The Motley Fool

OCTOBER 15, 2024

Those limits are higher due to the Tax Cuts and Jobs Act of 2017. With some firms, it's an additional assets under management fee, but I bet it's going to be much lower than what you're paying now. It's actually technically a unified estate and gift credit, and I'll talk about why that's important a little bit later.

Taxes 130

Taxes Mutual Funds Accounting Finance 130

The Motley Fool

JULY 14, 2023

In looking back to 2017, and I'm just looking at 2017 because I can break out legacy and core that way, and I fast forward to 2022, you produced revenues, ex legacy franchises, of about 61 billion in 2017 and about 67 billion in 2022. billion in 2017 versus 43.5 So, let me just ask Jim's question another way.

Banks 130

Banks Capital Investment Banks Investment Banking 130

The Big Picture

JUNE 7, 2023

And that is why you’re seeing the massive increase in multi manager assets and those assets have more than doubled since 2017. So to clarify, some people’s called activity fees, the the profit participation is only on returns over and above what the SPF is generally. That trend looks to be continuing.

Hedge Funds 110

Hedge Funds Funds Capital Returns 110

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. Our original investments were made in 2017. To generate $46.4

Investing 59

Investing Pension Funds Stakes Assets 59

Pension Pulse

DECEMBER 16, 2024

In September, 2024, four Maple Eight funds Caisse de dpt et placement du Qubec (CDPQ), British Columbia Investment Management Corporation (BCI), Ontario Teachers Pension Plan (OTPP) and CPPIB were in the top 10 globally for governance excellence.

Pension Funds 59

Pension Funds Funds Liabilities Assets 59

The Motley Fool

NOVEMBER 5, 2024

Our 30-year offering was our first 30-year issuance since 2017, and our public sterling offering was our fifth non-U.S. And that, I think, is what we'll be able to do through this fund structure and enhance our co-investment through the recurring asset management fee stream, which is essentially the monetization of the platform that we have.

Capital 130

Capital Assets Leveraging Funds 130

Pension Pulse

FEBRUARY 22, 2024

Financial reporting CDPQ incurs costs to conduct its activities, including operating expenses, external management fees and transaction costs. When I joined in 2020, the Fixed Income strategy we have in Private Credit was launched in 2017. The integration will conclude within 18 to 24 months.

Returns 59

Returns Pension Funds Assets Debt 59

Pension Pulse

AUGUST 17, 2023

Financial reporting As at June 30, 2023, the annualized costs incurred for CDPQ’s activities, which include internal operating expenses, external management fees and transaction costs, were estimated at 55 cents per $100 of net average assets, compared with 48 cents as at December 31, 2022. It's been a great performer for CDPQ.

Pension Funds 52

Pension Funds Assets Debt Finance 52

The Motley Fool

SEPTEMBER 5, 2023

Since introducing its quarterly distribution in June 2017, IIP's payout has grown by 1,100%! A combination of property sales and reworked master lease agreements lifted the company's rent and property management fee collection rate to a hearty 97% in the June-ended quarter. IIPR Dividend data by YCharts.

Legal 246

Legal Liabilities Exchange-Traded Funds Management Fees 246

The Big Picture

JUNE 13, 2023

But I would add, we had just gone public at the time, 2017. So that was in 2017, we went public on Euronext Paris. We launched our very first growth private equity strategy in 2017-2018, way before it has, as I said, become a must-have strategy for many managers and for many allocators. What was the attraction here?

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

JANUARY 23, 2024

Since introducing its quarterly dividend in mid-2017, IIP's payout has grown by an eye-popping 1,113% -- $0.15/quarter Since then, the company's management team has reworked some master-lease agreements and divested a few properties. It would appear that management has successfully navigated this headwind. quarter to $1.82/quarter.

Debt 245

Debt Public Companies Capital Assets 245

The Motley Fool

JULY 20, 2023

In 2017, we launched our infrastructure strategy. In 2018, we started both our insurance solutions management and life sciences businesses. The earning AUM rose 7% year over year to $731 billion, driving management fees up 9% to a record $1.7 Fee-related earnings increased 12% year over year to $1.1

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

JANUARY 12, 2024

The integration will nearly double our private markets management fees to over 1.5 GIP's current team of approximately 400 employees across 11 global offices has delivered strong long-term performance for clients and is expected to generate approximately 760 million of management fee revenue in 2023.

Assets 130

Assets Shareholders Asset Management Capital 130

Private Equity Insights

MARCH 20, 2025

EQT has played a key role in the firms transformation since first investing in 2008, supporting over 21 acquisitions since 2017 and fostering partnerships with leading institutions such as UNICEF, MIT, and Kings College London. The acquisition marks another major step in EQTs long-term partnership with Nord Anglia. Can`t stop reading?

Education 162

Education Management Fees Stakes Capital 162

The Motley Fool

DECEMBER 21, 2024

It owns or manages 3,862 properties with 296 million square feet of rentable space across 42 states, giving it an industry-leading 14% market share. It also has the sector's leading third-party management platform, which provides stable income from management fees. The REIT pays a $1.62-per-share

Portfolios 189

Portfolios Management Fees Taxes Returns 189

The Motley Fool

JULY 16, 2024

Fees grew 6% year over year and represented 46% of total revenue in the quarter. Our strong fee performance was led by a 14% improvement in asset management fees in our wealth management businesses. We grew investment banking fees 29% year over year and saw sales and trading revenue increase 7%.

Banks 130

Banks Assets Taxes Liabilities 130

The Motley Fool

JANUARY 25, 2024

Since introducing a dividend in 2017, IIP's quarterly payout has grown by 1,113%! But thanks to the guidance of the company's management team, reworked lease agreements and divestments bolstered the collection rate, including management fees, to 97% in the September-ended quarter.

Investing 246

Investing Management Fees Prospects Taxes 246

Pension Pulse

NOVEMBER 7, 2024

He called out a sharp increase in third-party management fees, expanded staffing and higher wage and benefits costs, “without a corresponding increase to return on investment.” Kroner had previously been chair of AIMCo’s investment committee beginning in 2017. Prior to that, he was senior managing director at Blackrock Inc.,

Pension Funds 64

Pension Funds Management Fees Finance Financing 64

The Motley Fool

JANUARY 30, 2025

In 2017, we saw a historic investment opportunity emerging in the U.S. First, with respect to fee-related earnings. Management fees rose 12% to a record $1.9 billion, including the 60th straight quarter of year-over-year base management fee growth at the firm. billion or $1.50 It's Michael.

Management Fees 130

Management Fees Assets Capital Funds 130

The Motley Fool

JULY 18, 2024

We activated the investment periods for our corporate private equity and PE energy transition flagships in the second quarter, which, along with BXPE and private wealth, were in fee holidays as of quarter end, representing $27 billion of fee AUM in aggregate. Fee-related earnings were $1.1 BXP exited its fee holiday this month.

Assets 130

Assets Finance Financing Management Fees 130