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) Debt 130

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

Private Equity Wire

FEBRUARY 29, 2024

For some investment professionals, they may simply like the idea of working more flexibly or part-time without the need to make substantial early “toil” investments in their team, operations, infrastructure and legals. It’s a sign of the times and there’s increasing talk about deal-by-deal somehow constituting its own “asset class”.

Due Diligence 97

Due Diligence Prospects Capital Funds 97

Diamond Consultants

MAY 3, 2022

By our count in 2021 alone some 19 teams managing over $88B in assets transitioned from private banks. This is the key to your legal risk. Seek legal counsel to understand your requirements and risks, then plan accordingly. Get familiar with your employment agreement. Be realistic about the strength of your team.

Legal 52

Legal Banks Assets Education 52

The Motley Fool

MAY 7, 2024

But a fiduciary is someone who is legally obligated to put your interests first. These days more people are charging an assets under management fee. We'll talk about this a little bit more later on. You would think that all financial professionals should be held to that standard, but that's not the case.

Accounting 245

Accounting Finance Financing Consultants 245

The Motley Fool

OCTOBER 11, 2024

billion or 17%, but excluding the prior year's net investment securities losses, it was up 10% on higher asset management and investment banking fees and markets revenue was up $535 million or 8% year on year. billion, up 9% year on year largely driven by fee growth on higher market levels and volumes. Expenses of $22.6

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

FEBRUARY 2, 2024

Our finance, accounting, legal, and real estate investment teams have had a busy year-end and beginning of 2024, closing over $1.2 New supply looks to be manageable in most of our submarkets there, but we are actively monitoring our two recently built high-rise assets in the St. billion in refinancing of sales transactions.

Debt 130

Debt Taxes Capital Assets 130

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

OCTOBER 15, 2024

But overall activity is fine, unemployment is low and wage growth is steady, both of which bode well for the consumer overall and for consumer asset quality. On asset quality a few quarters ago we told you that consumer credit losses would go down this quarter, given delinquency trends we had seen at the time.

Banks 130

Banks Leveraging Assets 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 Finance Financing 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. For my prepared remarks, I plan to highlight our leasing progress for our vacant and under-development assets.

Taxes 100

Taxes Assets Capital Debt 100

The Motley Fool

APRIL 12, 2024

billion or 12% driven by higher firmwide asset management and Investment Banking fees as well as lower net investment securities losses. This quarter's higher RWA is largely due to seasonal effects, including higher client activity in Markets and higher risk weights on deferred tax assets, partially offset by lower Card loans.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Investment Banks Investment Banking 130

The Motley Fool

JULY 14, 2023

CCB client investment assets were up 18% year on year. billion, or 8% year on year, primarily driven by higher compensation expense, including wage inflation and higher legal expense. Client investment assets were up 18% year on year, driven by market performance and strong net inflows across our advisor and digital channels.

Banks 130

Banks Liabilities Capital Assets 130

Hedgestone

JUNE 18, 2024

Valuation expertise to price businesses accurately Marketing strategies tailored to attract serious buyers Negotiation skills to secure favorable deals Handling of paperwork and legalities efficiently Moreover, their negotiation skills can be the difference between a good deal and a great one. What is the management fee for a broker?

Management Fees 52

Management Fees Leveraging Fee Structure Professional Services 52

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. They could simply carry on trying to maximize returns.

Investing 52

Investing Collateral Pension Funds Asset Management 52

The Motley Fool

MAY 28, 2024

Bill Mann: It's funny because stock buybacks are thought to be a very efficient way to return cash to existing shareholders in the form of there's not much in the way of tax, and every share of stock you should think of as being a perpetual claim on earnings and assets of a company. I feel like that's legally required.

Taxes 130

Taxes Accounting Education Shareholders 130

The Motley Fool

MAY 2, 2024

First, we moved to a consistent measure of profitability of operating income across each segment of our business that excludes amortization of acquired intangible assets. John Fox -- Fenimore Asset Management -- Analyst Hi, Thank you. John Fox -- Fenimore Asset Management -- Analyst OK. Your line is open.

Liabilities 130

Liabilities Shareholders Asset Management Portfolios 130

The Big Picture

JUNE 7, 2023

And that is why you’re seeing the massive increase in multi manager assets and those assets have more than doubled since 2017. So to clarify, some people’s called activity fees, the the profit participation is only on returns over and above what the SPF is generally. That trend looks to be continuing.

Hedge Funds 110

Hedge Funds Funds Capital Returns 110

The Motley Fool

FEBRUARY 22, 2024

eXp Realty North America and International represent our path to overall revenue growth powered by our cloud-based asset-light model, which allows us to continue iterating on our superior agent value proposition. So, there's definitely what we call risk management. Obviously, we're defending a ton of these commission-based lawsuits.

Legal 100

Legal Management Fees Leveraging Accounting 100

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 Pension Funds Assets 52

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 Consultants Consulting 52

The Motley Fool

SEPTEMBER 5, 2023

Only a small portion of its network still uses these cables, and it would likely take the legal system years to establish financial culpability, if any exists. Without federal reform, multi-state operators (MSOs) have been entirely reliant on legalizations in individual states to expand. Image source: Getty Images.

Legal 246

Legal Liabilities Exchange-Traded Funds Management Fees 246

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. MIELLE: Well, I mean, it was a fairly new asset class. New asset class for this type of investing as well. But it was very tiny.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Motley Fool

SEPTEMBER 25, 2024

Mary Long: From an investing perspective, one of the things that we often love about Airbnb is that it's incredibly asset light. What are the pros and cons of going at it yourself or hiring a property manager to handle this stuff? Scott Trench: Well, the property management fee is going to be 30%.

Investors 244

Investors Taxes Debt Legal 244

The Motley Fool

AUGUST 3, 2023

As we noted then, and I think it's worth repeating here, we are, of course, first and foremost focused on maximizing the value of each of our properties and having tenants with strong teams that can manage their businesses successfully through the inevitable ups and downs of this industry.

Debt 189

Debt Legal Capital Portfolios 189

The Motley Fool

JANUARY 15, 2025

Excluding the prior year's net investment securities losses, it was up 21%, largely on higher asset management fees and investment banking fees. And in AWM, we had record long-term net inflows of 234 billion, positive across all channels, regions, and asset classes. AUM of 4 trillion and client assets of 5.9

Banks 243

Banks Investment Banks Investment Banking Capital 243

The Motley Fool

AUGUST 1, 2024

As an operating business, we're able to use cash flows, as well as proceeds from equity and debt financings to accumulate Bitcoin, which serves as our primary treasury reserve asset. Being an operating company, our Software Technology business remains our core revenue and cash flow generator.

Debt 246

Debt Leveraging Capital Shareholders 246

Pension Pulse

NOVEMBER 14, 2024

Barbara Shecter reports fired AIMCo chair disputes Alberta’s narrative on costs in letter to Horner: The former interim chair of Alberta Investment Management Corp. Contrary to skyrocketing costs and poor performance, he said AIMCo is a low-cost manager compared to similar funds and has “solidly” exceeded benchmarks over the years. “It

Management Fees 59

Management Fees Asset Management Pension Funds Assets 59

Pension Pulse

NOVEMBER 7, 2024

He called out a sharp increase in third-party management fees, expanded staffing and higher wage and benefits costs, “without a corresponding increase to return on investment.” He said AIMCo’s clients were not informed in advance of the changes, citing legal considerations. billion in assets under management.

Pension Funds 64

Pension Funds Management Fees Finance Financing 64

The Motley Fool

FEBRUARY 11, 2025

The expense ratio is paid by investors and helps cover operating costs for running the fund, including management fees (if applicable), marketing and administrative expenses, legal fees, and much more. With the recent slash in fees, here are two Vanguard ETFs to buy right now.

Mergers and Acquisitions 147

Mergers and Acquisitions Mutual Funds Exchange-Traded Funds Banks 147

Private Equity Insights

MARCH 13, 2025

Currently, private equity represents less than 1% of defined contribution plan assets, yet firms such as Apollo Global Management, Blackstone, and KKR see significant growth potential. Advocates argue that private markets offer diversification and potentially higher returns compared to traditional publicly traded assets.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Fee Structure Pension Funds 147

The Big Picture

JANUARY 7, 2025

The Raymond James platform manages $1.6 trillion in total assets and advises on a whole lot more. When it comes to any asset management business, Barry, two things important. And the stream I picked was I do the capital raising to, that enables the asset management industry engine to turn.

Capital 52

Capital Hedge Funds Buyout Funds 52

Pension Pulse

NOVEMBER 21, 2024

AIMCo is Canada’s sixth-largest pension fund manager, investing money on behalf of 17 clients. The pension plans that account for the bulk of its assets have hundreds of thousands of members in Alberta including municipal and health workers, public servants, teachers, university professors, police officers and judges.

Pension Funds 64

Pension Funds Finance Financing Consultants 64

The Motley Fool

NOVEMBER 7, 2024

We continue to have one of the lowest levered balance sheets in the REIT industry at 11% debt to total gross assets, no variable rate debt, and no debt maturities until May 2026. We are pleased to see that these facilities are complete and are focused on bringing the success to our remaining assets under redevelopment.

Legal 244

Legal Debt Assets Banks 244