American Investment Council

OCTOBER 11, 2023

Investments made by public and private pension funds constitute approximately 31 percent of private credit funds’ total assets, the report also notes. In a 2021 survey by the National Bureau of Economic Research, private credit providers identified the top reasons that companies come to them for loans.

Debt 52

Debt Investors Pension Funds Financing 52

The Motley Fool

OCTOBER 11, 2024

iShares' fixed-income ETF assets now stand at over $1 trillion, nearly 40% higher than at year-end 2021. This approach is yielding profitable growth and operating leverage. We are effectively leveraging our technology, our scale, and our global footprint to deliver profitable growth. And Aladdin. Finally, fixed income.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

Fortune Financial

AUGUST 7, 2023

It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms. Leveraged Buyouts In contrast, there are leveraged buyouts (LBOs) that involve acquiring established companies with the aim of restructuring or improving their operations to enhance profitability.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms. Leveraged Buyouts In contrast, there are leveraged buyouts (LBOs) that involve acquiring established companies with the aim of restructuring or improving their operations to enhance profitability.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

The Motley Fool

FEBRUARY 22, 2024

Beyond improving customer service contact rates, we believe that over time, we can leverage generative AI technology to help make our customer service agents more efficient across our entire organization. The liability we recorded in our Q4 results is for prior periods related to this pension plan.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Shareholders Pension Funds 130

Pension Pulse

SEPTEMBER 5, 2023

Iñaki Echave, senior managing director at OTPP said: "We intend to leverage our sector expertise and flexible capital to accelerate 7IM’s growth organically and through M&A." On of the biggest deals in recent years was Cinven's majority stake in the network True Potential in 2021, which reportedly valued the business at close to £2bn.

Stakes 59

Stakes Asset Management Financial Services Assets 59

Pension Pulse

JANUARY 10, 2024

That said, on the positive side, if you look across the US high yield and leveraged loan issuer market, we have had eight consecutive quarters of positive, albeit decelerating, revenue and earnings growth. I’d say on balance, the leveraged space and the economy generally have been trending better than one might have expected.

Debt 59

Debt Investing Banks Assets 59

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.

Asset Management 57

Asset Management Assets Pension Funds Hedge Funds 57

Pension Pulse

JUNE 20, 2023

Importantly, no other large Canadian pension fund has allocated as much to Credit as CPP Investments (or Private Equity which makes up 33% of of its total assets). leveraged loans and emerging market bonds. They are really leveraging their comparative advantages in that franchise in the mid market LBO, that's for sure.

Investing 52

Investing Leveraging Banks Debt 52

The Motley Fool

JULY 14, 2023

Our platform strategy has delivered scale and operating leverage through time, with 240 basis points of margin expansion in the last 10 years. Markets have improved since the end of 2022, and we aim to be disciplined in driving profitable growth by prioritizing investments to propel our differentiated organic growth and operating leverage.

Asset Management 130

Asset Management Assets Banks Debt 130

Pension Pulse

MAY 15, 2023

pic.twitter.com/z5sfKt04bC — Francois Trahan (@FrancoisTrahan) May 15, 2023 Lumber futures are at their lowest levels since May 2020, down 81% from the peak in May 2021. Over the past two decades the fund has been refining its DEI practices and in 2021 introduced a specific framework outlining how it would integrate DEI into the organisation.

Pension Funds 52

Pension Funds Assets Consultants Consulting 52

The Motley Fool

FEBRUARY 6, 2024

Our vision is to empower enterprises to leverage the Lumen digital platform as we are calling it, enabling customers to digitally consume our secured network services. The historical industry behavior between carriers has been to leverage pricing and rate changes to drive results instead of delivering incremental value to customers.

Taxes 130

Taxes Debt Leveraging Banks 130

Pension Pulse

SEPTEMBER 11, 2023

Willis Towers Watson put out a press release stating the world’s top pension funds see the largest assets fall in 20 years: North America now accounts for nearly half of assets in world’s 300 largest pension funds ARLINGTON, Va., trillion at the end of 2021. trillion at the end of 2021. and now total $20.6

Pension Funds 59

Pension Funds Assets Funds Leveraging 59

Pension Pulse

MAY 1, 2024

pension fund manager sells $1-billion of private equity holdings to French buyout firm Ardian: British Columbia Investment Management Corp. is selling more than US$1-billion of stakes in private equity funds to French buyout firm Ardian SAS, tapping the secondaries market for private assets to free up cash for new investments.

Leveraged Buyouts 59

Leveraged Buyouts Pension Funds Buyout Stakes 59

Pension Pulse

DECEMBER 11, 2023

But as the fund moves more into private assets, the collaborative model focuses not just on internal management but how CalSTRS can partner with external providers in innovative ways to achieve similar benefits. “As Reading the interview with Scott Chan above, you'd think CalSTRS was a Canadian pension fund, part of the Maple 8.

Returns 69

Returns Pension Funds Leveraging Investing 69

The Motley Fool

AUGUST 3, 2023

Number two, that the SEC lacks any authority to regulate digital asset exchanges, exactly in the way in which Chair Gensler acknowledged when he testified the Congress to that effect in May of 2021. Our customers have also asked for features around unified margin and additional kind of financing and leverage-type features.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Assets Legal Shareholders 100

Private Equity Insights

DECEMBER 13, 2023

Fund III will continue Ara’s strategy of investing in the decarbonization of the industrial economy, the greatest source of carbon emissions globally. Ara’s predecessor fund, Ara Fund II, closed in September 2021 at approximately $1.1bn , above its $650 million target.

Funds 130

Funds Bidding Pension Funds Private Equity Firms 130

Pension Pulse

JANUARY 24, 2024

It allows us to further leverage our subsidiaries' deep real estate expertise and the best talent in corporate services from all three organizations to execute our strategy and position CDPQ well for the future. The move follows a similar initiative by Ontario Teachers' Pension Fund, announced last June.

Pension Funds 59

Pension Funds Best Practices Leveraging Legal 59

Pension Pulse

AUGUST 20, 2024

There was, though, a conspicuous absence of one member of Canada’s so-called Maple 8 pension fund group. So, we really leverage our GP relationships for that purpose and they leverage us as a reliable and responsive co-investor or co-underwriting partner as a form of de-risking of transactions for the funds that they manage.

Pension Funds 59

Pension Funds Assets Leveraging Funds 59

Pension Pulse

JULY 11, 2024

“It gets back to the ability to grow the operating performance of the companies and making sure that returns” come from that rather than from “financial leverage,” he tells Bloomberg. Many were acquired at the buyout boom’s zenith in 2021 and 2022, and often paid for by piling them up with floating-rate debt.

Buyout 59

Buyout Debt Leveraging Pension Funds 59

Private Equity Wire

DECEMBER 14, 2023

Fund III will continue Ara’s strategy of investing in the decarbonization of the industrial economy, the greatest source of carbon emissions globally. Ara’s predecessor fund, Ara Fund II, closed in September 2021 at approximately $1.1bn , above its $650m target.

Capital 93

Capital Pension Funds Buyout Leveraging 93

The Big Picture

MAY 9, 2023

So what I mean by that is, first, understand the duration of your funding source. Pension funds have quite long-dated capital. So first, understand the duration of that funding source. And then the second is, understand the return requirement of that funding source. That’s what I mean by liabilities.

Liabilities 117

Liabilities Assets Banks Hedge Funds 117

Pension Pulse

APRIL 25, 2024

Paula Sambo of Bloomberg reports Canada pension fund's credit head wants to take advantage of leveraged buyout boom: Canada’s largest pension fund plans to nearly double the size of its credit holdings over the next five years, and it’s counting on an upturn in leveraged buyouts to generate some of that growth.

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

Pension Pulse

JULY 4, 2023

A similar process was used when the energy supplier Bulb collapsed in 2021 and would amount to a temporary renationalisation that would be the biggest since Royal Bank of Scotland and Lloyds Banking Group were rescued at the height of the global financial crisis in 2008. What happened to Bentley? stake, is the first to announce its support.

Pension Funds 52

Pension Funds Debt Shareholders Stakes 52

The Big Picture

SEPTEMBER 10, 2024

We have institutional clients, we have retail clients, we have, you know, pension funds, we have endowments. So we were very aggressive in 2020 and 2021. And that’s why in 2021 into 21, we said, okay, this is the peak of the cycle rate of change. And, you know, Morgan Stanley has all types of different clients.

Companies 62

Companies Investing Hedge Funds Pension Funds 62

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

Pension Pulse

SEPTEMBER 6, 2023

Sydney-headquartered software firm Canva hit a peak valuation of $40 billion in late 2021, only to be revised sharply lower to $25.5 Major funds including Aware Super and Hostplus were investors. trillion professional pension sector, with some funds holding almost half their assets in private markets.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

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.”

Stakes 59

Stakes Pension Funds Bidding Shareholders 59

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.

Pension Funds 59

Pension Funds Stakes Banks Financing 59

Pension Pulse

AUGUST 14, 2024

Although we are seeing some improvement in Real Estate relative to where we were in 2020 and 2021, it's still a tough environment for real estate as an asset class. One of the things we initiated in 2021 shortly after I joined is we moved our portfolio managers to style benchmarks rather than generic benchmarks.

Hedge Funds 59

Hedge Funds Assets Pension Funds Portfolios 59

The Big Picture

SEPTEMBER 19, 2022

is about broadening access to knowledge, capital and well-being by leveraging existing networks and protocols, and building trusted brands. RITHOLTZ: So to put that into a little context, 2020, 2021, very founder-friendly deals. There’s a whole bunch of infrastructure investments, infrastructures for building digital businesses.

Venture Capital 119

Venture Capital Capital Funds Startups 119

Pension Pulse

JUNE 12, 2024

Aaron Bennett Chief Investment Officer 2023 highlights Held a 102% funded status with a $0.2 in climate solutions by 2030 as part of a Climate Investment Transition Framework Reduced UPP’s portfolio carbon footprint by 17% against a 2021 baseline, exceeding the 16.5% There are so many more tools that you can leverage today.”

Liabilities 59

Liabilities Assets Leveraging Due Diligence 59

Pension Pulse

FEBRUARY 14, 2024

This agreement provides us with significant financial leverage to continue building partnerships with our clients to execute large-scale digital transformations.” Since its creation in 2014, Levio has grown by leaps and bounds, and was listed on America’s Fastest-Growing Companies 2021 for its sustainable growth.

Stakes 59

Stakes Consultants Consulting Pension Funds 59

Pension Pulse

AUGUST 14, 2023

Cubico is endorsed by two of Canada’s biggest pension funds and has a worldwide portfolio in ten states with an installed gross capacity of roughly 3.1GW. It proves that Canadian pension funds can work together to nurture a strong and growing sustainable investments platform and realize on their investment after many years of success.

Pension Funds 52

Pension Funds Investing Earnings Before Interest Amortization 52

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. Over five years, the annualized return was 9.6 per cent, driven by the same sectors as in the first six months.” per cent. “In per cent return.

Pension Funds 52

Pension Funds Assets Debt Financing 52

Pension Pulse

SEPTEMBER 12, 2023

At C$146 billion, equivalent to a quarter of the entire C$575 billion pension fund for some 21 million Canadians and forecast to grow bigger every year, Kim leads a program that is also heading into unchartered territory. Most were on the fund's private equity team and were informed early last month, according to two of the people.

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

Pension Pulse

AUGUST 15, 2023

The growth came as the fund earned a 12-month total-fund net return of 4.8 The pension fund, which invests to pay for the retirement for 336,000 working members and pensioners, noted that as of Jan. 1 the plan was fully funded with a $17.5-billion billion funding surplus. per cent and 8.6

Pension Funds 52

Pension Funds Assets Liabilities Stakes 52