Pension Pulse

SEPTEMBER 12, 2023

At C$146 billion, equivalent to a quarter of the entire C$575 billion pension fund for some 21 million Canadians and forecast to grow bigger every year, Kim leads a program that is also heading into unchartered territory. focus on Quality in a challenging Market Kim is also preparing for tougher returns in the asset class ahead.

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

Pension Pulse

SEPTEMBER 6, 2023

Through our supervision activities, APRA has continued to address these issues with RSE licensees since the conclusion of the review," APRA said in a release that did not name any funds. Private assets are popular in Australia's A$2.4 Regulators are pushing private equity firms to do a better job when it comes to valuing their assets.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

Pension Pulse

JULY 3, 2024

Sarah Rundell of Top1000funds reports AIMCo talks total portfolio approach, private credit, and risk: Alberta Investment Management Corporation, AIMCo, the $160 billion asset manager for pensions, endowments and insurance groups in Canada’s western province, is developing a total portfolio approach in private assets.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

Pension Pulse

AUGUST 8, 2023

Mr. Hill will join OMERS in September, the public pension fund announced Wednesday, and report to Ralph Berg, who took over as the chief investment officer in April. The infrastructure portfolio owns 30 assets in North America, Europe and the Asia-Pacific region, and has more than 90 investment professionals. to the end of 2022.

Venture Capital 52

Venture Capital Capital Pension Funds Startups 52

Fortune Financial

AUGUST 7, 2023

Types of Alternative Investments Alternative investments are non-traditional investment options that offer diversification, unique opportunities and potential higher returns beyond conventional asset classes like stocks and bonds. between 2015 and the end of 2021. trillion in 2015 to$13.32

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Types of Alternative Investments Alternative investments are non-traditional investment options that offer diversification, unique opportunities and potential higher returns beyond conventional asset classes like stocks and bonds. between 2015 and the end of 2021. trillion in 2015 to$13.32

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Pension Pulse

OCTOBER 23, 2024

Silas Brown and Kat Hidalgo of Bloomberg report Florida pension to offload up to $4 billion of private credit: The Florida State Board of Administration is looking to sell a bundle of private credit stakes worth as much as $4 billion in what would be one of the largest deals of its kind, according to people with knowledge of the matter.

Funds 59

Funds Stakes Due Diligence Assets 59

Pension Pulse

MAY 17, 2023

The 77-year-old billionaire told the Financial Times that big asset managers had competed aggressively to lend to the largest private equity groups as money poured into their coffers in 2020 and 2021, raising questions over the due diligence the funds conducted when they agreed to provide multibillion-dollar loans.

Debt 52

Debt Pension Funds Banks Due Diligence 52

Pension Pulse

AUGUST 21, 2024

UPP’s investment in Rowan, an asset with inflation-hedging characteristics, aligns with UPP’s strategy to offer members pension security while reducing inflation risk. billion in climate solutions, which are companies, assets, and technologies that can help mitigate the impacts of climate change or adapt to a changing climate.

Investing 59

Investing Assets Due Diligence Funds 59

Pension Pulse

JUNE 12, 2024

annual rate of return and maintains healthy funded status in 2023: Toronto, ON – University Pension Plan Ontario (UPP) today released its 2023 Annual Report outlining performance and development from its second full operational year. annual rate of return, growing net assets to $11.7 UPP ended the year with a 10.2%

Liabilities 59

Liabilities Assets Leveraging Due Diligence 59

Pension Pulse

JANUARY 23, 2024

All assets are prime grade and adopt industrial leading ESG practices including roof top solar, dense forests cover and active energy management. As the press release states, all assets are prime grade and adopt industrial leading ESG practices including roof top solar, dense forests cover and active energy management.

Investing 59

Investing Mergers and Acquisitions Assets Due Diligence 59

Pension Pulse

JANUARY 25, 2024

James Bradshaw of the Globe and Mail reports Teachers' invests in portable battery company aiming to replace gas-powered generators: Ontario Teachers’ Pension Plan is leading a US$95-million funding round for Instagrid GmbH, a German maker of portable battery systems designed to replace gas-powered generators.

Investors 59

Investors Funds Startups Assets 59

The Big Picture

DECEMBER 5, 2023

They run over $27 billion in, in assets. And we did talk to a lot of people, but we were grateful to have a college endowment, a a publicly traded insurance company, a publicly traded company, corporations pension fund, and some wealthy individuals join our first fund, which was a mighty $71.4

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

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

Sara Grillo

FEBRUARY 13, 2023

So the greenwashing underneath the fund is a whole nother layer that most regular people cannot go that deep into due diligence and figure this out. 0:44:46.8 : Or it’s like Florida and Louisiana divesting their pension funds from anything BlackRock-related. Pension funds, endowments, etc.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

The Big Picture

JANUARY 15, 2025

At the Money: Lessons in Allocating to Alternative Asset Classes. January, 15, 2025) Hedge funds, venture capital, private equity, and private credit have never been more popular. Investors have lots of questions when allocating to these asset classes: How much capital do you need? or more challenging. Is it bonds plus?

Hedge Funds 59

Hedge Funds Venture Capital Due Diligence Funds 59

The Big Picture

FEBRUARY 28, 2023

They run over $135 billion in assets. And I went to pitch this asset management guy on why he should come be a part of that process. LAYTON: So every client that we have, every asset that we own is a result of somebody getting on an airplane and — RITHOLTZ: Right. I think we are very much an owner of assets.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

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. Returns were offset by losses in fixed income due to continued high interest rates and weak performance in public equities as global markets declined.

Investing 59

Investing Buyout Stakes Assets 59

The Big Picture

MARCH 12, 2024

There were financial experiments where the borrower hadn’t been through due diligence. No income, no job, no assets were exactly ninja, Sean Dobson : No pulse seems reasonable. We’re we’re the quant shop in real estate, in the quant shop in physical assets. The LTV was very high.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

The Big Picture

DECEMBER 20, 2022

And that, quite frankly, was the beginning of the of the asset class. And emerging market is not this homogeneous asset class. And you can see, you know, assets have gone. And if you look on your Bloomberg screen today, on that day, the asset went from 6 cents to 12 cents — RITHOLTZ: Wow. KOENIGSBERGER: Yeah.

Hedge Funds 64

Hedge Funds Debt Banks Assets 64

The Motley Fool

JANUARY 29, 2025

In the fourth quarter, our operating metrics included organic subscription run rate growth of 8%, excluding FX headwinds, and 7% on a reported basis; asset-based fee run rate growth of 15%; and a retention rate of 93%. billion from one of our large pension fund clients. based asset manager, displacing a major incumbent provider.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

Pension Pulse

NOVEMBER 22, 2024

officials allege: Senior executives at Quebec’s provincial pension fund manager tried to win contracts by paying Indian officials hundreds of millions of dollars in bribes and interfered with corruption investigations in the United States, American prosecutors allege. The charges filed by the U.S.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds New York Stock Exchange Stock Exchanges 59

Pension Pulse

MARCH 20, 2025

overseas investments as trade tensions rise: Ontario Teachers' Pension Plan is reassessing its appetite for U.S. investments in the face of tariffs and trade tensions, looking for ways to boost the share of its overseas assets as economic risks rise. The pension funds 2024 returns fell short of its internal benchmark of 12.9

Pension Funds 59

Pension Funds Assets Liabilities Funds 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

Private Equity Wire

MARCH 24, 2025

The Pennsylvania Municipal Retirement System (PMRS) is actively evaluating private credit as part of its US-focused investment strategy while seeking broader asset diversification, according to a report by Bloomberg citing CEO Timothy Reese.

Due Diligence 51

Due Diligence Pension Funds Assets Funds 51

The Big Picture

APRIL 11, 2023

DAMODARAN: Or it could be some unique characteristic, pension funds pay no taxes. How important is it for a mature company to have a mature CEO to come in and maximize their assets? DAMODARAN: We’re going to do our due diligence. We also tell them to do due diligence. RITHOLTZ: Right.

Education 119

Education Finance Financing Taxes 119

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