Pension Pulse

FEBRUARY 12, 2024

An expansion of the CPP would transfer these risks from individual workers to the government, which is much better placed to manage them, as it can pool risks across all Canadian workers and across generations of workers. Government tax revenues will track higher, too, a fact often lost in the conversation about Canada’s pension system.

Taxes 59

Taxes Amortization Financing Finance 59

The Motley Fool

OCTOBER 11, 2024

per share of discrete tax benefits. 128 million of this decline was due to the increased pricing on sweep deposits and advisory brokerage accounts and wealth and investment management that we highlighted on last quarter's call. Turning to Slide 4. Net interest income declined $233 million or 2% from the second quarter.

Banks 130

Banks Assets Investment Banks Investment Banking 130

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. They should and can use tax dollars to help drive policy and they should be held accountable for those decisions, including at the ballot box.

Pension Funds 59

Pension Funds Funds Liabilities Assets 59

The Motley Fool

FEBRUARY 15, 2024

Typically, the fourth quarter is the strongest quarter of revenues for Walker & Dunlop Affordable Equity, formerly Alliant, due to the gains realized from the disposition of maturing tax credit deals. And as a result, investment management revenues were down quarter over quarter.

Debt 100

Debt Financing Finance Banks 100

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. To generate $46.4 Our operating expense ratio was 27.5 bps in fiscal 2023.

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. Other categories affecting our total cost profile include taxes and expenses associated with various forms of leverage. Our original investment was made in 2018. bps and up marginally from 27.1

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

MARCH 27, 2023

So you retire in 2018. And all these formally high performers are now just so big, they’re very happy collecting the management fee and the performance fee matters less. And you go through what the endowment is invested in, and there are a few sites that do this because they have to do tax filings.

Hedge Funds 114

Hedge Funds Funds Assets Financing 114

The Motley Fool

JANUARY 12, 2024

Our as-adjusted tax rate for the fourth quarter was approximately 24%, driven, in part, by discrete items. We currently estimate that 25% is a reasonable projected tax run rate for 2024, though the actual effective tax rate may differ because of nonrecurring or discrete items or potential changes in tax legislation.

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

FEBRUARY 6, 2025

We started this company from scratch in 2018. 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. Top three U.S.

Capital 130

Capital Asset Management Assets Banks 130