Institutional Investment & Trading

As more asset owners adopt centralised currency overlay programmes to manage growing foreign exchange exposures, the need for a robust framework to measure the added value of these decisions has become critical. Such frameworks help evaluate the contribution of currency strategies to overall fund performance—an essential step as currency volatility increasingly impacts portfolio returns.

A new study examining the world’s largest pension systems is challenging traditional asset allocation thinking by applying a Total Portfolio Approach (TPA) through a factor lens.

MillTech has unveiled a new cash management solution in partnership with BlackRock’s CacheMatrix, aiming to help investment managers and corporates maximise returns on excess cash through seamless access to tier-1 money market funds.

Addepar, a global technology and data platform used by investment professionals, has secured $230m in a Series G funding round that values the company at $3.25bn.

Securitize, a leading platform for tokenising real-world assets, has announced a strategic investment from Jump Crypto, the digital asset division of Jump Trading Group.

Comprehensive portfolio aggregation is increasingly seen as a vital capability in today’s wealth management landscape.

Women in the UK are on the cusp of a financial revolution. By the end of this year, projections suggest they’ll control 60% of the nation’s wealth—a seismic shift driven by inheritance and entrepreneurship. Beneath this milestone, women are still sidelined when it comes to investing. The Financial Conduct Authority (FCA) reports that just 13% of women held a stocks and shares ISA in 2022, compared to 22% of men. The FCA’s 2023 Financial Lives survey notes that 52% of ISA accounts were held by women in 2021/22, with a preference for cash over stocks, So, as women’s wealth swells, are wealth firms doing enough to help them grow it? The evidence suggests they’ve barely scratched the surface.

bfinance is leveraging the power of GLASS, a dynamic financial analysis tool powered by Ortec Finance, to optimise strategic asset allocations and enhance the investment outcomes of its global client base.

Lightkeeper, a provider of data, analytics, risk management, and reporting solutions for investment managers, has secured a growth investment from PSG.

Binance, the world's largest digital asset exchange, has secured a historic $2bn investment from Abu Dhabi-based AI and advanced technology investor MGX.