The Motley Fool

OCTOBER 11, 2024

The combination triples infrastructure AUM and doubles private markets run-rate management fees. This was due to the relative outperformance of lower fee U.S. equity markets and client preferences for lower fee U.S. The closing of GIP added $116 billion of client AUM and $70 billion of fee-paying AUM on October 1.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

FEBRUARY 15, 2024

Our servicing activities, including recurring servicing fees and related placement fees, generated Q4 revenues of $121 million, up 18% year over year, offsetting the majority of the decline from investment management fees. The Motley Fool has positions in and recommends Walker & Dunlop.

Debt 100

Debt Finance Financing Banks 100

Pension Pulse

MAY 24, 2023

Asset and Geography Mix CPP Investments, inclusive of both the base CPP and additional CPP Investment Portfolios, is diversified across asset classes and geographies: 1 Fixed income consists of cash and cash equivalents, money market securities and government bonds, all net of financing liabilities. Our operating expense ratio was 28.6

Investing 52

Investing Stakes Pension Funds Assets 52

The Motley Fool

SEPTEMBER 5, 2023

A decade ago, the wealth management division of JPMorgan Chase released a report detailing the absolute outperformance of dividend stocks, relative to those that don't offer a payout. Over the 40 years examined (1972-2012), the companies that initiated and grew their payouts generated a robust annualized return of 9.5%.

Legal 246

Legal Liabilities Exchange-Traded Funds Management Fees 246

The Motley Fool

FEBRUARY 5, 2025

On the institutional side, our pension risk transfer business had the highest annual level of sales for any single carrier since 2012. We also maintained a well-diversified, high-quality investment portfolio, and a disciplined approach to asset liability management. Individual retirement posted $3.6 Turning to Slide 12.

Liabilities 130

Liabilities Capital Assets Asset Management 130

The Motley Fool

FEBRUARY 6, 2025

That is an external managed vehicle. So, management fees as we grow that will feed to the bottom line. Every asset manager everywhere is talking about that so-called $30 trillion opportunity. There is a management fee and a promote. This is for Rithm shareholders. Asset-based finance, a hot topic everywhere.

Capital 130

Capital Asset Management Assets Banks 130

The Big Picture

JANUARY 7, 2025

I was in my early thirties, I didn’t have a mortgage, I didn’t have kids, I had very few liabilities. But growing rapidly, that market, when we first did our first secondaries transaction as a, as a firm in 2012 was only 20 billion a drop in the bucket. But it’s not for the faint of heart, that’s for sure.

Capital 52

Capital Hedge Funds Buyout Startups 52