Fortune Financial

AUGUST 7, 2023

These investments require thorough due diligence, careful selection of companies or projects and a deep understanding of the industry and market dynamics. PwC reported that there is a significant shift among sovereign and public pension funds towards alternative investments.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

These investments require thorough due diligence, careful selection of companies or projects and a deep understanding of the industry and market dynamics. PwC reported that there is a significant shift among sovereign and public pension funds towards alternative investments.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Pension Pulse

JANUARY 23, 2024

It accounts for a price on carbon during the investment period, the holding period, and also a carbon impact on value creation at the exit. What progress have you made on implementing social impact and inclusion into your due diligence processes? Sunita Mahant : We live in an age where we are facing major impact on communities.

Investing 59

Investing Mergers and Acquisitions Assets Due Diligence 59

Pension Pulse

JANUARY 25, 2024

James Bradshaw of the Globe and Mail reports Teachers' invests in portable battery company aiming to replace gas-powered generators: Ontario Teachers’ Pension Plan is leading a US$95-million funding round for Instagrid GmbH, a German maker of portable battery systems designed to replace gas-powered generators.

Investors 59

Investors Funds Startups Assets 59

The Big Picture

DECEMBER 5, 2023

But if I had a plan as to how to do that when I went to college, it was learn as much as I could, as fast as I could and get a ba and then become an accountant and a lawyer. And the institutional investors often are thinking if you’re a big state pension fund, I want 10%, 20%. million at the final closing.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

FEBRUARY 28, 2023

And so we are very, very focused on making our boards the center of vision and strategy and accountability. We’re looking to create a culture that is similar with regards to how we set strategy, with regards to how we create accountability on that strategy, with regards to how our boards get involved in driving that strategy.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

Sara Grillo

FEBRUARY 13, 2023

It does not go to Apple’s checking account. They aren’t issuing shares to fund their operations. The massive cash pile held by just 13 companies accounts for nearly 40% of the $2.7 So the greenwashing underneath the fund is a whole nother layer that most regular people cannot go that deep into due diligence and figure this out.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

The Motley Fool

SEPTEMBER 17, 2023

Within about 90 days, it became apparent to me that we had not done sufficient reversed due diligence on our acquirer. This idea of reversed due diligence is like they're asking a bunch of questions trying to figure out who you are and where you fit with cultures like all those things. We managed to still sign and close.

Due Diligence 130

Due Diligence Mergers and Acquisitions Capital Public Companies 130

Pension Pulse

JUNE 12, 2024

The second was appropriate systems and controls, so that if a university wanted to conduct due diligence on UPP before committing staff pensions to it, “we wanted excellent marks”.

Liabilities 59

Liabilities Assets Leveraging Due Diligence 59

The Big Picture

JANUARY 24, 2023

And the investment bankers at that time were just — every time we went to a meeting on due diligence, is this a good company or not, all they wanted to do was talk about the fee splits. KLINSKY: Why would I take more than the value of the accounts receivables. So I’m proud of our role in it. KLINSKY: Right, right.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Pension Pulse

NOVEMBER 10, 2023

The Fund, which includes the combination of the base CPP and additional CPP accounts, achieved a 10-year annualized net return of 9.6%. For the quarter, the Fund’s net return was 0.1%. The base CPP account’s net return for the quarter was 0.2%, and the five-year annualized net return was 7.3%.

Investing 59

Investing Buyout Stakes Assets 59

The Big Picture

APRIL 11, 2023

I’m not a natural accountant or an actuary. And about 200 put up their hands; ex-bankers, recovering accountants, auditors, actuary, scientists, mathematicians. And as you well know, in 2007, accountants fixed what I thought was a horrendous mistake — RITHOLTZ: Right. Fair value accounting is not about value.

Education 119

Education Financing Finance Taxes 119

The Big Picture

MARCH 12, 2024

There were financial experiments where the borrower hadn’t been through due diligence. So we, we do business with most of the sovereign wealth funds, most of the big US national insurers, global insurers, the largest pension funds. The LTV was very high. The underlying risk of the home market was very high.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

Pension Pulse

NOVEMBER 22, 2024

officials allege: Senior executives at Quebec’s provincial pension fund manager tried to win contracts by paying Indian officials hundreds of millions of dollars in bribes and interfered with corruption investigations in the United States, American prosecutors allege. The charges filed by the U.S.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds New York Stock Exchange Stock Exchanges 59

The Motley Fool

JANUARY 29, 2025

billion from one of our large pension fund clients. MSCI Wealth Manager has positioned us to support a wide range of use cases, including proposal generation, model portfolio construction, and home office account management and monitoring. These use cases extend to ESG and climate. Turning finally to asset managers.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Big Picture

NOVEMBER 25, 2024

Somehow no one in due diligence ever asked them about any of this. And not being able to tell them or show them makes it harder for them to do due diligence to understand how it may have behaved. That is their savings account, particularly when cash is returning nothing. I’ve never been introduced.

Returns 59

Returns Mutual Funds Hedge Funds Leveraging 59

Pension Pulse

MARCH 12, 2025

In late 2022, the Liberals announced they would stop issuing the popular bonds, which helped pension funds that pay out inflation-indexed benefits balance their assets and liabilities. The Plans funded status remains strong at 111%, continuing HOOPPs long history of ensuring stability for our members, now and in the future.

Liabilities 59

Liabilities Pension Funds Assets Hedge Funds 59