The Motley Fool

FEBRUARY 19, 2024

Bonus offer: unlock best-in-class perks with this brokerage account Read more: best online stock brokers for beginners 1. A family office A family office is a unique wealth management firm that caters to billionaires and the ultra-wealthy. There's usually no minimum amount of money needed to open a self-directed brokerage account.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

Private Equity Wire

JULY 16, 2024

Management fees for the fund are set at 1% on commitments during the investment period, dropping to 0.75% on net asset value thereafter. The fund carries a 10% performance fee over an 8% preferred return.

Funds 96

Funds Performance Fees Management Fees Assets 96

The Big Picture

OCTOBER 14, 2023

We discuss the firm’s unique fee arrangement: For institutional accounts of $100 million and up, they pay a base fee 33% of outperformance versus the benchmark (and no management fee). When they underperform, they refund as much as 25% of their performance fees.

Investing 72

Investing Performance Fees Startups Management Fees 72

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. The combination triples infrastructure AUM and doubles private markets run-rate management fees. This was due to the relative outperformance of lower fee U.S.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 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 Asset Management Capital 130

Pension Pulse

MAY 22, 2024

The Fund, which includes the combination of the base CPP and additional CPP accounts, achieved a net return of 8.0% Since the CPP is designed to serve multiple generations of beneficiaries, evaluating the performance of CPP Investments over extended periods is more suitable than in single years. The base CPP account achieved an 8.1%

Investing 59

Investing Pension Funds Stakes Assets 59

Pension Pulse

AUGUST 17, 2023

CDPQ manages the funds of 48 depositors and adapts investment strategies to meet their objectives, taking into account their different risk tolerances and investment policies. The difference with 2022 is primarily explained by the increase in external performance fees related to increased returns. for six months.

Pension Funds 52

Pension Funds Assets Debt Financing 52