Private Equity Insights

FEBRUARY 18, 2025

The fund, already 45% deployed, marks a major milestone in the firms asset-based finance strategy. Specializing in high-yield, short-duration investments, the fund focuses on receivables, small business, consumer, and hard assets.

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Finance Financing Pension Funds Funds 130

Private Equity Wire

MAY 13, 2024

The report cites several anonymous asset managers in revealing that pension plans and insurers have been increasingly investing in funds that focus on equity tranches of collateralised loan obligations (CLOs) in recent months.

Pension Funds 59

Pension Funds Hedge Funds Funds Asset Management 59

Pension Pulse

DECEMBER 16, 2024

The system works exceptionally well, yet in the past year, we have seen increasing calls to change this model and use pension funds as a policy tool. This has culminated in an announcement from Ottawa to explore ways to have pension funds invest more domestically. This outperformance aggregated to $4.2-billion

Pension Funds 59

Pension Funds Funds Liabilities Assets 59

Private Equity Insights

MARCH 17, 2023

The asset could attract investment funds and pension funds, the people said. Established by I Squared in 2018, Think Gas operates across 13 districts in India and supplies natural gas to domestic, commercial, industrial and automotive sectors, according to its website.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Pension Funds 130

Pension Pulse

MAY 14, 2024

Pension plans and insurers have been piling into funds that invest in equity tranches of collateralized loan obligations in recent months, according to several asset managers who spoke on the condition of anonymity. billion in assets, said the attraction of low default rates for leveraged loans, estimated at 1.5%-2%

Pension Funds 59

Pension Funds Collateral Funds Hedge Funds 59

Private Equity Wire

JANUARY 29, 2024

KSL Capital Partners (KSL), a private investment firm focused on travel and leisure businesses, has held the final closing of a single-asset continuation vehicle for Alterra Mountain Company (Alterra) with total commitments of over $3bn.

Pension Funds 98

Pension Funds Capital Companies Funds 98

Private Equity Insights

AUGUST 30, 2024

Leading investors in the recap included a Stonepeak managed vehicle anchored by Mercer and Aware Super, and direct investments from the Investment Management Corporation of Ontario (“IMCO”) and APG Asset Management (“APG”). billion of assets under management. For further information visit eunetworks.com.

Legal 130

Legal Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Insights

AUGUST 30, 2024

Leading investors in the recap included a Stonepeak managed vehicle anchored by Mercer and Aware Super, and direct investments from the Investment Management Corporation of Ontario (“IMCO”) and APG Asset Management (“APG”). billion of assets under management. For further information visit eunetworks.com.

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Legal Pension Funds Assets Debt 130

Private Equity Wire

SEPTEMBER 6, 2024

The Enhanced Return Debt Fund (ERDF) has received significant seed capital from Generali Group and strong support from recurring investors. Five seed assets have already been executed, with a total value representing circa, including capital deployment in the renewable space providing €125m of financing for an Italian solar IPP platform.

Debt 98

Debt Returns Pension Funds Funds 98

Private Equity Insights

AUGUST 7, 2023

Revelstoke Capital Partners, a Denver-based private equity firm with $5.8bn of assets under management, announced today that it has completed the successful fundraising for Revelstoke Capital Partners Fund III, and various affiliated investment vehicles totalling $1.7bn. RCP Fund III substantially surpassed its target of $1bn.

Capital 130

Capital Private Equity Firms Private Equity Firms Funds 130

Pension Pulse

FEBRUARY 12, 2025

Layan Odeh of Bloomberg reports CPPIB plows at least $5 billion into private equity in three months: Canada Pension Plan Investment Board poured at least $5 billion into private equity in the last three months of 2024 as the asset class regained appeal. Canadas largest pension notched a 3.8% billion 10-year net return of 9.2%

Mergers and Acquisitions 59

Mergers and Acquisitions Investing Stakes Buyout 59

Pension Pulse

MARCH 17, 2025

Bloomberg reports OMERS hires partner of Temasek-backed fund as Global Head of Private Equity: The Ontario Municipal Employees Retirement System hired Alexander Fraser, a former partner of a Temasek-backed fund, as the global head of its private equity arm. billion) in assets. He starts March 17. billion ($19.1

Private Equity Managers 59

Private Equity Managers Education Buyout Pension Funds 59

Private Equity Insights

MARCH 17, 2023

It has vaulted to the top rungs of the alternative-asset management world by focusing on what it does best: private credit. Yet, like its peers, Ares feels compelled to diversify into other asset classes, such as real estate, infrastructure, and private equity. The attractions of sticking with private credit are obvious.

Pension Funds 130

Pension Funds Buyout Leveraged Buyouts Asset Management 130

Pension Pulse

NOVEMBER 28, 2024

Radio silence at the Caisse Since the opening of its office in New Delhi in 2016, the Fund has bet 9 billion on India. Its three former executives accused of corruption were all employees of the Quebec institution in this region of the globe between 2018 and 2023. How many investment cases have they been involved in?

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds Conglomerates Legal 59

Pension Pulse

DECEMBER 6, 2023

John Graham, president and chief executive of the Canada Pension Plan Investment Board, which has C$576bn (£337bn) in assets, told the Financial Times he was opposed to “any constraint on portfolio construction” or “any influence to invest in a specific asset class or a specific part of the market”. per cent.

Pension Funds 59

Pension Funds Investing Assets Banks 59

Pension Pulse

AUGUST 22, 2024

James Bradshaw of the Globe and Mail reports PSP chief investment officer Eduard van Gelderen to leave pension fund after 6 years: Public Sector Pension Investment Board chief investment officer Eduard van Gelderen is leaving the $265-billion fund after six years in the job. billion) pension fund.

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Pension Funds Assets Asset Management Funds 59

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. Elizabeth Burton : Hi Barry.

Asset Management 59

Asset Management Assets Pension Funds Hedge Funds 59

Pension Pulse

MAY 2, 2024

In 2012 when I came to the fund, we had invested four percent of our portfolio in private equity,” CIO Marcus Frampton said. “We Last year, APFC’s staff decreased its private asset allocation from 19 percent to 15 percent, hypothesizing that there were better risk-adjusted returns to be had in asset classes like fixed income and hedge funds.

Pension Funds 59

Pension Funds Hedge Funds Buyout Due Diligence 59

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.

Buyout 59

Buyout Pension Funds Investing Mergers and Acquisitions 59

Pension Pulse

SEPTEMBER 3, 2024

Over the last decade, the real estate arm of Quebec’s $300 billion pension fund tore through U.S. The fund’s CEO Nathalie Palladitcheff acknowledged the troubles facing offices in an interview in October with CNBC , where she announced the company was opening an office in New York to be close to its biggest cases.

Pension Funds 59

Pension Funds Liabilities Stakes Debt 59

Pension Pulse

AUGUST 6, 2024

Andres Gonzales of Reuters reports Canadian pension fund OMERS, DWS to acquire Italy's group Grandi Stazioni Retail: Canadian public pension fund OMERS and DWS Group reached a deal to acquire Grandi Stazioni Retail, the two investors said on Tuesday. billion ($1.8-

Pension Funds 59

Pension Funds Investing Asset Management Assets 59

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.

Pension Funds 52

Pension Funds Finance Financing Banks 52

Pension Pulse

SEPTEMBER 19, 2023

James Bradshaw of the Globe and Mail reports Ontario Teachers’ Pension Plan chief investment officer to depart at the end of December: Ontario Teachers’ Pension Plan chief investment officer Ziad Hindo is leaving the pension fund manager at the end of the year after five years in the role. 31 after 23 years at Teachers’.

Pension Funds 59

Pension Funds Investing Assets Funds 59

Pension Pulse

MAY 21, 2024

had filed annual financial statements that show it marked down the value of its assets from £700-million ($1.2-billion) OMERS is one of Canada’s largest pension fund managers, overseeing $129-billion of assets with investments in Canada, the United States, Europe and Asia. BCI manages $233-billion in assets.

Stakes 59

Stakes Pension Funds Debt Assets 59

Pension Pulse

JULY 2, 2024

The country’s second-largest pension has been a seasoned private equity investor for almost half a century. However, it wasn’t until the last decade that the asset class began to account for a significant part of its investment portfolio: CDPQ’s private equity assets nearly doubled from 10.1 percent in 2022. percent to 21.4

Pension Funds 59

Pension Funds Buyout Stakes Assets 59

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. Those are the publicly traded asset classes that private credit is most comparable to.

Banks 59

Banks Pension Funds Financial Institutions Investing 59

Pension Pulse

APRIL 9, 2024

APG had backed Scape’s earlier development joint ventures, which were established in 2015 and 2018, with Ivanhoe Cambridge having committed $649 million to the company’s core strategy in 2022.

Pension Funds 59

Pension Funds Education Leveraging Assets 59

Pension Pulse

MAY 23, 2024

It’s late April, and Emond is appearing at a hearing at Quebec’s National Assembly, where parliamentarians are zeroing in on a perceived dilution of the share of assets the Caisse de dépôt et placement du Québec has invested at home, from 26.1% a decade ago to 20.3% Shouldn’t the Caisse, they ask, at least get back to that previous threshold?

Pension Funds 59

Pension Funds Stakes Banks Finance 59

Pension Pulse

APRIL 24, 2024

Florence Chong of IPE Real Assets reports ADQ buys 49% of infrastructure platform Plenary as CDPQ sells 20% stake ADQ, an Abu Dhabi state-owned investment company, has purchased a 49% stake in global public infrastructure group Plenary for an undisclosed price, believed to be around A$1bn (€609m).

Stakes 59

Stakes Pension Funds Bidding Shareholders 59

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. on private debt, as private equity slipped 2.3%, real assets dropped 3.1%

Pension Funds 52

Pension Funds Debt Assets Banks 52

Pension Pulse

JANUARY 30, 2024

The fund returned to profit last year, gaining 16.1%, equivalent to about $213 billion, according to a statement on Tuesday. It fell below its benchmark by 18 basis points, having recorded the previous miss in 2018. It also holds assets renewable infrastructure, but is barred from some asset classes such as private equity.

Pension Funds 59

Pension Funds Funds Assets Finance 59

Pension Pulse

FEBRUARY 20, 2024

KDV I is a joint venture set up in 2015 among CPP Investments, APG Asset Management, and ESR Group Limited to develop modern logistics real estate assets in prime locations within major strategic logistics hubs in South Korea. The joint venture was subsequently upsized in 2018 and 2019.

Stakes 59

Stakes Pension Funds Investing Mergers and Acquisitions 59

Pension Pulse

JULY 24, 2024

billion in assets under management as of December, the priority is to steer the pension’s PE portfolio back to safe waters and ensure its allocation fits within the risk budgets of its 48 depositors. billion to an investor group led by Goldman Sachs in 2018. For the new helmsman of private equity at CDPQ, which has C$434.2

Pension Funds 59

Pension Funds Buyout Stakes Finance 59

Pension Pulse

NOVEMBER 3, 2023

Michiel Willams of Net Zero Investor reports OMERS’ sustainability chief on why the C$127bn fund’s green investment spree will not slow down: OMERS, the defined benefit (DB) plan for municipal employees in Ontario, is increasingly positioning itself as one of Canada's greenest pension fund investors.

Pension Funds 59

Pension Funds Investing Hedge Funds Assets 59

Pension Pulse

FEBRUARY 22, 2024

31, CDPQ's net assets totaled C$434 billion ($327.4 For 2023, by asset class, equities, which comprises equity markets and private equity, returned a net 10.1%, below its benchmark of 14.3%. Real assets (which comprise the real estate and infrastructure portfolios) returned a net 2.2%, but that still beat its benchmark of -4.3%.

Returns 59

Returns Pension Funds Assets Debt 59

Pension Pulse

SEPTEMBER 25, 2024

Freschia Gonzales of Benefits and Pensions Monitor reports CDPQ and Chinook launch platform to invest in Pacific Northwest forestland: CDPQ and Chinook Forest Partners have launched a new investment platform to build a diversified portfolio of forestland in the Pacific Northwest, US.

Stakes 59

Stakes Asset Management Assets Consulting 59

Pension Pulse

NOVEMBER 20, 2023

Over the course of 2018 to 2022, the US imposed significant tariffs on Chinese exports to the US. For example, the federal government recently announced it would stop issuing real return bonds – an important liability matching asset for many defined benefit pensions in Canada.

Pension Funds 59

Pension Funds Investing Leveraging Assets 59