The Motley Fool

NOVEMBER 8, 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. We've also continued to produce positive results for our asset management business.

Capital 130

Capital Asset Management Due Diligence Assets 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. This phenomenon has been consistent across asset classes. Thank you, Ann. And DE is up 25%.

Capital 130

Capital Stakes Securities and Exchange Commission (SEC) Management Fees 130

The Motley Fool

MAY 14, 2024

It will not generate an immediate revenue upon withdrawal, but it will be turned into an asset under management and would continue to generate wealth management fees over time. In terms of wealth management services, I think it will continue to grow for the reasons that I talked about earlier.

Accounting 130

Accounting Business Services Portfolios Shareholders 130

Pension Pulse

SEPTEMBER 16, 2024

BCI is a pension fund for unionized employees and government employees in British Columbia and Western Canada, with gross assets under management of $250 billion. Red Flags for Managers: Managers who inflate their returns or mark their books aggressively may deter investors.

Pension Funds 45

Pension Funds Fee Structure Private Equity Managers Assets 45

Pension Pulse

JULY 18, 2023

It focuses on leading the global investment industry to continuous improvement through case studies of best practice in governance and decision making, portfolio construction and efficient portfolio management, fees and costs, and sustainable investing.

Pension Funds 52

Pension Funds Funds Banks Assets 52