The Motley Fool

APRIL 28, 2024

Owning a portfolio of mortgage securities, as AGNC does, is more like running a mutual fund. AGNC data by YCharts That makes this a good way for investors to add mortgage exposure to a portfolio that's built around an asset allocation model. The big problem is that the mortgage securities AGNC Investment owns trade all day.

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The Motley Fool

DECEMBER 7, 2023

In some ways, a mortgage REIT is more like a mutual fund than a company. It's more appropriate for those who focus on asset allocation, using the REIT as a diversification tool to add mortgage exposure to a much broader portfolio. A couple of charts will help explain this point. How does that make sense?

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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. BlackRock manages more than $300 billion of assets across model portfolios and separately managed accounts for wealth managers. Fixed-income ETFs, built cheaply on organic growth. And Aladdin. Third quarter revenue of $5.2

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Pension Pulse

JUNE 4, 2024

If they invest exclusively in green assets and earn lower returns than the broader stock market benchmark, as was the case in 2023 for environmental, social and governance funds, they’re criticized for underperforming. Transition funds gain from turning brown firms into green ones.

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Pension Pulse

JANUARY 17, 2024

Denitsa Tsekova of Bloomberg reports a $300 billion pension fund leads big-money charge back to bonds: When Christopher Ailman became the chief investment officer of the California State Teachers’ Retirement System back in 2000, one of every four dollars it oversaw was invested in government, corporate and mortgage debt.

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Pension Pulse

FEBRUARY 14, 2025

Top multi-strategy, event driven hedge funds and large hedge fund managers As the name implies, these hedge funds invest across a wide variety of hedge fund strategies like L/S Equity, L/S credit, global macro, convertible arbitrage, risk arbitrage, volatility arbitrage, merger arbitrage, distressed debt and statistical pair trading.

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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.

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The Motley Fool

APRIL 23, 2024

Operationally, we delivered our highest Q1 recurring sales in analytics in a decade at $14 million, our best-ever Q1 of recurring sales among hedge funds at nearly $11 million, and another quarter of double-digit subscription run rate growth of 11% among asset owners, driven by index and analytics.

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Pension Pulse

MAY 17, 2024

among technology exits Michael Burry’s Scion Asset Management LLC exited positions in Oracle Corp. of its assets. Even after the reduction, Apple still represented its largest holding, constituting 41% of assets. Market neutral funds will engage in pair trading to remove market beta. as well as Alphabet Inc.

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The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry. And I think you will also.

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The Motley Fool

JULY 14, 2023

trillion in assets, 9.4 The foundation of a market-leading asset management platform is comprehensive, high-quality investment products with strong long-term investment performance. Investors and asset owners choose portfolio goals, and BlackRock enables them through our investment products and solutions.

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Pension Pulse

AUGUST 16, 2024

Before establishing Omega Advisors, Cooperman honed his expertise at Columbia University and later as CEO and Chairman of Goldman Sachs Asset Management. Market neutral funds will engage in pair trading to remove market beta. Some are large asset managers that specialize in factor investing.

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Pension Pulse

SEPTEMBER 27, 2023

AIMCo has very little invested in China and most if not all investments there were made through external fund managers, he said, noting that the entire commitment to Asia is around two per cent of the fund’s assets. Canada’s large pension funds have pulled back on some activities in China. trillion stock market.

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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.

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Pension Pulse

SEPTEMBER 26, 2024

Under his leadership, HOOPP grew both its membership and assets under management ($112.6 HOOPP’s funded status remains very strong at 115%, meaning that for every dollar owed in pensions, the Plan has $1.15 It goes without saying that if HOOPP is able to bring physicians into its plan, assets will explode up.

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Pension Pulse

NOVEMBER 17, 2023

The Securities and Exchange Commission requires anyone managing at least $100 million in publicly traded assets to disclose their holdings within 45 days of the end of each quarter. One of the most dramatic moves in the third quarter was Chris Hohn’s TCI Fund Management selling its entire stake in Microsoft, which had previously totaled 11.8

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Hedge Funds Funds Asset Management Stakes 59

Pension Pulse

AUGUST 18, 2023

Cap rates are rising weighing down on real estate asset values. Market neutral funds will engage in pair trading to remove market beta. Some are large asset managers that specialize in factor investing. Some are large asset managers that specialize in factor investing.

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Hedge Funds Funds Asset Management Assets 52

Tucker Advisors

SEPTEMBER 8, 2021

And as James McWhinney at Investopedia writes, that’s far from a certain outcome: “After the money hits the account, it’s up to the employee to choose how it’s invested—typically from a menu of mutual funds—and the vagaries of the stock market to determine the ultimate outcome. Maybe the markets will go up, and maybe they won’t.”.

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Mutual Funds Taxes Liabilities Pension Funds 52

Fortune Financial

AUGUST 7, 2023

Types of Alternative Investments Alternative investments are non-traditional investment options that offer diversification, unique opportunities and potential higher returns beyond conventional asset classes like stocks and bonds. between 2015 and the end of 2021. trillion in 2015 to$13.32

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Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Types of Alternative Investments Alternative investments are non-traditional investment options that offer diversification, unique opportunities and potential higher returns beyond conventional asset classes like stocks and bonds. between 2015 and the end of 2021. trillion in 2015 to$13.32

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Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Pension Pulse

MAY 19, 2023

It is owned by huge asset managers and this is the type of stock I love, one that does well over the long run. Market neutral funds will engage in pair trading to remove market beta. Some are large asset managers that specialize in factor investing. Some are large asset managers that specialize in factor investing.

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Hedge Funds Funds Asset Management Assets 52

The Big Picture

AUGUST 15, 2023

So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. If you look at the types of assets that Yale invests in, you can create a benchmark for each pool.

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Hedge Funds Funds Capital Assets 52

Sara Grillo

FEBRUARY 13, 2023

But for the average person, what’s going to be much more effective is to work on voting and then to pressure pension funds and banks with whom you have a direct relationship, because those are the big blocks of capital that can actually push companies. Pension funds, endowments, etc. BlackRock wants that business.

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Pension Funds Investing Funds Portfolios 72

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. In addition, as many of you know, we updated the presentation of expense line items by including a new sales, asset and account income statement caption.

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Pension Pulse

NOVEMBER 10, 2023

The Fund’s quarterly results were driven by positive performance in credit and private equities and gains across U.S. dollar-denominated assets, which benefited from a strengthening U.S. The $1 billion decrease in net assets consisted of $1 billion in net income, less $2 billion in net base CPP outflows.

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Investing Buyout Stakes Assets 59

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.

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The Motley Fool

MARCH 17, 2025

However, long-term investing can help smooth out these short-term fluctuations and give time for an asset's fundamental value to shine through. But over time, some assets hold up better than others, leading to sustained price appreciation. And this may have something to do with the asset's focus on real-world utility.

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Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Pension Funds 308

The Motley Fool

FEBRUARY 20, 2025

This trend is encouraging because it suggests the asset is becoming a reliable store of value. Large financial institutions, such as mutual funds, pension funds, and even insurance companies, have begun investing in blue chip cryptos. Where to invest $1,000 right now? Learn More Bitcoin Price data by YCharts.

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Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Pension Funds 246

The Motley Fool

JANUARY 8, 2025

In some ways, it is like a mutual fund, given that the value of the company is equal to the value of its portfolio of mortgage securities. That, too, is more like the way investors look at a mutual fund. While most dividend investors don't focus on asset allocation, many investors do.

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The Motley Fool

FEBRUARY 26, 2025

But while digital assets remain highly volatile, they have also demonstrated an ability to deliver sustainable long-term returns. However, while digital assets have succeeded as a store of value (with a total market capitalization of $2.9 Enter XRP (CRYPTO: XRP). of global transactions, according to data from Statista.

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Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Pension Funds 130

The Motley Fool

JANUARY 23, 2025

If you are looking for mortgage exposure to fill in a segment of an asset allocation model, this REIT would be a solid choice. The asset allocation approach is normally used by large investors, such as pension funds, but some small investors do it, too.

Investing 130

Investing Mutual Funds Pension Funds Education 130

Pension Pulse

MARCH 27, 2025

The portfolio comprises three assets in Sweden and two in Denmark. bn of logistics assets across all of the core European markets. Stockholm, 27 March, 2025: Ontario Teachers Pension Plan Board (Ontario Teachers) has completed the acquisition of a 92,000 sqm logistics portfolio from funds managed by Blackstone.

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The Motley Fool

JANUARY 29, 2025

In the fourth quarter, our operating metrics included organic subscription run rate growth of 8%, excluding FX headwinds, and 7% on a reported basis; asset-based fee run rate growth of 15%; and a retention rate of 93%. billion from one of our large pension fund clients. based asset manager, displacing a major incumbent provider.

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Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Motley Fool

JANUARY 15, 2025

With over 600 billion in net new assets entrusted to BlackRock, 2024 was a milestone year of programmatic, organic, and inorganic actions rooted in client needs, investment capability expansion, technology, and scale. We've built a unique asset management and fintech platform that's integrated across public and private markets.

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The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. But as it turns out, the reason that asset manager was able to raise so much money was because they had taken signals.

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The Big Picture

APRIL 11, 2023

DAMODARAN: Or it could be some unique characteristic, pension funds pay no taxes. How important is it for a mature company to have a mature CEO to come in and maximize their assets? It shows up in mutual funds, where people put their money in a mutual fund. RITHOLTZ: Right. RITHOLTZ: Right.

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The Big Picture

FEBRUARY 20, 2024

I remember it really well because I just finished building this house in West Virginia and we, we were taking occupancy in early August, and it was, it was literally the same day that BMP Paraba shut off redemptions from some of their mutual funds, caused all sorts of chaos in Europe. And so we have them in periodically to talk to.

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