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. billion of inflows reflecting the net benefit from large institutional pension clients. Institutional outflows of $8.9

Assets 130

Assets Liabilities Capital Collateral 130

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

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

The Motley Fool

JULY 14, 2023

Aladdin is bringing the portfolio of the future to life by providing technology in a digital-enabled and customized way, combining risk management, the investment book of record, performance, accounting, and data, all in one place. And there are trillions now, I think the number is around 7 trillion, in money market accounts.

Asset Management 130

Asset Management Assets Banks Debt 130

Pension Pulse

NOVEMBER 17, 2023

Sure, maybe it would have done better if it had sold some Apple—that one stock accounts for half of the company’s portfolio, and the stake lost nearly $20 billion in value. That's a problem especially since large hedge funds are driving this herding behavior: US equity concentration just hit another record high.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

Fortune Financial

AUGUST 7, 2023

One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds. Hedge funds can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds. Hedge funds can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

The Motley Fool

JANUARY 12, 2024

And we had 70 products across our ETF and mutual fund ranges with over 1 billion in net inflows. 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.

Assets 130

Assets Shareholders Asset Management Capital 130

The Big Picture

AUGUST 15, 2023

Are most people better off in an index fund than playing with an active manager, be it mutual fund or high fee hedge funds? SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. Was Warren Buffett right?

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

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 Motley Fool

JULY 29, 2023

The disagreement between lawmakers comes as some elected officials (mainly Republicans) believe that too much focus on ESG doesn't allow funds to focus on purely financial factors of investing, which could then lead to poor mutual fund performance. In short, investors can still buy and sell what they want.

Funds 130

Funds Mutual Funds Investing Pension Funds 130

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

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%. Read his full comment here.

Investing 59

Investing Buyout Stakes Assets 59

The Motley Fool

MARCH 17, 2025

trillion international payments market, currently served by arguably archaic systems like the Society for Worldwide Interbank Financial Telecommunications (SWIFT), which underpins wire transfers from one bank account to another. XRP's developer, RippleLabs, was quick to realize crypto's ability to disrupt the $2.4 Image source: Getty Images.

Securities and Exchange Commission (SEC) 311

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Pension Funds 311

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 Finance Financing Taxes 119

The Motley Fool

JANUARY 15, 2025

Total expense increased 9% in 2024 primarily due to higher incentive compensation, G&A, and sales, asset, and account expense. Full-year retail net inflows of 24 billion were led by continued strength in Aperio and inflows into active fixed income mutual funds. Technologies are at the foundation of Blackrock.

Assets 130

Assets Shareholders Capital Asset Management 130

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. Thank you.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. Prohibits you from showing a back test for a mutual fund or an ETF. So, so difference being, you can only trade mutual funds.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

The Big Picture

FEBRUARY 20, 2024

When you write a check, you get check float, it takes time for the checks to come back to the hit the treasury account. 00:21:10 And so we started an advisory group of people, you know, hedge funds, pension funds, insurance companies, you know, buy side investors. And so we have them in periodically to talk to.

Banks 59

Banks Stock Market Stock Market Legal 59

The Big Picture

OCTOBER 31, 2022

I can’t begin to tell you what it’s like to sit in a room with the Jeremy’s, Professor Jeremy Siegel and I keep calling him Professor Jeremy Schwartz, but he’s just Jeremy Schwartz, chief investment officer of the $75 billion ETF and mutual fund company, WisdomTree. I am just a fan of both of these guys.

Finance 59

Finance Financing Debt Banks 59