Private Equity Insights

JUNE 27, 2023

Investors in the Fund, which were a mix of numerous new investors as well as existing New Mountain Net Lease investors, include pension funds, insurance companies, asset managers, endowments, family offices and high net worth individuals. Since inception, New Mountain’s net lease strategy has completed $1.9

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

The Motley Fool

DECEMBER 7, 2023

A mortgage REIT like AGNC buys mortgages that have been pooled into bond-like securities, often referred to as something like a collateralized mortgage obligation (CMO). Generally, leverage is employed so that more CMOs can be bought, with the CMO portfolio acting as collateral for the loan.

Collateral 130

Collateral Mutual Funds Pension Funds Depreciation 130

The Motley Fool

APRIL 24, 2024

UDR Dividend data by YCharts To be fair, Annaly isn't a bad REIT -- it's just meant for large institutional investors, like pension funds, that focus on total return (which assumes dividend reinvestment) and asset allocation. That's very different from what most small dividend investors are looking for.

Collateral 130

Collateral Pension Funds Capital Assets 130

The Motley Fool

JUNE 14, 2024

The answer is investors who follow a fairly complex asset allocation model (which should obviously include mortgages as an asset class). In fact, the most common asset allocators are large investors like pension funds, family offices, and endowments. That's not likely to be a small income investor.

Capital 130

Capital Mutual Funds Collateral Pension Funds 130

The Motley Fool

SEPTEMBER 30, 2024

It owns mortgages that have been pooled together into bond-like securities, which are usually called something like a collateralized debt obligation (CDO). However, it is how institutional investors using an asset allocation model would think about dividends and investing in general. Thus, their prices can be fairly volatile.

Capital 130

Capital Initial Public Offering Collateral Pension Funds 130

The Motley Fool

JANUARY 26, 2024

Annaly is a mortgage REIT, which means it buys mortgages that have been pooled into what are often called collateralized mortgage obligations (CMOs), or something similar. It is very different from a property owning REIT, which buys physical assets and rents them out. dividend yield, which can cause an unfortunate emotional reaction.

Capital 130

Capital Collateral Pension 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 Banking 130

Investment Banking Investment Banks Banks Hedge Funds 130

The Motley Fool

DECEMBER 21, 2023

Technically, mortgage REITs like Annaly usually buy bond-like securities that represent a pooled collection of mortgages, often called something like a collateralized mortgage obligation (CMO). The portfolio of mortgages is often used as collateral for that leverage, which can be a problem if CMO values fall dramatically.

Capital 130

Capital Collateral Pension Funds Leveraging 130

Pension Pulse

FEBRUARY 12, 2025

Layan Odeh of Bloomberg reports CPPIB plows at least $5 billion into private equity in three months: Canada Pension Plan Investment Board poured at least $5 billion into private equity in the last three months of 2024 as the asset class regained appeal. Canadas largest pension notched a 3.8% billion 10-year net return of 9.2%

Mergers and Acquisitions 59

Mergers and Acquisitions Investing Stakes Buyout 59

Private Equity Insights

OCTOBER 23, 2023

OHA sourced this transaction through its strategic direct lending partnership with BMO Capital Markets (“BMO”), which includes over $1bn to invest in jointly originated senior secured private credit assets.

Finance 130

Finance Financing High Net Worth Individuals Collateral 130

Pension Pulse

JULY 16, 2024

A higher cost of debt and slower economic growth have created a tough investing environment, pushing down the value of some private assets that pension funds own. Private credit has been one of the best-performing asset classes for some large pension funds in recent years, often earning double-digit percentage gains.

Pension Funds 64

Pension Funds Buyout Assets Debt 64

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.

Assets 130

Assets Capital Liabilities Collateral 130

Pension Pulse

AUGUST 30, 2023

Artemis reports the Healthcare of Ontario Pension Plan (HOOPP) grew ILS investments 35% in 2022: Large Canadian institutional retirement fund, the Healthcare of Ontario Pension Plan (HOOPP), grew its allocation to insurance-linked securities (ILS) investments in 2022, with the asset class nearing 1% of its overall portfolio by the end of the year.

Collateral 59

Collateral Hedge Funds Investing Assets 59

Pension Pulse

JULY 11, 2024

We’re seeing a slow-grinding implosion of this titanic asset bubble that started in 2012,” says Dan Zwirn, CEO at Arena Investors. estimates private-market assets were $13.1 Apex Group, a provider of services to asset managers, has just refinanced a slug of debt with a $1.1 McKinsey and Co. trillion at the end of June 2023.

Buyout 59

Buyout Debt Leveraging Collateral 59

Pension Pulse

AUGUST 7, 2023

They’re talking about asset management firms, in which public pension funds often have investments, supporting shareholder proposals meant to achieve social justice or climate objectives yet of dubious financial value. Both are financially deleterious. Nor is it supported by the empirical evidence.

Investing 52

Investing Collateral Pension Funds Asset Management 52

Pension Pulse

MARCH 13, 2024

Freschia Gonzales of Wealth Professional reports HOOPP achieves 9.38% return in 2023: The Healthcare of Ontario Pension Plan (HOOPP) announced a return of 9.38 percent for the year 2023, increasing its net assets to $112.6bn from $103.7bn at the end of 2022. in assets for every dollar owed in pensions. billion ($84.9

Pension Funds 59

Pension Funds Liabilities Assets Hedge Funds 59

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

JULY 20, 2023

We surpassed $1 trillion of assets under management. We believe our clients view us as the gold standard in alternative asset management. In fact, virtually all of our drawdown funds we've launched in our history, have been profitable for our investors. Thank you all for joining the call.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

Pension Pulse

AUGUST 15, 2024

James Bradshaw of the Globe and Mail reports OMERS reports steady gains at mid-year mark in shift to bonds, credit: Ontario Municipal Employees Retirement System relied on steady returns from private assets, tailwinds from strong stock markets and a resilient U.S. dollar assets, which boosted its overall investment return by 1.7

Pension Funds 59

Pension Funds Assets Liabilities Portfolios 59

Pension Pulse

APRIL 25, 2024

Paula Sambo of Bloomberg reports Canada pension fund's credit head wants to take advantage of leveraged buyout boom: Canada’s largest pension fund plans to nearly double the size of its credit holdings over the next five years, and it’s counting on an upturn in leveraged buyouts to generate some of that growth.

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

The Big Picture

MARCH 5, 2024

So they’d give individual asset allocation to people and they’d go invest their money. So we’d have credit, we’d have equities, we’d have hedge fund strategies, but with no silos. So it, it really has and, and pension funds, they’re on hold today. How has this affected your business?

Capital 59

Capital Hedge Funds Banks Assets 59

Pension Pulse

NOVEMBER 20, 2023

For example, the federal government recently announced it would stop issuing real return bonds – an important liability matching asset for many defined benefit pensions in Canada. Many Canadian pension must now consider non-Canadian alternatives, such as US TIPS. Investors need be prepared for and accept this added risk.

Pension Funds 59

Pension Funds Investing Leveraging Assets 59

The Big Picture

MAY 23, 2023

And now we, you know, we’re just shy of $145 billion of assets on the management across the entire credit curve. Not its asset management, its brokerage piece. And the Japanese regulators were having a tough time with cross collateralization and issues about whether there were balance sheet accounting issues. billion in assets.

Hedge Funds 64

Hedge Funds Finance Financing Funds 64

The Big Picture

JANUARY 24, 2023

KKR was the biggest with $400 million of assets and eight people. And Forstmann Little was the second biggest with $200 million of assets, and four professionals and they hired me in as the fifth professional. Do you do distressed asset, real estate? It’s the big Canadian asset plans. And by ‘90s, two guys had left.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

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

FEBRUARY 13, 2023

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. He helps to oversee $2.5 RIEDER: It is.

Hedge Funds 59

Hedge Funds Education Funds Banks 59

Pension Pulse

NOVEMBER 25, 2024

In addition to BMW and Volkswagen AG , Northvolt’s top investors included Goldman Sachs’s asset management arm, Denmark’s biggest pension fund ATP, Baillie Gifford & Co. funds and a number of Swedish entities. Northvolt will also have access to about US$145 million in cash collateral.

Pension Funds 59

Pension Funds Funds Finance Financing 59

The Big Picture

NOVEMBER 25, 2024

We were talking about luck earlier, got introduced to a local asset manager outside of Boston who saw what I was working on and said, this is really interesting. And so as those assets grew, I’m now a young 20-year-old going out trying to go to other asset managers saying, Hey, I have this quantitative research.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

The Big Picture

JUNE 20, 2023

MORGENSON: It can be collateralized loan obligations, now it’s big private debt. I think that the asset stripping that has also occurred, pensions, for instance, are sold off, overfunded pensions get sold off and that goes into the private equity firm instead of into the company itself. Kind of a thing.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Finance Financing 59

The Big Picture

FEBRUARY 20, 2024

So, if you remember, we were, we were still rolling out various facilities like the, the, the term asset backed, the lending facility, for example. We were running the commercial paper funding facility. 00:20:24 They have, I don’t know, three, $4 trillion of custody assets from foreign. I’m sorry.

Banks 59

Banks Stock Market Stock Market Legal 59

Pension Pulse

MARCH 12, 2025

David Milstead of the Globe and Mail reports HOOPP, with half of assets in Canada, has no plan to retreat despite trade chaos: The Healthcare of Ontario Pension Plan has invested more than half of its assets in Canadian holdings and that is not about to change despite the threatening economic climate, its leaders say.

Liabilities 59

Liabilities Pension Funds Assets Hedge Funds 59