The Motley Fool

JUNE 13, 2024

The ETF is heavily weighted toward just three market sectors that are all known for containing high-yield stocks: Real estate, utilities, and finance. The management fee is a very low 0.07%. The only material sector overlap with the SPDR ETF is in financials, where this Schwab ETF invests about 17% of its assets.

Exchange-Traded Funds 246

Exchange-Traded Funds Debt Assets Management Fees 246

The Motley Fool

FEBRUARY 19, 2024

A family office may offer financial planning, investment management, tax expertise, and charitable giving opportunities. These offices can be set up for a specific family and handle their finances exclusively, or cater to multiple high-net-worth families.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

The Motley Fool

JANUARY 16, 2024

Known for offering innovative crypto-related financial products like its Web3 Index Fund and Bitwise 10 Crypto Fund , Bitwise has become a leader in blending cryptocurrencies with traditional finance. Bitwise's Bitcoin ETF (NYSEMKT: BITB) offers the cheapest exposure to Bitcoin since it has waived all management fees.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Exchange-Traded Funds Asset Management Assets 130

The Motley Fool

AUGUST 7, 2024

There is some time involvement: You'll need to open a brokerage account and research different assets and investment strategies. But after that, a lot of buy-and-hold investing strategies don't take a ton of ongoing management. That means you get regular payouts in addition to any portfolio gains if the asset appreciates in value.

Exchange-Traded Funds 246

Exchange-Traded Funds Legal Management Fees Assets 246

The Motley Fool

JULY 10, 2023

So what NextEra Energy Partners has been using a unique financing strategy to fund acquisitions to deliver on its ambitious dividend growth target (12% to 15% annually through 2026). It has secured several convertible equity portfolio financings (CEPF) with institutional investors like private equity funds.

Buyout 130

Buyout Financing Finance Management Fees 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. We've also continued to produce positive results in our asset management business.

Capital 130

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

The Motley Fool

JULY 6, 2023

NextEra Energy Partners recently unveiled a plan to significantly reduce its near-term financing needs. It expects to sell its remaining natural gas pipeline assets over the next few years. This decline has pushed the company's dividend yield up to 5.8%.

Financing 100

Financing Finance Management Fees Assets 100

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

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 company plans to evaluate additional asset sales and joint-venture opportunities, as well as explore limited secured debt financing options. Who's right?

Prospects 130

Prospects Earnings Before Interest Amortization Depreciation 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

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

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) Leveraging Asset Management 130

The Motley Fool

AUGUST 3, 2023

During this call, certain comments and statements we make may be deemed forward-looking statements within the meaning prescribed by the securities laws, including statements related to the future performance of our portfolio, our pipeline of potential acquisitions and other investments, future dividends and financing activities. We had a 19.3%

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Debt Asset Management Capital 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

Private Equity Wire

FEBRUARY 29, 2024

It’s a sign of the times and there’s increasing talk about deal-by-deal somehow constituting its own “asset class”. In a tough fundraising environment, it’s no surprise that deal-by-deal is getting more attention and attracting more hype.

Due Diligence 97

Due Diligence Capital Prospects Funds 97

The Motley Fool

AUGUST 1, 2024

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. Collectively, our partner managers now manage over $1.8 trillion, giving us an unparalleled view over the alternative asset management industry.

Capital 130

Capital Mergers and Acquisitions Management Fees Assets 130

Pension Pulse

FEBRUARY 16, 2024

pic.twitter.com/17sGoSfLRn — Barchart (@Barchart) February 15, 2024 Moreover, the risk of a recession is rising, which never augurs well for risk assets: ?WARNING? Summers (@LHSummers) February 16, 2024 Needless to say, if the Fed is forced to raise rates instead of cutting them, it's going to hit risk assets and the economy very hard.

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

The Motley Fool

JULY 26, 2024

But you mentioned their equities trading, which was really strong, their investment banking fee growth, which was 29% year over year, which came from a very low bar, but now more companies are going public, more M&A activities happening, and the banks are a big beneficiary of that. People were overpaying for a depreciating asset.

Banks 130

Banks Investment Banks Investment Banking Portfolios 130

ClearMoney

MARCH 1, 2022

Similarly, evolution in finance has etched away the apparent cut-and-dried distinction between active and passive investing. 2 It is reasonable to assume a portion of that trading activity represented asset allocation changes motivated by market viewpoints, rather than buy-and-hold position accumulation. Dimensional Japan Ltd.,

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Education Assets 52

ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

Mutual Funds 52

Mutual Funds Assets Banks Accounting 52

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 Assets Management Fees 130

ClearMoney

SEPTEMBER 24, 2021

We’ve learned a lot about investing over the past 60 years, a period that has seen many breakthroughs in the world of finance. French, “Luck versus Skill in the Cross-Section of Mutual Fund Returns,” Journal of Finance 65, no. The following is provided by Dimensional Fund Advisors. Fama and Kenneth R. 5 (2010): 1915–1947.

Mutual Funds 52

Mutual Funds Investing Taxes Stock Market 52

The Motley Fool

JANUARY 21, 2024

Stocks and cryptocurrencies with market caps below $200 million are below the coverage threshold, and the same limit applies to the net asset value (NAV) of ETFs. The early winners, by the numbers ETF Name and Ticker Net Asset Value (NAV) Average Daily Volume (number of shares) Annual Management Fees Grayscale Bitcoin Trust $25.2

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

APRIL 29, 2024

We believe the introduction of spot bitcoin ETPs further evidences the maturation of bitcoin as an institutional grade asset class with broader regulatory recognition and institutional adoption. Debt financing. Bitcoin ETPs also benefit from this, offset by the management fees that are charged for those products.

Leveraging 246

Leveraging Debt Assets Capital 246

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. We're buying as well as financing several firms that design, build, and service data centers. We are also actively investing in other companies in AI-related areas.

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

JULY 12, 2024

billion or 21%, largely driven by higher investment banking revenue and asset management fees. In banking and wealth management, revenue was down 5% year on year, reflecting lower deposits and deposit margin compression, partially offset by growth in wealth management revenue. NIR ex markets was up 7.3

Banks 130

Banks Capital Assets Financing 130

The Motley Fool

JULY 12, 2024

This was partially offset by higher yields on earning assets. Nonperforming assets increased 5% from the first quarter, driven by the higher commercial real estate office nonaccruals. On Slide 15, wealth and investment management revenue increased 6% compared with a year ago. Moving to Slide 9.

Banks 130

Banks Assets Investment Banks Capital 130

The Motley Fool

FEBRUARY 7, 2024

As a 27-year veteran of Prudential, Yanela is a seasoned executive who brings a deep understanding of our business and industry as well as significant finance, operations, and leadership experience. PGIM, our global investment manager, had lower other related revenues driven by lower incentive fees and agency income, and higher expenses.

Capital 130

Capital Mergers and Acquisitions Assets Liabilities 130

Pension Pulse

FEBRUARY 22, 2024

31, CDPQ's net assets totaled C$434 billion ($327.4 For 2023, by asset class, equities, which comprises equity markets and private equity, returned a net 10.1%, below its benchmark of 14.3%. Real assets (which comprise the real estate and infrastructure portfolios) returned a net 2.2%, but that still beat its benchmark of -4.3%.

Returns 59

Returns Pension Funds Assets Debt 59

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. And DE is up 25%.

Capital 130

Capital Stakes Securities and Exchange Commission (SEC) Management Fees 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

Sara Grillo

APRIL 11, 2022

He does not take custody of assets or have discretion. After the session, he provides them with a 3-5 page letter containing recommendations which they then implement on their own or hire an investment manager to execute. He is also agnostic as to where the clients’ assets are held. His service focuses solely on advice.

Portfolios 52

Portfolios Investors Consulting Consultants 52

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

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

Pension Pulse

AUGUST 17, 2023

The Caisse’s net assets rose to $424 billion as of June 30, 2023, up from $402 billion a year earlier. On some assets, we’ve already reduced the value significantly over the past few years (such as shopping centres and offices), so I believe most of the depreciation linked to structural changes is behind us.” per cent. “In

Pension Funds 52

Pension Funds Assets Debt Financing 52

The Motley Fool

JANUARY 12, 2024

On net adjusted basis, we generated a 90 basis-point return on assets and a 15% return on tangible common equity. Adjusted full year revenue grew 5% on a back of 9% NII improvement and strong asset management fees and sales and trading results. trillion of total assets, up 27 billion from the third quarter.

Banks 130

Banks Taxes Accounting Assets 130

The Big Picture

OCTOBER 14, 2023

which has $34 billion in assets under management. We discuss the firm’s unique fee arrangement: For institutional accounts of $100 million and up, they pay a base fee 33% of outperformance versus the benchmark (and no management fee).

Investing 70

Investing Performance Fees Startups Management Fees 70