The Motley Fool

JULY 14, 2023

On an equivalent day count basis, our annualized effective fee rate was 0.2 Performance fees of 118 million increased from a year ago, primarily reflecting higher revenue from illiquid alternatives. 1 thing they're looking for as a selected manager is proprietary differentiated deal flow.

Asset Management 130

Asset Management Assets Banks Debt 130

The Motley Fool

OCTOBER 11, 2024

iShares is leading the industry in global flows with approximately $250 billion through the third quarter and historically sees upwards of 40% of its total annual flows in Q4. iShares' fixed-income ETF assets now stand at over $1 trillion, nearly 40% higher than at year-end 2021. And Aladdin. Finally, fixed income.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

APRIL 18, 2024

Our BREIT, BIP Infrastructure, and BPP perpetual strategies acquired the company for $10 billion in 2021, and its lease capacity has already grown sixfold in less than three years. Since the start of 2021, the composite has delivered nearly double the return of the 60-40 portfolio net of fees, a remarkable result in liquid markets.

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

APRIL 12, 2024

Total annualized organic base fee growth of 1% reflected seasonally softer flows earlier in the quarter before coming back to target in March. billion increased 11% year over year, driven by the impact of market appreciation over the last 12 months on average AUM and higher performance fees and technology services revenue.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

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 Liabilities Leveraging 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

The Motley Fool

JANUARY 25, 2024

And finally, for BAAM, since the start of 2021, when we brought in Joe Dowling to lead the business, the BPS Composite has been up every quarter, outperforming the 60-40 portfolio by approximately 1,200 basis points. There may be more capital coming to the space, but I think there'll be more deal flow as well.

Management Fees 100

Management Fees Banks Capital Assets 100