The TRADE

NOVEMBER 27, 2023

Read more: Fireside Friday with… Morgan Stanley’s Maria Salamanca Mejia Previously in his career, McMahon worked as a centralised dealer at Bank of Ireland Asset Management, working on the multi-asset global trading desk.

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Software Equity Group

MARCH 26, 2024

Based in the Netherlands and with additional offices in Antwerp, Boston, Dusseldorf, and Stockholm, the firm maintains a diverse international portfolio of companies across the consumer products, consumer services, SaaS, information technology, healthcare, and ad tech sectors. The firm employs 93 professionals.

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Peak Frameworks

SEPTEMBER 12, 2023

Value at Risk , commonly referred to as VaR, seeks to quantify the maximum potential loss an investment portfolio could face over a specified period for a given confidence interval. The choice depends on the nature of the portfolio and the objectives of the risk management exercise.

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The TRADE

MARCH 25, 2024

Most recently, Tan held a global portfolio trading position, which included trading global equities with strategy implementation via algorithms, crossing networks and global portfolio trading desks. His expertise includes a proven track record of developing trading and risk management strategies.

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Peak Frameworks

AUGUST 15, 2023

By implementing hedging techniques, professionals can minimize risk exposure and secure their portfolios. For example, an investor holding a portfolio of technology stocks may purchase put options to protect against potential downside risks in the market.

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Beyond M&A

MAY 14, 2023

Traditionally, due diligence focused on assessing the company’s proprietary technologies, its IP portfolio robustness, and its tech infrastructure’s scalability. Risk Management: As AI evolves, so do its associated risks. How does the company plan to create and capture value beyond the base AI model?

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The TRADE

OCTOBER 2, 2023

This means that the margin requirement is quite material – it’s quite a significant amount.” Morgan further asserted: “Nobody wants to cut corners when it comes to risk management […] that means that clients want to future-proof their businesses.

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The TRADE

FEBRUARY 21, 2024

Ryan O’Connor has left Goldman Sachs Asset Management and is set to join ETF provider Global X ETFs as chief executive on 8 April. He most recently served as global head of ETF product, having initially joined Goldman Sachs Asset Management back in 2017 to build out the US fund strategist model portfolio business.

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The TRADE

JUNE 21, 2023

“Certain technologies around margin transparency and particularly the advent of portfolio margining across the board, will be a very positive element and will enable people to be more resilient going forward,” said Chris Rhodes, president of ICE Futures Europe. Risk is back.

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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.

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The TRADE

OCTOBER 3, 2023

We will also benefit from LCH’s world class risk management solutions and the capital and margin efficiencies that it will enable across our rates and FX clearing activity.” The post UOB goes live as clearing member for LCH appeared first on The TRADE.

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The TRADE

JULY 12, 2023

“We look forward to partnering with Barclays to enable its clients to gain clearing efficiencies through netting and portfolio margining at the largest CDS CCP in Europe,” said Frank Soussan, global head of LCH CDSClear.

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The TRADE

MAY 30, 2023

In his new role, Hoong will provide technical account management and support to clients in Hong Kong. This specifically relates to: trading, portfolio management, and risk management. Prior to that, she held positions at Trust Company of the West (TCW) and CBRE Investors.

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The TRADE

AUGUST 1, 2023

“The sweeps protocol continues to be an important tool for dealers for additional liquidity and risk management […] With our relaunch, we’ve delivered a highly intuitive and easy to use platform that incorporates direct user feedback,” said Borstelmann in a statement.

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The TRADE

DECEMBER 11, 2023

The lack of regulated trading venues is materially hampering the growth of the crypto derivatives trading market,” said Jeremy Punnett, M&G portfolio manager. LCH DigitalAssetClear will focus on counterparty credit, risk management, and the settlement needs of the digital asset derivatives market as institutional products develop.

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Peak Frameworks

AUGUST 15, 2023

It can help inform investment strategies, particularly in relation to market timing, risk management, and portfolio rebalancing. Risk Management and Portfolio Adjustment Investors can use the Fear and Greed Index as a risk management tool.

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The TRADE

JUNE 7, 2023

Overall, the area where AI has been most deployed across the industry globally is in investment research at 32%, revealed the survey, closely followed by portfolio analytics and risk management at 30%. The survey also delved into another of the current hot topics – outsourcing.

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The TRADE

OCTOBER 24, 2023

Eurex onboarded State Street in May of this year, becoming the first clearing house outside of the US to trade and centrally clear repo transactions with the move allowing State Street clients to benefit from multilateral netting providing risk management and collateral optimisation.

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Solganick & Co.

JANUARY 21, 2024

Private equity’s evolving role : PE firms remained active, but their focus shifted towards portfolio optimization and supporting existing investments through M&A. billion : This acquisition reinforces Thales’ cybersecurity portfolio, particularly in cloud security solutions. Source: CRN) Insight acquires SADA for $1.5

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Razorpay

DECEMBER 27, 2023

Key features of the announcement: Introduction of DLG: Enables REs to obtain guarantees from lending service providers (LSPs) or other regulated entities against loan portfolio defaults. Limited Coverage: DLG can only cover up to 5% of the loan portfolio and must be backed by specific collateral (cash, fixed deposits, bank guarantees).

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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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The TRADE

SEPTEMBER 15, 2023

More and more, price formation is happening via smart algos, so our traders are morphing into a combination of programmers and risk managers. I see the current credit trading environment split into three main protocols: electronic trades, voice trades and portfolio trades.

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The TRADE

JANUARY 12, 2024

Firms continually assess their risk management strategy and the tools that they have which can include recalibrating risk models, adjusting position sizes and diversifying portfolios to better withstand the volatile environment as regulators seek to manage risks and economic enhanced stability.

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Wizenius

AUGUST 16, 2023

4) Value Creation: After successfully securing an investment, the emphasis shifts to unlocking value within the portfolio company. This phase delves into identifying external growth drivers and internal synergies that could arise from merging portfolio companies, ultimately boosting valuations.

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Mergers and Inquisitions

MARCH 13, 2023

government bonds: In doing so, however, the bank and its “risk managers” made two key mistakes: Long-Term vs. Short-Term – Rather than putting these funds in shorter-term bonds that are less affected by interest rates , SVB invested mostly in longer-term, 10-year bonds whose prices drop significantly when interest rates rise.

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The TRADE

JUNE 19, 2023

He also spent several years at Goldman Sachs in a risk management and product control role. Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role. Bloomberg appointed Colin Williams in an electronic trading and analytics solutions role.

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The TRADE

SEPTEMBER 11, 2023

RBC appointed Guy Chalkley as managing director, UK flow rates sales. Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. Frédéric Benizri left TP ICAP to join financing, investment and risk management business CIC Market Solutions as a sales trader.

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The TRADE

AUGUST 15, 2023

Trading, portfolio and risk management solutions provider TS Imagine has added CLSA’s AI-powered European algo suite to its list of certified brokers. TS Imagine’s TradeSmart features pre-certified connections to more than 250 listed brokers and venues, as well as broker algos.

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The TRADE

DECEMBER 27, 2023

Success in this environment requires solutions that can scale, flexibility in workflows, interoperability of services through APIs, increased transparency and analytics for portfolio performance. The $549 million penalties underscore the urgency for a paradigm shift in risk management.

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Beyond M&A

MARCH 9, 2023

This includes assessing their approach to ethical risk management, evaluating their ethical metrics, and assessing the impact of their AI solutions on society. It’s essential to evaluate the company’s approach to intellectual property protection and management during AI due diligence.

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The TRADE

DECEMBER 8, 2023

Instead, a combination of rising interest rates, inflation, soaring energy prices and geopolitical tensions have hit hedge funds, and subsequently the risk management practices of prime brokers. But unlike incidents of the past, the market mayhem of 2023 has not been confined to one event.

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The TRADE

FEBRUARY 15, 2024

Anna Nordstrom, head of the domestic and international markets functions in the markets group at Deferral Reserve Bank of New York, shared that the current reach of the FX global code extended to 1300 entities – including the top 15 asset managers globally.

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Peak Frameworks

MAY 24, 2023

The advent of derivatives in the 1970s marked a significant milestone in global finance, offering a structured risk management approach and fostering efficient price discovery. These complex instruments enable investors to hedge risks, speculate on future price movements, and exploit arbitrage opportunities.

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Peak Frameworks

JULY 20, 2023

Including non-correlated assets in a portfolio can further reduce vulnerability to market fluctuations. Risk Management Techniques Implementing risk management techniques such as stop-loss orders, protective puts, and hedging strategies using options and futures contracts can help limit potential losses during a market downturn.

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Peak Frameworks

JUNE 5, 2023

This phase typically involves increased market volatility and heightened investment risk. Managing Risk in Recession During a recession, risk management becomes particularly important for financial professionals. Trough The trough represents the end of the recession and the beginning of the next expansion.

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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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Peak Frameworks

SEPTEMBER 11, 2023

In a financial setting, quality planning might involve setting standards for investment evaluations, defining risk management protocols, or outlining due diligence procedures for potential acquisitions. This planning stage sets the stage for what comes next and ensures everyone is working towards the same, high-quality outcomes.

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