The Motley Fool

FEBRUARY 21, 2024

As a reminder, in April of 2021, our company entered into a limited partnership agreement with Pelion Ventures in Draper, Utah, to manage the Medici portfolio. This partnership came with an annual management fee, in addition to upside deal economics, in exchange for them nurturing these companies and building value.

Assets 130

Assets Banks Shareholders Portfolios 130

Pension Pulse

MAY 22, 2024

Managing CPP Investments Costs Discipline in cost management is a main thrust of our public accountability as we continue to build an internationally competitive enterprise that seeks to create enduring value for multiple generations of beneficiaries of the CPP. To generate $46.4 Our operating expense ratio was 27.5 bps in fiscal 2023.

Investing 59

Investing Pension Funds Stakes Assets 59

Pension Pulse

MAY 24, 2023

Management fees increased by $165 million, due to an increase in average assets managed by external fund managers. Other categories affecting our total cost profile include taxes and expenses associated with various forms of leverage. Our operating expense ratio was 28.6 bps and up marginally from 27.1

Investing 52

Investing Stakes Pension Funds Assets 52

The Motley Fool

MARCH 15, 2025

That lease structure requires that tenants cover all operating costs, including routine maintenance, building insurance, and real estate taxes. The asset manager generates relatively steady income from advisory fees. It owns single-tenant retail properties secured by long-term net leases (an average of 10 years remaining).

Exchange-Traded Funds 225

Exchange-Traded Funds Management Fees Assets Asset Management 225

The Motley Fool

FEBRUARY 2, 2025

Net leases produce very durable rental income because tenants cover all operating costs, including routine maintenance, real estate taxes, and building insurance. This strategy should supply it with greater access to capital and management fee income while enhancing its investment returns.

Management Fees 173

Management Fees Taxes Capital Debt 173

The Motley Fool

FEBRUARY 27, 2025

That lease structure requires tenants to cover all operating expenses, including routine maintenance, real estate taxes, and building insurance. And it's launching new investment platforms related to credit and private capital management. The private capital management platform opens up an $18.8

Management Fees 147

Management Fees Capital Taxes Portfolios 147

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 !* billion, with pre-tax margin of 35%. Revenue of 5.8

Banks 243

Banks Investment Banks Investment Banking Capital 243

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 largest driver of the increase was our wealth business with fees of 18 million, up $3.1 Excluding this item, wealth management fees were up 1.9 million linked quarter. million in the fourth quarter.

Mergers and Acquisitions 130

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

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 !* Our pre-tax adjusted operating income was $1.4 If youre worried youve already missed your chance to invest, now is the best time to buy before its too late. and international businesses. billion, or $2.96 In the U.S.

Liabilities 130

Liabilities Capital Assets Asset Management 130

The Motley Fool

NOVEMBER 9, 2023

The expansion of our affordable housing capabilities with the acquisition of tax credit syndicator Alliant Capital in 2021 is an enormous addressable market with fantastic growth drivers that will fuel additional growth in our core debt and sales businesses. They didn't have caps back then, but they deployed significant volumes of capital.

Asset Management 100

Asset Management Deal Flow Assets Finance 100