Marshall Saffer

Dive into the future of alternative investments with the latest InvestmentNews Podcast, featuring industry experts David Moss and Aaron Steinberg from BNY Mellon | Pershing. Learn how emerging technologies and evolving strategies are unlocking exciting growth opportunities in private markets and alternative investments – listen now. https://hubs.la/Q02xg4Pd0

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Fidelity Managed Portfolios adding three new liquid alternative strategies. Ilan Kolet, institutional portfolio manager, outlines the strategy behind the addition of liquid alts and the benefits they may provide to Fidelity Managed Portfolios. Watch the full video: https://ow.ly/JSRq50RHli9 #FidelityCanada

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Why is the 'stag' more worrying than the 'flation? Explore the latest insights on economic stagnation and its impact on global markets. Read more from Geoff Yu at BNY. https://lnkd.in/ezduAP4s #Economy #Stagflation #MarketAnalysis

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Dive into the world of options and volatility trading with Gary Selz, CIO of Zero Delta Funds. Hear how they identify and partner with top trading talent globally and get an inside look at the evolving options market landscape. A must-watch for anyone interested in this space. https://hubs.li/Q02DVbMX0

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Jacqueline Broers, Deputy Portfolio Manager at Utilico Emerging Markets Trust, discusses the portfolio's performance in June ?? https://lnkd.in/e8Mv895Y For June UEM's NAV total return increased by 0.2%, underperforming the MSCI Emerging Markets Index, which up by 4.7% in Sterling terms. Global markets were mixed in June, the US Federal Reserve rates on hold and the European Central Banks cut rates while in Emerging Markets, Taiwan's TAIEX Index was up 8.8% and the South Korean KOSPI Index was also up 6.1% respectively. Both are large constitutes of the MSCI EM Index. Moreover, India's Sensex Index was up 6.9%, in contrast Mexico's Bolsa IPC was down 5.0%. China's equity market was down 3.9% and the Hong Kong's Hang Seng Index was also down 2.0%. In Brazil, the Bovespa Index was up 1.5%. Within UEM's portfolio, there were three changes to the top thirty holdings, with Kaspi, Vietnam Holding and Telelink Business Services. These replaced Powergrid of India, TTS due to share sales and Grupo Traxion. Read the June factsheet here - https://lnkd.in/eh3ztD88 #UEM #EmergingMarkets #InvestmentTrusts

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The global energy system is transforming, igniting an unprecedented capital movement with profound portfolio implications. We have identified 10 indicators to gauge the pace of the transition, evaluate risk and uncover opportunities. Learn more in our latest #Nuveenin90 featuring Sarah Wilson. https://ow.ly/ayH450TttUk #ClimateWeek

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GLMX COO, Andy Wiblin, spoke on a recent Finadium webinar about execution venues and order management systems. Referring to OMSs, GLMX’s Andy Wiblin called them “an abstraction layer that sits above the venues… that can act as an accelerant to connect many people to the market but can be an inhibitor when there are many different workflows. There’s a balance that people need to look at. In a rapidly evolving market, this needs to be treated with care.” #GLMX #Finadium #SecuritiesLending #Repo #SecuritiesFinance #SFT #OMS

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Limited partners (LPs) today seek better transparency, more in-depth investment data, and faster communications from fund managers. Are you in the know? ?? Join ILPA’s Neal Prunier and SS&C Intralinks’ Rachelle Legentus on Tuesday, June 25 for a fireside chat on best practices for general partners (GPs) to meet LPs’ expectations for data transparency and standardization. Gain insights on what LPs want and industry best practices. https://okt.to/vpIh7e

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#ICYMI Daisy Huang, Principal, compares buyer and seller expectations in valuations for LP-leds in early 2023 vs. 2024. Watch the full secondaries market webinar to learn more. https://ow.ly/Vj5O50QZOum #secondaries #privatecapital #privateequity

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Strategic planning is just one of five critical steps for establishing a successful #HedgeFund in today’s changing market. Learn how these steps can set your fund up for success. https://lnkd.in/eFPwFCF3 #SSNCEze?

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SGX Report Takes The Temperature Of Global Derivatives Players Lynn Strongin Dodds looks at the SGX sentiment report and how different segments of the derivatives industry are responding to market conditions. #derivatives https://hubs.li/Q02VzC1T0

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We surveyed 83 sell-side firms getting ready for the SEC’s Final Rule to expand central clearing activity. This week, we published the results in a new report that serves as a pulse check for how the industry is progressing in preparations. Read the full report here: https://okt.to/bgRW5Z

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While direct indexing offers significant opportunities for investment managers, it often involves labor-intensive operations. Discover how Archer can help investment managers to capitalize on this opportunity and deliver direct indexing solutions at scale. https://hubs.li/Q02SL6yp0

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In this edition of Market Watch, Shamik Dhar, Chief Economist at BNY Mellon Investment Management, presents an alternative perspective on the prevailing soft landing disinflationary world narrative. He discusses the potential emergence of a second wave of inflation and its implications for investors as outlined in his recent economic outlook Vantage Point. https://bit.ly/4aWwkMk You can find the full article by following the link to Vantage Point: https://bit.ly/4aZt9Ux

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Join us in this LSEG Academy market-led webinar with Jaroslaw Jarzecki, CFA, Fixed Income Content Manager, Katie Prideaux, Director, ESG & SRI Analytics, and James Perkins, MBA, Director of Customer & Solutions Learning, as we dive into the fixed income sustainable finance (SF) landscape including recent trends and practical ways to incorporate SF into your Fixed Income workflow. You will also learn about ‘Greenium’ and how it can be used in your analysis and process. https://lseg.group/4dvreZi

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“…strong, centralized regulation, like death and taxes, is an inescapable fact of life for the derivatives markets.” BornTec’s Andrew Jennings shares his thoughts on the FIA, Inc./Acuiti.io survey on European derivatives markets in our latest blog. Read here: https://lnkd.in/gDxJXMNN #regulation #operationalresilience #datamanagement #Europe

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In this quarter’s economic and investment outlook the team of economists at BNY Advisors predict slowing global growth and an increasing, but still low probability of recession. Inflation continues its path to target, and the Fed initiates its plan for a gradual policy normalization, which is slower than current market expectations. https://lnkd.in/eaHA_5d9 #VantagePoint #BNYInvestments

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BNY Pershing’s recent US $1.4 million FINRA fine for data governance flaws sends a clear message to broker-dealers and clearing firms about the importance of having strong supervisory controls in place to prevent similar pitfalls. Trillium Surveyor President Lisa Balter Saacks recently contributed commentary on the incident in an article by FinOps Report's Chris Kentouris. “Compliance departments, trading desks, vendors and internal audit departments need to work together on market data quality,” Lisa stated. Read the full story here for more on the critical need for robust data governance structures across financial organizations to prevent lapses in data quality: https://hubs.la/Q02PdJJ90 #datagovernance #tradesurveillence #financialservices #FINRA #trilliumsurveyor

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