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 14, 2023

trillion in assets, 9.4 We deliver durable long-term investment performance by executing on alpha opportunities, sourcing unique deals, and managing risk. The foundation of a market-leading asset management platform is comprehensive, high-quality investment products with strong long-term investment performance.

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Asset Management Assets Banks Debt 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). When they underperform, they refund as much as 25% of their performance fees.

Investing 70

Investing Performance Fees Startups Management Fees 70

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

However, it recorded weaker performance in private equity, following double-digit returns over the past few years, while its office real estate holdings were affected by a structural transformation, including a significant shift to mobile work, offset by investments in the logistics segment of commercial real estate. per cent. “In

Pension Funds 52

Pension Funds Assets Debt Financing 52

Pension Pulse

MAY 24, 2023

per cent for the fiscal year ended March 31, ending the year with net fund assets of $570 billion compared to $539 billion a year earlier. The $31 billion increase in net assets this year consisted of $8 billion in net income and $23 billion in net transfers from the Canada Pension Plan (CPP). CPP said it earned 1.3

Investing 52

Investing Stakes Assets Pension Funds 52

The Big Picture

OCTOBER 17, 2023

They’re also owned by a foundation, something that’s rather rare in the finance industry. And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. 00:24:31 [Speaker Changed] We refund the fee. What is that?

Investing 52

Investing Capital Returns Shareholders 52

The Big Picture

JUNE 13, 2023

Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president.

Banks 57

Banks Asset Management Assets Capital 57

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. How did you end up in finance? Because a lot of the Stanford MBA graduates tend to find their way into technology, not finance. I had read books about him, and so I thought that seems a very interesting mix of finance, but also strategy.

Hedge Funds 112

Hedge Funds Funds Assets Financing 112

The Motley Fool

JULY 28, 2023

This represents -- as we've talked before, 85% of the value of the S&P 500 is really tied back to intangible assets. You know, we've now invested in hundreds of colleagues with a truly unique market-leading platform to really help understand this opportunity and these risks and these -- the value of these assets.

Capital 100

Capital Business Services Liabilities Debt 100

The Big Picture

FEBRUARY 28, 2023

They run over $135 billion in assets. That’s kind of unusual these days, you went straight to the Partners Group after you got a Bachelor’s in Finance from Brigham Young University and the Marriott School of Management, and you’ve stayed there your entire career. I think we are very much an owner of assets.

Assets 57

Assets Due Diligence Private Equity Firms Private Equity Firms 57

The Motley Fool

APRIL 12, 2024

With supportive markets and more optimistic sentiment from clients, we're confident in our ability to both grow assets on behalf of clients and drive profitable growth for our shareholders. Total annualized organic base fee growth of 1% reflected seasonally softer flows earlier in the quarter before coming back to target in March.

Performance Fees 130

Performance Fees Assets Leveraging Shareholders 130

The Motley Fool

JANUARY 12, 2024

Today, we are announcing two transformational changes in anticipation of the evolution we see ahead for the asset management industry and for the entire global capital markets. We've spoken throughout the year about what conditions we'd expect to bring investors out of cash and into risk assets. Operating income of 6.6 increased by 7%.

Assets 130

Assets Shareholders Capital Asset Management 130

The Motley Fool

JULY 15, 2024

Clients entrusted us with over 80 billion of net new assets. We generated 3% annualized organic base fee growth, our highest second quarter in three years. trillion in assets under management, 10.6 Higher performance fees and technology services revenue also contributed to revenue growth. trillion.

Assets 130

Assets Liabilities Leveraging Asset Management 130

The Motley Fool

JANUARY 25, 2024

We were the first alternative manager to surpass $1 trillion of assets under management. We are pleased that BX shares ranked in the top 20 best performing out of the 500 stocks in the S&P 500 Index last year. public company by market cap, exceeding the market value of all other asset managers.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

JULY 18, 2024

This should be very positive for Blackstone's asset values and provide the foundation for a significant realization cycle over time. This data also alerts us to major paradigm shifts, which is essential for any top-performing asset manager. As the largest alternatives firm in the world with nearly $1.1 billion of a $7.5

Assets 130

Assets Capital Financing Finance 130