The Motley Fool

JULY 14, 2023

trillion in assets, 9.4 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.

Asset Management 130

Asset Management Assets Banks Debt 130

The Motley Fool

APRIL 18, 2024

We've stated before that short-term movements in stock and bond markets impact capital flows in this channel. But ultimately, flows follow performance as well as innovation as we're seeing now. Our long-term capital provides the flexibility and firepower to invest while affording us the patience to sell assets when the time is right.

Assets 130

Assets Debt Banks Capital 130

Private Equity Wire

FEBRUARY 14, 2024

PARTNER CONTENT By Muhammad Akram, CPA Founder, Akram | Assurance, Advisory & Tax Firm Why fair value is so important Fair value impacts net assets/partners’ capital, potentially overstating performance and overcharging management and performance fees.

Venture Capital 98

Venture Capital Investing Best Practices Mutual Funds 98

Pension Pulse

MARCH 19, 2024

Emilio Ghigini of Investing.com reports Redwood Trust and CPP Investments form $750M capital partnership: Redwood Trust, Inc. NYSE: NYSE: RWT ), a company specializing in housing credit, and Canada Pension Plan Investment Board (CPP Investments), announced a strategic capital partnership valued at $750 million.

Investing 59

Investing Performance Fees Finance Financing 59

Pension Pulse

MAY 2, 2024

Last year, APFC’s staff decreased its private asset allocation from 19 percent to 15 percent, hypothesizing that there were better risk-adjusted returns to be had in asset classes like fixed income and hedge funds. We grew pretty fast up to 19 percent, but last year we reduced our pacing. Our board members wanted to revisit that.”

Pension Funds 59

Pension Funds Hedge Funds Buyout Due Diligence 59

The Motley Fool

AUGUST 5, 2024

So, as you look at the picture today with the economic concerns but also at the same time that the tenants seem to be in better capital positions, are you as worried today when you see weak economic data? Operator Our next question is from Juan Sanabria with BMO Capital Markets. Please proceed. Sanabria -- Analyst Thanks for the time.

Assets 130

Assets Portfolios Capital Investors 130

Pension Pulse

SEPTEMBER 4, 2024

Max Biagosch, senior MD, global head of real assets and head of Europe for CPP Investments, said: “This investment represents another milestone in our broader data centre strategy, further enhancing our footprint in the region to the benefit of CPP contributors and beneficiaries.” and PSP Investments, according to a statement Wednesday.

Investing 59

Investing Asset Management Stakes Assets 59

Pension Pulse

MAY 22, 2024

Ian Bickis of The Canadian Press reports CPP Investments earned 8 per cent in latest fiscal year, net assets rose to $632 billion: Canada's biggest pension fund earned an eight per cent return last year, but significantly underperformed the 19.9 CPPIB's net assets totalled $632.3 The increase in net assets included $46.4

Investing 59

Investing Pension Funds Stakes Assets 59

The Motley Fool

JULY 28, 2023

And united, delivered by our colleagues gives us the ability to meet this demand and balance across our portfolio, capitalizing on innovation and momentum and investing to meet demand. There's now almost universal agreement, the client demand to address risk in human capital has never been greater. Turning to financial performance.

Capital 100

Capital Business Services Debt Liabilities 100

The Motley Fool

AUGUST 8, 2024

First, recall in the quarter of this year, we noted a few performance suite markets with higher than expected medical costs, due primarily to higher prevalence of disease. We also noted that our contracting model allows us to update our capitation rates to reflect these changes. Looking ahead, our capital priorities remain the same.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Liabilities Leveraging 130

Pension Pulse

MAY 24, 2023

per cent for the fiscal year ended March 31, ending the year with net fund assets of $570 billion compared to $539 billion a year earlier. The $31 billion increase in net assets this year consisted of $8 billion in net income and $23 billion in net transfers from the Canada Pension Plan (CPP). CPP said it earned 1.3

Investing 52

Investing Stakes Pension Funds Assets 52

The Motley Fool

JULY 31, 2024

The decision to withdraw our long-term guidance comes as I continue to evaluate all aspects of the business, including our strategic priorities, our cost structure, investments in the business, our product offerings, and capital allocation. Operator The next question today comes from Sean Dodge with RBC Capital Markets.

Leveraging 130

Leveraging Taxes Returns Shareholders 130

Pension Pulse

AUGUST 17, 2023

However, it recorded weaker performance in private equity, following double-digit returns over the past few years, while its office real estate holdings were affected by a structural transformation, including a significant shift to mobile work, offset by investments in the logistics segment of commercial real estate. over six months and 6.0%

Pension Funds 52

Pension Funds Assets Debt Finance 52

The Big Picture

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. And when they’re not generating alpha, when they’re underperforming, they actually return fees. That’s a function of the capitalism.

Investing 52

Investing Capital Shareholders Returns 52

The Big Picture

JUNE 13, 2023

The transcript from this week’s, MiB: Mathieu Chabran, Tikehau Capital , is below. Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. MATHIEU CHABRAN, CO-FOUNDER, TIKEHAU CAPITAL: Thank you, Barry.

Banks 59

Banks Asset Management Assets Capital 59

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. MIELLE: Well, I mean, it was a fairly new asset class. So it was a starting industry, very much sort of a venture capital type of business.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Motley Fool

OCTOBER 31, 2023

The cost of capital is higher. They can always raise equity if they want and get access to the capital markets. Over 200 billion in assets. Those assets are primarily warehouse and logistics facilities. They did talk about that, the call, they tightened their capital expenditures. Matt Argersinger: I do, Dylan.

Depreciation 130

Depreciation Bidding Capital Companies 130

The Motley Fool

APRIL 12, 2024

With supportive markets and more optimistic sentiment from clients, we're confident in our ability to both grow assets on behalf of clients and drive profitable growth for our shareholders. Total annualized organic base fee growth of 1% reflected seasonally softer flows earlier in the quarter before coming back to target in March.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

The Motley Fool

FEBRUARY 21, 2025

Tonight, I will comment on our progress within our three pillars of stakeholder value creation of, one, growing the business organically, two, expanding our profitability and three, allocating capital to increase shareholder value. The platform is on track and is live in our first new test markets. Cash used in operations was $26.2

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Performance Fees Capital 130

The Motley Fool

JANUARY 12, 2024

Growing public deficits, a modernizing digital world, advancing energy independence, and the energy transition are driving the mobilization of private capital to fund critical infrastructure. In a higher rate environment, the ability to drive operational enhancements will be critical to investment performance.

Assets 130

Assets Shareholders Asset Management Capital 130

The Big Picture

FEBRUARY 28, 2023

I found David Layton, CEO of the firm, to be very thoughtful and very much different in how he thinks about risk-reward liquidity, various market sectors, processes, just the whole gestalt of we are a steward of capital with our clients, and we are aligned with those clients. They run over $135 billion in assets. RITHOLTZ: Right.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

FEBRUARY 4, 2025

The second aspect of our plan to drive improved shareholder return is all about utilization of our assets. We're closely monitoring customer demand signals, and we'll continue to make important capital investments in key major metros to capture this traffic growth. And lastly, capital expenditures were $915 million.

Debt 130

Debt Assets Leveraging Shareholders 130

Private Equity Insights

FEBRUARY 10, 2025

Morgan Asset Management (JPMAM) introduced its first European Long-Term Investment Fund (Eltif). Eltifs, regulated under the EU framework, are designed to direct long-term capital into sectors such as infrastructure, private equity, real estate, and SME financing. performance fee, subject to a 7% hurdle rate.

Asset Management 147

Asset Management Assets Private Equity Firms Private Equity Firms 147

The Motley Fool

JULY 15, 2024

Clients entrusted us with over 80 billion of net new assets. We generated 3% annualized organic base fee growth, our highest second quarter in three years. trillion in assets under management, 10.6 trillion units of trusts, BlackRock's platform is becoming the premier long-term capital partner across public and private markets.

Assets 130

Assets Liabilities Leveraging Asset Management 130

The Motley Fool

JANUARY 15, 2025

Excluding the prior year's net investment securities losses, it was up 21%, largely on higher asset management fees and investment banking fees. And in AWM, we had record long-term net inflows of 234 billion, positive across all channels, regions, and asset classes. Onto balance sheet and capital on Page 4.

Banks 243

Banks Investment Banks Investment Banking Capital 243

Private Equity Wire

JANUARY 17, 2025

Canada’s Sagard Holdings is launching a private equity fund aimed at retail investors, marking a significant move as alternative asset managers expand their focus beyond institutional clients and ultra-high-net-worth individuals, according to a report by Wealth Management. Management fees are set at 1.5%, with performance fees of 12.5%

High Net Worth Individuals 96

High Net Worth Individuals Accredited Investors Investors Funds 96

The Motley Fool

JANUARY 15, 2025

Before I turn it over to Larry, I'll review our financial performance and business results. With over 600 billion in net new assets entrusted to BlackRock, 2024 was a milestone year of programmatic, organic, and inorganic actions rooted in client needs, investment capability expansion, technology, and scale. billion in revenues.

Assets 130

Assets Shareholders Capital Asset Management 130

The Motley Fool

JANUARY 25, 2024

We were the first alternative manager to surpass $1 trillion of assets under management. We are pleased that BX shares ranked in the top 20 best performing out of the 500 stocks in the S&P 500 Index last year. public company by market cap, exceeding the market value of all other asset managers.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

OCTOBER 29, 2024

Rithm Capital (NYSE: RITM) Q3 2024 Earnings Call Oct 29, 2024 , 8:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good day, and welcome to the Rithm Capital third quarter 2024 earnings conference call. These assets have been great. Image source: The Motley Fool.

Capital 130

Capital Asset Management Assets Performance Fees 130

Private Equity Wire

JUNE 14, 2024

The world’s largest private capital firms have sidestepped income taxes on more than $1tn in incentive fees since 2000 by structuring payments to incur lower levies, according to a report by the Financial Times citing new research from Oxford University.

Taxes 74

Taxes Capital Buyout Performance Fees 74

The Motley Fool

JANUARY 30, 2025

It reflects the same blueprint for how we've been able to grow from $400,000 in start-up capital in 1985 to more than $1.1 trillion of AUM today, the largest alternative asset manager in the world and why I believe we will continue to achieve strong growth in the future. Our clients have a positive experience in one area.

Management Fees 130

Management Fees Assets Capital Funds 130

The Motley Fool

JULY 18, 2024

This should be very positive for Blackstone's asset values and provide the foundation for a significant realization cycle over time. This data also alerts us to major paradigm shifts, which is essential for any top-performing asset manager. We're also providing equity and debt capital to other AI-related companies.

Assets 130

Assets Finance Financing Management Fees 130