The Motley Fool

JANUARY 10, 2024

And such REITs often employ leverage, usually using their loan portfolio as collateral, to enhance returns. In some ways, a mortgage REIT is more like a mutual fund than a company. The answer is institutional investors focused on asset allocation. That list might include pension funds, endowments, and insurance companies.

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Mutual Funds Investing Collateral Pension Funds 243

Pension Pulse

FEBRUARY 10, 2025

Reuters reports that Canadas BCI to buy BBGI infrastructure fund in US$1.32-billion billion deal: Canadas BCI, one of the countrys largest asset managers, will buy BBGI Global Infrastructure S.A. billion all-cash offer from Canadian pension fund manager British Columbia Investment Management (BCI). billion ($1.32-billion),

Pension Funds 59

Pension Funds Education Stakes Asset Management 59

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 Insights

FEBRUARY 9, 2024

billion) for a credit fund for Australia and New Zealand, as it seeks to capitalize on opportunities created by banks retreating from leveraged lending. The Ares Asia Direct Lending fund, the company’s first leveraged buyout vehicle for the region, has deployed over A$1.04 billion) for a credit fund for Australia and.

Leveraged Buyouts 130

Leveraged Buyouts High Net Worth Individuals Pension Funds Buyout 130

Pension Pulse

SEPTEMBER 11, 2023

Willis Towers Watson put out a press release stating the world’s top pension funds see the largest assets fall in 20 years: North America now accounts for nearly half of assets in world’s 300 largest pension funds ARLINGTON, Va., increase in the assets of the largest 300 pension funds in the previous year.

Pension Funds 59

Pension Funds Assets Funds Asset Management 59

The Motley Fool

NOVEMBER 29, 2023

The rest of the portfolio is in industrial assets and an "other" category that includes casinos and vineyards. AGNC's business is to buy portfolios of mortgages using leverage, often backed by the portfolio of mortgages it owns, in an effort to earn the spread between the REIT's interest costs and the interest it collects from the portfolio.

Pension Funds 245

Pension Funds Leveraging Portfolios Funds 245

Private Equity Insights

JANUARY 26, 2024

New and returning investors in Fund VI include private and public pensions, family offices, insurance companies and asset managers. Read more Canada’s Top Pension Funds Embark on Major Private Credit Expansion with C$1.3 Trillion in Assets Six of Canada's biggest pension funds managing C$1.3

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Capital Pension Funds Funds Legal 130

Pension Pulse

MAY 14, 2024

Pension plans and insurers have been piling into funds that invest in equity tranches of collateralized loan obligations in recent months, according to several asset managers who spoke on the condition of anonymity. billion in assets, said the attraction of low default rates for leveraged loans, estimated at 1.5%-2%

Pension Funds 59

Pension Funds Collateral Funds Hedge Funds 59

Private Equity Wire

MAY 13, 2024

The report cites several anonymous asset managers in revealing that pension plans and insurers have been increasingly investing in funds that focus on equity tranches of collateralised loan obligations (CLOs) in recent months.

Pension Funds 59

Pension Funds Hedge Funds Funds Asset Management 59

Private Equity Wire

MARCH 5, 2025

The Los Angeles City Employees Retirement System (LACERS) has approved significant commitments totalling $367m to private credit and private equity funds, as outlined in the materials presented at its 25 February board meeting, according to a report by Pension & Investment Online.

Buyout 45

Buyout Pension Funds Investing Leveraging 45

Private Equity Wire

MARCH 14, 2025

The countrys expanding pension fund capital base and increasing corporate restructuring activity are fuelling strong interest from alternative investment firms worldwide. With lower interest rates expected to further support leveraged buyouts, 2025 is shaping up to be an active year for dealmaking, Deloitte reported.

Leveraged Buyouts 45

Leveraged Buyouts Buyout Private Equity Firms Private Equity Firms 45

Private Equity Insights

JULY 4, 2023

Investors in NPV ESG include KLP, a German occupational pension fund, and a large Nordic pension fund. The fund’s projects will be backed by long-term stable cashflows, backed by robust, credit-worthy PPAs leveraging the team’s OECD-based PPA expertise, as well as regulated revenues.

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Due Diligence Pension Funds Private Equity Firms Private Equity Firms 130

Pension Pulse

NOVEMBER 4, 2024

Ziply is currently owned by a group of private equity funds led by Searchlight Capital, and to fund its purchase, Montreal-based BCE will use $4.2-billion telecom-focused private equity fund WaveDivision Capital, LLC. Pacific Northwest, with operations and assets in Washington, Oregon, Idaho, and Montana.

Pension Funds 59

Pension Funds Debt Stakes Assets 59

Private Equity Insights

MARCH 17, 2023

It has vaulted to the top rungs of the alternative-asset management world by focusing on what it does best: private credit. Yet, like its peers, Ares feels compelled to diversify into other asset classes, such as real estate, infrastructure, and private equity. The attractions of sticking with private credit are obvious.

Pension Funds 130

Pension Funds Buyout Leveraged Buyouts Asset Management 130

The Motley Fool

JUNE 22, 2024

It earns the difference between the yield on the securities it owns and the costs it incurs to invest, which often include interest costs because of the use of leverage in an effort to enhance returns. The use of leverage can enhance returns, but it can also increase losses. There are a lot of moving parts here.

Investing 130

Investing Mutual Funds Pension Funds Leveraging 130

Private Equity Insights

JUNE 8, 2024

Goldman Sachs Asset Management closed its purchase of Norwegian e-learning platform Kahoot! ASA in January with funding from Denmark’s Kirk Kristiansen dynasty, the owners of Lego Group. The shift is catching the eye of major investment banks. Darren Allaway, a London-based managing director in Goldman Sachs Group Inc.’s

Buyout 130

Buyout Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Wire

AUGUST 1, 2024

Global alternative asset manager Ares Management Corporation, has closed its latest private credit fund at $34bn, making its the largest private credit fund ever raised, and reflecting a of high level investor demand for the asset class. ”

Pension Funds 105

Pension Funds Hedge Funds Funds Asset Management 105

Private Equity Insights

JUNE 15, 2023

As with its predecessor equity funds, TA XV will target equity investments in high-quality businesses capable of delivering sustainable growth within the technology, healthcare, financial services, consumer and business services sectors.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Pension Funds Funds 130

Private Equity Wire

JANUARY 28, 2025

The Canadian pension funds acquired Santanders stake in 2016, becoming equal owners. The company also has expertise in concentrated solar power and transmission line technology, positioning it as a key asset in the global energy transition. gigawatts (GW).

Pension Funds 104

Pension Funds Conglomerates Bidding Banks 104

Private Equity Wire

AUGUST 2, 2024

This strategic collaboration aims to tap into the growing demand for private market investments, offering a diversified range of opportunities across various asset classes. The new investment manager will focus on a wide array of private market assets, including private equity, infrastructure, real estate, and private debt.

High Net Worth Individuals 92

High Net Worth Individuals Pension Funds Investing Leveraging 92

Private Equity Wire

OCTOBER 18, 2024

Danish pension fund P+, which serves academics, has appointed Henrik Küseler, in a newly created position as Director and Co-Lead of Strategic Initiatives within its Alternatives team, according to a report by AMWatch.

Pension Funds 96

Pension Funds Leveraging Assets Capital 96

Private Equity Wire

SEPTEMBER 30, 2024

StepStone Group Inc has held the final close of StepStone Secondary Opportunities Fund V (SSOF V) and related separate accounts with $7.4bn of capital commitments. With $4.8bn of aggregate capital commitments, SSOF V is more than double the size of its predecessor fund.

Pension Funds 98

Pension Funds Funds Asset Management Leveraging 98

The Motley Fool

AUGUST 28, 2024

On top of that, REITs like AGNC tend to use leverage to enhance their returns, often backed by the value of their loan portfolio. This isn't the way most income investors think about investing, but it is the way asset allocators and some larger investors do, such as pension funds.

Mutual Funds 130

Mutual Funds Initial Public Offering Investing Pension Funds 130

Pension Pulse

MARCH 17, 2025

Bloomberg reports OMERS hires partner of Temasek-backed fund as Global Head of Private Equity: The Ontario Municipal Employees Retirement System hired Alexander Fraser, a former partner of a Temasek-backed fund, as the global head of its private equity arm. billion) in assets. He starts March 17. billion ($19.1

Private Equity Managers 59

Private Equity Managers Education Buyout Pension Funds 59

The Motley Fool

JUNE 14, 2024

The answer is investors who follow a fairly complex asset allocation model (which should obviously include mortgages as an asset class). In fact, the most common asset allocators are large investors like pension funds, family offices, and endowments. That's not likely to be a small income investor.

Capital 130

Capital Mutual Funds Collateral Pension Funds 130

Private Equity Wire

MARCH 20, 2024

Middle-market private equity and credit investment firm Comvest Partners has closed its sixth flagship private equity fund, Comvest Investment Partners VI (CIP VI), with total capital commitments of $881m. CIP VI attracted commitments from foundations, insurance companies, pension funds, asset managers, consultants and family offices.

Pension Funds 98

Pension Funds Funds Buyout Consultants 98

The Motley Fool

SEPTEMBER 7, 2024

The utility sector tends to be sensitive to interest rates because utilities generally make heavy use of leverage. Brookfield Renewable offers two ways to play Brookfield Renewable hails from Canada and is backed by the investment powerhouse Brookfield Asset Management (NYSE: BAM). There are still some attractive dividend options.

Pension Funds 130

Pension Funds Asset Management Assets Leveraging 130

The Motley Fool

SEPTEMBER 18, 2023

Blackstone (NYSE: BX) recently reached a huge milestone when it surpassed over $1 trillion in assets under management ( AUM ) in the second quarter. It became the first global alternative asset manager to hit that level and will add another notch to its belt when it joins the S&P 500 index later this month.

Investment Banks 130

Investment Banks Investment Banking Banks Hedge Funds 130

The Motley Fool

SEPTEMBER 30, 2024

On top of that, mortgage REITs like Annaly generally employ leverage in an effort to enhance returns. However, it is how institutional investors using an asset allocation model would think about dividends and investing in general. Entities like insurance companies and pension funds could find it a very useful tool.

Capital 130

Capital Initial Public Offering Collateral Pension Funds 130

Private Equity Insights

NOVEMBER 6, 2023

Fund IV received strong support from both existing and new investors comprising a broad range of leading global institutions, including public and private pension funds, consultants, foundations, endowments, and family offices. Source: CISION PR Newswire Can’t stop reading? Read more H.I.G

Best Practices 130

Best Practices Funds Private Equity Firms Private Equity Firms 130

Private Equity Insights

DECEMBER 4, 2023

energyRe will leverage these strategic investments to advance its mission of decarbonizing American cities with abundant, affordable clean power and modern, well-connected electric grids. Glentra will leverage its track record in developing and constructing renewable energy assets in the U.S. energyRe, an independent U.S.

Capital Investments 130

Capital Investments Capital Investing Stakes 130

Private Equity Insights

DECEMBER 4, 2023

energyRe will leverage these strategic investments to advance its mission of decarbonizing American cities with abundant, affordable clean power and modern, well-connected electric grids. Glentra will leverage its track record in developing and constructing renewable energy assets in the U.S. energyRe, an independent U.S.

Capital 130

Capital Investing Leveraging Pension Funds 130

Private Equity Wire

DECEMBER 14, 2023

Fund III will continue Ara’s strategy of investing in the decarbonization of the industrial economy, the greatest source of carbon emissions globally. Ara’s predecessor fund, Ara Fund II, closed in September 2021 at approximately $1.1bn , above its $650m target.

Capital 95

Capital Pension Funds Buyout Leveraging 95

The Motley Fool

FEBRUARY 21, 2024

Mortgage REITs usually use leverage in an effort to enhance returns, with the mortgage securities they own acting as collateral. That can force mortgage REITs to sell assets at depressed prices to cover the call. Tread carefully with ultra-high yields Sometimes Wall Street does, indeed, throw the baby out with the bathwater.

Capital 130

Capital Collateral Pension Funds Assets 130

The Motley Fool

DECEMBER 21, 2023

Then there's the fact that mortgage REITs like Annaly tend to use leverage to enhance returns. The portfolio of mortgages is often used as collateral for that leverage, which can be a problem if CMO values fall dramatically. Annaly's function is to provide direct exposure to mortgages for investors that focus on asset allocation.

Capital 130

Capital Collateral Pension Funds Leveraging 130

The Motley Fool

DECEMBER 6, 2023

Essentially, during the lean times, it can take on debt to keep funding its business and dividend while it waits for better days. When energy prices recover, as they always have historically, the company reduces its leverage to prepare for the next downturn. As the names suggest, one is a partnership and the other a normal corporation.

Pension Funds 130

Pension Funds Asset Management Assets Debt 130

Private Equity Insights

DECEMBER 13, 2023

Fund III will continue Ara’s strategy of investing in the decarbonization of the industrial economy, the greatest source of carbon emissions globally. Ara’s predecessor fund, Ara Fund II, closed in September 2021 at approximately $1.1bn , above its $650 million target.

Funds 130

Funds Bidding Private Equity Firms Private Equity Firms 130