Private Equity Wire

NOVEMBER 8, 2024

Global pension funds have continued to ramp up their private equity investments in 2024, with the 20 largest funds globally allocating a combined $707.6bn to the asset class so far this year, according to a report by Banking Exchange.

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Pension Funds Private Equity Firms Private Equity Firms Buyout 92

Private Equity Wire

JANUARY 21, 2025

Geographically, the fund has attracted a highly diversified group of investors, with LPs from 28 countries across the world, with notable growth in commitments from LPs in MENA, the Americas, Asia, the UK, the Nordics, and the Netherlands.

Pension Funds 95

Pension Funds Funds Shareholders Capital 95

Private Equity Wire

JANUARY 16, 2025

The LP base includes major pension funds, insurance companies, sovereign wealth funds, financial institutions, and high-net worth individuals. There was particularly strong growth among private wealth clients, which accounted for 22% of the total equity raised, compared to 11% in the eighth-generation platform.

High Net Worth Individuals 90

High Net Worth Individuals Pension Funds Financial Institutions Stakes 90

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. Image source: Getty Images. A much-needed update On Sept. A much-needed update On Sept.

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

The Motley Fool

APRIL 22, 2024

Previously confined to traditional assets like stocks, bonds, and mutual funds, the $100 trillion wealth management industry now has direct access to Bitcoin.

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Mutual Funds Exchange-Traded Funds Pension Funds Assets 246

The Motley Fool

MAY 18, 2024

It's not just about checking accounts online; we're talking about mobile stock trading apps , digital wallets, and more. This gap between the haves and the have-nots highlights the challenges many face as they approach retirement, from rising healthcare costs to inadequate pension funds. They represent about 73% of all U.S.

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Pension Funds Finance Financing Education 246

Private Equity Insights

SEPTEMBER 13, 2023

In recent years, it has stepped up its investment in health care, infrastructure, technology, mobility, clean energy and life sciences, and has teamed up with private equity companies, pension funds and other investors as it expands its portfolio of assets.

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Capital Investing Private Equity Firms Private Equity Firms 246

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.

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Pension Funds Funds Liabilities Assets 59

The Motley Fool

JANUARY 10, 2024

But they all share a common feature: the capability for firms to actively buy and sell Bitcoins, ensuring the efficient balancing of funds and effective tracking of Bitcoin's market value. More importantly, now Bitcoin can be easily added to pension funds, individual retirement accounts, and 401(k)s by investors and money managers.

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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? But the picture changes when you take into account a market-traded financial instrument that has been approved by the Securities and Exchange Commission (SEC). Image source: Getty Images.

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

Integrity Financial Planning

JANUARY 9, 2023

2] With higher prices in consumer goods, retirees may have had to reevaluate their withdrawals and spending on retirement accounts as their income became strained. Having to cover costs of immediate needs perhaps prompted reduced higher withdrawals from retirement accounts and tapping into savings just to keep the same standard of living.

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Accounting Pension Funds Finance Financing 97

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). The much safer option Meme coins have become a natural player in today's crypto economy.

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Exchange-Traded Funds Pension Funds Prospects Assets 246

The Motley Fool

SEPTEMBER 14, 2024

Keep in mind, though, that as a master limited partnership, there are some complications come tax time and not all MLPs can be held in a retirement account. A lot would have to go wrong before a distribution cut was on the table. yield and a corporate version, Brookfield Renewable (NYSE: BEPC) , with a 5.1% dividend yield.

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Pension Funds Assets Taxes Portfolios 244

Pension Pulse

JULY 22, 2024

Sarah Rundell of Top1000Funds reports UN pension fund slashes equity and pushes into impact and venture: The United Nations Joint Staff Pension Fund (UNJSPF) recently reduced the allocation to equity in its $92.5 Mostly because the pension fund would never be able to hire the size of the team required. “In-house

Pension Funds 59

Pension Funds Hedge Funds Funds Assets 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.

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Exchange-Traded Funds Pension Funds Prospects Assets 246

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.

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Pension Funds Assets Funds Asset Management 59

Pension Pulse

NOVEMBER 18, 2024

Ontario Teachers’ Pension Plan is also out with a potential $1 billion-plus portfolio sale, sources said, confirming an earlier report by Bloomberg. LP sales accounted for about $40 billion, or 59 percent of activity in the first half, according to Jefferies’ half-year volume report. percent, according to information from PSP.

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Stakes Professional Services Buyout Pension Funds 59

The Motley Fool

MAY 12, 2024

It even has an "outsourced chief investment officer" segment to handle defined benefit pension funds for clients. Over the past decade, Mastercard has earned its shareholders 480% in total returns, with dividends accounting for about 35% of those gains.

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Pension Funds Bidding Consulting Consultants 245

Private Equity Wire

MARCH 14, 2025

The countrys expanding pension fund capital base and increasing corporate restructuring activity are fuelling strong interest from alternative investment firms worldwide. Large buyouts accounted for 42% of total transactions in 2024, while smaller deals comprised 30%.

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Leveraged Buyouts Buyout Private Equity Firms Private Equity Firms 45

Private Equity Insights

AUGUST 14, 2023

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up The IRA Healthcare Real Estate Fund will primarily focus on acquiring, developing, and financing healthcare assets in markets with high barriers to entry and limited supply.

Capital 130

Capital Private Equity Firms Private Equity Firms Pension Funds 130

Pension Pulse

NOVEMBER 28, 2024

I told Julien I didn't know Alan Rosling but referred him to my recent blog comment and said there are many unanswered questions here and there needs to be accountability at the CDPQ. He had greased pension fund managers in Laval and Sherbrooke to invest in his fund of funds (it wasn't even that) and I wasn't shocked when his firm collapsed.

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Securities and Exchange Commission (SEC) Pension Funds Conglomerates Legal 59

Financial Times: Moral Money

MARCH 7, 2023

Presidential veto will allow pension funds to take sustainability into account

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Pension Funds Accounting Funds 98

The Motley Fool

JULY 26, 2023

That will help democratize access and enable millions of people to add itBitcoin to 401(k) plans, pension funds, and other traditional investment portfolios, potentially creating unprecedented demand for the scarce supply.

Investors 189

Investors Exchange-Traded Funds Pension Funds Assets 189

Private Equity Insights

MARCH 17, 2023

Question is: Can it become a one-stop shop for pension funds, endowments, insurers, and sovereign wealth funds eager for exposure to every major alternative-asset class — without diminishing its private credit franchise? And assets under management have tripled, with private credit accounting for the lion’s share.

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Pension Funds Buyout Leveraged Buyouts Asset Management 130

Integrity Financial Planning

JULY 31, 2023

These types of plans commonly come in the form of pension plans. [1] 1] A pension plan guarantees a certain level of retirement benefit based on your salary and how many years you worked for the company. [2] They are funded mostly by the employee (though the employer may also make contributions). [8]

Pension Funds 98

Pension Funds Buyout Accounting Stakes 98

Pension Pulse

FEBRUARY 12, 2025

Layan Odeh of Bloomberg reports CPPIB plows at least $5 billion into private equity in three months: Canada Pension Plan Investment Board poured at least $5 billion into private equity in the last three months of 2024 as the asset class regained appeal. For the quarter, the Funds net return was 3.8%. billion 10-year net return of 9.2%

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Mergers and Acquisitions Investing Stakes Buyout 59

The Motley Fool

FEBRUARY 10, 2024

per share to account for changes to the value of pension fund, which it described as a "mark-to-market" or MTM expense. Earnings for the quarter, adjusted for pension fund contributions, could meanwhile bounce back 84% to as much as $24.85 The company also took a charge of $2.08 Together, that's $9.76

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Pension Funds Enterprise Values Accounting Funds 130

The Motley Fool

FEBRUARY 8, 2024

Social Security only replaces 40% of pre-retirement income and is supposed to work in conjunction with savings and pension funds to replace about 80% of your pre-retirement salary. You'll want to be sure you have plenty of money in your brokerage account to provide the support you need. Here's a pretty simple way to do that.

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Pension Funds Accounting Funds Returns 130

Private Equity Wire

JULY 9, 2024

Orion Infrastructure Capital (OIC), a US middle-market infrastructure manager, has held the final close of its inaugural infrastructure growth fund with over $370 million in commitments, surpassing its initial target of $350m. LPs include insurance companies, pension funds, foundations and family offices.

Pension Funds 92

Pension Funds Funds Legal Capital 92

Private Equity Wire

SEPTEMBER 30, 2024

StepStone Group Inc has held the final close of StepStone Secondary Opportunities Fund V (SSOF V) and related separate accounts with $7.4bn of capital commitments. With $4.8bn of aggregate capital commitments, SSOF V is more than double the size of its predecessor fund.

Pension Funds 98

Pension Funds Funds Asset Management Leveraging 98

The Motley Fool

DECEMBER 17, 2023

The Cleveland Bakers and Teamsters Pension Fund alleged that Amazon "acted in bad faith," yielding to "conflicts of interest," and as a result, overpaid for its launch contracts by "hundreds of millions of dollars" by refusing to work with SpaceX on Project Kuiper. As many as all 15 "additional launches?"

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Pension Funds Banks Shareholders Accounting 130

Private Equity Wire

DECEMBER 8, 2023

According to Bloomberg’s sources, Director of Private Equity and Co-Investments, Darren Foreman, is retiring at the end of January, while Patrick Knapp, Tony Meadows and Philip VanGraafeiland are all now pursuing new opportunities away from the pension fund.

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Pension Funds Assets Accounting Funds 98

Private Equity Wire

JULY 2, 2024

That fund is now fully invested in platform companies, with the remaining capital reserved for follow-on growth investments. Investors in Fund VII include approximately 400 pension funds, insurance companies, sovereign wealth funds, asset managers, foundations, endowments, family offices, RIAs and high net worth individuals.

High Net Worth Individuals 98

High Net Worth Individuals Pension Funds Funds Enterprise Values 98

Pension Pulse

JULY 19, 2023

Keith Ambachtsheer wrote an op-ed for the Globe and Mail on how the Thames Water crisis offers cautionary tale for pension funds investing in private-market assets: There has been an unfolding management and financial crisis at giant British water and sewage utility Thames Water. Most recently, of a total asset base of $15.9-trillion,

Pension Funds 40

Pension Funds Funds Assets Stakes 40

The Motley Fool

JANUARY 18, 2024

You don't want to spend your senior years worrying about not having enough money in your checking account to cover the necessities. That's the rate at which you take money out of your brokerage account or 401(k) as a retiree. That's because the amount that most people have saved is simply not going to cut it.

Pension Funds 130

Pension Funds Accounting Finance Financing 130

The Motley Fool

MAY 7, 2024

ETFs accounted for 83% of all assets under management by spot Bitcoin ETFs worldwide. The first day of trading was a dud by all accounts. According to BlackRock (NYSE: BLK) , three important types of institutional investors -- sovereign wealth funds, pension funds, and endowments -- are gearing up to start investing in Bitcoin ETFs.

Pension Funds 130

Pension Funds Accounting Assets Funds 130

Private Equity Wire

OCTOBER 17, 2024

Pension funds and endowments, which have seen limited cash payouts from their unlisted investments, are driving a surge in these once-niche transactions. This has led to diminished returns for investors, who are now seeking liquidity by selling their holdings, often at a discount.

Stakes 95

Stakes Buyout Private Equity Firms Private Equity Firms 95