Beyond M&A

MARCH 9, 2023

However, implementing AI solutions has inherent risks, including potential biases, data quality issues, and security vulnerabilities. Robustness and security AI models can be vulnerable to attack, making robustness and security critical considerations during AI due diligence.

Architecture 130

Architecture IT Management Securities 130

Mergers and Inquisitions

MARCH 13, 2023

They could have just left the funds in cash, but cash yielded ~0% in 2020 – 2021, so SVB put most of these funds in mortgage-backed securities and other U.S. So, as the Fed hiked rates in 2022 into 2023, all these securities lost value. SVB started selling these AFS securities to raise cash, and it revealed that it took a $1.8

Banking 123

Banking Bank Funds Government 123

Peak Frameworks

AUGUST 15, 2023

By implementing hedging techniques, professionals can minimize risk exposure and secure their portfolios. Futures contracts are commonly used in commodity hedging, allowing market participants to secure prices for essential resources like oil, agricultural products, or metals.

Portfolio 52

Portfolio Private Equity Risk Management Investment Banking 52

CNBC: Investing

JUNE 5, 2025

The daily chart also provides a clear risk management method based on technical analysis principles, as a break below $340 would resolve this recent consolidation phase to the downside. That $355 level also represents a 61.8% Here we can see that Caterpillar is very close to a clear double top breakout, with a push above $355.14

Investment 59

Investment Media Risk Management Stock 59

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.

Broker 113

Broker Asset Management Trading Funds 113

The TRADE

JUNE 19, 2023

Previously in his career, he spent several years in credit trading roles at StormHarbour Securities, UBS and Elgin Capital. 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.

Sale 64

Sale Asset Management M&A Investment Banking 64

The TRADE

DECEMBER 5, 2024

The Securities and Exchange Commission (SEC) is in the process of introducing noteworthy rule changes to the clearing of fixed income securities, a development which is set to reshape the landscape for fixed income trading. The SEC’s new rule changes are primarily aimed at improving market stability and minimising systemic risks.

Trading 59

Trading Risk Management Portfolio Broker 59

The TRADE

JULY 12, 2023

Two years later, the European Securities and Markets Authority reauthorised the CCP to clear the products under the European Market Infrastructure Regulation. Europe-based CDSClear allows users to cross-margin European and US products.

Broker 52

Broker Trading Risk Management Investment Banking 52

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).

Banking 64

Banking Bank Asset Management Equities 64

Peak Frameworks

AUGUST 15, 2023

It can help inform investment strategies, particularly in relation to market timing, risk management, and portfolio rebalancing. Contrarian investors swim against the current, buying or selling securities contrary to the prevailing sentiment of the time.

Investors 52

Investors Stock Risk Management Investment 52

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.

Private Equity 52

Private Equity Equities Investment Portfolio 52

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.

Banking 52

Banking Bank Business Underwriting 52

The TRADE

OCTOBER 24, 2023

Subject to regulatory approvals, the service will come through its Amsterdam-based clearing house and introduce matching, CCP clearing, settlement and post-trade lifecycle management for SFT transactions in European cash equities and ETFs, and settlement will take place in 19 European Central Securities Depositories (CSDs).

Trading 59

Trading Risk Management Equities Management 59

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.

Portfolio Management 52

Portfolio Management Private Equity Investors Risk Management 52

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.

M&A 52

M&A Consulting IT Acquisitions 52

Razorpay

DECEMBER 15, 2024

Comprehensive Wealth Management Private banking integrates multiple financial services under one umbrella, offering a holistic approach to managing wealth. Clients benefit from expert advice on: Investment strategies tailored to their risk tolerance and goals. Retirement planning to secure their financial future.

Banking 52

Banking Bank IT Management 52

Razorpay

DECEMBER 27, 2023

Each move aimed to build a more secure and transparent financial future, from empowering borrowers with data control and fair lending terms to strengthening the banking system against loan defaults. Technology and security: REs and LSPs need to comply with cybersecurity standards and store all data within India.

Banking 52

Banking Bank Risk Management Business 52

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.

Private Equity 52

Private Equity Equities Investment Banking Financial Models 52

Sun Acquisitions

AUGUST 2, 2024

Businesses are seeking IT solutions that enable flexible work environments, enhance productivity, and ensure robust security. By integrating the capabilities of innovative firms, MSPs can enhance their service portfolio, address customer needs more effectively, and improve retention rates.

M&A 52

M&A Mergers and Acquisitions Collaboration Acquisitions 52

Mergers and Inquisitions

MARCH 22, 2023

I explained the reasons for Silicon Valley Bank’s failure in last week’s article : incompetent risk management, massive losses on HTM securities, and a run on the bank that created the need to sell securities at a loss and get cash to cover the withdrawals. By contrast, Credit Suisse barely had any HTM securities.

Banking 98

Banking Bank Government Investment Banking 98

The TRADE

AUGUST 23, 2024

We’re certainly seeing a lot of interest for this type of product in the post-trade space, for example to help drive productivity, increase scalability, and enhance risk management such as is required in a T+1 environment. I wish the answer was modernisation and innovation, but it is clearly resiliency and security.

Trading 64

Trading Architecture IT Risk Management 64

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.

Business 52

Business Economics Investment Investors 52

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.”

Trading 59

Trading Investors Portfolio Investment 59

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.

Trading 59

Trading Capital Funds Investment 59

Wall Street Mojo

JANUARY 17, 2024

Interest rate swaps are risk management tools, allowing parties to hedge against interest rate fluctuations and achieve desired cash flow structures. LIBOR stands for London interbank offered rate and is one of the most used reference rates in the case of floating securities. every month. read more and loans.

Financial Institution 91

Financial Institution Bank Banking Financial Models 91

Peak Frameworks

SEPTEMBER 12, 2023

For instance, the Bali Package in 2014 aimed at streamlining trade, allowing developing countries more options for food security, and providing better trade opportunities for the least developed countries. This stability is crucial for finance professionals to manage currency risks in their portfolios.

Trading 52

Trading Corporate Finance Private Equity Finance 52

Devensoft

AUGUST 24, 2023

Mastering Operations, Cross-Selling, and Cost Efficiencies for Maximizing Value from Integrated Ventures The Power of Synergy and Value Creation Amidst the dynamic and fiercely competitive modern business arena, corporations continually strive to secure a distinct market advantage while fostering expansion.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

Razorpay

NOVEMBER 30, 2023

These initiatives aim to reduce costs associated with expanding their customer base, minimising customer acquisition expenses, serving their existing clientele more effectively, mitigating risks in their portfolios, broadening their range of services, and improving how they serve customers. Data storage and data localization.

Accountant 52

Accountant Book-building Business Financial Services 52

Devensoft

AUGUST 22, 2023

In contrast, freelance modeling can incorporate ongoing threat assessments, real-time security trends, and customer feedback, resulting in an integrated entity that not only aligns technologically but also adapts swiftly to evolving security landscapes. Consider a merger between a pharmaceutical company and a biotech startup.

M&A 52

M&A Business Mergers and Acquisitions Collaboration 52

Software Equity Group

AUGUST 20, 2024

Top Strategic Buyers Investing in SaaS Valsoft Corporation Valsoft is a holding company for a diverse portfolio of software and related technology services and currently employs 2,000 employees. Splunk’s software enables business intelligence, predictive analytics, monitoring, and management of applications, IT operations, and security.

Investment 52

Investment Management Acquisitions Business 52

Midaxo

APRIL 25, 2023

Customer base: Consider companies with a customer base that complements or expands your company’s existing client portfolio. Vertical mergers: Acquiring companies along your supply chain to secure resources or distribution channels. Assess the potential risks or challenges associated with integrating the two companies.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

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. Looming regulatory issues and the ever-increasing complexities of the business have led to constantly evolving risk management systems.

Funds 69

Funds Broker Bank Banking 69

Devensoft

JUNE 13, 2023

On the other hand, if the company’s objective is to diversify its portfolio, they may look for opportunities in other industries that align with their strategic direction. Managers may be concerned about the impact on their department and the need for additional resources to manage the transition.

M&A 52

M&A Mergers Mergers and Acquisitions Management 52

Beyond M&A

MARCH 4, 2025

The increasing frequency of security breaches during M&A transactions is a growing concern for investors. When a breach occurs mid-deal, it introduces additional risks, complicates due diligence, and raises serious questions about the target company’s resilience, security posture, and management effectiveness.

Securities 130

Securities Risk Assessment M&A Investors 130

Growth Business

JUNE 3, 2025

Notably, it outlined the scope of the upcoming new Cyber Security and Resilience Bill, offering the first real look at what the legislation will cover ahead of its formal introduction later this year. Here, following the guidance provided by internationally recognised security standards such as ISO 27001 can be a logical place to start.

Securities 99

Securities Government Business IT 99

The TRADE

NOVEMBER 14, 2024

Developed for the Fixed Income Clearing Corporation’s (FICC) Government Securities Division (GSD), the calculator functionality offers users estimated calculations of potential cross-margining reductions at FICC as well as other enhancements.

Risk Management 64

Risk Management Portfolio Portfolio Management Trading 64

The TRADE

FEBRUARY 24, 2025

Allen Zimmerman, SimCorp The move will enable SimCorp to complement its Axioma risk models and portfolio construction capabilities with Yield Books fixed income analytics to deliver analytics for securitised debt. The post SimCorp and Yield Book partner on analytics suite integration appeared first on The TRADE.

Book-building 64

Book-building Asset Management Risk Management Debt 64