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.” We must take into account the size of the fund, the size of the Quebec economy. a decade ago to 20.3%

Pension Funds 59

Pension Funds Stakes Banks Finance 59

Pension Pulse

AUGUST 1, 2024

Arleen Jacobius of Pensions & investments also reports CalSTRS beats its benchmark with 8.4% billion, West Sacramento-based pension fund reported. and the pension fund's 7% assumed rate of return. CalSTRS funded status was 75.9% The CalSTRS funded status was 75.9% benchmark, the $337.9

Pension Funds 59

Pension Funds Education Assets Liabilities 59

Pension Pulse

SEPTEMBER 6, 2023

But in a partial victory for fund groups which opposed the rules, the Securities and Exchange Commission did not proceed with proposals that would have expanded funds' legal liability and outright banned arrangements that allow some investors special terms. million Norweigans benefit from the Government Pension Fund.

Hedge Funds 64

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

Pension Pulse

SEPTEMBER 21, 2023

Third, Don Braid of the Calgary Herald writes Canada Pension Plan says flat 'NO!' to Alberta claim on half of CPP assets: Without a gun, a mask and a note to the teller, there’s no way one province can demand half the national pension fund and hope to escape with the loot. That estimate could well be very low.

Pension Funds 104

Pension Funds Assets Consulting Consultants 104

The Motley Fool

AUGUST 2, 2024

businesses; Yanela Frias, chief financial officer; and Rob Axel, controller and principal accounting officer. pension plans, and is the largest pension fund manager in Japan. We will start with prepared comments by Charlie, Rob, and Yanela, and then we will take your questions.

Assets 130

Assets Liabilities Capital Collateral 130

Pension Pulse

JULY 3, 2024

“The investment horizon for these assets is long and the ability to rebalance in the future is hampered,” warns Marlene Puffer, who joined AIMCo as CIO in 2023 from Canada’s railway pension fund CN Investment Division. This approach ensures AIMCo taps sufficient risk but also protects against embedding too much connected risk.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

Pension Pulse

JANUARY 31, 2024

It is not monolithic and includes such varied enterprises as pension fund investment managers such as AIMCo , insurance companies, investment banks, broker dealers, hedge funds, mortgage investment companies – and still others. The term NBFI captures a wide range of enterprises and therefore defies a common regulatory approach.

Banks 59

Banks Pension Funds Financial Institutions Investing 59

Pension Pulse

MARCH 13, 2024

He further explained that the bond portfolio is central to HOOPP’s Liability Driven Investing (LDI) strategy, mitigating the Plan's liability sensitivity to interest rate and inflation changes, providing government-guaranteed returns, supporting other investment activities, and diversifying the Fund's assets. billion in 2022.

Pension Funds 59

Pension Funds Liabilities Assets Hedge Funds 59

Pension Pulse

MAY 9, 2023

When liabilities extend far into the future (pension obligations beyond 75 years), growth and resilience from diversification are predicated on exposure to emerging markets. These markets are expected to account for more than half the world’s annual GDP within the next ten years.

Pension Funds 52

Pension Funds Investing Assets Liabilities 52

Pension Pulse

SEPTEMBER 24, 2024

Before joining AIMCo, Puffer was chief executive officer at CN Investment Division, where she was accountable for all aspects of the investment management and organizational oversight of the CN Pension Trust Funds. She is also a former vice-chair of the board of the Healthcare of Ontario Pension Plan (HOOPP).

Pension Funds 59

Pension Funds Assets Debt Liabilities 59

Pension Pulse

APRIL 18, 2024

In short, pensions aren't about beating the Nasdaq or putting all your eggs in the Magnificent Seven stocks, it's about ensuring you have enough assets to meet your future liabilities and never sustain a massive hit that jeopardizes your ability to deliver on the pension promise. Can we improve their governance?

Pension Funds 59

Pension Funds Investing Taxes Assets 59

Pension Pulse

SEPTEMBER 27, 2023

Canada’s large pension funds have pulled back on some activities in China. I also want to recognize our peer Maple 8 pension fund managers, many of whom are here today. That’s one key reason large pension funds tend to seek private investments. Earlier this year, British Columbia Investment Management Corp.

Pension Funds 52

Pension Funds Assets Liabilities Funds 52

Pension Pulse

FEBRUARY 22, 2024

Regarding the pension fund's bond assets, CDPQ said the fixed income market was characterized by higher yields and the narrowing of corporate credit spreads. In equity markets, Canada’s second-largest pension fund benefited from its high exposure to the technology sector with a 17.7 and down 0.2% in Canada," CDPQ added.

Returns 59

Returns Pension Funds Assets Debt 59

The Motley Fool

JULY 14, 2023

Through our diversification and strong performance, we can help clients better match their long-dated liabilities, achieve their operational objectives, and streamline their processes. And there are trillions now, I think the number is around 7 trillion, in money market accounts. And we are so well positioned for that, both with our 3.4

Asset Management 130

Asset Management Assets Banks Debt 130

The Motley Fool

OCTOBER 11, 2024

We believe the continued path of central bank normalization will support sustained inflows across bond funds, ETFs, and institutional accounts. BlackRock manages more than $300 billion of assets across model portfolios and separately managed accounts for wealth managers. We're bringing private markets to wealth clients.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

FEBRUARY 22, 2024

Our non-GAAP results exclude $276 million of expense in personnel related to a ruling in the Netherlands pension fund matter and $530 million of expense in G&A related to a draft decision by the Spanish Competition Authority. 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

Tucker Advisors

SEPTEMBER 8, 2021

The 401(k) often offers a traditional pre-taxed account and a post-taxed Roth account, with both sourced in a blend of stock and bond options the employee must choose and maintain with the appropriate risk tolerance until retirement. But, without pensions, employees also can’t predict an exact monthly income for their retirement.

Mutual Funds 52

Mutual Funds Taxes Liabilities Pension Funds 52

The Motley Fool

APRIL 12, 2024

Beginning in the first quarter of 2024, earnings recognized from minority investments accounted for under equity method will be presented as part of our nonoperating results. In addition, as many of you know, we updated the presentation of expense line items by including a new sales, asset and account income statement caption.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

Pension Pulse

JUNE 27, 2023

billion in added value VICTORIA, BC – British Columbia Investment Management Corporation (BCI) announced today an annual combined pension plan return of 3.5 billion) in investment liabilities managed by BCI’s funding program 1. 1 Includes clients’ investment liabilities achieved through government bond repurchase agreements.

Pension Funds 45

Pension Funds Assets Debt Liabilities 45

Pension Pulse

MARCH 14, 2024

"For the 15 th consecutive year, OPTrust is fully funded, and the people we serve can continue to rely on a secure, sustainable pension." For OPTrust members, investment returns account for more than 70 per cent of the benefits they receive in retirement , with more than $1.3 at optrust.com.

Returns 59

Returns Liabilities Assets Debt 59

The Motley Fool

APRIL 23, 2024

As he noted, the vast majority of our first quarter cancels stemmed from client events such as industry consolidation, cost pressures, fund closures, and reorganization. Clients who use multiple MSCI product lines account for 85% of our total subscription run rate. The Q1 retention of those clients, on average, is 93% or higher.

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

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. The total portfolio’s six-month, five-year and ten-year returns represent the weighted average of these funds. per cent. “In for six months.

Pension Funds 52

Pension Funds Assets Debt Finance 52

The Motley Fool

NOVEMBER 5, 2024

Overall, our intent is to create and operate an evergreen open-end fund that will manage private capital on behalf of institutional investors, such as pension funds, sovereign wealth funds, endowments, foundations, and large insurance companies. But this is also going to be a function of the capital raising.

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

JULY 27, 2023

We leased approximately $50 million in the 0-1 megawatt plus interconnection category, accounting for 43% of total bookings and becoming a larger part of our overall bookings since last year. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Leveraging 188

Leveraging Assets Capital Debt 188

The Motley Fool

AUGUST 3, 2023

In Q2, the Group selected Appian to automate its accounts payable process and became a new customer. Next, a top Canadian pension fund manages billions of dollars in investments. Just on the margin question, I understand that you're investing where accounts and maybe doing some moderation in other areas.

Professional Services 100

Professional Services Prospects Leveraging Pension Funds 100

The Motley Fool

OCTOBER 31, 2023

Over the past 36 years, Burgiss has created greater private asset transparency while serving institutional investors such as pension funds, endowments, foundations, and family offices. Our D&A guidance captures the additional intangible amortization from purchase accounting and adjustments related to the acquisitions.

Assets 100

Assets Hedge Funds Capital Leveraging 100

Pension Pulse

JULY 26, 2023

After successful engagements, particularly on environmental and social issues, there is also evidence that companies experience improved accounting performance and governance. (15) 15) Aligning such engagement around the transition to credible science-based targets makes sense too.

Asset Management 52

Asset Management Assets Capital Finance 52

The Motley Fool

FEBRUARY 6, 2024

We do not have any required or planned discretionary pension fund contributions in 2024. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The reimbursement for these services will be in other income with no material net impact to our cash flows.

Taxes 130

Taxes Debt Leveraging Banks 130

The Motley Fool

AUGUST 3, 2023

In addition, we saw a higher percentage of cash invested in accounts that generate interest income. Now, I think pro trader could also mean hedge funds and the largest market makers in the world and pension funds and endowments, and sovereign wealth funds. So, it really runs a wide gamut.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Assets Legal Shareholders 100

The Motley Fool

JANUARY 12, 2024

On our client side, the pension funds and sovereign wealth funds, the asset managers, infrastructure is what they want to invest in. The average yield on a mature funds over the last 15 years, annual yields, 8%, OK. They like the fact that infrastructure has very high yields. So, I'll give it to Rob on fixed income.

Assets 130

Assets Shareholders Asset Management Capital 130

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

AUGUST 15, 2023

And the question was if you can find other areas of investment that can generate the types of returns you need for your liability stream, diversification becomes the free lunch. Public pension funds that manage hundreds of billion dollars can be manned by professionals that make $80 to $150,000 a year. RITHOLTZ: Fair enough.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

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

Pension Pulse

APRIL 23, 2024

Brosseau and his firm helped bring national attention to the debate over where Canada’s pension funds should be investing by penning an open letter last month to Finance Minister Chrystia Freeland , urging policymakers to alter the rules for pensions to “encourage them to invest in Canada.”

Pension Funds 59

Pension Funds Funds Taxes Assets 59

Pension Pulse

NOVEMBER 13, 2023

James Hirai of Bloomberg reports Dutch pension funds send shockwaves through euro swap market: Dutch pension funds are plowing cash into long-dated swap contracts, according to strategists, upending one of this year’s most popular trades. The funds, by far the region’s largest with more than €1.5 in a client note.

Pension Funds 59

Pension Funds Funds Liabilities Asset Management 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 Moving things around still accounts for a huge percentage of overall demand for oil. It’s just exchange of shares. 0:06:45.6 : Yeah.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

The Big Picture

MAY 9, 2023

And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. SALISBURY: And accountant seemed like a reasonable option. And I kind of stumbled my way into accounting. That background of being an accountant was just great bedrock training. RITHOLTZ: Sure. Very different fields.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119