The TRADE

DECEMBER 29, 2023

All of these use cases should continue to proliferate next year, especially as we see the industry trend towards a heightened focus on trading costs, the rise of multi-asset trading and the continued liquidity demands. Credit trading provides a good example of the benefits, where RFQ negotiation and trading can all be automated.

Trading 72

Trading Investors Risk Assessment Management 72

The TRADE

MAY 31, 2024

What are the key factors contributing to the rise of credit portfolio trading? Portfolio trading has seen a dramatic rise these past few years. It’s not very different from list trading which has existed for a long time where dealers were requested to price a backet of instruments.

Portfolio 64

Portfolio Trading Risk Management Risk Assessment 64

Peak Frameworks

MAY 17, 2023

Consider you have ten potential investment opportunities, and you want to diversify your portfolio by selecting three. Using the combination formula , you can calculate the number of different possible portfolios as follows: 10! / (3!(10 10 - 3)!) = 120 different portfolios. Consider an investor with a portfolio of 15 stocks.

Finance 52

Finance Finance Portfolio Management Portfolio 52

Peak Frameworks

SEPTEMBER 19, 2023

Streamlining Financial Processes: Processes like risk assessment or credit approvals can be streamlined, reducing wait times and improving service quality. They can: Illustrate Complex Transactions: Simplify understanding by breaking down multifaceted financial transactions, such as M&A deals or trade settlements.

Business 52

Business Finance Finance Investment Banking 52

iMerge Advisors

APRIL 15, 2025

the Hart-Scott-Rodino (HSR) Act requires parties to file with the Federal Trade Commission (FTC) and Department of Justice (DOJ) if the deal exceeds certain thresholdscurrently $119.5 In the U.S., million in transaction value (as of 2024). But even below that threshold, regulators can investigate deals that raise competitive concerns.

M&A 40

M&A Mergers and Acquisitions Advisory Negotiation 40

Devensoft

JUNE 13, 2023

These include assessing company goals and objectives, determining the appropriate post-merger integration or divestiture strategy, and conducting due diligence and risk assessment. Don’t have time to read the full article? Get a copy to-go. Download the full article as a PDF. Short on time?

M&A 52

M&A Mergers Mergers and Acquisitions Management 52

The TRADE

MARCH 4, 2024

The deal is intended to allow the multi-asset and broker neutral order and execution management platform to offer integrated execution, order and portfolio management services. Users will be able to send orders to their brokers, manage positions, monitor portfolios, and conduct risk assessments and compliance checks from a unified platform.

Funds 59

Funds Risk Assessment Investment Manager Broker 59