Private Equity Wire

SEPTEMBER 26, 2023

The report cites unnamed sources with knowledge of the matter as revealing that investors who close before 15 June are being offered a discount of 100 basis points on the management fees for the first 12 months. Blue Owl takes stakes in asset managers and offers direct lending to companies.

Stakes 105

Stakes Private Equity Firms Private Equity Firms Funds 105

The Motley Fool

JULY 28, 2024

The reason for that is fairly simple: It has been lagging its banking peers on key performance metrics like earnings growth, return on equity, and return on risk-weighted assets. That's because the company is an asset manager, which means its income is derived from the management fees it charges clients.

Banks 130

Banks Asset Management Debt Assets 130

The Motley Fool

OCTOBER 18, 2024

Investment advisory and brokerage fees climbed 11%, while gains from trading activities jumped 14%, and investment banking revenue soared 37%. Bank of America, meanwhile, saw its Global Wealth and Investment unit increase Q3 revenue by 8% year over year driven by 14% higher asset management fees.

Banks 130

Banks Portfolios Investment Banks Investment Banking 130

The Motley Fool

FEBRUARY 19, 2024

They also charge high fees, including an annual asset management fee equal to 1% to 2% of the amount you've invested and a 20% performance fee of the hedge fund's profit. Thankfully, you don't need a lot of money to start investing, and you certainly don't need to be a billionaire.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

The Motley Fool

JULY 19, 2024

Investment banking fees soared by 29%. The global wealth and investment management unit was also strong, with revenue increasing 6% to $5.6 billion, powered by a 14% increase in asset management fees. Client balances climbed 10% year over year to more than $4 trillion, helped by a strong stock market.

Banks 130

Banks Investment Banking Investment Banks Management Fees 130

The Motley Fool

JANUARY 16, 2024

Bitwise's Bitcoin ETF (NYSEMKT: BITB) offers the cheapest exposure to Bitcoin since it has waived all management fees. Once the ETF has reached $1 billion in assets under management or six months have passed, a 0.2% fee will be tacked on. This does come with a stipulation, however. Fidelity Coming in at No.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Exchange-Traded Funds Asset Management Financing 130

The Motley Fool

JULY 22, 2023

Also, as the chart indicates, asset management was strong due to a rising stock market, as revenue climbed 11.5% When the economy is strong and markets are up, it will benefit from higher asset- and wealth-management fees, more trading revenue, and increased lending activity. But the company also had $1.8

Banks 243

Banks Assets Management Fees Financial Services 243

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

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

Private Equity Insights

MARCH 8, 2024

He has over 40 years of experience in banking and equipment finance and has held various senior positions with direct involvement in all aspects of operations, underwriting, portfolio and asset management, structuring and marketing. Prior to that, Mr. Trollinger was co-head of Wachovia’s (now Wells Fargo) equipment finance platform.

Capital 130

Capital Financing Finance Performance Fees 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

NOVEMBER 8, 2024

We'll also provide an update 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 for our asset management business.

Capital 130

Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

The Motley Fool

JUNE 27, 2024

It's managed by BlackRock (NYSE: BLK) , the world's largest asset manager. Since its launch in early January, the iShares Bitcoin ETF has quickly become the most popular of the new spot Bitcoin ETFs, with more than $17 billion in assets under management. Image source: Getty Images.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Asset Management Accounting 130

The Motley Fool

DECEMBER 31, 2023

Rising AUM will help grow the asset manager's fee-related earnings and cash flow, enabling it to continue pushing its payout higher. Rowe Price with their money. The company also continues to launch new funds to help investors meet their financial needs, which will also help grow AUM.

Mutual Funds 188

Mutual Funds Management Fees Asset Management Prospects 188

Private Equity Wire

FEBRUARY 23, 2024

Compared to 2023 respondents, a significantly larger percentage of 2024 survey participants indicated they will increase their management fees over the next 12 months. Expectations for higher fee income may have influenced how GPs answered other questions related to the cost of doing business. “The

Hedge Funds 105

Hedge Funds Management Fees Asset Management Assets 105

The Motley Fool

MAY 22, 2024

But the real key is that customers don't like to move from one asset manager to another, which makes the assets under management (AUM) at T. The company charges management fees for its services, so its business is kind of annuity-like in nature. It also offers other financial services.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Banks Management Fees 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

Private Equity Wire

AUGUST 8, 2023

In a statement released on Monday, the New York-based alternative asset manager reported $653 million in after-tax distributable earnings, or 73 cents a share, beating the 71 cent average estimate of analysts surveyed by Bloomberg. million and realised performance income, or carried interest, fell 79.6% million.

Management Fees 52

Management Fees Asset Management Taxes Assets 52

The Motley Fool

JANUARY 11, 2024

Updated pricing provided by a number of funds ahead of today's approvals show many ETFs dropping fees substantially, to as low as 0.2%. Given the similar nature of each of these funds, that could indicate a race to the bottom in terms of management fees, which is great for investors.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Exchange-Traded Funds Assets Management Fees 100

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) Leveraging Asset Management 130

Private Equity Wire

DECEMBER 12, 2023

Investor interest in private credit funds remains strong – it is one of the largest asset classes driving the growth of “registered alternatives.” For many managers this means introducing liquidity into private credit funds that might have typically been closed-ended.

Debt 98

Debt Hedge Funds Investing Banks 98

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

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

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

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

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

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

OCTOBER 31, 2024

In our retirement strategies business, we're increasing the number of individual annuity solutions and adding new workplace partnerships, like the relationship we recently announced with JPMorgan Asset Management. PGIM is also well positioned to continue to capture the growing retail demand for fixed income products.

Liabilities 130

Liabilities Capital Assets Shareholders 130

The Motley Fool

MAY 2, 2024

John Fox -- Fenimore Asset Management -- Analyst Hi, Thank you. Tom Gayner -- Chief Executive Officer Good morning, John John Fox -- Fenimore Asset Management -- Analyst So I'm curious in the other insurance operations, Looks like there was a $17 million reserve increase. Your line is open. Good morning, everyone.

Liabilities 130

Liabilities Shareholders Portfolios Asset Management 130

Diamond Consultants

MAY 3, 2022

This is because firms deduct non-portable production such as alternatives in proprietary feeders, revenue from deposits, and internal asset management fees, as well as the additional time it can take to move the assets from the bank.

Legal 52

Legal Banks Assets Education 52

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 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

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

AUGUST 2, 2023

As we look ahead, we are well positioned as a global leader at the intersection of asset management and insurance. And obviously, with good performance, we would expect to continue to be able to -- to manage that even over a longer period of time. John Barnidge -- Piper Sandler -- Analyst Thank -- thank you for that.

Assets 100

Assets Capital Liabilities Asset Management 100

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

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