The Motley Fool

OCTOBER 31, 2024

trillion of assets under management supporting defined benefit and defined contribution plans, PGIM serves more than half of the world's 300 largest pension funds. We maintain a AA rating, which reflects a healthy capital position, including more than $4 billion in highly liquid assets at the end of the third quarter.

Liabilities 130

Liabilities Assets Capital Shareholders 130

Private Equity Wire

DECEMBER 12, 2023

Amid a period of rapid growth in credit and private debt investment strategies, BNY Mellon has established a position as a key partner to fund managers who have had little time to standardise, invest in technology, and automate manual processes. Working with these partners often presents new administration and reporting requirements.

Debt 98

Debt Hedge Funds Investing Banks 98

The Motley Fool

JULY 28, 2024

The reason for that is fairly simple: It has been lagging its banking peers on key performance metrics like earnings growth, return on equity, and return on risk-weighted assets. Rowe Price 's (NASDAQ: TROW) most important asset. In this case, it is the lack of long-term debt that's most important. for the average REIT.

Banks 130

Banks Asset Management Debt Assets 130

The Motley Fool

JANUARY 29, 2024

For the first time ever, I can recommend a stock-like investing asset that gives you direct exposure to that cryptocurrency's price, with minimal fees and wide availability on pretty much any stock-trading service. Perhaps you see no value in Bitcoin since it isn't a business that makes a product or delivers a service.

Investing 230

Investing Exchange-Traded Funds Assets Prospects 230

The Motley Fool

JANUARY 9, 2024

American Tower (NYSE: AMT) has agreed to sell its cell tower business in India to an affiliate of Brookfield Asset Management (NYSE: BAM). It has since concluded that review, opting to sell the assets to Brookfield. American Tower will use the cash proceeds from the deal to repay debt. billion of cash in the deal.

Asset Management 130

Asset Management Assets Leveraging Debt 130

Private Equity Wire

OCTOBER 25, 2024

The firm’s fee-related earnings meanwhile, surged 79% to a historic $1bn, buoyed by rising management fees and strong activity in financing arrangements for companies. KKR’s capital markets division generated $424m in financing fees, with nearly half coming from infrastructure and debt products.

Capital 104

Capital Management Fees Financing Finance 104

The Motley Fool

JULY 23, 2024

Anyone can hire a financial planner, even for a few hours of advice, even if you have no savings and are struggling with debt. Financial planners aren't just for managing investments -- they can help you with the fundamentals of budgeting and building an emergency savings fund. Financial planners are not just for "rich" people.

Financing 130

Financing Finance Startups Debt 130

The Motley Fool

DECEMBER 5, 2024

It has to spend the money needed to upgrade its internal controls, and it's under an asset cap in the U.S. The big concern seems to be the asset cap, which will limit TD Bank's ability to grow in the U.S. 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. The thing is, T.

Mutual Funds 130

Mutual Funds Banks Exchange-Traded Funds Assets 130

The Motley Fool

MAY 2, 2024

We reported another strong quarter of results for Blue Owl this morning with 12 straight quarters in consecutive management fee and FRE growth since we've been a public company. Acquiring Kuvare Asset Management adds $20 billion of AUM or but not inclusive of incremental growth at Kuvare. Thank you very much, Ann.

Capital 130

Capital Asset Management Management Fees Assets 130

The Motley Fool

AUGUST 9, 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.

Capital 130

Capital Asset Management Securities and Exchange Commission (SEC) Debt 130

The Motley Fool

MAY 22, 2024

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. The company charges management fees for its services, so its business is kind of annuity-like in nature. It also offers other financial services.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Banks Management Fees 130

The Motley Fool

JULY 10, 2024

Exchange-traded funds (ETFs) are products that Wall Street developed, in part, as a new way to earn management fees from customers. Then a composite score is created that looks at cash flow to total debt, return on equity , dividend yield, and the five-year dividend growth rate. This is the case with the WisdomTree U.S.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Debt Funds 130

The Motley Fool

FEBRUARY 23, 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.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

The Motley Fool

AUGUST 1, 2024

Over the last 12 months, we have generated 23% fee-related earnings growth at 19% distributable earnings growth from the prior-year period. And since becoming a public company, we have had 13 consecutive quarters of management fee and FRE growth, highlighting both the stability and strength of our business. We also raised $2.2

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

The Motley Fool

MARCH 29, 2024

Using debt to buy Bitcoin MicroStrategy pivoted in the last few years from a niche software business to using all its capital and taking on massive amounts of debt to purchase Bitcoin. Earlier this month, it raised more convertible notes -- $600 million worth -- to increase its debt-fueled bet on Bitcoin. It doesn't make sense.

Exchange-Traded Funds 100

Exchange-Traded Funds Debt Management Fees Stakes 100

The Motley Fool

MAY 10, 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 in our asset management business.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

The Motley Fool

AUGUST 17, 2024

The top 500 stocks in one simple ETF The Vanguard S&P 500 ETF is the third-largest ETF by assets under management ( AUM ), at nearly $480 billion. They can use their growing earnings to increase shareholder value through capital investments, acquisitions, share repurchases, dividend payments, and debt reduction.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Shareholders Funds 130

The Motley Fool

APRIL 18, 2024

In the first quarter, our funds reported steady appreciation overall, highlighted by strength in infrastructure, credit, and our multi-asset investing platform, BXMA. 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

The Motley Fool

FEBRUARY 15, 2024

Let's say you're looking to dip your first toe in the encrypted waters of digital assets and Bitcoin is the only name on your wish list. Purists will always prefer owning the actual asset rather than some wrapper or reflection of someone else's Bitcoin holdings. One of them (or some combination) should suit your investing approach.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Investing 130

The Motley Fool

AUGUST 4, 2023

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 reported on a per share basis. We've also continued to produce attractive returns on our asset management business.

Capital 147

Capital Asset Management Securities and Exchange Commission (SEC) Assets 147

The Motley Fool

AUGUST 3, 2023

We have now lowered our net debt plus preferred metric for five straight quarters and on a path to get to seven x by year-end and further delevering in 2024. Jim Connolly -- Executive Vice President, Asset Management Thanks Jeff. The revolver is our only debt that is not hedged or fixed. Series A preferred stock.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Debt Asset Management Capital 130

ClearMoney

DECEMBER 5, 2021

As of the end of 2020, the US debt held by the public amounted to $22 trillion, an increase of approximately $5 trillion from the year before and well over double the level from a decade ago.1 In addition, debt is generally a slow-moving variable whose expected value should be incorporated in market prices. Ballooning Debt.

Debt 52

Debt Returns Mutual Funds Capital 52

The Motley Fool

OCTOBER 17, 2024

We also stated our belief that an easing of the cost of capital would be very positive for Blackstone's asset values and would be a catalyst for transaction activity, including deployment and ultimately, realizations, which in turn fuel fundraising. The alternative industry still represents a small portion of investable assets globally.

Debt 130

Debt Management Fees Assets Financing 130

The Motley Fool

OCTOBER 11, 2024

iShares' fixed-income ETF assets now stand at over $1 trillion, nearly 40% higher than at year-end 2021. The combination triples infrastructure AUM and doubles private markets run-rate management fees. BlackRock manages more than $300 billion of assets across model portfolios and separately managed accounts for wealth managers.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

FEBRUARY 6, 2024

Over the past year, we've seen Bitcoin mature further as an institutional-grade asset class with broader regulatory recognition and institutional adoption. As an operating business, we're able to use cash flows, as well as proceeds, from equity and debt financings to accumulate Bitcoin, which serve as our primary treasury reserve asset.

Leveraging 130

Leveraging Debt Assets Shareholders 130

The Motley Fool

NOVEMBER 30, 2023

For example, Steward reported facility-level earnings before interest, taxes, depreciation, amortization, rent, and management fees (EBITDARM) coverage of 2.7x The bulls would also likely note that Medical Properties Trust is taking steps to pay off some of its debt that will mature over the near term. Who's right?

Prospects 100

Prospects Amortization Depreciation Earnings Before Interest 100

The Motley Fool

OCTOBER 30, 2024

Year-to-date 2024, the price of Bitcoin has appreciated, spurred notably by the approval of the bitcoin exchange-traded products, or ETPs, which has drawn considerable institutional attention to the asset class. We are a publicly traded company that has adopted bitcoin as our primary treasury reserve asset. One, debt financing.

Leveraging 130

Leveraging Shareholders Debt Capital 130

The Motley Fool

FEBRUARY 2, 2024

Orange County, and Atlanta, both underperformed mainly for reasons related to bad debt, skips and evictions, and fraud. Orange County will come primarily from a reduction in bad debt as we repopulate many of our vacant units with residents who actually pay their rent. yield after management fees and actual capex and generated a 10.6%

Debt 130

Debt Taxes Capital Assets 130

The Motley Fool

MAY 1, 2024

Our results for the quarter reflect accelerating momentum across all our businesses, including significant positive net flows in PGIM, our global asset manager and strong sales in our U.S. Additionally, higher incentive fees and seed and co-investment income resulted in an increase in other related revenues.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Assets Capital 130

This is going to be BIG.

JULY 8, 2013

If you''re the kind of person that needs immediate and constant feedback, this isn''t the right asset class for you. If you''re looking to optimize for wealth or own a majority stake in a professional sports team, you''re better off doing buyouts, distressed debt, or hedge funds.

Venture Capital 167

Venture Capital Capital Crowdfunding Hedge Funds 167

Pension Pulse

MAY 24, 2024

You’d never know it to read the latest annual report from the fund’s managers, the CPP Investment Board, which spends much of its nearly 80,000 words boasting how, thanks to the herculean efforts of its employees and the sophisticated investment stratagems of its managers, it eked out an 8-per-cent return on investment for the CPP’s beneficiaries.

Pension Funds 109

Pension Funds Hedge Funds Investing Assets 109

The Motley Fool

NOVEMBER 5, 2024

In addition, our vast data availability, proprietary predictive analytic tools, and insights of our asset management and research teams enhance our ability to anticipate future trends. For the year, we now expect proceeds of $550 million to $600 million in asset sales. trillion of assets owned by public REITs. Jonathan W.

Capital 130

Capital Assets Leveraging Funds 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. per quarter. And DE is up 25%.

Capital 130

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

The Motley Fool

FEBRUARY 27, 2024

We have one of the strongest and most experienced teams of real estate professionals in the cannabis industry, a high-quality portfolio and a conservative and flexible balance sheet with a 12% debt to total gross assets. No variable rate debt, no debt maturities until May 2026. million on that judgment in December.

Taxes 100

Taxes Assets Capital Debt 100

The Motley Fool

AUGUST 8, 2024

It's like a private equity that retail investors can invest in because they also take on debt, they can do things like preferred shares, which are really more like debt than they are like stock, even though it's called preferred shares. Just the assets under management fees. Generally, they don't.

Hedge Funds 130

Hedge Funds Leveraging Prospects Capital 130

The Motley Fool

OCTOBER 11, 2024

We continue to see more pronounced stress in certain customer segments with lower deposit and asset levels where inflation has partially offset strong employment and wage growth. per share of net losses on the sale of debt securities. Both credit card and debit card spend were up in the third quarter from a year ago. Moving to Slide 9.

Banks 130

Banks Assets Investment Banking Investment Banks 130

The Motley Fool

FEBRUARY 15, 2024

That type of rate volatility makes it exceedingly difficult for buyers and sellers of commercial real estate to establish pricing, determine their cost of capital, and compute an IRR on the sale or acquisition of an asset. And as a result, investment management revenues were down quarter over quarter.

Debt 100

Debt Financing Finance Banks 100