The Motley Fool

JANUARY 15, 2025

Here's a rundown of how Ackman wants to take a majority stake in Howard Hughes and use it to kick-start his plan to create the Berkshire Hathaway for the modern era. Ackman wants to own even more of Howard Hughes Holdings Apparently, a nearly 38% stake doesn't appear to be enough for Ackman. The billionaire owns 37.6%

Hedge Funds 130

Hedge Funds Investing Stakes Conglomerates 130

The Motley Fool

OCTOBER 18, 2024

Bank of America, meanwhile, saw its Global Wealth and Investment unit increase Q3 revenue by 8% year over year driven by 14% higher asset management fees. Its Global Markets division grew revenue by 14%, led by increased trading revenue and higher investment banking fees. times multiples, while JPMorgan trades at over 2.4

Banks 130

Banks Portfolios Investment Banking Investment Banks 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. Bitcoin ETPs also benefit from this, offset by the management fees that are charged for those products.

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

JULY 23, 2024

Not everyone wants to hire an investment advisor or financial planner; some people prefer to manage their own investments and take a DIY approach to financial planning. But the world of money can be complicated, financial decisions can become high-stakes, and you don't have to go it alone.

Financing 130

Financing Finance Startups Debt 130

The Motley Fool

JANUARY 4, 2024

billion, representing a 4% stake in the company. For instance, Ark's primary goal is to attract more investors to its funds to generate greater revenue from management fees. Yet the firm still owns more than 8 million shares spread out across its various exchange-traded funds (ETFs).

Initial Public Offering 130

Initial Public Offering Exchange-Traded Funds Legal Management Fees 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

MARCH 29, 2024

The company that has staked its entire future on Bitcoin rose 11.9% New ETFs have annual management fees of around 0.25%, which will barely eat into investment returns. Shares of MicroStrategy stock (NASDAQ: MSTR) were rising yet again this week. this week, according to data from S&P Global Market Intelligence.

Exchange-Traded Funds 100

Exchange-Traded Funds Debt Management Fees Stakes 100

The Motley Fool

APRIL 28, 2024

Oh, and the smartest way of balancing each of their unique risks and rewards may be owning a stake in all three. This ETF's actual effective management fee is a mere 0.4%. Like the SPYders, the Global X S&P 500 Covered Call ETF holds a cap-weighted stake in all the companies that make up the S&P 500.

Exchange-Traded Funds 100

Exchange-Traded Funds Taxes Business Development Companies Stakes 100

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

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

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

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

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

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 Banking 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. We are looking at solutions in search of problems.

Pension Funds 59

Pension Funds Funds Liabilities Assets 59

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

Pension Pulse

SEPTEMBER 16, 2024

BCI is a pension fund for unionized employees and government employees in British Columbia and Western Canada, with gross assets under management of $250 billion. Red Flags for Managers: Managers who inflate their returns or mark their books aggressively may deter investors.

Pension Funds 45

Pension Funds Fee Structure Private Equity Managers Assets 45

The Motley Fool

OCTOBER 21, 2024

I want someone else to do that, and I'm willing to pay a little bit in terms of a management fee. I'm giving you my money, not because that I think I'm the owner of the 10 trillion in assets that you have, but I think you're going to be around when I retire, or at least I hope you are. I don't want to analyze debt securities.

Capital 130

Capital Portfolios Returns Funds 130

ClearMoney

SEPTEMBER 24, 2021

And when it comes to deciding how to grow your hard-earned money, the stakes are high. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. Dimensional Japan Ltd.,

Mutual Funds 52

Mutual Funds Investing Taxes Consultants 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 Management Fees Assets 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

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

JULY 20, 2023

We surpassed $1 trillion of assets under management. The first alternative manager to do so of more than three years ahead of the aspirational road map we presented at our investor day in 2018. We believe our clients view us as the gold standard in alternative asset management. Thank you all for joining the call.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

This is going to be BIG.

JULY 8, 2013

If you''re the kind of person that needs immediate and constant feedback, this isn''t the right asset class for you. If you''re looking to optimize for wealth or own a majority stake in a professional sports team, you''re better off doing buyouts, distressed debt, or hedge funds.

Venture Capital 167

Venture Capital Capital Crowdfunding Hedge Funds 167

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

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 Management Fees 110

The Motley Fool

JULY 16, 2024

JP Morgan's quarterly profit fell, that is excluding some one-off gains from their stake in Visa, but their operating profits fell, and that's even as their revenue was higher than Wall Street's expected, and they had a nice jump in investment banking fees. Holding on to those cash assets really matters. They make up a lot of.

Banks 130

Banks Mergers and Acquisitions Investment Banking Investment Banks 130

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 59

Banks Asset Management Assets Capital 59

Private Equity Insights

MARCH 20, 2025

CVC has continued to identify profitable exits while expanding its management fee earnings, a key driver of its financial performance. The firms ability to generate substantial returns and exit portfolio assets at higher valuations highlights its strength in navigating volatile markets. Can`t stop reading?

Management Fees 162

Management Fees Capital Private Equity Firms Private Equity Firms 162

The Motley Fool

FEBRUARY 4, 2025

This indicates strong revenue growth driven by strategic initiatives and a robust asset management segment. billion (26.4%) Fee-related earnings $843 million N/A $675 million 25.% Business Overview: KKR KKR is a prominent global investment firm renowned for its diversified asset management operations. revenue $3.26

Asset Management 130

Asset Management Assets Management Fees Leveraging 130

Private Equity Wire

JANUARY 17, 2025

Canada’s Sagard Holdings is launching a private equity fund aimed at retail investors, marking a significant move as alternative asset managers expand their focus beyond institutional clients and ultra-high-net-worth individuals, according to a report by Wealth Management. A subsidiary of Power Corp. above an 8% hurdle.

High Net Worth Individuals 96

High Net Worth Individuals Accredited Investors Investors Funds 96

The Motley Fool

FEBRUARY 6, 2025

On innovation, we've been very aligned with the ongoing evolution of the alternatives industry, focused on asset classes such as direct lending and GP stakes that have expanded to meet the financing needs of the private markets. Net lease has followed a similar trajectory becoming a truly institutional category.

Capital 130

Capital Mergers and Acquisitions Management Fees Securities and Exchange Commission (SEC) 130

The Motley Fool

OCTOBER 31, 2024

Over the last 12 months, we have grown management fees by 26%, fee-related earnings by 27%, and distributable earnings by 22%, all compared to the prior-year period. One, we have extremely high levels of permanent capital, meaning few assets leave the system. Collectively, our partner managers now manage over $2.1

Capital 130

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

Pension Pulse

FEBRUARY 26, 2025

The asset class, which includes bonds, returned 1.3 Layan Odeh of Bloomberg also reports CDPQ misses benchmark in 2024 as real estate losses worsen: Canadian pension manager Caisse de Depot et Placement du Quebec posted a 9.4% billion in new investments and commitments, increasing its assets in Quebec to C$93 billion.

Pension Funds 59

Pension Funds Assets Portfolios Liabilities 59

Pension Pulse

MARCH 20, 2025

investments in the face of tariffs and trade tensions, looking for ways to boost the share of its overseas assets as economic risks rise. Teachers has more than two-thirds of its $266-billion of assets invested in Canada and the United States - 36 per cent at home and 33 per cent south of the border. Real estate assets lost 0.9

Pension Funds 59

Pension Funds Assets Liabilities Funds 59

The Motley Fool

JANUARY 25, 2024

We were the first alternative manager to surpass $1 trillion of assets under management. public company by market cap, exceeding the market value of all other asset managers. More than 12,000 real estate assets and one of the largest credit businesses in the world. Blackstone is now the 55th largest U.S.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

JANUARY 30, 2025

trillion of AUM today, the largest alternative asset manager in the world and why I believe we will continue to achieve strong growth in the future. This network effect sets Blackstone apart in the asset management area, underpins the strength of our brand, acts as an accelerant for the firm's overall growth.

Management Fees 130

Management Fees Assets Capital Funds 130