Pension Pulse

SEPTEMBER 30, 2024

Gillian Tan, Swetha Gopinath and Layan Odeh of Bloomberg report OMERS to stop making direct private equity investments in Europe: The Ontario Municipal Employees Retirement System will stop making direct private equity investments in Europe as the pension fund overhauls its operations there, according to people familiar with the matter.

Buyout 59

Buyout Pension Funds Investing Mergers and Acquisitions 59

Pension Pulse

AUGUST 24, 2023

A month ago, Eliyahu Kamisher of the Los Angels Times reported that CalPERS pension fund posts 5.8% gain in its latest fiscal year as the stock market rally and private debt buoyed the largest traditional public pension fund in the United States. on private debt, as private equity slipped 2.3%, real assets dropped 3.1%

Pension Funds 52

Pension Funds Debt Assets Banks 52

Pension Pulse

JANUARY 31, 2024

It is not monolithic and includes such varied enterprises as pension fund investment managers such as AIMCo , insurance companies, investment banks, broker dealers, hedge funds, mortgage investment companies – and still others. Those are the publicly traded asset classes that private credit is most comparable to.

Banks 59

Banks Pension Funds Financial Institutions Investing 59

Pension Pulse

JULY 26, 2023

In February 2023 they published their latest benchmarking study, ranking 77 of the world’s largest asset managers’ approaches to responsible investment. (9) 9) Only four asset managers out of the top 77 globally received an AA or A grade for their approach to responsible investment, while 35% of assessed managers received a D or E grade.

Asset Management 52

Asset Management Assets Capital Finance 52

Pension Pulse

NOVEMBER 20, 2023

UCDP recorded 55 conflicts with over 200,000 deaths in 2022, compared to 37 conflicts and fewer than 50,000 deaths in 2009. For example, the federal government recently announced it would stop issuing real return bonds – an important liability matching asset for many defined benefit pensions in Canada.

Pension Funds 59

Pension Funds Investing Leveraging Assets 59

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

Investing 59

Investing Pension Funds Stakes Assets 59

Pension Pulse

SEPTEMBER 18, 2023

A CPPIB spokesperson said the name of the fund is Canadian Fund-of-Funds V and that as an evergreen mandate, it's an additional commitment to a customized mandate with the pension fund. As of June 30, 2023, CPPIB assets totaled C$575 billion. 14 news release said.

Financial Institutions 59

Financial Institutions High Net Worth Individuals Private Equity Firms Private Equity Firms 59

Pension Pulse

JANUARY 12, 2024

is shaking up the top ranks of management, creating a new global product strategy group led by Stephen Cohen that will latch onto the global growth of exchange-traded funds and combine active and index strategies. billion in a major push into alternative assets. BlackRock shares fell slightly at 7:05 a.m. in early New York trading.

Pension Funds 59

Pension Funds Debt Exchange-Traded Funds Assets 59

Pension Pulse

MAY 17, 2023

The 77-year-old billionaire told the Financial Times that big asset managers had competed aggressively to lend to the largest private equity groups as money poured into their coffers in 2020 and 2021, raising questions over the due diligence the funds conducted when they agreed to provide multibillion-dollar loans.

Debt 52

Debt Pension Funds Banks Due Diligence 52

Pension Pulse

MAY 24, 2023

Barbara Shecter of the National Post reports Canada Pension Plan investing board posts 1.3% return for year: The Canada Pension Plan Investment Board posted a net return of 1.3 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.

Investing 52

Investing Stakes Pension Funds Assets 52

Pension Pulse

JULY 6, 2023

Steve Randall of Wealth Professional reports that Fengate hires private equity executive from CPP Investments: Fengate Asset Management has bolstered its private equity team with the addition of Jennifer Pereira as managing director. Pereira worked at the Boston Consulting Group from 2006 to 2009. Prior to joining CPP , Ms.

Pension Funds 40

Pension Funds Consulting Consultants Investing 40

Pension Pulse

MAY 19, 2023

Importantly, this market is on the verge of turning south and when it does, it's going to be really ugly: I would reiterate to bulls that since 2009 each time small caps had a death cross (50 dma below 200 dma), the S&P 500 imploded. Market neutral funds will engage in pair trading to remove market beta. No exceptions.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

Pension Pulse

JANUARY 25, 2024

James Bradshaw of the Globe and Mail reports Teachers' invests in portable battery company aiming to replace gas-powered generators: Ontario Teachers’ Pension Plan is leading a US$95-million funding round for Instagrid GmbH, a German maker of portable battery systems designed to replace gas-powered generators.

Investors 59

Investors Funds Startups Assets 59

The Big Picture

AUGUST 15, 2023

So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. If you look at the types of assets that Yale invests in, you can create a benchmark for each pool.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Big Picture

SEPTEMBER 10, 2024

We have institutional clients, we have retail clients, we have, you know, pension funds, we have endowments. I wouldn’t say I like one better than the other, but what I would say is I do find more personal satisfaction in helping the asset owner clients who really need the help. 2009, 10 in that role.

Companies 65

Companies Pension Funds Hedge Funds Investing 65

Pension Pulse

JULY 20, 2023

Love Liman of Bloomberg News reports Sweden’s property rout drags down result of another pension fund: Sweden’s pension system is increasingly caught up in a property crisis that’s hit commercial landlords, with one of the state-owned pension funds joining peers that have taken losses on its investments in real estate assets.

Pension Funds 52

Pension Funds Funds Banks Debt 52

The Motley Fool

JULY 26, 2023

In a financial and political landscape filled with uncertainties, one asset has emerged as a beacon of hope for investors seeking a truly decentralized and resilient asset: Bitcoin (CRYPTO: BTC). With its unique attributes and growing acceptance, the cryptocurrency is proving that it deserves a spot in every investor's portfolio.

Investors 189

Investors Exchange-Traded Funds Pension Funds Assets 189

The Big Picture

APRIL 4, 2023

 The transcript from this week’s, MiB: Ken Kencel, Churchill Asset Management , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President. This is really a fascinating story. Ken Kencel, welcome to Bloomberg.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Finance Financing 59

The Motley Fool

MARCH 17, 2025

However, long-term investing can help smooth out these short-term fluctuations and give time for an asset's fundamental value to shine through. But over time, some assets hold up better than others, leading to sustained price appreciation. And this may have something to do with the asset's focus on real-world utility.

Securities and Exchange Commission (SEC) 308

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Pension Funds 308

The Motley Fool

DECEMBER 26, 2024

However, that's not the only thing backing Brookfield Renewable, since it is run by Brookfield Asset Management (NYSE: BAM). Essentially, buying Brookfield Renewable is a way to invest alongside Brookfield Asset Management, a large Canadian finance company that has an over 100-year history of investing in global infrastructure assets.

Asset Management 246

Asset Management Pension Funds Assets Taxes 246

The Motley Fool

JANUARY 8, 2025

For investors using an asset allocation model , AGNC Investment is a solid way to add mortgage exposure to their portfolios. While most dividend investors don't focus on asset allocation, many investors do. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $387,474 !*

Mutual Funds 242

Mutual Funds Investing Initial Public Offering Pension Funds 242

The Motley Fool

FEBRUARY 26, 2025

That shouldn't be happening because, historically, Bitcoin has been completely uncorrelated with every major asset class. As they see it, Bitcoin represents an entirely new asset class with its own unique risk-reward profile, and they are looking to add it to their overall portfolio mix. Image source: Getty Images.

Pension Funds 200

Pension Funds Assets Funds Portfolios 200

The Motley Fool

FEBRUARY 26, 2025

But while digital assets remain highly volatile, they have also demonstrated an ability to deliver sustainable long-term returns. However, while digital assets have succeeded as a store of value (with a total market capitalization of $2.9 Enter XRP (CRYPTO: XRP). of global transactions, according to data from Statista.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Pension Funds 130

The Motley Fool

FEBRUARY 6, 2025

Brookfield Renewable owns, operates, and builds clean energy assets. Most of its assets have long-term contracts, so the revenues it generates tend to be fairly stable over time. And both classes are simply a way for Brookfield Asset Management (NYSE: BAM) to raise capital. If it can get a good price, it will sell assets.

Asset Management 130

Asset Management Pension Funds Assets Capital 130

The Motley Fool

JANUARY 23, 2025

If you are looking for mortgage exposure to fill in a segment of an asset allocation model, this REIT would be a solid choice. The asset allocation approach is normally used by large investors, such as pension funds, but some small investors do it, too.

Investing 130

Investing Mutual Funds Pension Funds Education 130

The Motley Fool

JULY 15, 2024

Clients entrusted us with over 80 billion of net new assets. Our business tends to be seasonally stronger in the back half of the year, and we have line of sight into a broad global opportunity set of new asset management and technology mandates that should fuel premium organic growth. trillion in assets under management, 10.6

Assets 130

Assets Liabilities Leveraging Asset Management 130

The Big Picture

MARCH 12, 2024

No income, no job, no assets were exactly ninja, Sean Dobson : No pulse seems reasonable. We see it as, like I said, about 50 million assets and we’re modeling up the value of every home in the country, every, every week, basically. We’re we’re the quant shop in real estate, in the quant shop in physical assets.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

The Motley Fool

MARCH 3, 2025

You had Bitcoin net asset value of $46 billion. From about February or March of 2009, so we're past the global financial crisis. annualized since 2009. If you were a buyer in March of 2009, you're getting your cost basis back now at this point, every two years, just from the dividend loan. Dividends gone from $0.90

Investors 130

Investors Enterprise Values Shareholders Debt 130

The Motley Fool

JANUARY 29, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $334,473 !* In the fourth quarter, our operating metrics included organic subscription run rate growth of 8%, excluding FX headwinds, and 7% on a reported basis; asset-based fee run rate growth of 15%; and a retention rate of 93%.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Big Picture

DECEMBER 20, 2022

And that, quite frankly, was the beginning of the of the asset class. And emerging market is not this homogeneous asset class. And you can see, you know, assets have gone. And if you look on your Bloomberg screen today, on that day, the asset went from 6 cents to 12 cents — RITHOLTZ: Wow. KOENIGSBERGER: Yeah.

Hedge Funds 65

Hedge Funds Debt Banks Assets 65

The Big Picture

MARCH 21, 2023

But if you buy low multiples and sell high multiples, either in a long-only beat the benchmark sense, whether over and underweight, and you did the same thing everyone does and call me a hedge fund manager. It’s about half our assets. RITHOLTZ: Okay. RITHOLTZ: Bill Sharpe. ASNESS: Bill Sharpe. RITHOLTZ: Yeah.

Hedge Funds 69

Hedge Funds Finance Financing Funds 69

Pension Pulse

JANUARY 10, 2025

And the S&P 500 again underperformed that index between 2000 and 2009 by 2.65 assets, as well as government bonds, credit, real estate, infrastructure and public and private asset classes. A significant slowdown in China which by definition is deflationary and will clobber risk assets all over the world.

Hedge Funds 59

Hedge Funds Initial Public Offering Liabilities Pension Funds 59

The Big Picture

NOVEMBER 25, 2024

And so graduating right into 2009, right out of the financial crisis, I said, I don’t think I’m gonna get a job. We were talking about luck earlier, got introduced to a local asset manager outside of Boston who saw what I was working on and said, this is really interesting. And I just caught the bug.

Returns 59

Returns Mutual Funds Hedge Funds Leveraging 59

The Big Picture

MARCH 9, 2023

It’s gimmicks all the way down as investors are apparently willing to pay 1-per-cent fees to trade against Jim Cramer as a bit. ¯_ (ツ)_/¯ ( Financial Times ) • Corporate Pension Funds Lobbied for a Rule Change. Now It’s Coming Back to Haunt Them. Rising rates have radically shifted how corporate plans calculate discount rates.

Pension Funds 65

Pension Funds Banks Assets Investors 65

Pension Pulse

JULY 17, 2024

About CPP Investments Canada Pension Plan Investment Board (CPP Investments™) is a professional investment management organization that manages the Fund in the best interest of the more than 22 million contributors and beneficiaries of the Canada Pension Plan.

Pension Funds 52

Pension Funds Investing Hedge Funds Capital 52

The Motley Fool

NOVEMBER 25, 2024

The largest of these new spot Bitcoin ETFs, the iShares Bitcoin Trust (NASDAQ: IBIT) , has now accumulated over $40 billion in assets under management. After all, the biggest buyers of the spot Bitcoin ETFs have thus far been hedge funds and big Wall Street firms. We could just be getting started here.

Pension Funds 130

Pension Funds Hedge Funds Funds Assets 130

The Big Picture

APRIL 11, 2023

And again, some history, until 2009 or ‘10, Warren Buffett actually spoke out against buybacks. DAMODARAN: Or it could be some unique characteristic, pension funds pay no taxes. How important is it for a mature company to have a mature CEO to come in and maximize their assets? I mean, strong words for Buffett.

Education 119

Education Finance Financing Taxes 119