The Motley Fool

JANUARY 15, 2025

In a nutshell, any excess cash generated by the HHC, as well as other sources of company capital, would be invested by acquiring businesses and other assets. annual management fee (as a percentage of HHH's market cap) in return. Apple: if you invested $1,000 when we doubled down in 2008, youd have $44,391 !*

Hedge Funds 130

Hedge Funds Investing Stakes Conglomerates 130

The Motley Fool

NOVEMBER 18, 2024

trillion of assets owned by public REITs. This strategy will enable the REIT to make even more future acquisitions, enhancing its growth rate and providing management fee income. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,611 !* The size of the U.S. trillion, 10 times larger than the $1.9

Pension Funds 130

Pension Funds Capital Management Fees Funds 130

The Motley Fool

OCTOBER 15, 2024

of management fees each year. in fees per year. The 10 largest holdings currently comprise about 40% of the fund's assets. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,047 !* That's nearly three times higher than the current dividend yield on the S&P 500 (around 1.2%).

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Funds Capital 130

The Motley Fool

NOVEMBER 5, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $41,999 !* In addition, our vast data availability, proprietary predictive analytic tools, and insights of our asset management and research teams enhance our ability to anticipate future trends. trillion of assets owned by public REITs. Jonathan W.

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

OCTOBER 11, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,329 !* billion or 17%, but excluding the prior year's net investment securities losses, it was up 10% on higher asset management and investment banking fees and markets revenue was up $535 million or 8% year on year. NIR ex-markets was up $1.8

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

OCTOBER 15, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,756 !* As for asset values that you add into the FAS fund, those types of reforms, those are based on the day you file for aid. However, I still have a good portion of my nest egg with a financial advisor who charges me for assets under management.

Taxes 130

Taxes Mutual Funds Accounting Financing 130

Pension Pulse

DECEMBER 16, 2024

Canadas largest public pension funds, commonly referred to as the Maple Eight, collectively manage approximately $2-trillion in assets, reflecting the winning formula of independent governance, scale, geographical diversification, and top-tier investment and managerial talent. One problem this money is not theirs.

Pension Funds 59

Pension Funds Funds Liabilities Assets 59

The Motley Fool

AUGUST 8, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $39,647 !* Just the assets under management fees. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $18,332 !* The third one, Ricky, I think this is so important, incentives really matter.

Hedge Funds 130

Hedge Funds Leveraging Prospects Capital 130

ClearMoney

DECEMBER 5, 2021

Gomes and Michaelides (2008) suggest the greater supply of riskless assets, such as government debt securities, could lead to households investing less of their net worth in risky assets, lowering their consumption volatility and, in turn, the equity premium. Asset Pricing with Limited Risk Sharing and Heterogeneous Agents.”

Debt 52

Debt Returns Mutual Funds Capital 52

Pension Pulse

FEBRUARY 16, 2024

pic.twitter.com/17sGoSfLRn — Barchart (@Barchart) February 15, 2024 Moreover, the risk of a recession is rising, which never augurs well for risk assets: ?WARNING? Summers (@LHSummers) February 16, 2024 Needless to say, if the Fed is forced to raise rates instead of cutting them, it's going to hit risk assets and the economy very hard.

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

The Motley Fool

OCTOBER 21, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,456 !* I want someone else to do that, and I'm willing to pay a little bit in terms of a management fee. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $21,285 !*

Capital 130

Capital Portfolios Funds Returns 130

The Big Picture

JUNE 7, 2023

And that is why you’re seeing the massive increase in multi manager assets and those assets have more than doubled since 2017. So to clarify, some people’s called activity fees, the the profit participation is only on returns over and above what the SPF is generally. That trend looks to be continuing.

Hedge Funds 110

Hedge Funds Funds Capital Management Fees 110

ClearMoney

DECEMBER 5, 2021

Gomes and Michaelides (2008) suggest the greater supply of riskless assets, such as government debt securities, could lead to households investing less of their net worth in risky assets, lowering their consumption volatility and, in turn, the equity premium. Asset Pricing with Limited Risk Sharing and Heterogeneous Agents.”

Debt 52

Debt Mutual Funds Capital Assets 52

The Motley Fool

JULY 16, 2024

It's a matter of when and how much, and he signaled, hey, don't get used to where we were between the financial crisis in 2008 and the pandemic when rates were close to zero or zero. It's one wonderful thing about the Costco business model that they do have pricing power to continue to increase these management fees from time to time.

Banks 130

Banks Mergers and Acquisitions Investment Banking Investment Banks 130

The Motley Fool

FEBRUARY 22, 2024

eXp Realty North America and International represent our path to overall revenue growth powered by our cloud-based asset-light model, which allows us to continue iterating on our superior agent value proposition. It's literally the worst year we've had since 1995, even worse than 2008.

Legal 100

Legal Management Fees Leveraging Accounting 100

Pension Pulse

FEBRUARY 12, 2024

An expansion of the CPP would transfer these risks from individual workers to the government, which is much better placed to manage them, as it can pool risks across all Canadian workers and across generations of workers. Claude Lavoie was director-general of economic studies and policy analysis at the Department of Finance from 2008 to 2023.

Taxes 59

Taxes Amortization Financing Finance 59

The Big Picture

JUNE 13, 2023

Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president.

Banks 59

Banks Asset Management Assets Capital 59

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. MIELLE: Well, I mean, it was a fairly new asset class. New asset class for this type of investing as well. MIELLE: After 2008?

Hedge Funds 114

Hedge Funds Funds Assets Financing 114

ClearMoney

FEBRUARY 22, 2022

This indicator had correctly foreshadowed major downturns in 1987 and 2008. Tactical Asset Allocation: Periodic shifts in allocation to stocks. 7Morningstar described the risk profile of the Tactical Asset allocation as generally in line with that of Morningstar’s 50%–70% equity category. Dimensional Japan Ltd.,

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Taxes Assets 52

The Motley Fool

JULY 20, 2023

We surpassed $1 trillion of assets under management. The first alternative manager to do so of more than three years ahead of the aspirational road map we presented at our investor day in 2018. We believe our clients view us as the gold standard in alternative asset management. Thank you all for joining the call.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

MARCH 15, 2025

About 98% of its earnings come from stable cost-of- service and contracted assets. The asset manager generates relatively steady income from advisory fees. Its income from management fees grows as the company raises its assets under management ( AUM ), which reached $1.6 yielding dividend.

Exchange-Traded Funds 242

Exchange-Traded Funds Management Fees Assets Asset Management 242

The Motley Fool

DECEMBER 25, 2024

Passive index funds tend to come with lower annual fees, so it makes sense to start your fund-screening process with that criterion. But this JPMorgan instrument may be well worth its 0.35% management fee. billion of assets under management, despite its short market history. after rising above 12% over the summer.

Investing 244

Investing Exchange-Traded Funds Management Fees Funds 244

The Motley Fool

FEBRUARY 16, 2025

After about a year of existence, the ETF has about $56 billion in assets. One of the most notable things about the Grayscale Bitcoin Mini Trust ETF is that it has one of the lowest fees of Bitcoin ETFs , charging just 0.15%, or $1.50 Apple: if you invested $1,000 when we doubled down in 2008, youd have $46,374 !*

Exchange-Traded Funds 242

Exchange-Traded Funds Financial Institutions Management Fees Prospects 242

The Motley Fool

FEBRUARY 23, 2025

The one difference to be aware of is ETFs come with management fees as expressed through an expense ratio. You'll want to choose an ETF with a ratio of less than 1% to ensure the fees don't eat unduly into your gains over time. Apple: if you invested $1,000 when we doubled down in 2008, youd have $46,554 !*

Exchange-Traded Funds 211

Exchange-Traded Funds Management Fees Funds Portfolios 211

The Motley Fool

FEBRUARY 18, 2025

The two that have rightly garnered the most attention (and assets) are the SPDR S&P 500 ETF Trust (NYSEMKT: SPY) and Vanguard S&P 500 ETF (NYSEMKT: VOO). What differentiates these two index funds is their net expense ratios -- i.e., the management fees investors pay, minus any discounts or fee waivers.

Exchange-Traded Funds 217

Exchange-Traded Funds Investing Investment Horizon Management Fees 217

The Motley Fool

NOVEMBER 9, 2024

Realty Income management pointed to tenants that have recently gone through bankruptcy and how it has been able to get high recapture rates. Regarding Red Lobster restaurants, it said that it had 216 assets of which nine were rejected in bankruptcy court, with it getting a 91% recapture rate.

Prospects 130

Prospects Management Fees Capital Funds 130

The Motley Fool

OCTOBER 31, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,529 !* Over the last 12 months, we have grown management fees by 26%, fee-related earnings by 27%, and distributable earnings by 22%, all compared to the prior-year period. For many of our products, there is zero redemption.

Capital 130

Capital Management Fees Securities and Exchange Commission (SEC) Assets 130

The Motley Fool

JANUARY 15, 2025

Excluding the prior year's net investment securities losses, it was up 21%, largely on higher asset management fees and investment banking fees. Apple: if you invested $1,000 when we doubled down in 2008, youd have $44,179 !* Then to complete our lines of business, asset and wealth management on Page 7.

Banks 243

Banks Investment Banks Investment Banking Capital 243

The Motley Fool

MARCH 9, 2025

But the allure of the opportunity is considerably less enticing if you're losing dividend income to pay high management fees. billion in net assets and makes quarterly distributions. Apple: if you invested $1,000 when we doubled down in 2008, youd have $45,326 !* Fortunately, the Schwab U.S. The Schwab U.S.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Funds Assets 130

The Motley Fool

FEBRUARY 5, 2025

Apple: if you invested $1,000 when we doubled down in 2008, youd have $44,088 !* And Jacques Chappuis will be joining as CEO of PGIM, our global asset management business. We maintained a AA rating, which reflects a healthy capital position, including holding more than $4 billion in highly liquid assets.

Liabilities 130

Liabilities Capital Assets Asset Management 130

The Motley Fool

JANUARY 24, 2025

Apple: if you invested $1,000 when we doubled down in 2008, youd have $42,357 !* The improvement in the company's performance ratios, mainly return on average assets and return on average tangible common equity and the outlook for continued improvement is very satisfactory. billion in assets under management and 8.8

Mergers and Acquisitions 130

Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks Assets 130

The Motley Fool

FEBRUARY 11, 2025

The expense ratio is paid by investors and helps cover operating costs for running the fund, including management fees (if applicable), marketing and administrative expenses, legal fees, and much more. With the recent slash in fees, here are two Vanguard ETFs to buy right now.

Mergers and Acquisitions 147

Mergers and Acquisitions Mutual Funds Exchange-Traded Funds Banks 147

The Motley Fool

NOVEMBER 9, 2023

And for the past 20 years, we have added $125 billion of servicing and $17 billion of assets under management to generate large sums of recurring revenue flow that allow us to continue investing in our people, brand, and technology throughout cycles.

Asset Management 100

Asset Management Deal Flow Assets Financing 100

Pension Pulse

NOVEMBER 21, 2024

That restores a board seat the deputy minister held at AIMCo’s inception in 2008, which was removed a year later Three other former AIMCo directors, who were dismissed on Nov. AIMCo is Canada’s sixth-largest pension fund manager, investing money on behalf of 17 clients. Dhillon expressed his “full support” for Mr. Harper in an e-mail.

Pension Funds 64

Pension Funds Financing Finance Consulting 64

The Motley Fool

JULY 18, 2024

This should be very positive for Blackstone's asset values and provide the foundation for a significant realization cycle over time. This data also alerts us to major paradigm shifts, which is essential for any top-performing asset manager. As the largest alternatives firm in the world with nearly $1.1 How did we do it?

Assets 130

Assets Financing Finance Management Fees 130