated the former’s Municipal Bond Platform within the Investortools Perform and Smart portfolio management systems back in 2016.

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Electronics Trading Portfolio Management Portfolio 59

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. Beta-Neutral Portfolios: For example, if the S&P 500 goes up or down by 5%, your team’s portfolio should move by ~0%. you lose 10% from your peak AUM).

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Funds Management Recruitment Portfolio 104

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.

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Portfolio Trading Asset Management Management 52

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.

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Asset Management Equities Sale Investment Manager 64

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).

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Banking Bank Asset Management Equities 64

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.

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Asset Management Management Trading Equities 64

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.

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Banking Bank IT Management 52

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.

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Trading Electronics Sale Equities 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.

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Equities Sale Portfolio Management Trading 40

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.

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Portfolio Management Private Equity Investors Risk Management 52

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.

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Trading Portfolio Management Asset Management IT 69

The TRADE

DECEMBER 8, 2023

This has forced prime brokers to focus more on risk management and diversification of their client portfolios with increased regulatory pressures.” The market volatility has certainly been a defining feature of the year, for both clients and providers, and gave rise to opportunities for certain strategies, while costing others dearly. “In

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Broker Asset Management Trading Funds 113

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.

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Capital Investment Debt Portfolio 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.

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Asset Management Management Capital Market Government 73

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.

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Trading Portfolio Management Asset Management Management 52

The TRADE

MAY 1, 2024

It’s about risk management philosophy and methodology,” explains Papanichola. During that period of my training, I was actively taking positions, taking risk, fundamentally managing a portfolio of sorts in macro products.” Both [Cardello and Byrd] were incredibly patient with me.

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Trading Capital Funds Investment 59

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

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Trading Management IT Investment Manager 59

The TRADE

OCTOBER 16, 2024

“There is a structural case for emerging markets, and it is set to remain a core part of the fixed income opportunity set,” asserts John Espinosa, head of sovereigns and portfolio manager for Nuveen’s global fixed income team. “It We’ve also seen an increase in portfolio trading activity in the market.”

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Trading Investors Portfolio Investment 59

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.

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Business IT Mergers and Acquisitions M&A 59

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. every month. read more and loans.

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Financial Institution Bank Banking Financial Models 91

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.

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IT Management Business Education 52

The TRADE

OCTOBER 2, 2024

Already electronic execution and direct market access has reduced the reliance on sales traders to source liquidity,” emphasises Scott Chace, head on trading for portfolio solutions at State Street. Namely, primary issuance – the process in which new securities are created and sold to investors for the first time.

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Trading Electronics Management Broker 64

Mergers and Inquisitions

APRIL 5, 2023

Some SWFs operate like long-only asset managers (i.e., mutual funds ) that allocate their assets top-down and then pick specific indices, companies, and securities that meet their criteria. Others operate more like funds of funds and delegate much of the investing process to private equity firms, hedge funds, and other asset managers.

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Recruitment Funds Private Equity Investment 59

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.

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Equities Trading Asset Management Management 52

The TRADE

JANUARY 3, 2024

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. The list goes on. Each provider, independents and banking giants alike, are stacking their rosters with buy-side experience.

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Trading Asset Management M&A Broker 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.

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Funds Broker 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.

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