Pension Pulse

MAY 16, 2023

Canada's large pension funds are globally known investors, managing more than $1 trillion of savings, but their exposure to domestic equities has steadily declined over the past decade since Canadian equity markets represent just 3% of the global equity market. All other pension funds did not respond to Reuters request for comments.

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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. The term NBFI captures a wide range of enterprises and therefore defies a common regulatory approach.

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Banks Pension Funds Financial Institutions Investing 59

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. There's been a lot of discussion lately on why Maple 8 pension funds do not invest more in Canada, specifically in Canadian equities.

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Pension Pulse

MAY 17, 2023

Marks said that this contrasted with the investment landscape from 2009 to 2021, when interest rates were low and “everyone was eager to invest”. “If pic.twitter.com/z5sfKt04bC — Francois Trahan (@FrancoisTrahan) May 15, 2023 I know, offices only make up 10-15% of pension funds' commercial real estate portfolios but that is still signifcant.

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Debt Pension Funds Banks Due Diligence 52

Pension Pulse

APRIL 2, 2024

Joe Dear (2009-14) was taken by cancer, but judging by the reigns of Ted Eliopoulos (2014-18) Ben Meng (2019-20) and Nicole Musicco (2022-23), it seems the average length of a Calpers CIO stint is getting closer to one year. He is is expected to start at CalPERS, the nation's largest public pension fund, in July.

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Hedge Funds Pension Funds Financial Institutions Funds 59

The Big Picture

SEPTEMBER 10, 2024

We have institutional clients, we have retail clients, we have, you know, pension funds, we have endowments. 2009, 10 in that role. So I would say the challenge of having those roles is that our institutional clients are much shorter term. And, you know, Morgan Stanley has all types of different clients.

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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.

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Buyout Pension Funds Investing Mergers and Acquisitions 59

Pension Pulse

JANUARY 12, 2024

The deal would be BlackRock's largest acquisition since its 2009 purchase of Barclays Global Investors. Yesterday I discussed why CalSTRS' CIO Chris Ailman is retiring at the end of June and agreed with him the Fund needs to increase its exposure to inflation sensitive asset classes which includes infrastructure.

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Pension Funds Debt Assets Exchange-Traded Funds 59

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. No exceptions. Tends to be a leading indicator for the economy, recessionary signals continue to build.

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Hedge Funds Funds Asset Management Assets 52

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. pension fund, has yet to release its fiscal 2023 results.

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Pension Funds Debt Assets Banks 52

The Big Picture

AUGUST 15, 2023

SEIDES: I would say that’s not really part of my belief system of what a hedge fund is trying to deliver. So I think that argument is very valid in those couple of years, 2009, 2010 probably, maybe 2011, which was a tough year for hedge funds. You still had 2012 to 2017 to finish the bet. RITHOLTZ: Right. SEIDES: Yeah.

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Pension Pulse

JULY 6, 2023

Pereira worked at the Boston Consulting Group from 2006 to 2009. Now, it's the end of the world, CPP Investments has huge bench strength that most other large Canadian pension funds can only dream of (the others typically poach the talent away from CPP Investments as PSP did when it hired Deb Orida to be their CEO).

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Pension Funds Consulting Consultants Investing 40

Pension Pulse

MAY 13, 2024

Bob Baldwin wrote an op-ed for the Globe and Mail stating a proposal to encourage more pension fund investing at home is wrong for Canada: Last month’s budget unveiled a working group led by former Bank of Canada governor Stephen Poloz to collaborate with pension fund leaders to encourage funds to invest more of their assets in Canada.

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Pension Funds Financing Finance Banks 52

Pension Pulse

JULY 26, 2023

It is a collaboration of two organisations, Climate Analytics and New Climate Institute, and has been providing this independent analysis to policymakers since 2009. (10) Climate Action Tracker is an independent scientific project that tracks government climate action and measures it against the globally agreed aims.

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Asset Management Assets Capital Financing 52

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 billion towards Boldyn Networks since 2009 and hold an 86% ownership stake.

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Investing Pension Funds Stakes Assets 59

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.

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Pension Pulse

MAY 24, 2023

In private credit, tightening credit conditions resulting from a handful of bank failures and rescues in the United States have opened up opportunities for non-bank players like pension funds, he said. We have committed approximately C$3 billion to BAI since 2009 and hold an 86% ownership stake. per cent return.

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Investing Stakes Pension Funds Assets 52

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. billion in Canadian private equity investments on behalf of CPPIB, a Sept. 14 news release said.

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

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.

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Pension Funds Funds Banks Debt 52

The Motley Fool

JULY 15, 2024

iShares' AUM was about $300 billion when we announced our acquisition in 2009. pension fund, a European captive asset management are just a few examples as we look to onboard these mandates and more in future quarters and delivering the outcomes of our clients and their constituents and what they need. RIA, a U.K.

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Assets Liabilities Leveraging Asset Management 130

The Motley Fool

JULY 26, 2023

This means that Bitcoin's sound monetary policy is virtually impossible to change and provides investors with confidence that it will continue to run just as it has since it was created in 2009. These firms plan to introduce spot Bitcoin exchange-traded funds , hoping to provide a product that can be traded on the stock market.

Investors 189

Investors Exchange-Traded Funds Pension Funds Assets 189

The Motley Fool

NOVEMBER 25, 2024

After all, the biggest buyers of the spot Bitcoin ETFs have thus far been hedge funds and big Wall Street firms. Next up will be the risk-averse institutional investors -- such as pension funds and endowments -- that previously viewed crypto as too risky. But over time, that percentage could steadily move higher.

Hedge Funds 130

Hedge Funds Pension Funds Funds Assets 130

The Big Picture

APRIL 4, 2023

So a very different dynamic than we saw back in 2007, 2008, 2009. pension funds, and sovereign wealth funds, and internationally, investors. Yes, there’s a lot of liquidity in private equity. But there’s also a lot of liquidity in private credit to be able to finance those transactions.

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Private Equity Firms Private Equity Firms Banks Financing 59

Pension Pulse

JANUARY 10, 2025

And the S&P 500 again underperformed that index between 2000 and 2009 by 2.65 For example, between 1985 and 1989, the S&P 500 underperformed the MSCI EAFA (Europe, Australasia and Far East) index by 13.82 per cent a year, on average. per cent a year, on average.

Hedge Funds 59

Hedge Funds Liabilities Initial Public Offering Assets 59

The Big Picture

MARCH 21, 2023

If you’re anywhere from an individual to a pension fund, saying how much do I have to save to retire? Some famous periods of reversals in market, the most famous spring of 2009 when we came off the GFC. But the good news is I lost you less than I would have lost over the average decade. RITHOLTZ: Yeah.

Hedge Funds 69

Hedge Funds Finance Financing Funds 69

The Big Picture

MARCH 12, 2024

And what we figured out in 2009, really when we started buying homes is that we made the bet that it, I mean, it wasn’t a very exotic bet, but we made the bet that the subprime mortgage market wasn’t coming back at all. And so, so starting in 2009, we, we, there was no flip market. So it’s very long dated capital.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

The Motley Fool

DECEMBER 26, 2024

Many of the largest investors, like pension funds, can't own partnerships, which is why Brookfield Renewable created the corporate share class, as it allows access to more capital to support its long-term growth. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $363,593 !*

Asset Management 244

Asset Management Pension Funds Assets Taxes 244

The Motley Fool

JANUARY 8, 2025

It's a strategy often used by large investors such as pension funds, though some individual investors also follow this approach.) And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $387,474 !* Hold AGNC Investment Here's where things get a little tricky.

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Mutual Funds Investing Initial Public Offering Pension Funds 211

The Big Picture

FEBRUARY 20, 2024

00:09:48 [Speaker Changed] And, and then in January, 2009, we we’re deep into the financial crisis. We were running the commercial paper funding facility. So that was a big job in the spring of, of 2009. But, you know, it was very touch, touch, touch and go there in the first part of 2009. Again, fantastic timing.

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The Big Picture

DECEMBER 20, 2022

And I’ll just, you know, go back to, like, I remember Argentina 2009 and meeting with the Finance Minister who not only didn’t know, finance, but didn’t know how to do a debt restructuring. And so this poor CFO is doing the conference call in his bathroom and the screensaver is his shower screen, right.

Hedge Funds 65

Hedge Funds Debt Banks Assets 65

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.

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Pension Funds Banks Assets Investors 65

Pension Pulse

JULY 17, 2024

Heather joined CPP Investments in 2009 and before this appointment she was Managing Director and Head of Investment Portfolio Management in the Office of the Chief Investment Officer. CPP Investments is Canada's pension fund, the most important pension fund in the country and as such it must reflect the diverse nature of our country.

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Pension Funds Investing Hedge Funds Capital 52

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. And it doesn’t matter if you’re running a billion dollar hedge fund or a pension fund, most people are gonna go through the same sort of panicky response. And I just caught the bug.

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Returns Mutual Funds Leveraging Hedge Funds 59

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. I mean, strong words for Buffett. RITHOLTZ: He was not a fan. DAMODARAN: He was a big dividend person. RITHOLTZ: Right.

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Education Finance Financing Taxes 119

The Motley Fool

DECEMBER 27, 2024

And what if pension funds, endowments, and sovereign wealth funds start to invest in Bitcoin? And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $363,593 !* This buying pressure is only going to intensify. But what if they start to boost that allocation to 2%?

Exchange-Traded Funds 246

Exchange-Traded Funds Hedge Funds Pension Funds Shareholders 246