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May
JPMorgan will provide custody and fund administration to a Swedish asset manager
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European loan portfolios are attracting interest from new investors such as pension funds, insurance firms and sovereign wealth funds
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Hedge funds and institutional investors are invited to rate their synthetic finance providers
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JPMorgan has appointed a new head of trust, fiduciary and compliance reporting
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The Global Investor/ISF tri-party survey has now closed and the results go live next Wednesday
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Several Greek parties will step up their campaigns for a euro exit if a second election is held, says Cicero Consulting’s Iain Anderson
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Northern Trust has been appointed by The Nesta Trust to provide custody services
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ABN AMRO’s European head of equity finance trading and head of IT solutions for equity financing and securities financing, have left the bank for Synechron
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BNP Paribas Securities Services has bought the depositary operations of a major Italian bank
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Euroclear has snapped up industry veteran Saheed Awan to lead its global collateral management business
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HSBC reveals exclusively to Global Investor/ISF that James Pugh has joined its prime and equity finance sales team
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BNY Mellon has appointed a new head of trustee for Ireland, replacing Anne King
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New hire joins Deutsche Bank from Brown Brothers Harriman
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iShares is keen to meet expanding interest in fixed income ETFs
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As one US bank reveals plans to hugely expand its agency lending business in Germany, Stephanie Baxter considers the impact on the market
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France has had too much power over EU regulatory decisions such as the AIFM directive, says a source
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A lawyer believes that UK-based hedge funds will stay put despite concerns the London funds centre will suffer as a result of the upcoming AIFM directive
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Schroders has appointed four senior professionals in its emerging market debt relative return team
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The European Commission will consider the industry’s outrage over ‘letter-box entities’ in the AIFM directive, says a source
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As the European Commission succumbs to pressure from
MEPs and the industry over issues in the new draft AIFM
directive, Stephanie Baxter asks what this now means
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Fatca exclusion for schemes as currently outlined in the proposals is not clear enough, says the NAPF
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Northern Trust will help a Norway insurance firm prepare for the Solvency II directive
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April
Mizuho Banking Group wants to strengthen its global custody offering
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BlackRock has appointed a managing director and a senior strategist within BlackRock’s Multi Asset Client Solutions (BMACS) group.
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BNY Mellon will provide custody services to a new UK defined contribution workplace pension
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BNY Mellon has named a global head of distribution for its investment management business
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Firms have reacted positively to the European Commission’s promise to address issues in the AIFM directive
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The ECB’s pan-European settlement project gets a major wave of support
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RBC Dexia split honours with Citi in 2012 with RBC Dexia retaining first place in the overall unweighted table but ceding that position in the overall weighted table to Citi
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The European Commission has explained to European Parliament why it departed from key areas of Esma’s advice, according to an MEP. Stephanie Baxter reports
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Offshore models will be in a better position under the AIFM directive than EU markets, a conference panel discussed
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The world of financial services is littered with examples of the unintended consequences of regulation and legislators, with short time horizons to solve immediate problems, are quick to forget the lessons of the past, writes Luke Clancy
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Pirum Systems will provide access to Eurex Clearing’s upcoming CCP service for securities lending
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Citisoft has made three senior appointments
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Bovill's hires respond to the increasing complexity of financial services regulation
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Banks are awash with cash after the European Central Bank’s LTRO facility hit the market
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With banks constrained in their ability to lend money, institutional investors are spying an investment opportunity, says Bob Campion
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Borrowers and lenders can rate their Nordic securities finance providers
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A UK-based hedge fund manager has selected Citi to service its emerging markets funds
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The French elections are causing more worry for investors than Portugal or Italy, according to Bank of America Merrill Lynch
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JPMorgan will provide global custody, transfer agency, fund administration and fund accounting for the Ucits IV investment company
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SGSS will provide global custody services
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CCPs and other clearing and settlement systems face new international principles
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Spain and the UK share similar problems but the UK is in a more favourable position, according to Evercore Pan-Asset’s John Redwood
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The development extends the partnership between the two groups and underpins La Française AM’s expansion around the world
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The transition of OTC derivatives to CCPs will hugely increase the demand for high quality collateral but the buy-side remains unprepared. Stephanie Baxter considers the consequences of failing to act
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Luke Clancy asks Andrew Milligan, head of global strategy, Standard Life Investments and Adam Fergusson, author of When Money Dies, whether quantitative easing is desirable
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The European Commission’s draft text for the AIFM directive has been heavily criticised all week. One global custodian tells Stephanie Baxter why the EC has left the industry exasperated
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iiTRA seeks members from among pension funds, insurance companies, asset managers, family offices and custodians
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The International Capital Market Association has published this year's legal opinions on the Global Master Repurchase Agreement
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RBC Dexia will change its name in the summer, but its business as usual for now
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Societe Generale Securities Services in Italy will continue to provide transfer agency services for a French asset manager
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The tool provides data on credit ratings, securities lending and collateral for holdings and securities in an insurer’s portfolio
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The Alternative Investment Management Association says the new draft text does not follow Esma’s advice
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HSBC Securities Services has appointed its new UK alternatives sales head from BNP Paribas
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Nomura explains why it has won the Global Investor/ISF transition management survey for the second year running
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Northern Trust says it is ready for the launch of the new UK tax transparent pooled fund
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A stockbroker firm has selected Cofunds for fund custody services
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The securities lending data provider has been acquired by Markit
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March
Luke Clancy speaks to beneficial owners around the world to investigate the extent to which securities lending programmes have recovered
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Luke Clancy speaks to beneficial owners around the world to investigate the extent to which securities lending programmes have recovered
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BNP Paribas has hired two ex-Nomura prime brokers to continue building out the team
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BNP Paribas Securities Services has made two securities lending hires from Citi and LCH. Clearnet
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Paul Hamill, global head of prime services at HSBC, believes his firm's hybrid custody and prime brokerage model has an advantage in the post-Lehman world. Stephanie Baxter asks him about how his business has evolved since its creation in 2009
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Pension funds should be questioning their asset managers about corporate governance and the stewardship of their assets, according to the UK National Association of Pension Funds. Stephanie Baxter reports
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Orient Capital will offer its investor relations services to SGSS’s registry clients
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Bonaire Software Solutions is seeing increased demand for better revenue management and fee billing systems
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The BATS Global Markets incident should not be compared to the 2010 ‘flash crash’, according to Fidessa’s Steve Grob
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HSBC Securities Services has expanded its sub-custody and clearing network
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BNP Paribas Securities Services will provide collateral management services for a large French asset manager
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Otkritie has hired a former Goldman Sachs executive to head its fixed income business
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Henderson Global Investors announces Neil Rogan’s departure
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BNP Paribas’ Arnesen defends the traditional securities lending market, while Isla’s McNulty says the problems with insurer AIG was an “extreme” case
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Thr firm has implemented a new Europe, Middle East and Africa organisational structure
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Hector Sants will leave in June, having completed the fundamental design and delivery of the changes needed to achieve the Government’s plan to separate prudential and conduct financial regulation in the UK
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Euroclear Bank and BNP Paribas Securities Services have joined forces to help clients optimise their use of assets as collateral
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Eurex Clearing will soon launch its CCP service for
European securities lending, but could industry apathy
about the need to establish the model see it face the same fate as SecFinex? Stephanie Baxter enquires
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The 'shadow' banking sector needs to be properly regulated as it continues to threaten stability, according to the UK regulator’s Lord Turner
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Annabelle Palmer considers whether the time is right for a wholesale reconsideration of the way risk is evaluated across the globe
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Nordic custodians are being driven by preparations for the ECB's Target2-Securities settlement platform and the anticipated arrival of international banks. Stephanie Baxter reports
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Nomura maintained its top position in Global Investor/ISF’s 2012 transition management survey. Analysis by Luke Clancy and Alastair O’Dell
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The 2012 Global Investor/ISF transition management survey results have been released on our website.
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The fund of hedge funds industry saw growth in assets last year, according to InvestHedge
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The Eurekahedge Hedge Fund Index has had its strongest start to a year in 12 years
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Kinetic Partners has acquired a Luxembourg-based fund advisory firm
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Deutsche’s European head of securities lending has left the bank
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The European Commission wants to increase the safety and efficiency of CSDs
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Global hedge funds will start to embrace more European-listed ETFs in 2012, Deborah Fuhr of ETF Global Insight tells Data Explorers
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Nikko Asset Management reveals that its chairman and CEO will be replaced in April
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Newedge has made three senior appointments to prime clearing services, including a key hire from JPMorgan
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A new study by Northern Trust shows that institutional investors have access to a wider range of indexing options across the beta spectrum
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JPMorgan’s new paper looks at how structural links can exist between pension investments and their sponsors’ economic exposures
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BMO Capital markets has appointed a new head of global prime finance
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BNY Mellon has been appointed to provide custodian services for a Netherlands-based health insurance company
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Investment management firms are invited to put themselves forward for the annual awards ceremony in June
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February
Bloomberg has revealed an enhanced version of its Bloomberg Professional service
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Institutional investors have an increasingly positive attitude towards hedge fund investing, according to Deutsche Bank’s Anita Nemes. Stephanie Baxter reports
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Standard Chartered's global repo head is no longer at the bank
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BMO Capital Markets has increased its use of SunGard’s solutions suite to support increased securities lending activity
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The European Council has backed rules to introduce common transparency rules and harmonise powers for credit default swaps and short selling
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The European Securities and Markets Authority is holding a public hearing in March to discuss the paper
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The UK Financial Services Authority’s managing director will leave in August this year
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The new Agency Cash Management platform jointly launched by Newedge and MTS, will benefit lenders of securities as well as providing a solution to challenges faced by the buy- and sell-side of cash investment
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The International Organisation of Securities Commissions has taken on a new secretary general
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Spain, Belgium and France have eased short selling restrictions
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Institutional investors and short sellers are showing negative sentiment towards Swedish equities, according to Data Explorers
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iShares expects strong growth in ETPs over next few years
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Insurers say they will allocate more to alternative assets under Solvency II
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One of State Street's UK pension clients has decided to use the custodian as a single service provider
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Trade associations including the National Association of Pension Funds have expressed concerns about EU plans for new pension rules modelled on Solvency II
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The regulations announced by the US Treasury department and International Revenue Service (IRS) on Wednesday include substantial modifications to the preliminary IRS guidance on Fatca, but questions remain unanswered. Annabelle Palmer reports
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BNY Mellon reveals a number of appointments within the business as well as the departure of Rob Coxon
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The recent rise in repos backed by distressed structured finance collateral present a potential risk, according to Fitch Ratings
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The UK government has written a letter to the Federal Reserve to voice concern over the impact of the Volker rule on the liquidity of global funding markets and non-US sovereign debt markets
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New hire to lead sales in Netherlands and the Nordics from Amsterdam
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Stenham Asset Management has appointed a head of risk management and quantitative analysis from Coutts
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The European Commission has blocked the merger of the two bourses
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New hire was previously CEO and chief marketing officer for investment management firm AXA Rosenberg
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The European and Securities Markets Authority has published a consultation paper on the draft guidelines
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Societe Generale Securities Services (SGSS) in Italy has won a mandate with a wealth management firm
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State Street has also hired a head of the portfolio solutions business for EMEA.
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January
AB Electrolux has selected Citi as successor depositary bank
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New hire joins from the recently closed central counterparty securities lending platform, SecFinex
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Euroclear group releases strong operating results in comparison to 2010
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The European ETF market is suffering from settlement and cross border issues, according to State Street’s Rob Rushe
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New hire will be managing the teams that look after more than 70 corporate and local authority pensions schemes across the UK and continental Europe
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T Rowe Price has appointed relationship managers from BNP Paribas and HSBC to its UK-based international investment services team
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The European Securities and Markets Association has published a consultation paper on short selling and credit default swaps
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Nikko Asset Management has appointed former Coutts’ wealth manager
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Northern Trust will provide fund administration for the new LGIM Commodity Composite Source ETF
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New hire replaces Hani Kablawi, who has been appointed head of EMEA Asset Servicing for BNY Mellon
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Deutsche Bank has noted a positive correlation between company-specific short sale revenues and corporate disappointments in 2011, with MF Global leading the way
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Olivier Noel is now deputy managing director of the custodian’s Luxembourg Management Company
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New hire replaces Massimo Cotella, who has joined the SGSS executive committee
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Appointee succeeds Patrick Tadie, who has been named business executive for the company's alternative and broker-dealer services businesses
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State Street has also hired JPMorgan's global transition management head
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BNY Mellon has made changes to it asset servicing mangement teams across a number of regions
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Regulation is nudging firms towards enterprise collateral management, but do the benefits outweigh the costs? Blake Evans-Pritchard reports
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While demand to borrow fell, there are rising levels of short interest, according to Data Explorers
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An International Capital Market Association (ICMA) survey shows continued stability in the repo market despite underlying difficulties for eurozone sovereigns, which furnish the majority of the collateral for repo activity
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Former SecFinex director Jonathan Lombardo talks to Global Investor/ISF about his new role at Pirum Systems and why the securities lending industry needs to push forward with CCPs
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The merger will help IMS Group to expand its regulatory expertise in the US
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The risk level of emerging markets increased more quickly than that of developed markets last year, according to Aegis Advisory
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Northern Trust has named a new head of Emea sales and new head of the Nordic region
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UK pension funds can use alternative investment strategies to meet their key objectives in 2012 in spite of what will be a challenging year, according to Morgan Stanley Investment Management
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US-listed fixed income ETPs had the biggest growth in assets under management, according to BlackRock's latest report
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Signia Wealth has appointed ex-UBS wealth manager to head up its new UK office in the West Midlands
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Germain Birgen, global head of fund solutions for HSBC Securities Services (HSS) and HSBC’s Islamic securities services business, in Luxembourg, has left the bank
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ING has made structural changes to its equity and securities finance franchise, leading to key appointments across the divisions
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The Italian stock market regulator has extended restrictions on the short selling of financial stocks
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VTB Capital has hired Ulrich Schlumberger to head its global delta one business
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ING Investment Management makes hire from HSBC Global Asset Management
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A raft of industry surveys suggest that this year will be even tougher than 2011, as investment managers and securities traders face a lack of demand and looming regulation. Stephanie Baxter reports
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Part of the worldwide Global Investor/ISF 2012 sub-custody guide and survey
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Pioneer Investments has a new head of Switzerland
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BNY Mellon Investment Management appoints former Russell Investments managing director
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The Emea business of iShares predicts that ETFs will be very popular this year as investors return to the market
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Societe Generale Securities Services has been appointed by a major energy firm to provide administration services
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New hire was previously global head of regulatory affairs at Barclays Capital
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Opinion may be divided on whether thematic investing is a new concept, but there is little doubt that it will exercise the minds of investors for the foreseeable future. Paul Golden reports
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A report by Financial Risk Management says early indications show hedge funds lost money in the final month of 2011
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BlackRock says it is focused on driving down costs in the face of challenging markets
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Pacific Alternative Asset Management Company announces several appointments across the firm
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The European Commission could apply draconian funding standards to defined benefit pension schemes, modelled on Solvency II. It could lead to mass scheme closures and impact equity markets, writes Stephanie Baxter
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Economists predict a eurozone recession this year while US growth could be rocked by politicians’ failures to reach agreements on budget cuts. Stephanie Baxter reports
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In testing economic times keeping clients informed of market developments is the key issue for those engaged in securities lending, according to participants in the 2011 beneficial owners roundtable
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Custodian banks are concerned about how the depositary liability regime under the AIFM directive could affect asset allocation trends and complicate the investment process. Stephanie Baxter reports
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The European Commission has increased the length of public consultations and introduced an alert service
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The ban on certain financial instruments had been in place since 2008
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Signia Wealth has appointed a new head of investment solutions as part of a series of recent key hires across the firm