Pension Pulse

MAY 16, 2023

billion bid and Ottawa has said Glencore would face rigorous scrutiny. Canada's large pension funds are globally known investors, managing more than $1 trillion of savings, but their exposure to domestic equities has steadily declined over the past decade since Canadian equity markets represent just 3% of the global equity market.

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Private Equity Insights

AUGUST 30, 2024

Leading investors in the recap included a Stonepeak managed vehicle anchored by Mercer and Aware Super, and direct investments from the Investment Management Corporation of Ontario (“IMCO”) and APG Asset Management (“APG”). Billion Loan for AirTrunk Bid Private equity firm Blackstone Inc.

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Pension Pulse

DECEMBER 20, 2023

Bert also explains the main advantages IMCO and other large Canadian pension funds have, namely, large, stable capital inflows, ability to internalize asset management and use their size to negotiate lower fees, especially in private markets.

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Bidding Pension Funds Assets Banks 59

Pension Pulse

JULY 24, 2024

The strip sale involved more than 60 international PE funds and co-investments, according to CDPQ’s annual report. Here is the key passage of the article I want you to hone in on: The strip sale involved more than 60 international PE funds and co-investments, according to CDPQ’s annual report. Couche-Tard will pay $80.50

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Pension Funds Buyout Stakes Financing 59

Pension Pulse

MAY 17, 2024

among technology exits Michael Burry’s Scion Asset Management LLC exited positions in Oracle Corp. of its assets. Otherwise, recent US$ weakness caused by a net slowing in US growth momentum provides a bid under commodities. Market neutral funds will engage in pair trading to remove market beta.

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Hedge Funds Funds Asset Management Pension Funds 59

Pension Pulse

SEPTEMBER 12, 2023

Sarah Rundell of Top1000Funds recently interviewed Suyi Kim, Global Head of Private Equity at CPP Investments to go over what drives success at their giant PE portfolio: Suyi Kim, global head of private equity at CPP Investments manages quite possibly the largest private equity allocation in the world. per cent on a 5-year basis. “We

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Portfolios Pension Funds Due Diligence Investing 69

Pension Pulse

SEPTEMBER 30, 2024

Gillian Tan, Swetha Gopinath and Layan Odeh of Bloomberg report OMERS to stop making direct private equity investments in Europe: The Ontario Municipal Employees Retirement System will stop making direct private equity investments in Europe as the pension fund overhauls its operations there, according to people familiar with the matter.

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Pension Pulse

JULY 10, 2024

That risks dragging values in Europe and Asia down further, or leaving some markets stuck in stasis as sellers and lenders refuse to cave to super-lowball bids. Asset manager PGIM estimates a gap of almost $150 billion between the volume of loans coming due and new credit availability this year.

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Pension Funds Investing Banks Debt 59

Pension Pulse

JULY 18, 2023

Business Wire reports that Norway's sovereign fund tops global transparency ranking: TORONTO — Norway’s sovereign wealth fund, Government Pension Fund Global, has topped the list of the most transparent funds according to the Global Pension Transparency Benchmark’s 2023 findings.

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Pension Funds Funds Banks Assets 52

Pension Pulse

AUGUST 28, 2024

CPP Investments, the public pension plan’s asset manager, has about $36 billion under management in Latin America, or about 5% of its global portfolio, in sectors from electric utilities and sanitation to real estate, telecoms and logistics.

Investing 59

Investing Pension Funds Bidding Stakes 59

Pension Pulse

MAY 30, 2023

“The Hub & Flow portfolio is especially attractive to tenants because these logistics facilities offer high quality and are strategically located, providing access to major highways,” says Martin Chevallier, Senior Manager, Asset Management, France, Ivanhoé Cambridge.

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Portfolios Pension Funds Asset Management Assets 52

Pension Pulse

SEPTEMBER 27, 2023

To remedy that, Siddall opened a Singapore office this month after hiring Kevin Bong to run it as senior managing director and chief investment strategist. Canada’s large pension funds have pulled back on some activities in China. Earlier this year, British Columbia Investment Management Corp.

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Pension Funds Assets Liabilities Funds 52

Pension Pulse

AUGUST 18, 2023

pic.twitter.com/T3JDqFb3H0 — Bespoke (@bespokeinvest) August 18, 2023 Now, a quick glimpse tells me the most shorted/ low quality stocks are getting clobbered this month and the most profitable/ high quality stocks are being bid up. Market neutral funds will engage in pair trading to remove market beta. MTD but up 17% YTD.

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Hedge Funds Funds Asset Management Assets 52

Pension Pulse

SEPTEMBER 5, 2023

OTPP is acquiring 7IM, which was founded in 2002 and manages about $21bn in assets, from Caledonia Investments, the companies said on Tuesday. The move by OTPP comes as wealth and asset managers are bulking up amid rising costs and downward pressure on fees. per cent a year since it was set up in 1990.

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Stakes Asset Management Assets Financial Services 59

Pension Pulse

DECEMBER 18, 2023

The Rialto team has managed loans through multiple CRE market cycles, and we look forward to working with our partners to maximize value for all stakeholders.” Blackstone will be the lead asset manager of the portfolio and Rialto Capital will act as the loan servicer and operating partner.

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Stakes Portfolios Investing Banks 59

The Motley Fool

OCTOBER 31, 2023

With the completed acquisition of Burgiss, MSCI can now provide additional clarity and transparency highly needed by investors across private and public assets in their portfolios. And for our largest client base, we delivered around 10% growth among asset owners and asset managers, combined. They bid up the properties.

Assets 100

Assets Hedge Funds Capital Leveraging 100

The Motley Fool

APRIL 12, 2024

BlackRock is the only asset manager that can partner in this way, having the most diverse, integrated investment and technology platform in the industry. BlackRock has invested ahead of these themes, we believe will define the next decade of asset management. Operator Thank you. I want you to think about it this way.

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Performance Fees Assets Shareholders Leveraging 130

Pension Pulse

JUNE 20, 2023

Keep in mind that Credit Investments (CI) make up 13% of CPP Investments' total portfolio which make it a very important asset class. Importantly, no other large Canadian pension fund has allocated as much to Credit as CPP Investments (or Private Equity which makes up 33% of of its total assets).

Investing 52

Investing Leveraging Banks Debt 52

Pension Pulse

NOVEMBER 13, 2023

James Hirai of Bloomberg reports Dutch pension funds send shockwaves through euro swap market: Dutch pension funds are plowing cash into long-dated swap contracts, according to strategists, upending one of this year’s most popular trades. The funds, by far the region’s largest with more than €1.5 in a client note.

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Pension Funds Funds Liabilities Asset Management 59

Pension Pulse

OCTOBER 27, 2023

Here are the top stories covering pensions and investments this week: 1) Jason Markusoff of CBC News reports that Ontario has concerns over Danielle Smith's CPP exit bid, but also a stark lesson for her: It may seem like a pile-on by now to Premier Danielle Smith and the United Conservatives. economy slowing significantly.

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Investing Financing Finance Pension Funds 59

Pension Pulse

OCTOBER 23, 2024

Silas Brown and Kat Hidalgo of Bloomberg report Florida pension to offload up to $4 billion of private credit: The Florida State Board of Administration is looking to sell a bundle of private credit stakes worth as much as $4 billion in what would be one of the largest deals of its kind, according to people with knowledge of the matter.

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Funds Stakes Due Diligence Assets 59

Pension Pulse

MAY 24, 2023

In private credit, tightening credit conditions resulting from a handful of bank failures and rescues in the United States have opened up opportunities for non-bank players like pension funds, he said. Management fees increased by $165 million, due to an increase in average assets managed by external fund managers.

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Investing Stakes Pension Funds Assets 52

The Big Picture

NOVEMBER 8, 2022

I remember once, one of my colleagues says that a friend, one of the French Lazard Frerers partners was asked by a sort of junior, “How much should we tell our client to bid?” No, I — the first thing I spoke at was a Goldman Sachs Asset Management conference, strange enough in a place called Carefree, Arizona.

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Financing Finance Banks Hedge Funds 59

Pension Pulse

JANUARY 22, 2024

billion in LifeLabs and two of the sources said the asset manager is asking for a premium valuation on the business, well above the capital OMERS has put into acquisitions. The pension fund manager had quietly tried to sell LifeLabs in previous processes and failed to find a buyer, according to two of the sources.

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Stakes Investing Bidding Assets 52

The Big Picture

SEPTEMBER 10, 2024

We have institutional clients, we have retail clients, we have, you know, pension funds, we have endowments. And so it’s, it’s sort of managing that, all of those different constituents with communication. Now what we did trade well was our defensiveness and our quality bid, staying away from small caps.

Companies 64

Companies Investing Hedge Funds Pension Funds 64

The Big Picture

FEBRUARY 13, 2023

RITHOLTZ: You hit the bid before — RIEDER: Well, yes. I mean, I have to say the first thing, and maybe I wasn’t very good at it early in my career, but you start to think about particularly on the asset management side. Didn’t it start as a bond shop, catering to pension funds and foundations?

Hedge Funds 59

Hedge Funds Education Funds Banks 59

Private Equity Insights

FEBRUARY 5, 2025

Balbec Capital closed its latest credit fund, Insolve Global Credit Fund VI, securing over $1.7bn in commitments, making it the firms largest fundraising cycle to date. The fund attracted both new and existing investors, including sovereign wealth funds, pension funds, insurance companies, consultants, and multi-family offices.

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Capital Pension Funds Funds Bidding 130

Pension Pulse

NOVEMBER 25, 2024

In addition to BMW and Volkswagen AG , Northvolt’s top investors included Goldman Sachs’s asset management arm, Denmark’s biggest pension fund ATP, Baillie Gifford & Co. funds and a number of Swedish entities. What a mess, Northvolt's collapse has hit many investors, including Canadian pension funds.

Pension Funds 59

Pension Funds Funds Financing Finance 59

Pension Pulse

NOVEMBER 12, 2024

Amanda White of Top1000funds reports perfect score sees Norway take out top spot on transparency: Norway’s sovereign wealth fund, Government Pension Fund Global, has topped the list of the most transparent funds according to the Global Pension Transparency Benchmark’s 2024 findings, scoring a perfect 100 out of 100.

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Pension Funds Funds Financing Finance 59

Pension Pulse

MARCH 24, 2025

This is compounded by the bid-ask spread for infrastructure assets remaining stubbornly wide, hampering M&A markets that once functioned with relative fluidity. Make no mistake, tariffs are creating new pressures on asset management and underwriting teams as macroeconomic uncertainties impact business plans.

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Pension Funds Assets Funds Capital 59

Pension Pulse

NOVEMBER 21, 2024

The decision to put a senior government official on the board of the arm’s-length pension fund manager raises questions about AIMCo’s continued independence, and whether the move opens the door to the government to exert greater political influence or to steer the pension fund manager toward government priorities.

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Pension Funds Financing Finance Consulting 64

Pension Pulse

NOVEMBER 13, 2024

The Crown corporation suffered a serious investment-related loss in 2020 that prompted major actions by the province to strengthen AIMCo’s board and senior management. However, it will take time to assess the full impact of the 2021-2023 governance and management changes on the pension fund manager’s organizational performance.

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Pension Funds Consulting Consultants Financing 59

Pension Pulse

MARCH 3, 2025

Ralph Berg, chief investment officer at OMERS for nearly two years, brings a fresh perspective to pension fund management with a history and work pedigree different to what you might expect from a Canadian fund investment boss. Amanda White reports. We decided to focus on our buyout efforts in North America.

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Buyout Pension Funds Investing Assets 52

Pension Pulse

NOVEMBER 11, 2024

Despite the assertions of the teachers’ retirement fund and the government, industry sources say AIMCo’s costs are in line with industry standards, and that returns slightly below benchmarks reflected the risk profile of the investment managers clients rather than performance issues relative to peers. per cent. Food for thought!

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Pension Funds Consulting Consultants Financing 59

The Big Picture

NOVEMBER 25, 2024

We were talking about luck earlier, got introduced to a local asset manager outside of Boston who saw what I was working on and said, this is really interesting. And so as those assets grew, I’m now a young 20-year-old going out trying to go to other asset managers saying, Hey, I have this quantitative research.

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Returns Mutual Funds Leveraging Hedge Funds 59

The Big Picture

OCTOBER 31, 2022

And it appears, at least, in the post-World War II period, they come about every 25 years, the Nifty Fifties, which was a period where institutions and pension funds bought just growth stocks. RITHOLTZ: Bidding wars are over. We have had these growth spurts of overvaluation through history. SIEGEL: Yeah. Late ‘60s, early ‘70s.

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