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. Professional Liability and General Liability portfolios. General Liability and Professional Liability product lines within our Insurance segment.

Liabilities 130

Liabilities Shareholders Asset Management Portfolios 130

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

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 Management Fees Assets 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

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.

Capital 130

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

The Motley Fool

OCTOBER 11, 2024

iShares' fixed-income ETF assets now stand at over $1 trillion, nearly 40% higher than at year-end 2021. The combination triples infrastructure AUM and doubles private markets run-rate management fees. BlackRock manages more than $300 billion of assets across model portfolios and separately managed accounts for wealth managers.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 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

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 Liabilities Capital Collateral 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

The Motley Fool

OCTOBER 17, 2024

We also stated our belief that an easing of the cost of capital would be very positive for Blackstone's asset values and would be a catalyst for transaction activity, including deployment and ultimately, realizations, which in turn fuel fundraising. The alternative industry still represents a small portion of investable assets globally.

Debt 130

Debt Management Fees Assets Financing 130

The Motley Fool

FEBRUARY 7, 2024

Prismic will enhance our mutually reinforcing business system and drive future growth by leveraging our differentiated brands, global asset and liability origination capabilities, and multichannel distribution. PGIM's assets under management increased 6% to $1.3 Turning to Slide 5. Results of our U.S.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Liabilities 130

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. Our long-term capital provides the flexibility and firepower to invest while affording us the patience to sell assets when the time is right.

Assets 130

Assets Debt Banks Capital 130

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.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 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.

Capital 147

Capital Asset Management Securities and Exchange Commission (SEC) Assets 147

The Motley Fool

APRIL 30, 2024

The real estate group, which focuses on nontraditional niche asset classes, continues to generate excellent returns. What started out as strictly an owner of excess MSRs today is a full-scale asset manager with capabilities in credit, real estate, obviously, all kinds of lending businesses as well as in the mortgage space.

Capital 130

Capital Enterprise Values Assets Banks 130

The Motley Fool

JULY 14, 2023

CCB client investment assets were up 18% year on year. Client investment assets were up 18% year on year, driven by market performance and strong net inflows across our advisor and digital channels. Asset and wealth management reported a net income of 1.1 And overall client assets of 4.6 Revenue of 4.6

Banks 130

Banks Liabilities Capital Assets 130

The Motley Fool

AUGUST 3, 2023

Jim Connolly -- Executive Vice President, Asset Management Thanks Jeff. Can you just provide a little bit more detail on the expected proceeds and that you expect to generate and maybe book and sort of the pricing on that asset sale? We're not getting into a lot of detail on that asset sale. Good morning. We had a 19.3%

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

OCTOBER 11, 2024

We continue to see more pronounced stress in certain customer segments with lower deposit and asset levels where inflation has partially offset strong employment and wage growth. Nonperforming assets decreased 3% in the second quarter, driven by lower commercial real estate nonaccrual loans. It's an asset-sensitive balance sheet.

Banks 130

Banks Assets Investment Banks Investment Banking 130

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

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

AUGUST 2, 2023

As we look ahead, we are well positioned as a global leader at the intersection of asset management and insurance. PGIM, our global active Investment manager, has diversified capabilities in both public and private asset classes across fixed income, equities, and alternatives. Moving to Slide 5.

Assets 100

Assets Capital Liabilities Asset Management 100

The Motley Fool

OCTOBER 30, 2024

Year-to-date 2024, the price of Bitcoin has appreciated, spurred notably by the approval of the bitcoin exchange-traded products, or ETPs, which has drawn considerable institutional attention to the asset class. We are a publicly traded company that has adopted bitcoin as our primary treasury reserve asset. So what does this mean?

Leveraging 130

Leveraging Shareholders Debt Capital 130

The Motley Fool

MARCH 20, 2024

Our search revenue grew multiple times year on year in 2023 as we ramped up monetization on these under-monetized assets. We've spent many years building a solid base for fintech services in the form of our widely used payment services with our strict adherence to regulatory requirements and with careful risk management.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

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

Pension Pulse

DECEMBER 16, 2024

Canadas largest public pension funds, commonly referred to as the Maple Eight, collectively manage approximately $2-trillion in assets, reflecting the winning formula of independent governance, scale, geographical diversification, and top-tier investment and managerial talent. One problem this money is not theirs.

Pension Funds 59

Pension Funds Funds Liabilities Assets 59

The Motley Fool

OCTOBER 11, 2024

NII ex-markets was up $274 million or 1%, driven by the impact of balance sheet mix and securities reinvestment, higher revolving balances in card, and higher wholesale deposit balances, predominantly offset by lower deposit balances in banking and wealth management and deposit margin compression. trillion and client assets of $5.7

Banks 130

Banks Assets Capital Mergers and Acquisitions 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

JANUARY 12, 2024

In banking and wealth management, revenue was up 6% year on year, reflecting higher NII on higher rates, largely offset by lower deposits with average balances down 8% year on year. Client investment assets were up 25%, driven by market performance and strong net inflows. In fact, it's been a record year for retail net new money.

Banks 130

Banks Capital Assets Investment Banks 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 Investment Banking 130

The Motley Fool

JANUARY 15, 2025

Average loans declined throughout the year as credit card -- as growth in credit card balances was offset by declines in most other asset classes, reflecting weak loan demand as well as credit tightening actions. We have enhanced our customer relationship management capabilities for our bankers and advisors. Moving to Slide 9.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

FEBRUARY 21, 2024

As an example, we know the most valuable tangible asset we own is our database of consumers. Before I turn the call over to the team, I wanted to provide a short summary on our 16-company Medici portfolio, a noncore asset that many holders have requested an update on. We know that our homeowners have assets.

Assets 130

Assets Banks Shareholders Portfolios 130

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

The Motley Fool

FEBRUARY 2, 2024

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. And we believe 30% to 40% of the new supply in those markets may compete directly with Camden's assets. yield after management fees and actual capex and generated a 10.6%

Debt 130

Debt Taxes Capital Assets 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 Financing Finance 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

JANUARY 16, 2025

We produced 83 basis points return on assets and 13% return on tangible common equity. Asset quality stabilized and remained strong with net charge loss declining modestly from third quarter. And investment brokerage fees rose 21%, with both assets under management flows and market levels contributing nicely to the growth.

Banks 130

Banks Leveraging Capital Accounting 130