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July
The Bolsa y Mercados Espanoles will restructure its trading platform, SIBE
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BNY Mellon Asset Servicing has been appointed as ETF services provider for the Mars Hill Global Relative Value ETF
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A group of money managers at TCW Group are splitting off their $11.5 billion operation form the Los Angeles-based firm
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Daiwa Capital Markets has appointed Dick Lo as head of stock derivatives trading and Julien Petit-Pasquier as head of index trading
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ESI Super has restructured its $800 million Australian equities portfolio
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The UK's Financial Services Authority is planning to expand bonus rules to include all banks, asset managers and hedge funds
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Jefferies has appointed a chief executive of Jefferies’ Asia business
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JP Morgan Treasury Services has reorganised its Global Trade practice
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KingFisher Asset Management has launched a global macro offering hedge fund
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Nuveen Investments will acquire US Bancorp's asset management unit, FAF Advisors
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State Street today announced the results of the State Street Private Equity Index as of March 31, 2010
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Blaylock Robert Van (BRV) has launched a new US equities trading platform using Fidessa
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The National Council for Social Security Fund is looking to triple its overseas investments to 20%
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Standard Life Investments (SLI) has teamed up with Chuo Mitsui Asset Trust and Banking to boost its presence in Asia
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Pacific Equity Partners (PEP) will buy CIBC Mellon Trust’s Issuer Services business
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EFG International, a Swiss private bank, was forced to write-off $813m that it had invested with hedge funds
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Exchange traded fund (ETF) industry assets in the United States decreased 0.4% during the first half of 2010
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HSBC Securities Services has hired Callum Runcie as sales director for its fund services team in London
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Northern Trust has been awarded a $3.12 billion mandate for Babcock International’s pension fund assets
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The Oregon state pension system has invested $200 million in Blackstone Group’s sixth buyout fund
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Portugal’s debt agency is looking to post collateral to the commercial banks it trades derivatives with
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Troika Dialog Asset Management has launched its first open-ended index fund
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BNY Mellon has appointed a temporary head of its asset management business
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BNY Mellon Clearing has selected MF Global Holdings to provide clearing services and infrastructure support for its new futures commission merchant offering
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Bank of America is launching an electronic trading strategy that can automatically create shares of ETFs by buying and selling stocks and hedging with futures
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Charles River Development has teamed up with BlocSec to enable its clients to anonymously trade large blocks of Asian equities and efficiently support workflows
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Daiwa Capital Markets, the investment banking arm of Japanese brokerage Daiwa Securities Group today announced two key hires
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VST Holdings has appointed Deutsche Bank as its ADR depositary bank
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EFG private bank’s unit has automated settlement at central securities depositary Euroclear
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Goldman Sachs has launched a new clearing service for all listed and over-the-counter derivatives
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Olivetree Securities, an equities brokerage, appoints new chief operating officer and head of distribution
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RBC Dexia Investor Services explains the decision to add William Foley to its securities lending team
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UBS Global Asset Management has renewed its contract with National Australia Bank’s asset servicing division
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AllianceBernstein has appointed a new CIO of equities
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The UK has proposed to bring clearing houses under the direct supervision of the central bank
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The Carlyle Group and Banco do Brasil have jointly set up a new fund
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Nomura Asset Management has selected Investec to manage a new commodities and resources fund
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Japan will extend a ban on naked short selling until October 31, 2010
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NYSE Euronext is developing Europe’s first multilateral trading facility (MTF) for corporate bonds
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Oklahoma Teachers’ Retirement System has picked four finalists for a $425 million real estate mandate
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Partners Group will assist Korea Investment Corporation in investing in the real estate markets
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RBC Dexia Investor Services has appointed a director of Securities Lending Sales, effective September 6, 2010
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Emerging Capital Partners (ECP), an international private equity firm, has raised about $613m for its ECP Africa Fund III
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Two former heads at Amundi UK have partnered with Natixis Asset Management to launch new venture
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Two former chiefs of Bank of New York Mellon’s fund of hedge funds boutique, Mellon Global Alternative Investments, are setting up a new company
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Fund of hedge funds manager Cem Habib has taken on a private equity role
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HSBC Holdings and Total have teamed up to offer energy derivatives to the bank’s clients
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HSBC Holdings and Total have teamed up to offer energy derivatives to the bank’s clients
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IMN has re-iterated its commitment to its series of Beneficial Owner Summits in the wake of its 2nd Annual East Coast event held in Boston last month.
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BNY Mellon broker-dealer services hosted its annual Dragon boat challenge and barbeque last month and raised in excess of £2500 for Fairbridge, a charity that deals with troubled youngsters
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Martin Currie is to launch three Ucits-compliant hedge funds
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Oklahoma Teachers’ Retirement System has added a 5% allocation to core-plus real estate
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Orchid Asia Group Management is targeting to raise $600 million for its fifth fund, Orchid Asia V
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T. Rowe Price is adding equity investment management and research capabilities in its Sydney office to enhance local coverage of Australian equities
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The Universities Superannuation Scheme has appointed Michael Dymond as portfolio manager for Private Capital Funds
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Welsh pension scheme the Dyfed Pension Fund is looking for a global custodian
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BNY Mellon has appointed Juan Morales as president and general manager of the corporate trust business in Mexico
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Bank of America is looking to sell $1.2 billion worth of investments made in funds managed by Warburg Pincus
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Bolsas y Mercados Españoles and Clearstream are testing their planned European over-the-counter trade repository
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Evolvence Capital has started its third fund focused on India
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The Warsaw Stock Exchange’s decision to make short selling available as of July 1 has thrown the securities lending market in Poland into the public spotlight.
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Turkey economic prospects are positive but the securities lending market reflects the difficult global trading conditions
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Japanese hedge fund firm Finnowave Investments is looking to quadruple its assets to $1.2 billion in about two years
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Amundi Japan and Nomura Holdings are planning to roll out a public mutual fund devoted to the seafood business
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Pimco has appointed the former head of global emerging market equities at Goldman Sachs Asset Management
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Super-rich sovereign wealth funds are tapping the private sector for more capital
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The Texas Employees Retirement System (TERS) is looking for a global master custodian and a securities lending and cash collateral manager
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UBS has nominated the founder of the Hong Kong Monetary Authority for election to its board of directors in 2011
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Black River Asset Management has opened its long/short equity commodities fund to outside investors
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National Australia Bank (NAB) is likely to sell a minority stake in its $600 billion asset custody division to BNY Mellon Asset Servicing
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Credit Suisse has appointed Société Générale Securities Services to provide fund administration services in Germany
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The securities lending market in Greece has been operating under restrictions that prevents lending on an offshore basis
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Spain’s well documented macroeconomic problems have had no significant adverse reaction on securities lending in the country - although a lot of work remains to be done if the industry is to realise its potential
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The Korea Teachers Credit Union has awarded mandates to Fidelity International and Goldman Sachs Asset Management
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The London Stock Exchange is cutting by 75% the trading fee it charges brokers
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Paulson & Company is rolling out a new fund for retail investors that will track its existing investment strategies
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Primus Guaranty has appointed Berkshire Capital Securities to help sell its credit investment management business
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Scotia Capital has appointed a co-head of its global prime brokerage business
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Senior secured loans likely to provide more favourable risk adjusted returns, says Alcentra study
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Feri EuroRating, the German publisher of quarterly asset manager rankings, has launched asset manager rankings for the UK funds market
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Advisers are using ETFs to access a broader range of asset classes, says iShares
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BNY Mellon Asset Servicing has appointed a new head of its EMEA trustee and depositary business
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Draper Fisher Jurvetson (DFJ) has raised $350 million for its tenth fund, less than its $400 million revised target
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Trivest Advisors, formed by a trio of former Chinese traders, has raised $93 million for its first hedge fund
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High operational risk caused by a fractured financial infrastructure and difficult legal conditions is threatening to stop the Russian securities lending market from realising its full potential
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Islington Council is searching for an equity and fixed income manager for its pension fund
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Roger Liddell has announced his intention to retire from his role as chief executive of LCH.Clearnet next year
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Western Provident Association has appointed Northern Trust to act as its global custodian
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New York University has named a CIO of its $2.5 billion endowment
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UBS Global Asset Management has launched an alternative strategy fund
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University of Florida Investment Corporation (UFICO) has hired a new CIO
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Aberdeen Property Investors is planning to launch a fund investing in property funds in Asia Pacific
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BNY Mellon has nameda new global business head for its Derivatives360(SM) offering
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Bank of America Merrill Lynch is selling its global alternative fund administration business to LaCrosse Global Fund Services
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The Chicago Public School Teachers Pension and Retirement Fund has appointed a director of investments
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A failure to cut costs has caused the profitability of European private banks to plummet
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Boom times may be over for service providers to Australia’s $880m national pensions pool
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Danone has appointed JP Morgan as depository bank for its ADR programme
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Pimco has appointed a managing director and head of the Asia Pacific region
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Active Earth Investment Management has appointed RBC Dexia Investor Services
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Industry experts discuss the evolution of transparency, the impact, the benefits and responsibilities that transparency brings to all parties affected by securities lending activity
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Regulators have granted National Australia Bank more time to prepare its bid for AXA’s Asian asset management business
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Coller Capital, the secondaries specialist, is to return to fundraising with a target of $5 billion
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BBVA, the Spanish banking group, has made a strategic decision to become a global banking group
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Federated Investors will acquire $17 billion in money market assets from SunTrust Bank’s money management unit
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The National Pensions Reserve Fund has made changes to its investment strategies
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Jefferies announced today the hiring of a head of international equity research in London and a co-director of US equity research in New York
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Mirae Asset Global Investments today announced the appointment of a managing director of the company’s European business
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Neuberger Berman is seeking to raise nearly $1 billion from endowments, foundations and other investors for its latest private equity fund
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Peru’s central bank will increase the limit on overseas private pension funds’ investments to 30% from 28%
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Taiwan’s Public Service Pension Fund has awarded mandates worth $930 million
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UBS hire boosts its Asian prime broking sales operation
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Wachovia Global Securities Lending has appointed a senior vice president based in London
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BlackRock has made certain changes in its senior management team after the purchase of Barclays Global Investors
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The Commodity Futures Trading Commission is formulating new rules as part of the financial reform bill that gives it authority to police most over-the-counter swaps
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The Chilean government is planning new laws to govern different types of financial funds to simplify the legal framework
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Former executives from Citadel and CQS are setting up a hedge fund firm in New York and London
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Deutsche Bank closes Japanese desk responsible for futures trading error
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J.P. Morgan's Worldwide Securities Services has been mandated to provide third party securities lending services on behalf of Mediolanum
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KKR is looking to raise an $800 million China-focused fund
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Melbourne-based pension scheme Legalsuper is seeking to award a custody mandate
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The East Sussex County Council Pension Fund has appointed five firms to manage a total of $910 million in various strategies
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Mercer has named a Principal and Senior Consultant in its Investment Consulting business based in London
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Société Générale Private Banking has appointed the chief executive of its growing China business
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State Street Global Advisors (SSgA) has closed its securities lending programme across a range of funds
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Leading representatives of the securities finance industry in Australia discuss the status of the market at the Global Investor / isf Roundtable
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BNY Mellon has appointed a regional manager for broker-dealer services in Asia
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Canada’s Public Sector Pension Investment Board is selling a private equity commitments portfolio estimated to be worth about $1.5-2 billion
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Compared to Europe, the clearing and settlement story in Asia is all about growth
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Deutsche Bank’s managing director for proprietary derivatives trading has stepped down
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Latin America is a hot topic for discussion in the finance world. But each country has very different opportunities and risks around it. Global Investor/isf investigates
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The credit crisis spelled the end of leveraged buyouts but they are making a comeback in a different form
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Guillaume Rambourg, fund manager at Gartmore, has resigned from the firm
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HSBC Securities Services has a new head of product management, transfer agency services for the Asia-Pacific and the Middle East
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JP Morgan has a new head of treasury management for the Asia-Pacific region
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Northern Trust has introduced daily independent valuations for complex over-the-counter (OTC) property derivatives
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NYSE Arca is introducing a new price collar to protect the execution of market orders on July 15
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Schroders has made two more additions to its Liability Driven Investment team
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The Nordic Securities Finance survey results are here
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Ucits suffered negative net outflows of €23 billion in May, according to EFAMA
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AEGON has named a new CEO for its global asset management division
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Blackstone's GSO Capital Partners has raised $3.25 billion for a fund to help finance mid-market businesses facing distress
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Five Chicago trading firms have teamed up with CME Group to start a new derivatives exchange targeting the over-the-counter (OTC) market for interest-rate swaps
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Citicorp Securities Indonesia has joined the Indonesia Stock Exchange as an equities broker
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Deutsche Bank hires head of global markets for North America
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Karl von Buren, Global head of Equity Finance and Delta One at HSBC has been in the industry for almost 25 years. He sat down with Global Investor/isf to share his thoughts on regulation, doubling his business and HSBC’s new prime service offering
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Pension funds need more comprehensive pension cashflow information to execute more efficient hedging strategies
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Chancellor George Osborne's budget is analysed and the possible impact it could have for banks examined
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HedgeServ has increased its ability to provide real-time valuation of illiquid and complex over-the-counter (OTC) derivatives using market data from SuperDerivatives
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HSBC Securities Services has appointed a regional head of business development – Americas, a new role in its Fund Services and Global Custody business
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Prime broker, Merlin Securities, is looking to expand its presence in Canada
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Mirabaud is planning establish its global equity team with the hiring of an equities manager
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Morgan Stanley Investment Management has appointed a CIO of global fixed-income
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Deutsche Bank has realigned its custody and related businesses around three core areas
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Global Investor / isf has held its annual awards dinner to celebrate high achievement within the asset management industry and to mark the Awards’ 10th anniversary
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HSBC is looking to develop a prime broking unit in Asia
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LaCrosse Global Fund Services has been selected by Iridium Asset Management to offer fund administration and operational support for its Asia fund
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Morgan Stanley Investment Management’s two senior executives have quit from their respective roles
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NYSE Liffe US has obtained exclusive rights to trade futures on 41 equity indices operated by MSCI
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ICMA’s European Repo Council (ERC) today published a White Paper on the European repo market outlining the need for reform of the market infrastructure
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New trading platform will allow foreign investors to execute trades on Russia’s Micex exchange
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Société Générale Securities Services and the National Bank of Abu Dhabi sign commercial agreement
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Threadneedle has appointed Mark Burgess as its new CIO
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Trian Fund Management is looking to raise $1.5 billion private equity fund that will target buying minority stakes in public companies
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Blackstone will manage a portfolio of Bank of America Merrill Lynch’s Asian real estate investments
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CCMP Capital announced today that it has appointed a senior member of CCMP Capital Advisors
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Trading of Nasdaq Dubai listed securities will be routed through the trading platform of Dubai Financial Market
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Hedge funds came through the first half of this year with flat to slightly lower returns, putting them under pressure to improve.
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BlackRock has appointed a global head of its iShares exchange-traded fund unit
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Northern Trust has appointed a manager to head South-East Asia region operations
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NYSE Amex will start trading NASDAQ-listed issues from July 13 on an Unlisted Trading Privilege (UTP) basis
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Hedge fund managers can look forward to a number of profitable opportunities in the second half of the year
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Comada has teamed up with alternative investment funds service provider, Prime Fund Solutions (PFS)
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James Syme, head of Emerging Market Equities and manager of the Baring Global Emerging Markets Fund at Baring Asset Management, believes that we are near the optimum point in the global economic cycle for emerging market equity investing.
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Standard Chartered has been appointed as a settlement bank by Dubai Financial Market
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The Pension Protection Fund is seeking managers for its first allocation to alternative credit strategies
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Brett Williams has stepped down immediately from his role as chief executive of Cofunds
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New York-based C12 Capital Management will roll out its maiden hedge fund this autumn
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HSBC has appointed Melvyn Ford as a managing director in the financial institutions group in global banking
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The National Futures Association is looking to expand its oversight to cover mutual funds sold to retail investors
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Société Générale Securities Services has appointed Olivier Renault as Luxembourg Country Manager
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The Global Investor / isf Synthetic Finance Survey results have arrived
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Xtrakter, provider of OTC post-trade services and data, is mulling a European managed trade repository for all asset classes
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China's regulators have granted approval for a joint venture fund management firm set up by BNY Mellon and Western Securities
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Credit Suisse is planning to spin off two of its credit hedge funds
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Funds of hedge funds managers have continued to improve liquidity in portfolios, maintaining significant allocations to long/short equity hedge and global macro
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Jane Karczewski who left Deutsche Bank last week is reportedly joining Citigroup
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Woodsford Capital Management has appointed LaCrosse Global Fund Services
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Natixis is to relaunch its managed accounts range as Ucits III platform
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Standard Chartered Bank has appointed a new global head of cash equities sales
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Barclays hires executives from Goldman and BNP to boost its Asia investment banking business
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Japanese regulator grants Chi-X Japan, the subsidiary of Chi-X Global, a proprietary trading system licence
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GI/isf announces details of the Annual Equity Lending & Synthetic Financing Awards dinner
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South Africa’s Investec said it may sell the fund management arm of its British unit Rensburg Sheppards
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Japan’s Mizuho Securities has appointed Alastair Sclater to head its prime brokerage business in Singapore
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UBP Asset Management has appointed Larry Morgenthal as chief executive
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BNY Mellon Asset Servicing has appointed Nadine Chakar as head of a new business group
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Citi has been appointed successor depositary for Ahold's sponsored ADR programme
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An ex-Goldman proprietary trader is looking to boost the assets of his new Japan-focused hedge fund to about $114 million
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ICMA and ISLA partner on Global Master Agreements workshops
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Macquarie Securities has appointed Rupertus Rothenhäuser as head of sales for structured products and exotics
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MFC Global Investment Management has won a Hong Kong based mandate
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Nomura is to issue a $100 Million Sukuk Al-Ijarah
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Pirum Systems has hired a new business development manager
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Rabobank Pensioenfonds has dropped enhanced indexing in favour of active global equities mandates
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Kasikorn Asset Management is fundraising for a mutual fund that will invest in bonds of Indian banks and companies
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The Johannesburg Stock Exchange’s equity derivatives market has introduced the Maker Taker model of transaction charges
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Threadneedle has appointed Dominik Kremer as European head of distribution
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Galtere, a New York-based alternative investment house, has launched a new European arm
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Aviva Investors today announced the appointment of a new SRI Credit Fund Manager
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Equitable Life Assurance Society has hired BlackRock
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Lloyds Banking Group is selling a portfolio of private equity investments in its Bank of Scotland Integrated Finance business
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Daiwa Capital Markets is acquiring the global convertible bonds and Asian equity derivatives business lines of Belgium’s KBC Group
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J.P. Morgan has been appointed depositary for PFA Professionel Forening, owned by PFA Pension, the second largest pension provider in Denmark
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Alternatives asset manager Duet Asset Management is unveiling a new commodities fund with a star trading team
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AEGON is to expand its pooled asset management platform to pension fund assets in Switzerland, Germany, Ireland and Denmark
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The former Asia head of the Children’s Investment Fund Management U.K. has raised millions for his hedge fund
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Germany has approved a diluted bill banning naked short-selling on certain securities
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Incapital, a US-based securities and investment banking firm, has acquired the business of UK structured investment specialist Blue Sky Asset Management
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Macquarie Group, is combining its funds group with its alternative asset management
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Oakley Absolute Return, the flagship fund of specialist alternative asset manager Oakley Alternative Investment Management, has a new head of macro
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UK hedge fund manager RAB Capital has appointed the head of its Hong Kong-based office
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SunGard is conducting a market survey to shed some light on the often misunderstood securities finance market.
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William Blair has been awarded a Chicago based mandate
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The Depository Trust & Clearing Corporation (DTCC) is planning to set up a European trade reporting repository unit
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Bonuses paid to hedge fund managers will be restricted as part of a new EU legislation
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Henderson has rolled out the Horizon Global Currency fund
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Jane Karczewski, managing director at Deutsche Bank, has left after three years
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Wealth manager Kleinwort Benson is planning to re-establish itself as a merchant bank advising private clients and companies
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The Los Angeles Fire and Police Pension System is set to approve new asset allocation
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Eight applications to launch or market hedge funds in Norway as the country lifts a ban on sales to institutional investors
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NYSE Technologies has launched a joint initiative to increase transparency in the European over-the-counter equity markets.
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Principal Global Investors is looking to buy bonds and equities boutiques and a fund of hedge funds unit
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Aviva Investors has appointed a new head of business development in Asia
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Swedish state fund AP1 is seeking hedge fund partners to run a $1.5bn portfolio
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Taiwan has been heralded as a prime example of an emerging market doing all the right things to put itself on the international stage
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Aberdeen Asset Management is seeking to partner with a domestic US funds firm with a large retail distribution network
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The chairman of Axa Rosenberg, has stepped down after a probe into errors in data systems
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BNY Mellon has bought PNC’s Global Investment Servicing business, a provider of custody, fund accounting and other services to asset managers and financial advisors
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CIBC Mellon has appointed co-heads for its global securities lending division
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Citi’s Global Transaction Services has appointed a managing director and global product manager of third-party securities lending and business development
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CITIC Capital Partners is looking to raise $340 million for its second fund targeting Japan
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Neuberger Berman Europe is rolling out a Ucits III global equity fund
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Northern Trust completes outsourcing of Hermes Fund Managers investment operations
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RWC Partners has announced that Allwright and Frost will join the firm to manage absolute return and currency funds
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State Street has appointed a new chief risk officer.
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Premier Global Securities Lending today branded a lawsuit brought by State Street against its co-founder and two employees as “meritless”
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Anchorage Advisors has appointed State Street to provide a range of hedge fund administration services
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The Strathclyde Pension Fund has appointed two new managers to handle its UK and global real estate portfolios