The Motley Fool

AUGUST 9, 2024

We're also providing updates on our asset management activities, our recent dividend declarations, our expectations for dividends going forward, our recent investment activities and current investment pipeline, and several other noteworthy updates. We've also continued to produce positive results in our asset management business.

Capital 130

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

The Motley Fool

FEBRUARY 23, 2024

I'll also provide updates on our asset management activities, our recent dividend declarations, our expectations for dividends going forward, our recent investment activities and current investment pipeline, and several other noteworthy updates. We've also continued to produce attractive results in our asset management business.

Capital 130

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

The Motley Fool

MAY 10, 2024

We're also providing updates on our asset management activities, our recent dividend declarations, our expectations for dividends going forward, our recent investment activities and current investment pipeline, and several other noteworthy updates. 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

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.

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

The Motley Fool

AUGUST 4, 2023

We'll also provide an update on our asset management activities, our recent dividend declarations, our expectations for dividends going forward, our current investment pipeline, and several other noteworthy updates. 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

OCTOBER 11, 2024

The combination triples infrastructure AUM and doubles private markets run-rate management fees. Our business tends to be seasonally strongest in the fourth quarter and we maintain line of sight into a broad, global opportunity set of new asset management and technology mandates that should fuel organic growth.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

JANUARY 12, 2024

Today, we are announcing two transformational changes in anticipation of the evolution we see ahead for the asset management industry and for the entire global capital markets. We effectively managed our discretionary spend in 2023, and we'll continue to be disciplined in focusing our resources in areas with the greatest opportunity.

Assets 130

Assets Shareholders Asset Management 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. It's prudent to reduce leverage -- but Jeff, I think you indicated before at NAREIT that you thought raising equity in the $25 to $27 range would be appropriate. Jim Connolly -- Executive Vice President, Asset Management Yes. Good morning.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

NOVEMBER 5, 2024

These spreads are based on our short-term nominal cost of capital that measures the year-one dilution from utilizing external capital and excess free cash flow on a leverage-neutral basis to fund our investment volume. Our leverage, as measured by net debt to annualized pro forma adjusted EBITDA was a healthy 5.4

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

APRIL 30, 2024

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. So, we started the business with $1 billion of equity. Today, we're at $7.1 Please go ahead.

Capital 130

Capital Enterprise Values Assets Banks 130

The Motley Fool

OCTOBER 15, 2024

With NII now growing and complementing our fee growth along with our continued solid expense discipline, we expect to return to operating leverage as we move through the quarters in 2025. billion growing 8% over the prior year, led by 14% growth in asset management fees that Brian highlighted earlier. Alastair M.

Banks 130

Banks Leveraging Assets Capital 130

The Motley Fool

NOVEMBER 9, 2023

Part and parcel of building scaled servicing and asset management businesses was to ensure our credit risk in those portfolios was minimal due to the conservative underwriting and taking credit risk solely on multifamily properties. A look at our segment performance further illustrates the counterbalance of our business model.

Asset Management 100

Asset Management Deal Flow Assets Financing 100

The Motley Fool

JANUARY 16, 2025

And even though spending increases in brand, people, and technology, and strong fee growth, which drove incentive and transaction processing costs higher, we managed to create operating leverage in the fourth quarter. The good news is we created operating leverage in the quarter. Our supplementary leverage ratio was 5.9%

Banks 130

Banks Leveraging Capital Accounting 130

The Motley Fool

JANUARY 12, 2024

Adjusted full year revenue grew 5% on a back of 9% NII improvement and strong asset management fees and sales and trading results. We achieved 170 basis points of operating leverage in 2023, as heightened quarterly expense levels were driven lower throughout the year, even as the investments in growth continued.

Banks 130

Banks Taxes Accounting Assets 130

Pension Pulse

FEBRUARY 16, 2024

Their consistent, strong returns might make poring over their13Fs seem like a tempting way to ride their coattails without paying their steep management fees. With some $60 billion managed by dozens of teams, Citadel’s December-quarter 13F discloses positions worth hundreds of billions of dollars in the aggregate, thanks to leverage.

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

The Motley Fool

FEBRUARY 15, 2024

When coupled with the continued strength of our servicing and asset management segment, we delivered our strongest quarterly results for 2023. We do not expect to incur any loss on the loan, and our asset management team is working with the borrower to resolve the outstanding issues that led to the repurchase.

Debt 100

Debt Financing Finance Banks 100

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. At the same time, we continue to enhance the ways we leverage technology to improve customer experiences and optimize operating efficiency. Retirement strategies generated strong sales of $7.6

Assets 100

Assets Capital Liabilities Asset Management 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. Ricky Mulvey: Just so I'm setting the table a little bit.

Banks 130

Banks Investment Banks Investment Banking Portfolios 130

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. and international businesses in retirement, asset management, and insurance.

Assets 130

Assets Capital Liabilities Collateral 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. In addition, we entered into a reinsurance agreement with Somerset Re for a $12.5 Results of our U.S.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Liabilities 130

Pension Pulse

AUGUST 7, 2023

They’re talking about asset management firms, in which public pension funds often have investments, supporting shareholder proposals meant to achieve social justice or climate objectives yet of dubious financial value. They could simply carry on trying to maximize returns.

Investing 52

Investing Collateral Pension Funds Asset Management 52

The Motley Fool

APRIL 12, 2024

billion or 12% driven by higher firmwide asset management and Investment Banking fees as well as lower net investment securities losses. Asset & Wealth Management reported net income of $1 billion with pre-tax margin of 28%. And that happens, leveraged loans, real estate will have some effect.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Investment Banks Investment Banking 130

The Motley Fool

FEBRUARY 2, 2024

yield after management fees and actual capex and generated a 10.6% A $0.035 per share increase in fee and asset management and interest and other income, resulting from increased third-party general contracting fees and interest earned on cash balances. The community was sold at an approximate 5.5%

Debt 130

Debt Taxes Capital Assets 130

The Motley Fool

JULY 14, 2023

trillion deposit base across regions, industries, customers, and account types, which is deployed into high-quality, diversified assets. We leverage our unique assets and capabilities to serve corporates, financial institutions, investors, and individuals with global needs. We maintained a very strong $2.4 We're up about 4.3%.

Banks 130

Banks Capital Investment Banks Investment Banking 130

Pension Pulse

MAY 22, 2024

Managing CPP Investments Costs Discipline in cost management is a main thrust of our public accountability as we continue to build an internationally competitive enterprise that seeks to create enduring value for multiple generations of beneficiaries of the CPP. To generate $46.4 Our operating expense ratio was 27.5 bps in fiscal 2023.

Investing 59

Investing Pension Funds Stakes Assets 59

Pension Pulse

FEBRUARY 22, 2024

The current exposure enables leveraging the potential of these stocks, while avoiding an overconcentration as evidenced in the markets. I’m especially proud of our teams’ work across all asset classes, who, together, leveraged their expertise and networks to meet the growth and international expansion objectives of Québec companies.

Returns 59

Returns Pension Funds Assets Debt 59

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 Management Fees Assets 130

The Motley Fool

JULY 20, 2023

We believe our clients view us as the gold standard in alternative asset management. Our original strategic plan, which was to start in corporate advisory and then quickly move into private equity, followed by a succession of other asset management businesses over time. banks with an average of 12 times leverage.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

Pension Pulse

MAY 24, 2023

Management fees increased by $165 million, due to an increase in average assets managed by external fund managers. Other categories affecting our total cost profile include taxes and expenses associated with various forms of leverage. Real Assets Agreed to acquire an additional 29.5%

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

JUNE 13, 2023

Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president.

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

FEBRUARY 4, 2025

This indicates strong revenue growth driven by strategic initiatives and a robust asset management segment. billion (26.4%) Fee-related earnings $843 million N/A $675 million 25.% Business Overview: KKR KKR is a prominent global investment firm renowned for its diversified asset management operations. revenue $3.26

Asset Management 130

Asset Management Assets Management Fees Leveraging 130

Private Equity Wire

JANUARY 24, 2025

These institutions, among the largest and most loyal clients of private equity, now represent a significant portion of the $4tn in assets managed by North American private equity firms. Private equity assets have tripled over the past decade, but the fees charged by these firms have grown sixfold, according to Preqin.

Pension Funds 93

Pension Funds Private Equity Firms Private Equity Firms Returns 93

The Motley Fool

FEBRUARY 6, 2025

Along the way, we grew our asset management business. In 2022, the board acquired the management contract of New Residential from Fortress, and then we began the next leg of our journey, which was to continue building a world-class asset management firm. Two, we're very different than other asset managers.

Capital 130

Capital Asset Management Assets Banks 130

The Motley Fool

FEBRUARY 5, 2025

And Jacques Chappuis will be joining as CEO of PGIM, our global asset management business. and international businesses in retirement, asset management, and insurance. Both Andy and Caroline have been highly engaged in setting and executing our strategy, so we expect a smooth transition. Turning to Slide 12. In the U.S.

Liabilities 130

Liabilities Capital Assets Asset Management 130

The Motley Fool

FEBRUARY 5, 2025

we are leveraging our go-to-market expertise to connect benefit solutions to HR platforms effectively while also ensuring our leave management is best in class. Leave management has been a challenge for the industry, and with our history, knowledge and focus we can continue to give a differentiated experience to our customers.

Capital 130

Capital Taxes Shareholders Consultants 130

The Motley Fool

JULY 18, 2024

This data also alerts us to major paradigm shifts, which is essential for any top-performing asset manager. Notwithstanding the temporary impact from these fee holidays, management fees increased 5% year over year to a record $1.8 Fee-related earnings were $1.1 First, with respect to management fee holidays.

Assets 130

Assets Financing Finance Management Fees 130