Private Equity Insights

FEBRUARY 28, 2025

The new fund will invest in both junior and senior infrastructure debt, continuing Brookfields established approach. The firms previous infrastructure debt fund, which closed in November 2023 with more than $6bn in investor commitments, is now largely deployed, with a significant portion allocated to data and renewable energy assets.

High Net Worth Individuals 162

High Net Worth Individuals Funds Private Equity Firms Private Equity Firms 162

Private Equity Insights

FEBRUARY 12, 2025

As part of this initiative, BlackRock is establishing a GP solutions business to serve general partners (GPs) of alternative-asset firms, which oversee investments on behalf of limited partners like pension funds and endowments.

Finance 162

Finance Financing Private Equity Firms Private Equity Firms 162

The Motley Fool

SEPTEMBER 16, 2023

31, 2023, a pension fund that owns shares of Amazon has filed a lawsuit against Amazon's board of directors, alleging it "acted in bad faith" in declining to hire SpaceX to work on Project Kuiper. And as SpaceNews reported on Aug. Shouldn't Amazon be able to hire whomever it wants to launch its satellites?

Shareholders 246

Shareholders Pension Funds Funds Capital 246

Private Equity Insights

MARCH 12, 2025

The country’s growing pool of pension funds and increasing corporate restructuring activities are drawing the attention of alternative investment firms worldwide. The nation’s mergers and acquisitions market remained robust in 2024, recording $18.6bn in deal value, ranking third in the region.

Mergers and Acquisitions 147

Mergers and Acquisitions Leveraged Buyouts Buyout Exit Strategy 147

Private Equity Wire

JANUARY 8, 2025

HBX Group, the Spanish travel technology company known for its Hotelbeds brand and backed by private equity firms Cinven, EQT, and Canadian pension fund CPP Investments, is gearing up for a 1bn ($1.04bn) initial public offering (IPO) in the coming weeks, according to a report by Reuters.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Initial Public Offering Pension Funds 97

Top 1000 Funds

AUGUST 21, 2023

billion United Nations Joint Staff Pension Fund will use a slightly lower real rate of return to inform its upcoming actuarial valuation with the 2023 ALM scenario planning focusing on climate risk. In a nod to headwinds including climate change, evolving demographics, and the future economic outlook the $85.5

Pension Funds 98

Pension Funds Funds Returns Investors 98

The Motley Fool

AUGUST 25, 2023

ET this afternoon after Barron's reported that the California State Teachers' Retirement System (CalSTRS, the second-largest pension fund in the U.S.) So what In the second quarter of 2023, CalSTRS added 221,367 Nikola shares to its holdings, a 52% increase that brings its total investment in the EV maker to 641,827 shares. .*

Pension Funds 246

Pension Funds Funds Investors Returns 246

Private Equity Wire

NOVEMBER 27, 2024

The new fund has received an initial £750m of investment capital from Aviva’s flagship My Future Focus default pensions solution, which invests in a broad range of asset classes on behalf of the firm’s range of auto-enrolment Defined Contribution (DC) default strategies.

Debt 96

Debt Pension Funds Investors Funds 96

Pension Pulse

MARCH 19, 2025

James Bradshaw of the Globe and Mail reports Ontario Teachers Pension Plan closes Hong Kong office: Ontario Teachers Pension Plan is closing its Hong Kong office and shifting some staff to Singapore, as the $256-billion pension fund looks to streamline its operations in Asia.

Pension Funds 69

Pension Funds Venture Capital Private Equity Firms Private Equity Firms 69

The Motley Fool

APRIL 1, 2025

trillion in AUM at the end of 2023. For years, institutional investors like pension funds and insurance companies have driven growth in alternatives. According to Preqin, the leading data provider for the alternatives industry, the sector had $16.8

Asset Management 130

Asset Management Pension Funds Hedge Funds Assets 130

The Motley Fool

JUNE 25, 2024

This is how much the typical retiree gets from Social Security at 62, 67, and 70 According to data from the 2023 Social Security Annual Statistical Supplement, here's what the average senior collecting Social Security retirement benefits receives at 62, 67, and 70. Image source: Getty Images. Age Average Monthly Benefit 62 $1,274.87

Pension Funds 246

Pension Funds Return On Investment Funds Returns 246

American Investment Council

JULY 18, 2024

. – Today, the American Investment Council released its 2024 public pension study showing that private equity once again delivered the strongest returns for public pension portfolios. In 2023, private equity investments delivered a median annualized return of 15.2 percent over a 10-year period.

Returns 140

Returns Pension Funds Consulting Consultants 140

AltAssets

SEPTEMBER 11, 2023

DigitalBridge Group, a leading global alternative asset manager dedicated to investing in digital infrastructure, and AustralianSuper, Australia’s largest pension fund, has announced AustralianSuper is investing €1.5 billion to acquire a significant minority stake in Vantage Data Centers EMEA, a DigitalBridge-sponsored company.

Pension Funds 98

Pension Funds Asset Management Stakes Assets 98

The Motley Fool

AUGUST 20, 2024

It's hard to put an exact number on the state of the market now, but a 2023 report from Ernst & Young states that 55% of institutional investors with more than $500 billion in assets -- where the lion's share of total assets are concentrated -- say they had less than 1% allocated to "digital assets." This is a huge "if."

Exchange-Traded Funds 246

Exchange-Traded Funds Pension Funds Investing Assets 246

Private Equity Wire

MAY 13, 2024

The CLO market is reviving after two years of stagnation, with sales of new US CLOs increasing by 64% this year compared to the same period in 2023, according to Bloomberg’s data. Meanwhile, CLO equity pools, which were previously difficult to raise due to inherent risks, are growing. “But

Pension Funds 59

Pension Funds Hedge Funds Funds Asset Management 59

The Motley Fool

JULY 30, 2023

Funds of a feather Buffett primarily invests Berkshire's money in individual stocks and U.S. As of March 31, 2023, Berkshire's investments included two very similar ETFs: SPDR S&P 500 ETF Trust (NYSEMKT: SPY) and Vanguard 500 Index Fund ETF (NYSEMKT: VOO). The conglomerate had a little over $16 million parked in each fund.

Exchange-Traded Funds 246

Exchange-Traded Funds Pension Funds Conglomerates Shareholders 246

Pension Pulse

JUNE 25, 2024

per cent on real estate bets in fiscal 2023, the worst since the pandemic hit three years earlier. In January, the fund said it would combine that real estate business with another specializing in lending against properties, a merger that’s expected to save the plan $100 million annually.

Pension Funds 59

Pension Funds Funds Mergers and Acquisitions Assets 59

Pension Pulse

DECEMBER 16, 2024

The system works exceptionally well, yet in the past year, we have seen increasing calls to change this model and use pension funds as a policy tool. The system works exceptionally well, yet in the past year, we have seen increasing calls to change this model and use pension funds as a policy tool.

Pension Funds 59

Pension Funds Funds Liabilities Assets 59

Pension Pulse

NOVEMBER 21, 2023

Kevin Carmichael of The Logic reports Freeland eyes power of pension funds to lift Canadian economy: We’ve been conditioned to dismiss federal budgets and fiscal updates as political documents. The Government of Canada shouldn't be hinting at how or where Canada's large pension funds invest. Let's keep it that way.

Pension Funds 59

Pension Funds Funds Debt Finance 59

The Motley Fool

DECEMBER 8, 2023

This evolution is most evident in recent developments related to some of Wall Street's biggest names, such as BlackRock and Fidelity, applying for spot Bitcoin exchange-traded funds (ETFs). See the 10 stocks *Stock Advisor returns as of December 4, 2023 RJ Fulton has positions in Bitcoin. and Bitcoin wasn't one of them!

Exchange-Traded Funds 246

Exchange-Traded Funds Pension Funds Prospects Assets 246

Pension Pulse

APRIL 17, 2024

for 2023, amid rising inflation, high interest rates: Vestcor Corp. per cent return for 2023, despite the challenges of rising inflation and high interest rates. High inflation and interest rates, coupled with uncertain equity markets, made for a challenging beginning to 2023 for most pension plans. is reporting a 7.5

Returns 98

Returns Pension Funds Assets Education 98

The Motley Fool

MARCH 2, 2024

This is a very complex niche in the REIT sector that is really meant for institutional-level investors, like pension funds. And the adjusted funds from operations (FFO) payout ratio in 2023 was a solid 76.3%. AGNC data by YCharts To be fair, AGNC is a mortgage real estate investment trust (REIT).

Investing 246

Investing Pension Funds Capital Shareholders 246

Private Equity Wire

MARCH 18, 2024

Despite a decline in both private equity infrastructure dealmaking and fundraising in 2023, limited partners (LPs) are planning to increase their commitments to the asset class, according to a new report by Boston Consulting Group. Deals declined by 18% last year, while global fundraising fell by 50% from a high of $176bn in 2022 to $89bn.

Pension Funds 97

Pension Funds Consulting Consultants Investing 97

The Motley Fool

DECEMBER 28, 2023

Also, some large investors, like pension funds and insurance companies, have requirements that they only invest in dividend-paying companies. So the dividend resumption announced in late 2023 was important (the dividend will be paid in early January 2024). So there were bigger issues at play as well. In the U.S.,

Pension Funds 246

Pension Funds Assets Returns Investors 246

The Motley Fool

JULY 27, 2023

Digital Realty Trust (NYSE: DLR) Q2 2023 Earnings Call Jul 27, 2023 , 5:00 p.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good afternoon, and welcome to the Digital Realty second quarter 2023 earnings call. Image source: The Motley Fool. Please go ahead.

Leveraging 188

Leveraging Assets Capital Debt 188

The Motley Fool

SEPTEMBER 15, 2023

Many investors and analysts believe such approval will be a catalyst for broader adoption of Bitcoin because it would allow institutional money managers to include the ETF in various investment vehicles, such as pension funds and 401(k)s. They just revealed what they believe are the ten best stocks for investors to buy right now.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Exchange-Traded Funds Pension Funds Accounting 245

Private Equity Insights

FEBRUARY 2, 2024

The New York State Teachers Retirement System (NYSTRS) committed $400m (£315.55m) to private debt funds between October and December last year. The pension fund allocated $300m to the OIC Credit Opportunities IV fund, while the remaining $100m was committed to the Peninsula VIII, according to publicly available documents.

Debt 130

Debt Pension Funds Bidding Assets 130

Pension Pulse

MAY 14, 2024

While investors have typically included other hedge funds, family offices and sovereign wealth funds, the prospect of higher yields is now luring more money that’s been traditionally risk-averse. Sales of new US CLOs have surged 64% this year from the same period in 2023, according to data compiled by Bloomberg News.

Pension Funds 59

Pension Funds Collateral Funds Hedge Funds 59

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., increase in the assets of the largest 300 pension funds in the previous year.

Pension Funds 59

Pension Funds Assets Funds Asset Management 59

The Motley Fool

JANUARY 5, 2024

While retail investors like you and I were the primary buyers over its 15-year history, the pending approval of a spot Bitcoin exchange-traded fund (ETF) holds the potential to unlock billions of dollars from Wall Street and other institutions, allowing investors to add the cryptocurrency to pension funds, 401(k)s, and other investment accounts.

Exchange-Traded Funds 246

Exchange-Traded Funds Pension Funds Prospects Assets 246

The Motley Fool

JULY 29, 2023

For example, insurance companies and pension funds might find mortgage REITs a good portfolio fit, with diversification and total return (which assumes dividend reinvestment) driving the decision process. See the 10 stocks *Stock Advisor returns as of July 27, 2023 Reuben Gregg Brewer has no position in any of the stocks mentioned.

Collateral 246

Collateral Pension Funds Investing Leveraging 246

The Motley Fool

DECEMBER 13, 2024

Next comes a year of modest recovery as momentum builds (2023). However, there's one significant development that could help it reach this lofty milestone -- spot Bitcoin exchange-traded funds (ETFs). These cycles typically begin with a bear market (think 2022), where long-term believers accumulate Bitcoin at discounted prices.

Exchange-Traded Funds 245

Exchange-Traded Funds Pension Funds Hedge Funds Funds 245

The Motley Fool

JUNE 28, 2024

If you've been hearing a lot about semiconductor company Nvidia (NASDAQ: NVDA) in recent months and you're not sure why, check out its returns in recent years: Year Return 2023 239% 2022 (50%) 2021 125% 2020 122% 2019 76% 2018 (31%) 2017 81% 2016 224% Source: 1stock1.com. If you don't own Nvidia.

Mutual Funds 236

Mutual Funds Exchange-Traded Funds Pension Funds Shareholders 236

Private Equity Insights

JANUARY 26, 2024

The launch builds on the success of Vision Private Equity 2023, which closed in early 2023 with $606.5m The Vision programme is built on a high conviction and highly selective investment process across primary funds, secondary and co-investment deals. Trillion in Assets Six of Canada's biggest pension funds managing C$1.3

Pension Funds 130

Pension Funds Banks Asset Management Assets 130

The Motley Fool

JANUARY 15, 2024

For example, if institutional investors such as pension funds and endowment funds decide to allocate just 1% of their portfolios to Bitcoin, the ramifications could be enormous. In Ark Invest's "Big Ideas 2023" report, the investment firm lays out eight different use cases for Bitcoin.

Pension Funds 246

Pension Funds Assets Investment Firms Portfolios 246

The Motley Fool

JANUARY 10, 2024

Where we are today In June 2023, the world's largest asset manager, BlackRock (NYSE: BLK) , made headlines when it became known that it applied to sponsor a spot Bitcoin ETF. More importantly, now Bitcoin can be easily added to pension funds, individual retirement accounts, and 401(k)s by investors and money managers.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Investors Exchange-Traded Funds Pension Funds 246

The Motley Fool

SEPTEMBER 16, 2023

Do you really want your pension fund or university endowment dabbling in a volatile, poorly regulated industry with significant risk of loss? See the 10 stocks *Stock Advisor returns as of September 11, 2023 Dominic Basulto has positions in Bitcoin and Ethereum. Image source: Getty Images. and Ethereum wasn't one of them!

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Exchange-Traded Funds Investing Pension Funds 246