Global tactical asset allocation

PBI Enhances Portfolio Management with Integration of 7 Chord' BondDroid Fixed Income Pricing

Retrieved on: 
Thursday, November 2, 2023
OMS, PMS, Corporation, EDM, Entrepreneurship, Managed services, Data management, Risk, Chord, PBI, Asset, Global tactical asset allocation, Security (finance)

BondDroid AI, 7 Chord's award-wining real-time pricing engine, processes 100 million + data points per day, including firm and indicative quotes, post-trade levels, as well as a variety of macro and country risk factors.

Key Points: 
  • BondDroid AI, 7 Chord's award-wining real-time pricing engine, processes 100 million + data points per day, including firm and indicative quotes, post-trade levels, as well as a variety of macro and country risk factors.
  • "In a rapidly evolving landscape where AI is reshaping evaluated pricing, PBI's solution offers comprehensive functionality to address the complexities of pricing and valuation requirements.
  • PBI is enabling the clients to access complex pricing by integrating with BondDroid Fixed Income Pricing to provide better portfolio management tools to stay ahead."
  • While 7 Chord brings to the table the best-in-class AI pricing solution, the PBI suite of Portfolio, Order, and Data Management Services will help their clients act on the information and gain market advantage."

Hi2 Investment Management LLC selected as the winner of Best Overall Credit Fund

Retrieved on: 
Wednesday, September 13, 2023
SPC, Pressure, PRI, Principles for Responsible Investment, Socially responsible investing, Federal, Risk management, Service, Social, Global tactical asset allocation, Wang, AUM, Federal Reserve, Bloomberg, Investment, Risk, Small business, Service provider, ESG, Fund, Environment, Principle, Female, Award, Cryptocurrency, Bank, Drug, Renewable energy

NEW YORK, Sept. 12, 2023 /PRNewswire/ -- After defying market volatilities and achieving outsized returns in 2022, Hi2 Investment Management LLC (Hi2 Cayman Fund SPC - Series B SP) has been selected as the winner of Best Overall Credit Fund category by the users of Hedgeweek and Private Equity Wire.

Key Points: 
  • NEW YORK, Sept. 12, 2023 /PRNewswire/ -- After defying market volatilities and achieving outsized returns in 2022, Hi2 Investment Management LLC (Hi2 Cayman Fund SPC - Series B SP) has been selected as the winner of Best Overall Credit Fund category by the users of Hedgeweek and Private Equity Wire.
  • Powered by Hedgeweek, a leading information provider for the hedge fund community, and with fund manager data provided by Bloomberg, the Award rewards fund performance and service provider excellence within hedge fund emerging managers.
  • Winners are recommended by Bloomberg based on 2022 Calendar Year fund performance and voted by the hedge fund community.
  • Hi2 Global Private Credit Fund invests in global private credit strategies, including consumer installment loans, auto inventory backed loans, and short-term cash loans, providing a long-term and diversified fixed income portfolio.

Hedgeweek Honors Sondhelm Partners as Best Third-Party Marketing Firm in US Emerging Manager Awards for 2023

Retrieved on: 
Friday, June 9, 2023
Partner, Service, Global tactical asset allocation, Judgement, Trust, Learning Technology Partners, Service provider, News, Cryptocurrency

ALEXANDRIA, Va., June 09, 2023 (GLOBE NEWSWIRE) -- Sondhelm Partners today announced that it has been recognized as the Best Third-Party Marketing Firm in the Hedgeweek US Emerging Manager Awards for 2023.

Key Points: 
  • ALEXANDRIA, Va., June 09, 2023 (GLOBE NEWSWIRE) -- Sondhelm Partners today announced that it has been recognized as the Best Third-Party Marketing Firm in the Hedgeweek US Emerging Manager Awards for 2023.
  • Sondhelm Partners also won the Hedgeweek US Awards for 2022 in the Best Third-Party Marketing Firm category.
  • The annual Hedgeweek Emerging Manager US Awards recognize excellence among service providers and fund managers in the United States.
  • The service provider categories, which include Best Third-Party Marketing Firm, span all the key areas of the broader hedge fund industry.

Navigating Risk and Exposure in Asia

Retrieved on: 
Wednesday, April 19, 2023
Policy, Global tactical asset allocation, GDP, Risk, FX, Logic, Growth, Ecosystem, Party, Environment, Renewable energy, Tourism, Financial services, Asset management, Risk management

With 17 years of experience on the ground in Asia, Silverhorn's Chief Investment Officer, Marco Klaus, addresses how global allocators should consider the risks and exposure before committing capital to Asia.

Key Points: 
  • With 17 years of experience on the ground in Asia, Silverhorn's Chief Investment Officer, Marco Klaus, addresses how global allocators should consider the risks and exposure before committing capital to Asia.
  • In our view, the sweet spot for Asia exposure today is 20% to 30%.
  • Today, exposure to the vibrant startup ecosystem in China, India, and Southeast Asia provides immense diversification benefits to a global portfolio.
  • Marco Klaus: Portfolio construction is crucial in mitigating risks inherent in Asian markets, be it policy risk, corporate governance risk, or FX risk to name a few.

Survey: Limited Partners, Asset Allocators Plan to Increase Alternatives Allocation, Spend More on Fintech and Embrace Automation In 2023

Retrieved on: 
Wednesday, November 9, 2022
Software, Insurance, Finance, Banking, Professional Services, Technology, Fintech, Other Technology, Ecosystem, Investment, ESG, Leadership, Risk management, Intelligence, Alternative investment, Partnership, Pension, Research, Adoption, Technology, Global tactical asset allocation, Data management, CRM, LP record, EMEA, Collection, No, Northfield, Workflow, APAC, Industry, Foot, Foundation, Decision-making, Cryptocurrency, Dynamo

During the month of September 2022, Dynamo and Northfield surveyed decision-makers within the Limited Partner (LP) and asset allocator marketplace.

Key Points: 
  • During the month of September 2022, Dynamo and Northfield surveyed decision-makers within the Limited Partner (LP) and asset allocator marketplace.
  • Ninety-six percent of decision-makers participating in the survey said they will either increase (55%) or maintain (41%) their allocation to alternatives.
  • When asked how they plan to invest in alternatives, respondents overwhelmingly chose fund managers, with 77% selecting that allocation.
  • Secondaries (28%), derivatives (19%) and cryptocurrencies (13%) each made an appearance on the list of top alternatives for 2023, as well.

Squirro Launches Allocators Insights App to Improve Investment Decision-Making for Asset Managers

Retrieved on: 
Wednesday, November 9, 2022
Natural language processing, Box, Magic Quadrant, Chief visionary officer, Intelligence, Machine learning, Running, European Central Bank, Entrepreneurship, Bank, Standard Chartered, Henkel, CIOS, Bank of England, CIO, Global tactical asset allocation, AI, Research, Predictive analytics, Automation, Technology, Asset management, Marketing

ZURICH, Nov. 9, 2022 /PRNewswire-PRWeb/ -- Out of the Box app provides actionable insight from market-moving CIO statements and other macro and micro market trends across asset classes.

Key Points: 
  • Augmented Intelligence solutions provider Squirro has launched a new app Allocators Insights that directly delivers the latest allocation strategy information to users, such as asset, fund, wealth, portfolio, and investment managers.
  • Squirro , the Augmented Intelligence solutions provider, has launched a new app Allocators Insights that directly delivers the latest allocation strategy information to users, such as asset, fund, wealth, portfolio, and investment managers.
  • Allocators Insights brings the power of automation to investment advisory, saving time and delivering deeper insight to improve investment decision-making."
  • Users choose the allocators they wish to monitor, and the Allocators Insights App provides actionable insight based on CIO strategy changes and macro trends across regions and asset classes.

Vontobel Asset Management Wins Global Equity Strategy of the Year

Retrieved on: 
Wednesday, September 30, 2020
Finance, Money, Investment management, Economy, Vontobel, Actuarial science, Financial markets, Investment, Asset allocation, Global tactical asset allocation

With a heavily researched, independent and rigorous judging process, the Pension Bridge Institutional Asset Management Awards recognize and reward the institutional asset management industry for performance and excellence across various strategies, enabling asset managers to benchmark themselves against their competition.

Key Points: 
  • With a heavily researched, independent and rigorous judging process, the Pension Bridge Institutional Asset Management Awards recognize and reward the institutional asset management industry for performance and excellence across various strategies, enabling asset managers to benchmark themselves against their competition.
  • In addition to winning in the Active Global Equity category, Vontobel's Quality Growth and Twenty Four Asset Management boutiques were shortlisted in four other categories: Active International Equity Strategy of the year, Active US Equity Strategy of the year, Active US Large Cap Strategy of the year, and Active Global Fixed Income strategy of the year.
  • The Institutional Asset Management Awards, in association with Pension Bridge, is an awards program that seeks to recognize and reward the institutional asset management industry for performance and excellence across various strategies, enabling asset managers to benchmark and prove themselves against their competition.
  • Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach.

Beyond Emerging Market Allocations: Institutional Investors Signal a Shift to Dedicated China Equity Investments

Retrieved on: 
Tuesday, April 7, 2020
Banking, Professional services, Finance, Economy, Finance, Money, Investment, Financial markets, Actuarial science, Financial economics, Risk parity, Global tactical asset allocation

In the study, institutional asset owners worldwide reported getting exposure to Chinas equity markets primarily through emerging market equity strategies (68%) and through investments in large, global multinational companies (41%).

Key Points: 
  • In the study, institutional asset owners worldwide reported getting exposure to Chinas equity markets primarily through emerging market equity strategies (68%) and through investments in large, global multinational companies (41%).
  • In recognition of Chinas growing influence on global growth and emerging market indices, a plurality of asset ownersabout one-thirdview China as a long-term strategic allocation.
  • This study highlights an important opportunity for Institutional investors regarding Chinas equity markets, says Robert Horrocks, PhD, CIO and Portfolio Manager at Matthews Asia.
  • And those allocations will eventually start to shift from current developed and emerging market equity strategies to dedicated China equity allocations.