The Big Picture

DECEMBER 4, 2024

The fund runs 15 ETFs and manages nearly 3 billion in assets. Listeners think to 2009, the bottom, at the bottom, um, stocks have almost been a 10 bagger. The last one of these they did for an asset manager had 5, 000 accounts. So Meb, let’s just start with a basic question.

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The Motley Fool

FEBRUARY 21, 2024

As an example, we know the most valuable tangible asset we own is our database of consumers. Before I turn the call over to the team, I wanted to provide a short summary on our 16-company Medici portfolio, a noncore asset that many holders have requested an update on. We know that our homeowners have assets.

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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.

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ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

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Pension Pulse

MAY 22, 2024

Ian Bickis of The Canadian Press reports CPP Investments earned 8 per cent in latest fiscal year, net assets rose to $632 billion: Canada's biggest pension fund earned an eight per cent return last year, but significantly underperformed the 19.9 CPPIB's net assets totalled $632.3 The increase in net assets included $46.4

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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.”

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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.”

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The Big Picture

APRIL 11, 2024

And even still, fund fees and taxes remained a major cost element. They slowly accumulated some assets, but hardly moved the needle on Wall Street. Most of the hedge fund community would be revealed post-2009 as not worth their costs. Their solution was to own the market, and let someone else pay a high management fee.

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Pension Pulse

MAY 24, 2023

per cent for the fiscal year ended March 31, ending the year with net fund assets of $570 billion compared to $539 billion a year earlier. The $31 billion increase in net assets this year consisted of $8 billion in net income and $23 billion in net transfers from the Canada Pension Plan (CPP). CPP said it earned 1.3

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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.

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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.

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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 Learn More Image source: Getty Images. per $1,000 invested.

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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. It mimics the composition of that index and therefore replicates its performance.

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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.

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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. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $292,207 !* The Schwab U.S.

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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. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $341,656 !* AUM of 4 trillion and client assets of 5.9

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The Motley Fool

FEBRUARY 5, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $307,661 !* And Jacques Chappuis will be joining as CEO of PGIM, our global asset management business. PGIM's assets under management increased by 6% to $1.4

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The Motley Fool

JANUARY 24, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $381,744 !* 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. With over 8.3

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The Big Picture

JANUARY 7, 2025

The Raymond James platform manages $1.6 trillion in total assets and advises on a whole lot more. So moved over to London back in 2009 and the rest is history. When it comes to any asset management business, Barry, two things important. In the UK there was a move away from holding UK assets by the UK pension plans.

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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.

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