Pension Pulse

SEPTEMBER 3, 2024

Over the last decade, the real estate arm of Quebec’s $300 billion pension fund tore through U.S. Brotschol said that at about 50 percent loan-to-value, the mortgage was conservatively leveraged. It was acquired in 1990 by Caisse de dépôt et placement du Québec — Canada’s second-largest pension fund.

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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-

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Pension Pulse

NOVEMBER 20, 2023

Over the course of 2018 to 2022, the US imposed significant tariffs on Chinese exports to the US. Real investment advantages include things like operational leverage (e.g., the ability to leverage centralized risk, legal, HR, IT, back and middle office capabilities), relevant sectoral expertise, the ability to leverage scale (e.g.,

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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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Pension Pulse

APRIL 24, 2024

He added: “ADQ’s existing portfolio of infrastructure assets, many of which are emerging as national champions, will serve as a catalyst to leverage significant potential of public-private partnership projects together with Plenary, a leader in its field with a proven track record of delivering successful infrastructure projects globally.”

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Pension Pulse

MAY 23, 2024

But what’s even more relevant, he says, is that with $88 billion now invested in a province with a GDP of nearly $500 billion, “the Caisse is the pension fund that is the most invested, in the world, in its local economy.” More than ever, Canada’s largest pension funds are being pressed to play the same role in the rest of the country.

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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 Pulse

JULY 24, 2024

Prior to that, the system had completed several large offloads of its PE fund portfolios, including a sale of nearly $3 billion to Ardian in early 2022 and a sale of $1.3 billion to an investor group led by Goldman Sachs in 2018. Have people been able to sell in the past? But] at that time, it wasn’t the focus of our team.

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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. to sell its 24.5%

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Pension Pulse

FEBRUARY 22, 2024

Regarding the pension fund's bond assets, CDPQ said the fixed income market was characterized by higher yields and the narrowing of corporate credit spreads. In equity markets, Canada’s second-largest pension fund benefited from its high exposure to the technology sector with a 17.7 and down 0.2% in Canada," CDPQ added.

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Pension Pulse

SEPTEMBER 20, 2023

Construction on The Stack first began in 2018, and its previously scheduled completion by early 2022 was delayed due to the pandemic. The pension fund community, by and large, is fairly conservative when it comes to leverage, so they can absorb a lot more [risk]. “The The pandemic only accelerated this trend.

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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 per cent return of its reference portfolio.

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The Big Picture

SEPTEMBER 19, 2023

Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. So you end up going from the fund of funds to pension funds. I had a a two brief jobs between the, the fund of funds in Maryland and business school in between there. Absolutely.

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Pension Pulse

AUGUST 17, 2023

“The renewable energy, telecommunications and transportation sectors, to which (the Caisse) has been exposed for many years, are significant vectors of performance,” the pension fund said. Work on the REM began in 2018, and any construction delays should be compared with the timelines of other major transit networks, Emond said.

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Pension Funds Assets Debt Finance 52

Pension Pulse

AUGUST 16, 2024

Transitioning his hedge fund into a family office in 2018, Cooperman's investment approach skillfully blends macroeconomic perspectives with rigorous fundamental valuation, focusing keenly on market valuations without attempting to predict market directions. Possibly, we will find out soon enough if this is truly the case.

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The Motley Fool

SEPTEMBER 17, 2023

You may remember Amor Towles, his book A Gentleman in Moscow who joined me for authors in August in 2018. Much of their language is going to be around leverage and accounts receivable and gross margin. Their structures are built by their customers who are the limited partners by and large mostly its pension funds.

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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. Other categories affecting our total cost profile include taxes and expenses associated with various forms of leverage.

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Pension Pulse

MAY 19, 2023

billion in 2017 alone and another $7 billion between 2018 and the first quarter of this year. It's a nice short candidate here which is why I'm looking to short it using the AXS 1.25X NVDA Bear Daily ETF ( NVDS ) which has a little leverage too magnifying returns. But a Financial Times analysis found that the strategy lost $1.8

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The Big Picture

SEPTEMBER 10, 2024

We have institutional clients, we have retail clients, we have, you know, pension funds, we have endowments. A term that we sort of invented in 2018, which I regret now. There is still excess leverage in the system that I’m not sure how that’s gonna be resolved necessarily. 00:24:26 Okay.

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The Big Picture

JUNE 13, 2023

The exposure you get in investment banking, I was a leveraged finance banker by background. Just background, Barry, when I moved here five years ago this year in 2018, we had barely no relationships in North America. CHABRAN: Maybe because I come from a leverage finance background, as I told you, I tend always to focus on the downside.

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Pension Pulse

MAY 15, 2024

Scott Chan, deputy CIO of the California State Teachers’ Retirement System, will take over on July 1 as CIO of the world’s largest educators’ pension fund. In his new role, Chan will oversee CalSTRS’ 225 investment staff, and will spearhead the investments of the pension’s $332.5 CalSTRS announced Chan’s appointment Wednesday.

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The Motley Fool

JULY 20, 2023

The first alternative manager to do so of more than three years ahead of the aspirational road map we presented at our investor day in 2018. In fact, virtually all of our drawdown funds we've launched in our history, have been profitable for our investors. And in 2020, we launched our first growth equity fund. They're at 2.7%.

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Banks Capital Assets Mergers and Acquisitions 130

Pension Pulse

JULY 24, 2023

pension fund, has only about 11% of its assets invested in private equity, while Norway’s oil fund, one of the world’s largest wealth funds, has no investments in private equity at all. But which businesses were acquired by the Apollo fund? How leveraged are the investments? In which industries?

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Pension Funds Private Equity Firms Private Equity Firms Investing 88

Pension Pulse

NOVEMBER 10, 2023

Committed US$150 million to American Industrial Partners Capital Fund VIII, which will primarily target value-oriented, control investments in the North American industrials sector. Leveraging these investment advantages are some of the strategies IMCO uses to enhance returns on behalf of our clients. Read his full comment here.

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The Big Picture

FEBRUARY 28, 2023

So it used to be within private markets that you would find a good business, apply quite a bit of leverage to it, at least in the private equity business, and be able to make a pretty good return by buying good solid businesses as they are. Leverage levels have come down materially. LAYTON: Leverage levels have changed.

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The Motley Fool

JANUARY 12, 2024

increased by 40 basis points year on year as we continue to drive operating leverage and profitable growth after the market shock of 2022. Looking forward, we're prioritizing investments to propel our differentiated organic growth and operating leverage. Our fourth quarter operating margin of 41.6%

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Pension Pulse

MAY 6, 2024

Back in January, Lydia DePellis of the New York Times wrote an article on how private equity is starting to share profits with workers, without taking a financial hit: In 2018, Anna-Lisa Miller was working with agricultural cooperatives in Hawaii, helping them reinvest in their communities through shared ownership.

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Private Equity Wire

JANUARY 24, 2025

Pension funds are calling for more transparency from private equity firms, seeking clearer and standardised reporting on fees and returns, in new guidelines published by the Institutional Limited Partners Association (ILPA), according to a report by the Wall Street Journal.

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Pension Pulse

NOVEMBER 19, 2024

Matt Toledo of Chief Investment Officer reports Eduard van Gelderen Appointed Head of Research at FCLTGlobal: FCLTGlobal, a non-profit that aims to help institutional investors drive long-term value creation named Eduard van Gelderen, former CIO of Canada’s Public Sector Pension Investments, as head of research.

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The Motley Fool

JANUARY 30, 2025

We began raising capital in 2018, supported by an anchor commitment from an important limited partner. We leveraged the full breadth of our platform to design a custom solution across the capital structure for the borrowers secured by the long-term contractual cash flows of their critical pipeline infrastructure.

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