The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. It also was the path for me into the asset management space, because coincidentally, Mitch Juli of Canyon Partners was researching on the internet in the early days of the internet for valuation engines and insights.

Asset Management 69

Asset Management Assets Mutual Funds Bidding 69

The Motley Fool

FEBRUARY 12, 2025

That's kind of how a mutual fund operates, only a mutual fund doesn't buy entire companies. Is there a wrong time to hire a good asset manager? He hires talented individuals to operate the companies he and his team buy. But Berkshire benefits from the long-term growth of those investments.

Mutual Funds 147

Mutual Funds Conglomerates Asset Management Shareholders 147

The Motley Fool

JULY 16, 2024

Brookfield Renewable is tied at the hip with Brookfield Asset Management If you want to understand Brookfield Renewable, you need to start by understanding Brookfield Asset Management (NYSE: BAM). This is important because Brookfield Renewable's approach to its business is very much an asset management-like approach.

Asset Management 130

Asset Management Mutual Funds Assets Taxes 130

The Motley Fool

JUNE 27, 2023

The company is a dominant player in asset management, where customers avoid changing providers because of the hassle involved. The company charges fees to its generally sticky customer accounts based on the assets it has under management (AUM). Rowe Price has increased its dividend annually for 37 consecutive years.

Mutual Funds 188

Mutual Funds Debt Assets Asset Management 188

The Motley Fool

DECEMBER 5, 2024

There's likely to be some bad earnings news to come in 2025 as TD Bank adjusts to the asset cap in the U.S. Mutual funds aren't what they used to be Asset manager T. Rowe Price is one of the largest sponsors of mutual funds. That's good and bad at the same time. The big outcome for T.

Mutual Funds 130

Mutual Funds Banks Exchange-Traded Funds Assets 130

The Motley Fool

DECEMBER 31, 2023

The mutual fund manager has an exceptional track record of increasing its payout. While the company's assets under management (AUM) took a hit in 2022 due to the slumping stock market, they resumed their upward trend in 2023. The steady upward climb should continue T. Rowe Price currently offers a 4.5%-yielding

Mutual Funds 188

Mutual Funds Management Fees Asset Management Prospects 188

The Motley Fool

MAY 22, 2024

Rowe Price given that the company operates one of the largest mutual fund families on Wall Street. 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. Rowe Price Most investors will probably be familiar with the name T.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Banks Management Fees 130

The Big Picture

DECEMBER 4, 2024

First one maybe about a decade ago, but you’ve really seen it with mutual fund ETF conversions, separate account ETF conversions, and what we’re announcing is an open enrollment. The last one of these they did for an asset manager had 5, 000 accounts. And really this concept has been a lot of prior art.

Taxes 52

Taxes Mutual Funds Accredited Investors Asset Management 52

The Motley Fool

NOVEMBER 9, 2024

Rowe Price is an asset manager. It charges fees for providing financial services to customers who buy its mutual funds, exchange-traded funds (ETFs), and other investment products. Rowe Price's historical strength is in mutual funds, a product type that is being displaced by ETFs and alternative assets.

Mutual Funds 130

Mutual Funds Banks Exchange-Traded Funds Assets 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 Banks 130

Investment Banks Investment Banking Banks Hedge Funds 130

The Motley Fool

JANUARY 15, 2025

It provides a spectrum of investment management and risk management services to institutional and retail clients worldwide. The firm is known for its diverse offerings including mutual funds, exchange-traded funds (ETFs) , and its advanced risk management platform, Aladdin.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Taxes Assets 130

The Motley Fool

JUNE 15, 2023

trillion worth of assets. It also just happens to offer brokerage, wealth management, and investment banking services. By contrast, Schwab's roots are in the brokerage and asset management industry, but typical banking services like checking accounts, mortgages, and credit cards are also part of its repertoire.

Investment Banking 130

Investment Banking Investment Banks Asset Management Mutual Funds 130

The Motley Fool

AUGUST 15, 2023

Stuff like Tweedy Browne, which is a famous mutual fund now, Walter Schloss, Will Ruane of Sequoia Fund, not to be confused with Sequoia Capital, the venture cap firm, this is a value investing in mutual fund, and then a bunch of other places and he gives the long-term track records of each and how handily they beat the market.

Mutual Funds 130

Mutual Funds Funds Taxes Hedge Funds 130

The Big Picture

JANUARY 24, 2024

On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes. Full transcript below. ~~~ About this week’s guest: Ari Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management , now part of investing giant Franklin Templeton. Equity returns.

Taxes 99

Taxes Mutual Funds Capital Asset Management 99

The Motley Fool

JUNE 27, 2023

But, in this pair-up of high-yield asset managers, it really is the difference between feeling comfortable enough to sleep at night and living with the fear that a dividend cut is a realistic possibility. Rowe Price manage money on behalf of others. The basic model Both Franklin Resources and T.

Mutual Funds 130

Mutual Funds Debt Asset Management Leveraging 130

The Motley Fool

JUNE 23, 2023

In this way, it is something like a mutual fund or asset manager. Generally, this comes in the form of mortgages that have been pooled together into bond-like securities called collateralized mortgage obligations (CMOs), or something similar.

Capital 130

Capital Collateral Mutual Funds Assets 130

The Motley Fool

FEBRUARY 20, 2024

BlackRock (NYSE: BLK) is the world's largest asset manager, with over $10 trillion in assets under management at the time of writing. The company offers a wide range of investment products and services, including mutual funds, exchange-traded fund, index funds, alternative investments, and advisory solutions.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Asset Management Assets 130

The Motley Fool

JUNE 15, 2023

If you're looking for good deals in this sector but don't want to take the risk of picking individual stocks, consider investing in an exchange-traded fund (ETF) that tracks the banking industry. Seeking bargain banks ETFs are baskets of stocks that act like mutual funds but trade like a stock.

Banks 130

Banks Mutual Funds Exchange-Traded Funds Asset Management 130

The Big Picture

OCTOBER 22, 2022

We discuss how her career evolved from an economist covering PPI at BLS to an analyst at Morningstar to a portfolio manager to CIO. Her role is to help create multi-asset model portfolios with assets that include Mutual Funds, ETFs, and Alternatives.

Mutual Funds 92

Mutual Funds Investing Assets Asset Management 92

Motley Fool Asset Management

MARCH 14, 2025

Exchange traded funds (ETFs) are more popular with investors than ever. Like mutual funds, ETFs offer the benefit of diversification but with intraday liquidity, potentially lower fees, and tax advantages. Just over the past year alone, the global ETF market grew from $10.1 trillion to $13 trillion. 1 And whats not to love?

Mutual Funds 61

Mutual Funds Exchange-Traded Funds Taxes Funds 61

The Motley Fool

JUNE 25, 2024

Meanwhile, activist investor Bill Ackman of Pershing Square Capital Management , Steven Cohen of Point72 Asset Management, and Israel Englander of Millennium Management all reduced their fund's respective positions ahead of the company's imminent stock split. CMG PE Ratio (Forward) data by YCharts.

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Initial Public Offering New York Stock Exchange Mutual Funds Stock Exchanges 130

The Big Picture

AUGUST 28, 2024

Well, they have been going that way for a while there’s already a couple 0 fee ETF out there they are from companies that aren’t as popular as a Schwab or a State Street so I think once you get below 5 basis points you get to this realm of like super dirt cheap where people don’t really care are you 3 or 4 are you two or three you (..)

Mutual Funds 69

Mutual Funds Assets Funds Asset Management 69

Clearlake Capital Group

APRIL 24, 2023

Binstock brings more than 30 years of experience in the asset management industry. as well as a Board Member at both Morgan Stanley Direct Lending Fund, and Brown Brothers Harriman US Mutual Funds. She currently serves as Independent Director and Audit Chair at KKR Real Estate Select Trust Inc., ” Ms. .

Asset Management 40

Asset Management Assets Capital Mutual Funds 40

The Big Picture

NOVEMBER 11, 2023

Gibson holds a bachelor’s degree in mathematics from Bates College and a law degree from Boston College and is a graduate of the Advanced Management Program at Harvard Business School. PGIM is one of the world’s largest asset managers, running $1.27 trillion in client assets.

Mutual Funds 65

Mutual Funds Startups Asset Management Assets 65

The Big Picture

JULY 11, 2023

One is we were securitizing the assets in the auto loan and selling them off to other asset managers because we weren’t able to buy them ourselves. Did you guys just say, we really want to be pure investment management? The requirements for asset managers to have a bank were such that it would inhibit us a bit.

Mutual Funds 89

Mutual Funds Mergers and Acquisitions Asset Management Finance 89

The Big Picture

JULY 8, 2023

Bringing on mutual fund pioneers Sir John Templeton + John Galbraith led to a critical mass at the firm. billion; Last year, FT purchased O’Shaugnessy Asset management, including its breakout direct indexing product Canvas, for an undisclosed amount; this year, FT purchased Putnam for $925 million.

Mutual Funds 69

Mutual Funds Hedge Funds Asset Management Assets 69

The Motley Fool

JUNE 9, 2024

yield, using the Financial Select Sector SPDR Fund (NYSEMKT: XLF) as a proxy. As an asset manager, T. The problem is that exchange-traded funds (ETFs) are eating away assets from T. Rowe Price's core mutual fund operation. This is an issue to watch, but investor assets tend to be sticky.

Mutual Funds 100

Mutual Funds Exchange-Traded Funds Assets Asset Management 100

The Motley Fool

DECEMBER 1, 2023

Perhaps the biggest reason Schwab is such a strong name to own in the midst of a bull market is its second-biggest business: asset management and administration fees. And, the better the market performs, the more money investors put into (or back into) stocks or mutual funds.

Mutual Funds 130

Mutual Funds Banks Debt Assets 130

The Big Picture

DECEMBER 7, 2023

Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. Aligning Investments With Personal Values with Ari Rosenbaum, O’Shaughnessy Asset Management (Nov 1, 2023) The term ‘ESG’ gets thrown around in investing all the time. ’ Let me know what you think !

Mutual Funds 65

Mutual Funds Hedge Funds Asset Management Assets 65

The Motley Fool

JANUARY 23, 2024

The iShares fund is managed by BlackRock , one of the world's largest and most respectable financial asset managers. Investors have relied on the iShares brand of index-trading funds for decades, with 29 ETFs holding at least $20 billion in NAVs.

Mutual Funds 100

Mutual Funds Exchange-Traded Funds Assets Accounting 100

Pension Pulse

FEBRUARY 14, 2025

Top multi-strategy, event driven hedge funds and large hedge fund managers As the name implies, these hedge funds invest across a wide variety of hedge fund strategies like L/S Equity, L/S credit, global macro, convertible arbitrage, risk arbitrage, volatility arbitrage, merger arbitrage, distressed debt and statistical pair trading.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 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.

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Mergers and Acquisitions Hedge Funds Asset Management Banks 130

ClearMoney

DECEMBER 16, 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. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Mutual Funds 52

Mutual Funds Education Management Fees Banks 52

The Big Picture

NOVEMBER 23, 2022

My mid-week morning train WFH reads: • Eight key takeaways from 20 years of SPIVA data : Most active managers underperform most of the time. mutual fund performance net of fees. Gross of fees, most active managers underperform most of the time. Most institutional managers underperform most of the time.

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Mutual Funds Education Asset Management Assets 59

Pension Pulse

MAY 17, 2024

among technology exits Michael Burry’s Scion Asset Management LLC exited positions in Oracle Corp. of its assets. Market neutral funds will engage in pair trading to remove market beta. Some are large asset managers that specialize in factor investing. Two Sigma Advisers LP tacked on Walmart Inc.

Hedge Funds 59

Hedge Funds Funds Asset Management Pension Funds 59

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

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. Market neutral funds will engage in pair trading to remove market beta. Some are large asset managers that specialize in factor investing.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59