Pension Pulse

OCTOBER 2, 2023

Jennifer L of Carbon Credits reports Ontario Teachers’ Pension Plan buys majority stake in KKR’s Australian carbon project developer: A Canadian pension fund Ontario Teachers’ Pension Plan (OTPP) has agreed to acquire KKR’s stake in a leading Australian carbon markets platform GreenCollar. since 2007.

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Pension Pulse

APRIL 9, 2024

Having built a team of more than 700 staff, including in-house development, design and operations teams, the company promotes its ability to invest in systems, technology, and security which provide an institutional grade living setting for its tenants and reliable returns for investors. What about Canada?

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Pension Pulse

DECEMBER 20, 2023

The last few years (especially in 2022) saw historically weak returns in a number of asset classes, including long term bonds, real estate and emerging market public equities. Since January 2022, US 10 Year Treasury returns have fallen 9%; the benchmark FTSE EPRA NAREIT index is down 12% from its all-time high; and the MSCI EM index fell 9%.

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The Motley Fool

SEPTEMBER 6, 2023

See the 10 stocks *Stock Advisor returns as of September 5, 2023 This video was recorded on Aug. When you think about what an ETF is, an ETF actually gives you the right to go in, and for the exchange of money, they will give you what's called a creation unit in return. That's right -- they think these 10 stocks are even better buys.

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Pension Pulse

JANUARY 22, 2024

The pension fund manager had quietly tried to sell LifeLabs in previous processes and failed to find a buyer, according to two of the sources. OMERS began building its diagnostics business in 2007 when its infrastructure arm acquired MDS Diagnostic Services for $1.33-billion billion in 2007 from Toronto-based firm MDS Inc.

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Pension Pulse

JULY 4, 2023

The company is still in talks with its shareholders about raising as much as £1 billion in fresh funds following a £500 million injection agreed last year. Its largest shareholder is Canadian pension fund Ontario Municipal Employees Retirement System (Omers), which holds a nearly 32 per cent stake. billion in Canadian funds.

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The Big Picture

MAY 9, 2023

And 100% of the focus was just finding interesting investments that we generated the highest return on equity possible for the firm. If you have a private equity fund where you’ve raised money from institutional clients, they have given you that money for 10 years, often. Pension funds have quite long-dated capital.

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Pension Pulse

MARCH 21, 2024

pension fund. ABOUT CDPQ At CDPQ, we invest constructively to generate sustainable returns over the long term. As a global investment group managing funds for public pension and insurance plans, we work alongside our partners to build enterprises that drive performance and progress.

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Pension Pulse

AUGUST 18, 2023

In Treasuries, yield on the 10-year pulled back from Thursday’s levels that were approaching the highest since 2007. streak that long has only been seen in recessions that started in 1973 and 2007 pic.twitter.com/ThjCW8yQy5 — Liz Ann Sonders (@LizAnnSonders) August 18, 2023 Where's the recession? UK and German bonds advanced.

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Pension Pulse

OCTOBER 20, 2023

The statement, sent exclusively to the National Post , marks the first time Poilievre has explicitly addressed the issue of Alberta’s proposal to withdraw from the Canada Pension Plan (CPP) and set up its own pension fund. Neither the size of the fund nor OMERS’s contribution were disclosed. Read full press release here.

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Pension Pulse

MAY 8, 2023

So, Rebolledo returned with a team and a search warrant. No pension fund wants to invest in private companies that abuse immigrant children. Schwarzman to come to Montreal, I'd personally ask him to donate $250 million to McGill University to fund the Charles Taylor Center for the Humanities. In 2007, Taylor won the $1.5M

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The Motley Fool

SEPTEMBER 17, 2023

See the 10 stocks *Stock Advisor returns as of MM/DD/YYYY This video was recorded on August 09, 2023 David Gardner: Selling, not a stock, though that is something we talk about on this podcast, selling stocks. But what was data returns business just in brief? and Walmart wasn't one of them! Would you retell that story here in short?

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Pension Pulse

MAY 19, 2023

“While the concerns that are feeding into the individual investors’ ‘wall of worry’ [lingering inflation, higher interest rates and recession fears] are valid, the negative sentiment they have built up is, from a contrarian perspective, a potential catalyst for positive forward returns,” says Smith. So what's the problem?

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The Big Picture

NOVEMBER 8, 2022

And what we will also know, those of us who work in investment, is that your future returns are inversely related to the valuation. I was working for Breakingviews in New York, and we were returning to England after a couple of years. pension funds engaged in to the tune of hundreds of billions of pounds.

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The Big Picture

AUGUST 15, 2023

SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what? And the question was if you can find other areas of investment that can generate the types of returns you need for your liability stream, diversification becomes the free lunch. SEIDES: And hedge funds were the same way.

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Private Equity Insights

APRIL 1, 2025

KKR and IFM acquired their stakes in 2007 and 2010, respectively, while Shell consolidated its holdings in 2019. The deal signals a major liquidity event for the exiting private equity and pension fund stakeholders, most of whom have held their interests for over a decade. Can`t stop reading?

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The Big Picture

APRIL 4, 2023

So the theory was that’s great that you’re providing a loan, but if you can co-invest with them and get the upside of partnering with some of the most successful private equity funds in the United States, you know, a great way to enhance your returns. So a very different dynamic than we saw back in 2007, 2008, 2009.

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Private Equity Wire

APRIL 1, 2025

The deal represents a significant liquidity event for Colonial Pipelines private equity and pension fund shareholders, many of whom have held stakes in the business for over a decade. Brookfield, Blackstone, and Global Infrastructure Partners (GIP) have all been aggressive acquirers in the sector.

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The Big Picture

NOVEMBER 25, 2024

The transcript from this week’s, MiB: Corey Hoffstein on Return Stacking , is below. Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. And then ETFs really pioneering the concept of return stacking.

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The Big Picture

MARCH 12, 2024

So we, we do business with most of the sovereign wealth funds, most of the big US national insurers, global insurers, the largest pension funds. So we we’re partners with the state of Texas, the actual state of Texas, not one of the pension funds, but the state itself. So it’s very long dated capital.

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Pension Pulse

FEBRUARY 25, 2025

Nicolas Van Praet of the Globe and Mail reports pension giant Caisse strikes deal to acquire Innergex Renewable Energy: Canadian pension fund giant Caisse de dpt et placement du Qubec has struck a deal to buy Innergex Renewable Energy Inc. The Caisse will pay $13.75 Many are indexed to inflation, he said.

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The Big Picture

APRIL 11, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, returning after a too long of a wait, Professor Aswath Damodaran. DAMODARAN: Forty years ago, 95 percent of cash returned by companies took the form of dividends. In 1981, when I started, dividends were the way to go for returned cash.

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The Big Picture

JUNE 20, 2023

It’s now become giant, dominated by four firms, and no longer generating outsized returns. In 2007, firms extracted — the private equity firms extracted $20 billion from companies in the form of dividend recapitalizations. Pension funds, perhaps, maybe aren’t growing as much as they need them to.

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The Big Picture

FEBRUARY 20, 2024

00:07:47 [Speaker Changed] So, so after, you know, more than 20 years at Goldman, you joined the New York Fed in 2007, overseeing domestic and foreign exchange trading operations, 2007, that, that’s some timing. Well, I had about I seven months of calm and then chaos started in August of 2007.

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Pension Pulse

JANUARY 22, 2025

Most investors are looking to generate total returns at a level of risk that they are comfortable with. Total returns pay the bills. A study by CEM Benchmarking found that the average annual net value add of the largest pension funds was 26bps over 20 years. Net value add is rarely the main game.

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