The Motley Fool

JANUARY 19, 2024

Keep in mind, between 2013 and 2019, our average NPL ratio was 107 basis points. Our average net charge-offs from 2013 to 2019 were 46 basis points. And finally, wealth management had maybe the best year it's had, certainly in some time, and we expect wealth management fee revenue to continue to grow in 2024.

Banks 130

Banks Leveraging Capital Portfolios 130

The Motley Fool

JULY 12, 2024

billion or 21%, largely driven by higher investment banking revenue and asset management fees. Asset and wealth management reported net income of 1.3 I mean, when I asked Jamie at the 2013 Investor Day, you know, would it make sense to have 13.5% NIR ex markets was up 7.3 billion or 56%. Expenses of 23.7 Revenue of 5.3

Banks 130

Banks Capital Finance Financing 130

ClearMoney

NOVEMBER 4, 2021

Gerard O’Reilly and Savina Rizova, “ Expected Profitability: A New Dimension of Expected Returns ” (white paper, Dimensional Fund Advisors, June 2013). Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Assets Banks Accounting 52

Pension Pulse

DECEMBER 16, 2024

This trend was even more pronounced among funds managing over $50-billion, with Canadian pensions handling 80 per cent of assets in-house versus 34 per cent for their global peers. In Ireland, for example, the government withdrew billions from its national pension fund to bail out its banks during the 2008 financial crisis.

Pension Funds 59

Pension Funds Funds Liabilities Assets 59

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. Our original investment was made in 2013. To generate $46.4

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. Our original investment was made in 2013. Our operating expense ratio was 28.6 basis points (bps), which is below the five-year average of 29.0 bps and up marginally from 27.1

Investing 52

Investing Stakes Pension Funds Assets 52

The Motley Fool

JANUARY 12, 2024

Share repurchases have been a consistent element of our capital management strategy. Since 2013, we've repurchased close to 15 billion of BlackRock stock, which generated an unlevered compound annual return of 14% for our shareholders. The integration will nearly double our private markets management fees to over 1.5

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

FEBRUARY 6, 2025

We began the company in 2013 while at Fortress to acquire MSRs from banks as Basel III capital rules made them too costly for banks to hold. That is an external managed vehicle. So, management fees as we grow that will feed to the bottom line. There is a management fee and a promote. Two for me.

Capital 130

Capital Asset Management Assets Banks 130

Pension Pulse

MARCH 20, 2025

2 Value-add is the amount of return in excess of (below) benchmarks after deducting management fees, transaction costs and administrative costs allocated to the Active programs (includes annual incentives but does not include long-term incentives). Asset-class returns are calculated before deducting investment administrative costs.

Pension Funds 59

Pension Funds Assets Liabilities Funds 59

The Big Picture

JANUARY 7, 2025

00:41:54 [Speaker Changed] That was in an Asian manager in 2013. But I will say the average discount these days, the best private equity fund managers do not trade at discounts. Here’s some management fees and expenses you need to fund, but the cash back froze. off, 91 point a half percent off.

Capital 52

Capital Hedge Funds Buyout Funds 52