The Motley Fool

OCTOBER 19, 2024

Wealth and asset management are becoming more important During its third-quarter earnings call, investors saw what could be in store for Schwab next. The growth was primarily driven by asset management fees , which increased more than 20% to $1.5 During the past year, Schwab has seen $346 billion in net new assets.

Asset Management 130

Asset Management Banks Financial Institutions Assets 130

The Motley Fool

DECEMBER 31, 2023

The mutual fund manager has an exceptional track record of increasing its payout. While the company's assets under management (AUM) took a hit in 2022 due to the slumping stock market, they resumed their upward trend in 2023. It raised it by another 1.7% in 2023, its 37th straight year of dividend growth.

Mutual Funds 188

Mutual Funds Management Fees Asset Management Prospects 188

The Motley Fool

JANUARY 16, 2024

Bitwise's Bitcoin ETF (NYSEMKT: BITB) offers the cheapest exposure to Bitcoin since it has waived all management fees. Once the ETF has reached $1 billion in assets under management or six months have passed, a 0.2% fee will be tacked on. This does come with a stipulation, however. Fidelity Coming in at No.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Exchange-Traded Funds Asset Management Assets 130

The Motley Fool

AUGUST 1, 2024

Over the last 12 months, we have generated 23% fee-related earnings growth at 19% distributable earnings growth from the prior-year period. And since becoming a public company, we have had 13 consecutive quarters of management fee and FRE growth, highlighting both the stability and strength of our business. We also raised $2.2

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

Private Equity Insights

MARCH 8, 2024

Prior to that, Mr. Miller served as President of CIT Asset Finance, where he led CIT’s large-ticket asset backed finance businesses, and as a Managing Director at GE Capital. The Ares Alternative Credit strategy is one of the largest investors in asset based credit managing approximately $33.9

Capital 130

Capital Finance Financing Performance Fees 130

The Motley Fool

DECEMBER 5, 2024

It has to spend the money needed to upgrade its internal controls, and it's under an asset cap in the U.S. The big concern seems to be the asset cap, which will limit TD Bank's ability to grow in the U.S. There's likely to be some bad earnings news to come in 2025 as TD Bank adjusts to the asset cap in the U.S. The thing is, T.

Mutual Funds 130

Mutual Funds Banks Exchange-Traded Funds Assets 130

The Motley Fool

JULY 28, 2024

The reason for that is fairly simple: It has been lagging its banking peers on key performance metrics like earnings growth, return on equity, and return on risk-weighted assets. Rowe Price 's (NASDAQ: TROW) most important asset. Thus, assets under management (AUM) are a big determinant of the company's top and bottom lines.

Banks 130

Banks Asset Management Debt Assets 130

Private Equity Wire

SEPTEMBER 26, 2023

The report cites unnamed sources with knowledge of the matter as revealing that investors who close before 15 June are being offered a discount of 100 basis points on the management fees for the first 12 months. Blue Owl takes stakes in asset managers and offers direct lending to companies.

Stakes 105

Stakes Private Equity Firms Private Equity Firms Funds 105

The Motley Fool

JULY 19, 2024

Investment banking fees soared by 29%. The global wealth and investment management unit was also strong, with revenue increasing 6% to $5.6 billion, powered by a 14% increase in asset management fees. However, management is projecting that its FTE net interest income will rise to $14.5

Banks 130

Banks Investment Banking Investment Banks Assets 130

The Motley Fool

MAY 2, 2024

We reported another strong quarter of results for Blue Owl this morning with 12 straight quarters in consecutive management fee and FRE growth since we've been a public company. Acquiring Kuvare Asset Management adds $20 billion of AUM or but not inclusive of incremental growth at Kuvare. Thank you very much, Ann.

Capital 130

Capital Asset Management Assets Management Fees 130

The Motley Fool

FEBRUARY 23, 2024

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per share basis.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

The Motley Fool

AUGUST 9, 2024

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per-share basis. We've also continued to produce positive results in our asset management business.

Capital 130

Capital Asset Management Securities and Exchange Commission (SEC) Assets 130

The Motley Fool

NOVEMBER 8, 2024

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per share basis. We've also continued to produce positive results for our asset management business.

Capital 130

Capital Asset Management Due Diligence Assets 130

The Motley Fool

OCTOBER 18, 2024

Bank of America, meanwhile, saw its Global Wealth and Investment unit increase Q3 revenue by 8% year over year driven by 14% higher asset management fees. Its Global Markets division grew revenue by 14%, led by increased trading revenue and higher investment banking fees. times multiples, while JPMorgan trades at over 2.4

Banks 130

Banks Portfolios Investment Banking Investment Banks 130

Private Equity Wire

FEBRUARY 23, 2024

Compared to 2023 respondents, a significantly larger percentage of 2024 survey participants indicated they will increase their management fees over the next 12 months. Expectations for higher fee income may have influenced how GPs answered other questions related to the cost of doing business. “The

Hedge Funds 105

Hedge Funds Management Fees Asset Management Assets 105

The Motley Fool

MAY 22, 2024

But the real key is that customers don't like to move from one asset manager to another, which makes the assets under management (AUM) at T. The company charges management fees for its services, so its business is kind of annuity-like in nature. It also offers other financial services.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Banks Management Fees 130

The Motley Fool

JUNE 27, 2024

It's managed by BlackRock (NYSE: BLK) , the world's largest asset manager. Since its launch in early January, the iShares Bitcoin ETF has quickly become the most popular of the new spot Bitcoin ETFs, with more than $17 billion in assets under management. Image source: Getty Images.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Asset Management Accounting 130

The Motley Fool

AUGUST 4, 2023

Two additional key performance indicators that management will be discussing on this call are net asset value or NAV and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is reported on a per share basis. We've also continued to produce attractive returns on our asset management business.

Capital 147

Capital Asset Management Securities and Exchange Commission (SEC) Assets 147

The Motley Fool

MAY 10, 2024

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per share basis. We've also continued to produce positive results in our asset management business.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

The Motley Fool

JANUARY 11, 2024

That's a tremendous amount of money, and certainly could change the investing landscape for institutional funds looking to diversify their portfolios into these asset classes. Updated pricing provided by a number of funds ahead of today's approvals show many ETFs dropping fees substantially, to as low as 0.2%.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Exchange-Traded Funds Assets Management Fees 100

The Motley Fool

OCTOBER 11, 2024

iShares' fixed-income ETF assets now stand at over $1 trillion, nearly 40% higher than at year-end 2021. The combination triples infrastructure AUM and doubles private markets run-rate management fees. BlackRock manages more than $300 billion of assets across model portfolios and separately managed accounts for wealth managers.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

MAY 1, 2024

Our results for the quarter reflect accelerating momentum across all our businesses, including significant positive net flows in PGIM, our global asset manager and strong sales in our U.S. Additionally, higher incentive fees and seed and co-investment income resulted in an increase in other related revenues.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Assets Capital 130

The Motley Fool

AUGUST 3, 2023

Jim Connolly -- Executive Vice President, Asset Management Thanks Jeff. Can you just provide a little bit more detail on the expected proceeds and that you expect to generate and maybe book and sort of the pricing on that asset sale? We're not getting into a lot of detail on that asset sale. Good morning. We had a 19.3%

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Debt Asset Management Capital 130

The Motley Fool

OCTOBER 31, 2024

trillion of assets under management supporting defined benefit and defined contribution plans, PGIM serves more than half of the world's 300 largest pension funds. We maintain a AA rating, which reflects a healthy capital position, including more than $4 billion in highly liquid assets at the end of the third quarter.

Liabilities 130

Liabilities Capital Assets Shareholders 130

Private Equity Wire

DECEMBER 12, 2023

Investor interest in private credit funds remains strong – it is one of the largest asset classes driving the growth of “registered alternatives.” For many managers this means introducing liquidity into private credit funds that might have typically been closed-ended.

Debt 98

Debt Hedge Funds Investing Banks 98

The Motley Fool

APRIL 30, 2024

The real estate group, which focuses on nontraditional niche asset classes, continues to generate excellent returns. What started out as strictly an owner of excess MSRs today is a full-scale asset manager with capabilities in credit, real estate, obviously, all kinds of lending businesses as well as in the mortgage space.

Capital 130

Capital Enterprise Values Assets Banks 130

The Motley Fool

FEBRUARY 9, 2024

We finished 2023 on a strong note with another consecutive quarter of management fee and FRE growth, 11 for 11 since we've been a public company, against a market backdrop that has been exceptionally volatile and uncertain. This phenomenon has been consistent across asset classes. Thank you, Ann. And DE is up 25%.

Capital 130

Capital Stakes Securities and Exchange Commission (SEC) Management Fees 130

Private Equity Wire

AUGUST 8, 2023

In a statement released on Monday, the New York-based alternative asset manager reported $653 million in after-tax distributable earnings, or 73 cents a share, beating the 71 cent average estimate of analysts surveyed by Bloomberg. million and realised performance income, or carried interest, fell 79.6% Shares of KKR rose 4.1%

Management Fees 52

Management Fees Asset Management Taxes Assets 52

The Motley Fool

AUGUST 2, 2024

PGIM, our global asset management business, is well positioned to address the increasing demand for retirement solutions around the world while capitalizing on growing institutional demand for private credit and alternative investments. pension plans, and is the largest pension fund manager in Japan.

Capital 130

Capital Assets Liabilities Shareholders 130

The Motley Fool

NOVEMBER 5, 2024

In addition, our vast data availability, proprietary predictive analytic tools, and insights of our asset management and research teams enhance our ability to anticipate future trends. For the year, we now expect proceeds of $550 million to $600 million in asset sales. trillion of assets owned by public REITs. Jonathan W.

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

FEBRUARY 7, 2024

Prismic will enhance our mutually reinforcing business system and drive future growth by leveraging our differentiated brands, global asset and liability origination capabilities, and multichannel distribution. PGIM's assets under management increased 6% to $1.3 Turning to Slide 5. Results of our U.S.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Liabilities 130

The Motley Fool

AUGUST 2, 2023

As we look ahead, we are well positioned as a global leader at the intersection of asset management and insurance. PGIM, our global active Investment manager, has diversified capabilities in both public and private asset classes across fixed income, equities, and alternatives. Moving to Slide 5.

Assets 100

Assets Capital Liabilities Asset Management 100

The Motley Fool

JANUARY 12, 2024

On net adjusted basis, we generated a 90 basis-point return on assets and a 15% return on tangible common equity. Adjusted full year revenue grew 5% on a back of 9% NII improvement and strong asset management fees and sales and trading results. trillion of total assets, up 27 billion from the third quarter.

Banks 130

Banks Taxes Accounting Assets 130

The Motley Fool

MAY 2, 2024

First, we moved to a consistent measure of profitability of operating income across each segment of our business that excludes amortization of acquired intangible assets. John Fox -- Fenimore Asset Management -- Analyst Hi, Thank you. John Fox -- Fenimore Asset Management -- Analyst OK. Your line is open.

Liabilities 130

Liabilities Shareholders Asset Management Portfolios 130

The Motley Fool

FEBRUARY 15, 2024

That type of rate volatility makes it exceedingly difficult for buyers and sellers of commercial real estate to establish pricing, determine their cost of capital, and compute an IRR on the sale or acquisition of an asset. And as a result, investment management revenues were down quarter over quarter.

Debt 100

Debt Finance Financing Capital 100

The Motley Fool

JULY 26, 2024

But you mentioned their equities trading, which was really strong, their investment banking fee growth, which was 29% year over year, which came from a very low bar, but now more companies are going public, more M&A activities happening, and the banks are a big beneficiary of that. People were overpaying for a depreciating asset.

Banks 130

Banks Investment Banks Investment Banking Portfolios 130

The Motley Fool

OCTOBER 15, 2024

But overall activity is fine, unemployment is low and wage growth is steady, both of which bode well for the consumer overall and for consumer asset quality. On asset quality a few quarters ago we told you that consumer credit losses would go down this quarter, given delinquency trends we had seen at the time.

Banks 130

Banks Leveraging Assets Capital 130