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 Capital Assets 130

The Motley Fool

OCTOBER 31, 2024

Over the last 12 months, we have grown management fees by 26%, fee-related earnings by 27%, and distributable earnings by 22%, all compared to the prior-year period. So, every incremental dollar of assets raised contributes to our earnings layer cake. For many of our products, there is zero redemption. billion to AUM.

Capital 130

Capital Management Fees Securities and Exchange Commission (SEC) Assets 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

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.

Capital 130

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

Capital 147

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

The Motley Fool

AUGUST 3, 2023

Jim Connolly -- Executive Vice President, Asset Management Thanks Jeff. Jim Connolly -- Executive Vice President, Asset Management As it relates to fixed rate renewals, the component of rate renewals in the portfolio will bleed out over the next two or so years. You can find it on the dedicated ESG page on our website.

Securities and Exchange Commission (SEC) 130

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

Capital 130

Capital Assets Liabilities Shareholders 130

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 Capital 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. Please go ahead. Good morning.

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. Management fees were up 26%, and 92% of these management fees are from permanent capital vehicles.

Capital 130

Capital Stakes Securities and Exchange Commission (SEC) Management Fees 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. Our insurance and retirement businesses, in turn, provide a source of growth for PGIM through affiliated net flows, as well as unique access to insurance liabilities. Moving to Slide 5.

Assets 100

Assets Capital Liabilities Asset Management 100

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 Turning to Slide 5. Results of our U.S.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Liabilities 130

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 Portfolios Investment Banking Investment Banks 130

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 Capital Finance 100

The Motley Fool

OCTOBER 15, 2024

billion growing 8% over the prior year, led by 14% growth in asset management fees that Brian highlighted earlier. Expenses growth reflects the fee growth and other investments for our future growth as we continue to grow our advisor force through hiring of both experienced advisors and graduates from our training program.

Banks 130

Banks Leveraging Capital Assets 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. And we are doing everything in our power to get control of this asset. We finished the quarter with 98.7% That's how this will work.

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

JULY 14, 2023

billion was up 8% year on year, driven by higher deposit margins on lower balances and higher management fees on strong net inflows. Morgan Asset Management China, both of which closed within the last year. So, we had a reward liability adjustment this quarter, kind of a technical thing. Revenue of 4.6

Banks 130

Banks Liabilities Capital Assets 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. Outside of NII, we saw good growth in treasury service fees and wealth management fees. All good core account flows into the asset management business, 80 billion or more.

Banks 130

Banks Taxes Accounting Assets 130

The Motley Fool

OCTOBER 11, 2024

NII ex-markets was up $274 million or 1%, driven by the impact of balance sheet mix and securities reinvestment, higher revolving balances in card, and higher wholesale deposit balances, predominantly offset by lower deposit balances in banking and wealth management and deposit margin compression. NIR ex-markets was up $1.8 Expenses of $22.6

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

JANUARY 12, 2024

Asset and wealth management reported net income of 925 million with pre-tax margin of 28%. billion was up 2% year on year driven by higher management fees on strong net inflows and higher average market levels, predominantly offset by lower NII. And then to complete our lines of business, AWM on Page 8. Revenue of 4.7

Banks 130

Banks Capital Assets Investment Banking 130

The Motley Fool

JULY 12, 2024

billion or 21%, largely driven by higher investment banking revenue and asset management fees. Asset and wealth management reported net income of 1.3 Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. NIR ex markets was up 7.3

Banks 130

Banks Capital Financing Finance 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

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%. NIR ex Markets was up $1.2 Expenses of $22 billion were up $1.8 Revenue of $4.7

Securities and Exchange Commission (SEC) 130

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

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 57

Banks Asset Management Assets Capital 57

The Motley Fool

JULY 14, 2023

And a lot of our strategy there has been focused on gaining share with the asset managers in North America. And the other has been the fee revenue from an investment management fee point of view. A couple of years ago, we're down at 2.6% We're up about 4.3%. Our target is about 5.5%

Banks 130

Banks Capital Investment Banking Investment Banks 130

ClearMoney

DECEMBER 5, 2021

Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.

Returns 52

Returns Debt Mutual Funds Capital 52

ClearMoney

DECEMBER 5, 2021

Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.

Debt 52

Debt Mutual Funds Capital Funds 52

The Motley Fool

JULY 16, 2024

Fees grew 6% year over year and represented 46% of total revenue in the quarter. Our strong fee performance was led by a 14% improvement in asset management fees in our wealth management businesses. We grew investment banking fees 29% year over year and saw sales and trading revenue increase 7%.

Banks 130

Banks Assets Taxes Capital 130

Pension Pulse

FEBRUARY 22, 2024

Also of note is the ambition to more than double the size of amounts entrusted to external Québec managers , to reach $8 billion by 2028, and thereby promote the growth of the asset management industry in its local market. The integration will conclude within 18 to 24 months.

Returns 59

Returns Pension Funds Assets Debt 59

Pension Pulse

MAY 24, 2023

Asset and Geography Mix CPP Investments, inclusive of both the base CPP and additional CPP Investment Portfolios, is diversified across asset classes and geographies: 1 Fixed income consists of cash and cash equivalents, money market securities and government bonds, all net of financing liabilities. bps observed in fiscal 2022.

Investing 52

Investing Stakes Pension Funds Assets 52

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. And we have no insurance liabilities.

Banks 130

Banks Capital Mergers and Acquisitions Shareholders 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. One of our biggest long-term advantages has been scale: our ability to add significant assets, managed with excellence, without growing expenses linearly.

Assets 130

Assets Shareholders Capital Asset Management 130

The Motley Fool

JANUARY 25, 2024

public company by market cap, exceeding the market value of all other asset managers. Fee earning AUM increased 6% year over year, while base management fees rose 7% to a record $6.5 Q4 represented the 56th consecutive quarter of year-over-year growth in base management fees at the firm. Good morning.

Management Fees 100

Management Fees Banks Capital Assets 100

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

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 Capital 130