Annica Lundblad

Want to master your portfolio management? 📈   👉 https://lnkd.in/emFxA-Zm   Get a head in your career with this eye-opening webinar with Joachim Klement, Head of Strategy, Accounting and Sustainability at Liberum 👏   Joachim will share his expertise on:   🔍 Understanding risk factors in the market 🔍 Identifying the most impactful factors for your strategy 🔍 Managing your portfolio with a few key factors   🗓️ 03.07.24 ⏰ 13:00 - 13:40 📍 Zoom   Gain practical strategies and insights to boost your investment approach and career. Don’t miss out 🚀   #CFAUK #PortfolioManagemnet 

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Partner Mikael Borg has co-authored a book on regulation and application issues in the Swedish corporate bond market (Swedish: ”Regelfrågor på den svenska företagsobligationsmarknaden”). A total of 29 researchers and practitioners have co-authored the book, that combines scientific and practical perspectives on the challenges that the market and its actors are facing, to shed light on the market’s function and significance, as well as its continued strong development. More information can be found here: https://lnkd.in/dmyTd5Ai

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Nordic asset managers should be grateful for their retail and private banking customers. As risk appetite and fund markets grow, it looks like good business to pay attention to personal customers, AMWatch analyst Flemming Højbo writes. “Though it may look fancier to acquire a new institutional client in London or Toronto, the value of the household customers and private banking clients in the home markets should not be underestimated,” Højbo notes in his latest analysis. #assetmanagement #assetmanager #investments #Nordic #financialmarkets #bankingindustry #privatebanking

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🚀 Showcasing Advisense's Advanced IRB Competences 🚀 Advisense has supported around 80 percent of the Nordic banks in this work covering all IRB aspects, and we support banks throughout the entire IRB process At Advisense, we pride ourselves on delivering top-tier Internal Ratings-Based (IRB) approach competences to our clients in the financial sector. Our expertise in IRB is designed to enhance risk management frameworks, streamline regulatory compliance, and optimize capital efficiency. 🌟 Key IRB Competences We Offer 🌟 ✔ Comprehensive Risk Modelling - PD, LGD, and EAD Models: Our team excels in developing Probability of Default (PD), Loss Given Default (LGD), and Exposure at Default (EAD) models tailored to your unique portfolio. ✔ Regulatory Compliance and Validation: - Ensuring your models meet the stringent requirements of Basel III and IV regulations. ✔ Model Validation: - Robust validation processes to verify the accuracy and reliability of your risk models, mitigating regulatory and operational risks. ✔ Data Management and Integration: - Data Quality and Governance: Implementing stringent data governance frameworks to enhance data quality and integrity. ✔ Seamless Integration: - Integrating risk models with your existing IT infrastructure for seamless operation and reporting. ✔ Training and Development: - Comprehensive training programs for your team to understand and manage IRB models effectively, and ongoing support and updates to keep your models aligned with evolving regulatory standards and market conditions. ✔ Strategic Advisory: - Aligning your risk management strategy with your overall business objectives for optimized capital usage and enhanced profitability. - Providing insights through rigorous scenario analysis and stress testing to anticipate and prepare for potential market disruptions. At Advisense, our mission is to empower your financial institution with the tools and knowledge necessary to navigate the complexities of risk management and regulatory compliance. Partner with us to leverage our extensive expertise and innovative solutions. Let's connect and explore how we can elevate your IRB capabilities to new heights! Patrik Schéele, Johan Alm and my self are ready to support you, so feel free to reach out.

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#ESG is not about ticking a box or just being classified as such. It is all about having a story to tell and making a change for real - without compromising revenues. United Bankers PE "Wood rather than Fossils" fund does exactly that and that is why we are promoting it within the Conduit Group including in Switzerland through Conduit Suisse. For more information, do reach out or email us at [email protected] #wealthmanagement #alternativeinvestments #UnitedBankers #ConduitGroup #esg

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Fastpartner's issuer rating was affirmed at BB. The outlook was revised to Positive. The positive outlook marks a change in sentiment for #realestate, although we also recognise that any improvement in credit metrics must be sustainable, so the increased #hedging ratio going forward is critical. #credit #creditrating

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A deep-dive into the POSTTRADE 360° Nordic 2024 conference on 4th and 5th September 2024 in Stockholm with diamond sponsors SEB and Euroclear among other sponsors reveals that there might be much broader interest from across the market than previous events: ✅ Distributed Ledger Technology / Blockchain / Digital Assets gets significant coverage at the event, discussions that will go well beyond how post-trade processing will change to how our industry will be transformed more generally in terms of trading, tokenisation of real estate, and issuance. It will be fascinating to hear from the likes of Deutsche Börse and Fireblocks on the "Block Track" at the event ✅ Front office themes - don't let the "Post Trade" label put you off as there are several topics directly impacting the front office operating model, not least several discussions on the move to T+1 in the U.S. including one key and often forgotten area of currency risk being covered by Record Currency Management, State Street Global Markets International Limited and Northern Trust among others, and also intra-day liquidity management ✅ A single portfolio view - for investors, especially those outside of the very large ones, the search for a cost-effective and straight-forward total portfolio system covering both liquid and alternative asset classes continues and BNY and Northern Trust look like they are both taking on this topic. And then there's the stock exchange CEO chat with Nasdaq and Oslo Børs ASA, several discussions on the future of collateral management and repo, the regulatory environment, T2S in Sweden, AI deployment in private assets with JPMorganChase, and more...this really is a full examination of where we are and where we are headed, well worth signing up for! Great job Daniele Truini Kim Ersson and team :-) https://lnkd.in/duMKS9sq #frontoffice #trading #posttrade #digitalassets #custody John Hallahan Joshua Hurley Peter Herrlin Mikkel Mördrup Paula Avraamides Alex Krunic Jørgen Ouaknine Ola Mjorud Sandra Holmqvist Lidia Jast Scott Bachmann John Siena Ulrik Modigh Arne Martin Moen

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📢 BLOG: SWEDEN's CSDDD U-TURN CRUCIAL STEP FORWARD The recent political farce around the EU’s Corporate Sustainability Due Diligence Directive (#CSDDD) is coming to a close - at last. With the European Parliament’s latest approval, the stars are now aligned for the European Council to green light a law which, by 2027, would obligate an estimated 5,500 companies in the EU to identify and address human rights and environmental harms connected to their activities. ⚠ In a remarkable turn of events, Sweden - arguably CSDDD’s strongest opponent - has come around to endorse the directive. Ahead of pivotal EU Council meetings on 15 and 24 May, this confirms that support amongst Member States to formally adopt it has never been broader. Read my blog post for Business & Human Rights Resource Centre here 👇 European Coalition for Corporate Justice Initiative Lieferkettengesetz Naturskyddsföreningen (SSNC) ForumCiv Fairtrade Sverige Oxfam Sverige Finnwatch Belgian Presidency of the Council of the European Union 2024

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Discover the power of diversification through alternative investments. From real estate and private equity to hedge funds and commodities, alternative investments can offer unique opportunities for growth and risk management. Read our insights article https://lnkd.in/gdSCmBat on how these investment strategies can help you achieve a balanced and resilient portfolio. #WRISE #FamilyOffice #InvestmentInsights

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Get ready for tomorrow, where we publish our annual Treasury Survey - Johan shares a few highlights here 👌

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High scores for the AP6 way of investing, always beneficial when the analysis is well done and understands the underlying assumptions

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Another interesting M&A deal in the IT services sector!

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Check out latest Transaction Trends report with regards to the Finnish M&A market activity in Q2 2024 and some on H2 outlook. #TransactionTrends #M&A

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How are large asset owners adjusting their approach to private markets? Join us June 13 for our next LinkedIn Live. We will be joined by Timo Löyttyniemi, CEO of VER, the State Pension Fund of Finland, to discuss how VER’s approach to private markets investing has evolved through the expansion of the private markets arena, particularly through a higher interest environment. Timo will be joined by our own Global Solutions CIO, Niall OSullivan and Andrew McDougall, CFA, CAIA, our Global Head of Multi-Asset. Sign up today. #investing #PrivateMarkets #investments

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Thanks to Ole Andersen and KapitalWatch  for highlighting our perspective on the current appetite of pension funds for venture capital “Our view isn’t that pension funds lack interest in venture investments—they’re simply being more selective,” says Morten Halborg. Although some pension funds' comments haven't been encouraging, it's crucial to understand their hesitation. Many have slowed venture investments due to past over-allocation to alternatives. The issue isn't a lack of interest—it's about being more selective in their investment choices. Institutional investors are keen to achieve meaningful, Article 9-aligned impact, but there are few true funds available. We are in active discussions with select pension funds and a number of institutional investors on how venture investments in new climate technologies can drive significant impact and deliver outsized financial returns. Please find a link to the article in the comment box below. #VentureCapital #InstitutionalInvestments #Article9 #ImpactInvesting

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L.E.K. Financial Services Practice Slide of the Week (w/c 15 July) The Swedish Wealth Management market For more insights: subscribe to our monthly newsletter (https://lnkd.in/enBGVkuN) #sweden #wealthmanagement #soderberg #maxmatthiessen

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✨ We are incredibly proud to announce that we’ve been selected as a finalist for the Sustainability Initiative of the Year at the prestigious CMC Awards! ✨ The Credit Management & Compliance Awards are organized by Credma and Företagsuniversitetet in collaboration with Svenska Kreditföreningen and Compliance Forum. The award aims to recognize and celebrate companies or employees who, through knowledge and dedication, have made a significant contribution to their own company or the industry as a whole over the past year. At Alektum Group, CSR and social impact is at the heart of everything we do. We see firsthand the challenges of financial literacy and over-indebtedness, particularly among younger generations. That’s why we launched Pengapeppen, an initiative aimed at empowering families with the tools and knowledge they need to instill healthy financial habits in their children. Research shows that financial behaviors are formed as early as 6-7 years old, and parents play a crucial role in shaping their children's understanding of money. In today’s increasingly cashless society, it can be difficult for parents to teach kids about saving, spending, and the true value of money. Pengapeppen fills this gap by offering practical advice, interactive tools, and engaging content through platforms like Instagram and our podcast, making financial education more accessible. This initiative is not just about addressing a societal need; it aligns with our commitment to sustainability—both economic and social. By promoting early financial literacy, we aim to foster a generation better equipped to manage their finances, contributing to a more balanced and sustainable economy in the long run. We’re honored and humbled to be recognized for this work, and we look forward to continuing our efforts to create meaningful, positive change in society. Thank you to everyone who has supported us on this journey! 💚 #CMCAwards #svenskakreditföreningen #Sustainability #Pengapeppen #CSR #FinancialLiteracy #SocialImpact #AlektumGroup #BuildingABetterFuture  

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