The Motley Fool

OCTOBER 11, 2024

We expect these private market assets to positively impact BlackRock's overall effective fee rate by 0.5 Performance fees of $388 million increased significantly from a year ago, primarily reflecting strong alpha generation over the last 12 months from a hedge fund with an annual lock in the third quarter. to 1 full basis point.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

JULY 28, 2023

In response to client demand and the opportunity, we're evolving to an organization that drives efficiency, operating leverage, and margin expansion to one that's also increasingly driving improved client service delivery and accelerating innovation at scale. I know you had highlighted difficult comp on performance fees in the quarter.

Capital 100

Capital Business Services Debt Liabilities 100

The Big Picture

JULY 4, 2023

RITHOLTZ: Well, the Wall Street Journal column that I read about you from, it was pre-pandemic, 2019, something like that, you’re talking to Steve Cohen of Point72 and Ken Griffin of Citadel and all of these other giant hedge funds. I know you don’t disclose your clients, but the Wall Street Journal certainly mentioned those.

Hedge Funds 57

Hedge Funds Funds Banks Capital 57

The Motley Fool

AUGUST 2, 2023

Second, our ability to drive earnings expansion given the operating leverage and margin maturation inherent in our business. I would note, we spent time at the Investor Day focused on performance fee margin ramp, and that margin maturation is continuing to perform as expected. Their leverage is coming down.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Leveraging Capital Prospects 100

Pension Pulse

MAY 22, 2024

CPPIB's portfolio had 12 per cent in Canada as of the end of March, down from around 16 per cent in 2019, and 31 per cent in 2014. Given the differences in their design, the additional CPP has had a different market risk target and investment profile since its inception in 2019. Our original investment was made in 2019.

Investing 59

Investing Pension Funds Stakes Assets 59

The Motley Fool

JULY 15, 2024

billion was 8% higher year over year, driven by positive organic base fee growth and the impact of market movements on average AUM over the last 12 months. Higher performance fees and technology services revenue also contributed to revenue growth. Our annualized effective fee rate was flat compared to the first quarter.

Assets 130

Assets Leveraging Liabilities Asset Management 130

The Motley Fool

JANUARY 12, 2024

billion was 7% higher year over year, driven by the impact of higher markets on average AUM and higher performance fees. Fourth quarter and full year performance fees of 311 million and 554 million, respectively, increased from a year ago, reflecting higher revenue from liquid alternatives and long-only mandates.

Assets 130

Assets Shareholders Capital Asset Management 130