The Motley Fool

SEPTEMBER 18, 2023

Blackstone (NYSE: BX) recently reached a huge milestone when it surpassed over $1 trillion in assets under management ( AUM ) in the second quarter. It became the first global alternative asset manager to hit that level and will add another notch to its belt when it joins the S&P 500 index later this month.

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The Motley Fool

JUNE 23, 2024

For one thing, Berkshire owns only small positions in the funds -- 39,400 shares of the SPDR ETF and 43,000 shares of the Vanguard ETF. For several years, Berkshire's wholly owned subsidiary, New England Asset Management (NEAM), has also owned positions too small to move the needle much in both ETFs.

Exchange-Traded Funds 246

Exchange-Traded Funds Mutual Funds Conglomerates Stakes 246

The Big Picture

AUGUST 28, 2024

Well, they have been going that way for a while there’s already a couple 0 fee ETF out there they are from companies that aren’t as popular as a Schwab or a State Street so I think once you get below 5 basis points you get to this realm of like super dirt cheap where people don’t really care are you 3 or 4 are you two or three you (..)

Mutual Funds 67

Mutual Funds Assets Funds Asset Management 67

The Motley Fool

JUNE 15, 2023

trillion worth of assets. It also just happens to offer brokerage, wealth management, and investment banking services. By contrast, Schwab's roots are in the brokerage and asset management industry, but typical banking services like checking accounts, mortgages, and credit cards are also part of its repertoire.

Investment Banks 130

Investment Banks Investment Banking Asset Management Exchange-Traded Funds 130

The Motley Fool

AUGUST 8, 2023

Exchange-traded funds offer a number of advantages, such as instant diversification or concentration with the click of a button. This dividend stock-focused ETF has more than $49 billion in net assets, a yield of almost 3.6%, and a minuscule net expense ratio of 0.06%. Dividend Equity ETF (NYSEMKT: SCHD). Roughly a decade ago, J.P.

Exchange-Traded Funds 246

Exchange-Traded Funds Mutual Funds Assets Funds 246

The Motley Fool

JUNE 27, 2023

The company is a dominant player in asset management, where customers avoid changing providers because of the hassle involved. The company charges fees to its generally sticky customer accounts based on the assets it has under management (AUM). The high yield today is largely because of the dynamics of T.

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Mutual Funds Debt Assets Asset Management 188

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. The steady upward climb should continue T. Rowe Price currently offers a 4.5%-yielding

Mutual Funds 188

Mutual Funds Management Fees Asset Management Prospects 188

Investment Writing

NOVEMBER 20, 2024

Use the Oracle of Omaha When I push for plain language, sometimes my asset manager clients say they’re worried they’ll be seen as “dumb.” That should be intuitive: Everybody is bombarded with content; and they skim or skip pieces that run long, as the mutual fund prospectus research in the next section suggests.

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Mutual Funds Assets Debt Shareholders 52

The Big Picture

NOVEMBER 11, 2023

 This week, we speak with Linda Gibson , who is CEO of PGIM ‘s Quantitative Solutions , a pioneer in quant investing managing $119 billion in assets. PGIM is one of the world’s largest asset managers, running $1.27 trillion in client assets. Linda Gibson Favorite Books No Bullsh!t t Leadership by Martin G.

Mutual Funds 62

Mutual Funds Startups Assets Asset Management 62

The Motley Fool

FEBRUARY 20, 2024

BlackRock (NYSE: BLK) is the world's largest asset manager, with over $10 trillion in assets under management at the time of writing. The company offers a wide range of investment products and services, including mutual funds, exchange-traded fund, index funds, alternative investments, and advisory solutions.

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Exchange-Traded Funds Mutual Funds Asset Management Assets 130

The Motley Fool

JUNE 23, 2023

In this way, it is something like a mutual fund or asset manager. That would probably result in selling assets during a period of market weakness, which is not the best thing to be doing. This is because CMOs trade like bonds, actively being bought and sold all day long. But that's just not what I'm looking to do.

Capital 130

Capital Collateral Mutual Funds Assets 130

The Big Picture

JANUARY 24, 2024

On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes. Full transcript below. ~~~ About this week’s guest: Ari Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management , now part of investing giant Franklin Templeton. Equity returns.

Taxes 96

Taxes Mutual Funds Capital Asset Management 96

The Motley Fool

JUNE 9, 2024

With a portfolio of roughly 2,100 properties, it will be a lot easier for Agree to grow than Realty Income, which has over 15,400 assets in its portfolio. It also invests heavily in its portfolio to ensure its assets are always top-notch. yield, using the Financial Select Sector SPDR Fund (NYSEMKT: XLF) as a proxy.

Exchange-Traded Funds 100

Exchange-Traded Funds Mutual Funds Assets Asset Management 100

The Motley Fool

JUNE 27, 2023

But, in this pair-up of high-yield asset managers, it really is the difference between feeling comfortable enough to sleep at night and living with the fear that a dividend cut is a realistic possibility. Rowe Price manage money on behalf of others. The basic model Both Franklin Resources and T. Image source: Getty Images.

Mutual Funds 130

Mutual Funds Debt Leveraging Asset Management 130

The Big Picture

DECEMBER 7, 2023

Schwartz is Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries.

Mutual Funds 62

Mutual Funds Hedge Funds Asset Management Assets 62

The Big Picture

OCTOBER 22, 2022

This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management.

Mutual Funds 90

Mutual Funds Investing Assets Asset Management 90

The Motley Fool

JANUARY 23, 2024

All of a sudden, investors have access to exchange-traded funds (ETFs) tracking the real-time value of Bitcoin (CRYPTO: BTC). American regulators finally approved 11 applications for Bitcoin-tracking ETFs, opening a whole new type of digital asset investments. billion portfolio of Bitcoin holdings.

Exchange-Traded Funds 100

Exchange-Traded Funds Mutual Funds Assets Accounting 100

The Big Picture

JULY 8, 2023

Bringing on mutual fund pioneers Sir John Templeton + John Galbraith led to a critical mass at the firm. billion; Last year, FT purchased O’Shaugnessy Asset management, including its breakout direct indexing product Canvas, for an undisclosed amount; this year, FT purchased Putnam for $925 million.

Mutual Funds 67

Mutual Funds Hedge Funds Asset Management Assets 67

The Motley Fool

JUNE 15, 2023

If you're looking for good deals in this sector but don't want to take the risk of picking individual stocks, consider investing in an exchange-traded fund (ETF) that tracks the banking industry. Seeking bargain banks ETFs are baskets of stocks that act like mutual funds but trade like a stock.

Banks 130

Banks Exchange-Traded Funds Mutual Funds Asset Management 130

The Motley Fool

DECEMBER 1, 2023

The broker's banking subsidiaries' total assets now stands at $341 billion, down a relatively modest 17% year over year and unlikely to shrink much more. The big challange now is simply holding on to worried clients' assets. And, the better the market performs, the more money investors put into (or back into) stocks or mutual funds.

Mutual Funds 130

Mutual Funds Banks Debt Assets 130

The Motley Fool

AUGUST 15, 2023

Stuff like Tweedy Browne, which is a famous mutual fund now, Walter Schloss, Will Ruane of Sequoia Fund, not to be confused with Sequoia Capital, the venture cap firm, this is a value investing in mutual fund, and then a bunch of other places and he gives the long-term track records of each and how handily they beat the market.

Mutual Funds 130

Mutual Funds Funds Taxes Hedge Funds 130

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. BlackRock manages more than $300 billion of assets across model portfolios and separately managed accounts for wealth managers. Fixed-income ETFs, built cheaply on organic growth. And Aladdin.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

JUNE 25, 2024

Meanwhile, activist investor Bill Ackman of Pershing Square Capital Management , Steven Cohen of Point72 Asset Management, and Israel Englander of Millennium Management all reduced their fund's respective positions ahead of the company's imminent stock split. CMG PE Ratio (Forward) data by YCharts.

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Initial Public Offering New York Stock Exchange Stock Exchanges Mutual Funds 130

The Motley Fool

APRIL 23, 2024

Operationally, we delivered our highest Q1 recurring sales in analytics in a decade at $14 million, our best-ever Q1 of recurring sales among hedge funds at nearly $11 million, and another quarter of double-digit subscription run rate growth of 11% among asset owners, driven by index and analytics.

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

The Big Picture

DECEMBER 30, 2023

Bringing on mutual fund pioneers Sir John Templeton + John Galbraith led to a critical mass at the firm. billion; Last year, FT purchased O’Shaugnessy Asset management, including its breakout direct indexing product Canvas, for an undisclosed amount; this year, FT purchased Putnam for $925 million.

Mutual Funds 52

Mutual Funds Hedge Funds Asset Management Assets 52

The Big Picture

JULY 11, 2023

One is we were securitizing the assets in the auto loan and selling them off to other asset managers because we weren’t able to buy them ourselves. Did you guys just say, we really want to be pure investment management? The requirements for asset managers to have a bank were such that it would inhibit us a bit.

Mutual Funds 87

Mutual Funds Mergers and Acquisitions Asset Management Financing 87

The Motley Fool

OCTOBER 18, 2024

Former Ameritrade clients are continuing to generate positive net new assets. We've made meaningful progress in paying down supplemental funding. We're experiencing ongoing strengthening in firmwide net new assets. Managed investing or retail advisory flows broke another record, totaling $15 billion during the third quarter.

Banks 130

Banks Assets Capital Leveraging 130

The Big Picture

NOVEMBER 23, 2022

My mid-week morning train WFH reads: • Eight key takeaways from 20 years of SPIVA data : Most active managers underperform most of the time. mutual fund performance net of fees. Gross of fees, most active managers underperform most of the time. Most institutional managers underperform most of the time.

Mutual Funds 57

Mutual Funds Education Asset Management Assets 57

The Motley Fool

JULY 14, 2023

trillion in assets, 9.4 We deliver durable long-term investment performance by executing on alpha opportunities, sourcing unique deals, and managing risk. The foundation of a market-leading asset management platform is comprehensive, high-quality investment products with strong long-term investment performance.

Asset Management 130

Asset Management Assets Banks Debt 130

The Big Picture

OCTOBER 24, 2022

BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. They advise or directly manage about $250 billion in flying assets. And so there was a lot of need on the active mutual fund friends.

Mutual Funds 52

Mutual Funds Assets Taxes Portfolios 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 Big Picture

AUGUST 29, 2022

But I covered derivatives at first, and then I cover mutual funds. I worked for a (inaudible) called Fund Action and did that for a little while, and then went — I met a guy named Duff Ferguson at AllianceBernstein. It took Vanguard 25 years to get 10 percent market share and funds. RITHOLTZ: It’s …. He was the P.R.

Mutual Funds 67

Mutual Funds Funds Assets Asset Management 67

The Big Picture

FEBRUARY 7, 2024

To find out more, I speak with Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. Chase a hot ETF or mutual fund that’s run up, and you might come to regret it.

Investing 116

Investing Mutual Funds Assets Banks 116

The Big Picture

NOVEMBER 14, 2023

Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. So I worked at the third party administrator distribution arm of mutual fund family at Mass Financial. It was back when banks couldn’t offer and distribute mutual funds.

Mutual Funds 52

Mutual Funds Assets Asset Management Law Firms 52

The Big Picture

OCTOBER 31, 2023

At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. So fixed income is now a substantial percentage of our assets.

Hedge Funds 62

Hedge Funds Mutual Funds Funds Due Diligence 62

The Motley Fool

OCTOBER 5, 2024

But after the coronavirus pandemic, management realized that the office segment was becoming a bigger problem. It chose to jettison its office assets in one fell swoop. Rowe Price is a large and well-respected asset manager. Asset management is an interesting business for several reasons. Also important, T.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Banks Asset Management 246

The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. I wish more mutual funds and ETFs showed that data. Kind of unique.

Mutual Funds 57

Mutual Funds Companies Assets Banks 57