The Motley Fool

FEBRUARY 15, 2024

Let's say you're looking to dip your first toe in the encrypted waters of digital assets and Bitcoin is the only name on your wish list. Purists will always prefer owning the actual asset rather than some wrapper or reflection of someone else's Bitcoin holdings. One of them (or some combination) should suit your investing approach.

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Private Equity Wire

FEBRUARY 9, 2024

Finally, the firm intends to increase the percentage of earnings its shareholders receive from base management fees, which it says will create a predictable earnings stream for public shareholders to value, accompanied by the transfer of performance fees to its dealmakers.

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The Motley Fool

FEBRUARY 6, 2024

Over the past year, we've seen Bitcoin mature further as an institutional-grade asset class with broader regulatory recognition and institutional adoption. As an operating business, we're able to use cash flows, as well as proceeds, from equity and debt financings to accumulate Bitcoin, which serve as our primary treasury reserve asset.

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The Motley Fool

AUGUST 3, 2023

Jim Connolly -- Executive Vice President, Asset Management Thanks Jeff. Can you just provide a little bit more detail on the expected proceeds and that you expect to generate and maybe book and sort of the pricing on that asset sale? We're not getting into a lot of detail on that asset sale. Good morning. We had a 19.3%

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The Motley Fool

AUGUST 4, 2023

Two additional key performance indicators that management will be discussing on this call are net asset value or NAV and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is reported on a per share basis. We've also continued to produce attractive returns on our asset management business.

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The Motley Fool

AUGUST 2, 2024

Since the launch of our FlexGuard indexed variable annuity product suite in 2020, our sales have exceeded $21 billion. pension plans, and is the largest pension fund manager in Japan. Our financial strength, diversified business mix, and risk and capital management framework supports our growth strategy.

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The Motley Fool

OCTOBER 11, 2024

Headcount has declined every quarter for four years and was down 20% and since the third quarter of 2020. We continue to see more pronounced stress in certain customer segments with lower deposit and asset levels where inflation has partially offset strong employment and wage growth. Moving to Slide 9.

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The Motley Fool

JANUARY 15, 2025

Overall, expenses declined from a year ago, benefiting from lower FDIC and severance expenses, as well as the impact of our efficiency initiatives, which have helped drive headcount reductions every quarter since third quarter of 2020. We have enhanced our customer relationship management capabilities for our bankers and advisors.

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ClearMoney

DECEMBER 16, 2021

In looking at all 1,000-plus monthly closing levels between 1926 and 2020 for the S&P 500 Index, 30% of the monthly observations were new market highs. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Dimensional Japan Ltd.,

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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%. With respect to public equities, CDPQ noted that since 2020, a "few large public U.S. The fund manager posted a 6.2 and down 0.2%

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The Motley Fool

AUGUST 2, 2023

billion in the second quarter, a 20% increase year over year and the highest since the fourth quarter of 2020. As we look ahead, we are well positioned as a global leader at the intersection of asset management and insurance. In the U.S., our individual retirement strategies business achieved annuity sales of $1.9

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ClearMoney

DECEMBER 5, 2021

Any asset subject to such sharp swings may be catnip for traders but of limited value either as a reliable medium of exchange (to replace cash) or as a risk-reducing or inflation-hedging asset in a diversified portfolio (to replace bonds). Assessing the merits of bitcoin as an investment can be problematic. Dimensional Japan Ltd.,

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ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

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The Motley Fool

NOVEMBER 9, 2023

And for the past 20 years, we have added $125 billion of servicing and $17 billion of assets under management to generate large sums of recurring revenue flow that allow us to continue investing in our people, brand, and technology throughout cycles.

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ClearMoney

DECEMBER 5, 2021

As of the end of 2020, the US debt held by the public amounted to $22 trillion, an increase of approximately $5 trillion from the year before and well over double the level from a decade ago.1 Argentina provided a recent example: Debt/GDP of only 90%4 in 2019 was followed by a default in the first half of 2020. Reuters (2011).

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The Motley Fool

APRIL 12, 2024

billion or 12% driven by higher firmwide asset management and Investment Banking fees as well as lower net investment securities losses. This quarter's higher RWA is largely due to seasonal effects, including higher client activity in Markets and higher risk weights on deferred tax assets, partially offset by lower Card loans.

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ClearMoney

DECEMBER 14, 2021

Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. At the end of 2020, $1.35 1AUM as of 12/31/2020 computed using Morningstar data for US-domiciled, USD-denominated open-end and exchange-traded funds, excluding fund-of-funds.

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ClearMoney

DECEMBER 5, 2021

As of the end of 2020, the US debt held by the public amounted to $22 trillion, an increase of approximately $5 trillion from the year before and well over double the level from a decade ago.1 Argentina provided a recent example: Debt/GDP of only 90%4 in 2019 was followed by a default in the first half of 2020. 5Reuters (2011).

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Pension Pulse

AUGUST 17, 2023

The Caisse’s net assets rose to $424 billion as of June 30, 2023, up from $402 billion a year earlier. On some assets, we’ve already reduced the value significantly over the past few years (such as shopping centres and offices), so I believe most of the depreciation linked to structural changes is behind us.” over six months and 6.0%

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ClearMoney

SEPTEMBER 24, 2021

S&P 500 Index annual returns 1926–2020. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. 5 (2010): 1915–1947. In US dollars. All rights reserved. Dimensional Japan Ltd.,

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The Motley Fool

FEBRUARY 22, 2024

eXp Realty North America and International represent our path to overall revenue growth powered by our cloud-based asset-light model, which allows us to continue iterating on our superior agent value proposition. So, there's definitely what we call risk management. Virbela is a great platform.

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The Motley Fool

JULY 20, 2023

We surpassed $1 trillion of assets under management. 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. We believe our clients view us as the gold standard in alternative asset management. Thank you all for joining the call.

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The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. MIELLE: Well, I mean, it was a fairly new asset class. New asset class for this type of investing as well. But it was very tiny.

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The Motley Fool

SEPTEMBER 25, 2024

That carried through to December of 2020, and in 2021 and exploded. Mary Long: From an investing perspective, one of the things that we often love about Airbnb is that it's incredibly asset light. What are the pros and cons of going at it yourself or hiring a property manager to handle this stuff?

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The Motley Fool

OCTOBER 30, 2024

Year-to-date 2024, the price of Bitcoin has appreciated, spurred notably by the approval of the bitcoin exchange-traded products, or ETPs, which has drawn considerable institutional attention to the asset class. We are a publicly traded company that has adopted bitcoin as our primary treasury reserve asset. So what does this mean?

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The Big Picture

JUNE 7, 2023

He hails from previous firms, Viking And he launched Firm Bridge in late 2020. And that is why you’re seeing the massive increase in multi manager assets and those assets have more than doubled since 2017. You know, credit is relative to every other asset class we see today and we invest. Good, good timing.

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Hedge Funds Funds Capital Management Fees 110

ClearMoney

FEBRUARY 22, 2022

Tactical Asset Allocation: Periodic shifts in allocation to stocks. As a group, funds that sought to enhance results by opportunistically shifting assets between stocks and fixed income underperformed funds that simply held a relatively static mix (see Exhibit 3 ). 8 We should not be surprised by these results. Dimensional Japan Ltd.,

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The Motley Fool

JULY 16, 2024

That was the first time since May 2020 that the monthly rate showed a decrease. It's one wonderful thing about the Costco business model that they do have pricing power to continue to increase these management fees from time to time. Steve Brodo: You bet, do you think there's any regret around fees and eliminating them?

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ClearMoney

FEBRUARY 21, 2022

In another recent example, the US issued executive orders in 2020 and 2021 that prohibited US persons from investing in certain Chinese companies. For weeks and months after the original order took effect in November 2020, fund managers sought clarity on the scope of the restrictions and the exact list of sanctioned stocks.

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ClearMoney

JANUARY 4, 2022

It was a year of uncertainty and anticipation, of hopes for a return to a degree of normalcy following the onset of the COVID-19 pandemic in 2020. Coming out of a volatile 2020, investors sought signals as to which way the global economy was headed. But growth stocks rallied later in the year.

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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. However, a massive amount of government fiscal capacity was expended during 2020-23.

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ClearMoney

DECEMBER 13, 2021

At the start of 2020, before we knew the extent of the global pandemic we were headed toward, I reminded investors that the market has no memory and encouraged them to avoid making forecasts and timing markets based on predictions of the future. When we were in the midst of March 2020 and the S&P 500 was down 20%, it was scary.1

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The Motley Fool

AUGUST 1, 2024

As an operating business, we're able to use cash flows, as well as proceeds from equity and debt financings to accumulate Bitcoin, which serves as our primary treasury reserve asset. Cash flows from software orations; since August, 2020, we've invested $836 million of total cash in our balance sheet.

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Debt Leveraging Capital Shareholders 246

Pension Pulse

NOVEMBER 12, 2024

In the four years the GPTB has been measuring transparency of global funds, the Government Pension Fund Global has improved its score by 27 points from 73 in 2020 to 100 in 2024. There are other things you can improve on transparency but for the most part, Canada's large pension funds are extremely transparent.

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Pension Pulse

FEBRUARY 26, 2025

The asset class, which includes bonds, returned 1.3 Layan Odeh of Bloomberg also reports CDPQ misses benchmark in 2024 as real estate losses worsen: Canadian pension manager Caisse de Depot et Placement du Quebec posted a 9.4% billion in new investments and commitments, increasing its assets in Quebec to C$93 billion.

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Pension Pulse

NOVEMBER 21, 2024

AIMCo is Canada’s sixth-largest pension fund manager, investing money on behalf of 17 clients. The pension plans that account for the bulk of its assets have hundreds of thousands of members in Alberta including municipal and health workers, public servants, teachers, university professors, police officers and judges.

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Pension Pulse

MARCH 20, 2025

investments in the face of tariffs and trade tensions, looking for ways to boost the share of its overseas assets as economic risks rise. Teachers has more than two-thirds of its $266-billion of assets invested in Canada and the United States - 36 per cent at home and 33 per cent south of the border. Real estate assets lost 0.9

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