Pension Pulse

MAY 14, 2024

Pension plans and insurers have been piling into funds that invest in equity tranches of collateralized loan obligations in recent months, according to several asset managers who spoke on the condition of anonymity. billion in assets, said the attraction of low default rates for leveraged loans, estimated at 1.5%-2%

Pension Funds 59

Pension Funds Collateral Funds Hedge Funds 59

Private Equity Insights

MARCH 17, 2023

It has vaulted to the top rungs of the alternative-asset management world by focusing on what it does best: private credit. Yet, like its peers, Ares feels compelled to diversify into other asset classes, such as real estate, infrastructure, and private equity. Apollo Global Management, and KKR.

Pension Funds 130

Pension Funds Buyout Leveraged Buyouts Asset Management 130

Private Equity Insights

JUNE 8, 2024

Goldman Sachs Asset Management closed its purchase of Norwegian e-learning platform Kahoot! ASA in January with funding from Denmark’s Kirk Kristiansen dynasty, the owners of Lego Group. Darren Allaway, a London-based managing director in Goldman Sachs Group Inc.’s The shift is catching the eye of major investment banks.

Buyout 130

Buyout Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Insights

JUNE 15, 2023

As with its predecessor equity funds, TA XV will target equity investments in high-quality businesses capable of delivering sustainable growth within the technology, healthcare, financial services, consumer and business services sectors.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Pension Funds Funds 130

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.

Pension Funds 59

Pension Funds Assets Funds Asset Management 59

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

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. These inflows reflect the net benefit from large episodic institutional pension plan activity. As a market leader with nearly $0.5

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Private Equity Wire

AUGUST 1, 2024

Global alternative asset manager Ares Management Corporation, has closed its latest private credit fund at $34bn, making its the largest private credit fund ever raised, and reflecting a of high level investor demand for the asset class.

Pension Funds 105

Pension Funds Hedge Funds Funds Asset Management 105

The Motley Fool

SEPTEMBER 7, 2024

The utility sector tends to be sensitive to interest rates because utilities generally make heavy use of leverage. Brookfield Renewable offers two ways to play Brookfield Renewable hails from Canada and is backed by the investment powerhouse Brookfield Asset Management (NYSE: BAM). The Motley Fool has a disclosure policy.

Pension Funds 130

Pension Funds Asset Management Assets Leveraging 130

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.

Investment Banking 130

Investment Banking Investment Banks Banks Hedge Funds 130

Private Equity Wire

MARCH 20, 2024

Middle-market private equity and credit investment firm Comvest Partners has closed its sixth flagship private equity fund, Comvest Investment Partners VI (CIP VI), with total capital commitments of $881m. CIP VI attracted commitments from foundations, insurance companies, pension funds, asset managers, consultants and family offices.

Pension Funds 98

Pension Funds Funds Buyout Consulting 98

Pension Pulse

NOVEMBER 4, 2024

Although Ziply generates cash flow, it is currently owned by private equity backers – including three Canadian pension funds – and they have put $2-billion of net debt on its balance sheet. telecom-focused private equity fund WaveDivision Capital, LLC. In all, BCE’s total debt level will remain roughly where it is now.

Pension Funds 59

Pension Funds Debt Stakes Assets 59

The Motley Fool

DECEMBER 6, 2023

Essentially, during the lean times, it can take on debt to keep funding its business and dividend while it waits for better days. When energy prices recover, as they always have historically, the company reduces its leverage to prepare for the next downturn. As the names suggest, one is a partnership and the other a normal corporation.

Pension Funds 130

Pension Funds Asset Management Assets Debt 130

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. Absolutely.

Asset Management 59

Asset Management Assets Pension Funds Hedge Funds 59

Pension Pulse

APRIL 10, 2025

We are excited to continue this collaboration and now join forces with Ethos, BCI, and White Mountains, leveraging their collective expertise to enhance our capabilities and drive sustained growth. The business has consistently delivered strong operational performance by leveraging its extensive local relationships and nationwide expertise.

Stakes 52

Stakes Legal Leveraging New York Stock Exchange 52

Pension Pulse

JULY 16, 2024

A higher cost of debt and slower economic growth have created a tough investing environment, pushing down the value of some private assets that pension funds own. Private credit has been one of the best-performing asset classes for some large pension funds in recent years, often earning double-digit percentage gains.

Pension Funds 64

Pension Funds Buyout Assets Debt 64

Private Equity Wire

NOVEMBER 3, 2023

Ahead of the Private Equity Wire European Emerging Managers Summit , Arnaboldi speaks to us about the opportunities and risks within the PE landscape, how it’s evolving, and how emerging managers can maximise their chances at success. PEW: You’re vastly experienced in the PE and asset management space.

Pension Funds 98

Pension Funds Asset Management Banks Leveraging 98

Pension Pulse

MAY 1, 2024

pension fund manager sells $1-billion of private equity holdings to French buyout firm Ardian: British Columbia Investment Management Corp. BCI is the latest large Canadian pension fund to sell private equity fund stakes in the secondaries market. Aren't leveraged buyouts in the doldrums?

Leveraged Buyouts 59

Leveraged Buyouts Pension Funds Buyout Stakes 59

Pension Pulse

JULY 24, 2023

But despite increasing concern about private equity tactics, over the past decade CPP Investments has shifted more and more of its assets into that investing category in search of high returns. But which businesses were acquired by the Apollo fund? How leveraged are the investments? That’s why asset managers like them.

Pension Funds 88

Pension Funds Private Equity Firms Private Equity Firms Investing 88

The Motley Fool

JULY 14, 2023

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. Clients choose BlackRock for performance.

Asset Management 130

Asset Management Assets Banks Debt 130

Pension Pulse

DECEMBER 11, 2023

But as the fund moves more into private assets, the collaborative model focuses not just on internal management but how CalSTRS can partner with external providers in innovative ways to achieve similar benefits. “As When you own an asset manager you need two staff full-time to manage that organisation strategically.

Returns 69

Returns Pension Funds Investing Leveraging 69

The Motley Fool

OCTOBER 11, 2024

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. asset manager selected Aladdin to unify its investment management technology platform across public market asset classes.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

Private Equity Wire

FEBRUARY 7, 2024

I joined Stafford Capital Partners last August as Head of Sustainability. This means you can engage with the GPs in your portfolio as well as have dialogue with the ultimate asset owners to create meaningful change and offer clients additional benefits to their investments.

Capital 98

Capital Best Practices Pension Funds Buyout 98

Pension Pulse

NOVEMBER 14, 2023

For one, the OIB is being pitched as a silver bullet for funding the province’s infrastructure needs – as if all that’s necessary is to set out public funds and guarantees, and the private sector will follow. This is their understandable fiduciary duty, but one that does not include protecting (let alone advancing) the public interest.

Banks 59

Banks Pension Funds Investing Financing 59

Pension Pulse

JUNE 3, 2024

It is a sentiment echoed by Hendrik du Toit, founder and chief executive of international asset manager Ninety One, who said that ESG considerations have become an integral part of modern investing. “[The And the focus of pension funds and other asset managers needs to squarely be on opportunities in the transition economy.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds Investing Asset Management 59

Pension Pulse

AUGUST 6, 2024

Andres Gonzales of Reuters reports Canadian pension fund OMERS, DWS to acquire Italy's group Grandi Stazioni Retail: Canadian public pension fund OMERS and DWS Group reached a deal to acquire Grandi Stazioni Retail, the two investors said on Tuesday. billion ($1.8-

Pension Funds 59

Pension Funds Investing Asset Management Assets 59

Pension Pulse

JULY 11, 2024

“It gets back to the ability to grow the operating performance of the companies and making sure that returns” come from that rather than from “financial leverage,” he tells Bloomberg. And the use of PIK and other forms of so-called “back leverage” makes it even more difficult to get a clear picture on the state of privately owned companies.

Buyout 59

Buyout Debt Leveraging Collateral 59

Pension Pulse

NOVEMBER 15, 2023

This occurs when the value of bonds and shares of publicly listed firms decline, as they did recently, bringing down the total assets of a pension fund. Canadian pension funds are among the largest private equity investors in the world. Denominator effect The first is what’s known as the “denominator effect.”

Stakes 59

Stakes Pension Funds Assets Buyout 59

The Motley Fool

APRIL 23, 2024

Despite the tough Q1 operating environment for us, we delivered double-digit organic subscription run rate growth among asset owners, hedge funds, wealth management -- managers, and corporates. Across all product segments, the retention rate with asset owners and asset managers was 95% and 97%, respectively.

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

Pension Pulse

SEPTEMBER 13, 2023

A report by the Asia Pacific Foundation of Canada found that between 2003 and 2017, Canadian pension funds invested $25 billion in the region. The Ontario Teachers’ Pension Plan Board has had an on-the-ground presence on the continent for over a decade, and currently has offices in Singapore as well as Hong Kong and Mumbai.

Pension Funds 59

Pension Funds Investment Horizon Assets Asset Management 59

Pension Pulse

SEPTEMBER 6, 2023

Advocacy groups have accused the private fund industry of unfair, conflicted and opaque practices that hurt everyday Americans who invest in such funds through their pensions. It's not as if some state pension fund benefits from opacity," SEC Chair Gary Gensler told reporters after the panel's vote.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

Pension Pulse

JULY 3, 2024

Sarah Rundell of Top1000funds reports AIMCo talks total portfolio approach, private credit, and risk: Alberta Investment Management Corporation, AIMCo, the $160 billion asset manager for pensions, endowments and insurance groups in Canada’s western province, is developing a total portfolio approach in private assets.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 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.

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

Pension Pulse

APRIL 9, 2024

Our ambition is to democratise the rental market for students and other renters alike by leveraging our operational scale and delivering inspired intelligent design experiences at value,” Scape’s Carracher said.

Pension Funds 59

Pension Funds Education Leveraging Assets 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

Pension Funds 59

Pension Funds Buyout Stakes Financing 59

Pension Pulse

AUGUST 16, 2024

Before establishing Omega Advisors, Cooperman honed his expertise at Columbia University and later as CEO and Chairman of Goldman Sachs Asset Management. But this week, Bloomberg reports the yen carry trade that blew up markets is attracting hedge funds again. Some are large asset managers that specialize in factor investing.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

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.

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Assets Shareholders Asset Management Capital 130