The Motley Fool

MARCH 14, 2024

It buys mortgages that have been pooled into bond-like securities, often called something like a collateralized mortgage obligation (CMO). Mortgage REITs are more like mutual funds than operating companies. The mortgage REIT sector is fairly complex.

Collateral 100

Collateral Investing Mutual Funds Taxes 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. pension plans, and is the largest pension fund manager in Japan. Institutional outflows of $8.9

Assets 130

Assets Capital Liabilities Collateral 130

The Motley Fool

SEPTEMBER 14, 2023

If you have enough safe assets, if you have enough treasury bills to live on for three years, or five years, or better yet, a decade. You're not going to panic when the rest of your holdings, the risky asset, the stocks that you own, fall by 50%, 60% You're not going to pull the trigger and sell those at the bottom.

Investors 130

Investors Financing Finance Banks 130

The Motley Fool

JULY 21, 2023

We also saw continued diversification of customer dollars across various Regions offerings such as from interest-free checking to CDs; or money market deposits and movement out of deposits to offerings through our wealth management platform; and in the corporate banking segment, utilization of off-balance sheet money market mutual fund solutions.

Banks 130

Banks Capital Leveraging Assets 130

The Motley Fool

OCTOBER 20, 2023

We also continue to provide off-balance sheet opportunities through our wealth management platform and in the corporate banking segment via money market mutual fund solutions. From an asset quality standpoint, overall credit performance continues to normalize, as expected. Scott Siefers -- Piper Sandler -- Analyst OK.

Banks 130

Banks Capital Portfolios Accounting 130

The Big Picture

AUGUST 15, 2023

So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. If you look at the types of assets that Yale invests in, you can create a benchmark for each pool.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Motley Fool

FEBRUARY 21, 2024

It doesn't buy physical real estate, it buys mortgage securities that are pooled into bond-like assets, often called something like a collateralized mortgage obligation. Mortgage REITs are way more complex, more akin to running a mutual fund.

Mutual Funds 130

Mutual Funds Collateral Leveraging Assets 130

The Motley Fool

MAY 1, 2024

It's the wealth management of which they're seeing a huge increase in revenue, not just from a growing stock market, but also net new assets. trillion in client assets, benefited from a good market, also 6,500 new households. Those are the basics and how these funds work. I think there's a tremendous tailwind behind this.

Banks 130

Banks Leveraging Debt Assets 130

Sara Grillo

MAY 8, 2023

If you see the IUL grifters on TikTok claiming an IUL policy is better than a 401k, or that is has upside potential with downside protection, a “can’t lost money asset”, or “privatized banking” you’ll know why the outrage is well deserved. Then how come it’s sold as “can’t lose money asset” and other BS claims?

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

The Big Picture

APRIL 25, 2023

I mean, at first, I got out of undergrad, and a degree in finance coming out of a small college at the time, Quinnipiac College, the gigs I was offered were essentially customer service jobs at mutual funds, call service, manning the phones, which I was no stranger to. They’re almost a billion dollars in assets.

Legal 64

Legal Law Firms Consultants Consulting 64

Pension Pulse

NOVEMBER 10, 2023

The Fund’s quarterly results were driven by positive performance in credit and private equities and gains across U.S. dollar-denominated assets, which benefited from a strengthening U.S. The $1 billion decrease in net assets consisted of $1 billion in net income, less $2 billion in net base CPP outflows.

Investing 59

Investing Buyout Stakes Assets 59

The Big Picture

OCTOBER 21, 2024

Brian Higgins has put together a amazing track record handling distressed and stressed debts, as well as other forms of credit real estate collateralized obligations. As an example, institutional investors mentioned King Street in 2022, perhaps the worst year for hedge funds since oh 8 0 9. King Street is a fascinating firm.

Hedge Funds 59

Hedge Funds Banks Financing Finance 59

The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. But as it turns out, the reason that asset manager was able to raise so much money was because they had taken signals.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

The Big Picture

FEBRUARY 20, 2024

I remember it really well because I just finished building this house in West Virginia and we, we were taking occupancy in early August, and it was, it was literally the same day that BMP Paraba shut off redemptions from some of their mutual funds, caused all sorts of chaos in Europe. You need to come up with more collateral.

Banks 59

Banks Stock Market Stock Market Legal 59