Private Equity Wire

JANUARY 10, 2024

Four of New York City’s five public employee pension funds, catering for teachers, police officers, firefighters and civil servants, are to up their allocations to private equity and other illiquid asset classes, as they look to boost investment returns, according to a report by Bloomberg.

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Pension Funds Returns Hedge Funds Funds 98

Private Equity Wire

OCTOBER 6, 2023

Pension fund KPN is aiming to make an investment of between 5% and 7% of its €10bn assets in infrastructure, corporate and real estate debt by 2026, with half of that total going to impact investments – if the fund can identify suitable managers – according to a report by IPE.com.

Pension Funds 94

Pension Funds Debt Funds Assets 94

Private Equity Insights

FEBRUARY 9, 2024

Swiss Life Asset Managers has launched its first open-ended private infrastructure fund, Swiss Life Funds (LUX) Privado Infrastructure S.A., With a recommended investment horizon of at least seven years, the fund complements existing investments across asset classes like cash, bonds, equities or real estate.

Asset Management 130

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Private Equity Wire

JULY 19, 2024

The largest public pension find in Texas, the Teacher Retirement System of Texas, which manages some $202bn in assets, has decided to shift almost $10bn out of private equity investments, according to a report by Bloomberg. As of March, TRS held $33.7bn in private equity, representing 16.7% of its portfolio.

Pension Funds 95

Pension Funds Buyout Funds Assets 95

AltAssets

MARCH 6, 2024

The $260bn-managing New York State Common Retirement Fund has allocated $276m to a pair of US-based alternative assets funds, including a new vehicle from KKR. The post New York pension fund picks David and Goliath in latest alts commitments first appeared on AltAssets Private Equity News.

Pension Funds 87

Pension Funds Funds Assets Capital 87

Private Equity Insights

MAY 31, 2024

New York-based banking giant JPMorgan Chase & Co is actively seeking to acquire a private credit firm to strengthen its private capital operations within its $3.6tn asset management division.

Asset Management 130

Asset Management High Net Worth Individuals Assets Private Equity Firms 130

The Motley Fool

APRIL 22, 2024

The big money is coming The approval of spot Bitcoin exchange-traded funds (ETFs) in January not only marked another milestone for the cryptocurrency but also opened the doors for a new set of buyers. Bitcoin's behavior, driven by network dynamics rather than typical asset patterns, aligns with this principle. See you in 2040.

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The Motley Fool

AUGUST 20, 2024

It's hard to put an exact number on the state of the market now, but a 2023 report from Ernst & Young states that 55% of institutional investors with more than $500 billion in assets -- where the lion's share of total assets are concentrated -- say they had less than 1% allocated to "digital assets."

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Exchange-Traded Funds Pension Funds Investing Assets 246

Private Equity Wire

OCTOBER 24, 2024

The report cites unnamed individuals familiar with the situation as revealing that the pension fund, which oversees state pensions and other assets, aims to reduce its exposure to higher-yielding opportunistic credit strategies and shift focus towards more stable, mainstream direct lending.

Pension Funds 92

Pension Funds Debt Funds Stakes 92

The Motley Fool

JANUARY 5, 2024

In the past 10 years, the total value of the cryptocurrency asset class has grown significantly from around $12 billion to almost $1.7 Throughout this evolution, one asset has risen to become the epitome of a cryptocurrency and is unequivocally the most robust, resilient, and valuable asset on the market today. trillion today.

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Exchange-Traded Funds Pension Funds Prospects Assets 246

Private Equity Insights

SEPTEMBER 13, 2023

Mubadala Investment Company , Abu Dhabi’s sovereign investment arm, has formed a strategic partnership with New York-based alternative asset manager Blue Owl Capital as it seeks to co-invest in private credit opportunities amid a tightening monetary environment around the world.

Capital 246

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The Motley Fool

JUNE 25, 2024

But you could have bought an S&P 500 index fund and the stock-only gain would have been 280% while the total return would have been 420%. AGNC Investment is really most appropriate for investors that use an asset allocation model. It is a way for large investors, like pension funds, to get exposure to the mortgage sector.

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Investing Pension Funds Assets Returns 245

The Motley Fool

JANUARY 15, 2024

Considering that institutional investors have trillions of dollars in assets under management, it won't take a lot to move the needle. For example, if institutional investors such as pension funds and endowment funds decide to allocate just 1% of their portfolios to Bitcoin, the ramifications could be enormous.

Pension Funds 246

Pension Funds Assets Investment Firms Portfolios 246

AltAssets

JUNE 19, 2024

Financial advisory and asset management major Lazard has brought in former Citigroup managing director Ali Syed to boost its coverage of sovereign wealth funds and pensions.

Pension Funds 75

Pension Funds Capital Funds Asset Management 75

The Motley Fool

MAY 26, 2024

Day by day, Bitcoin 's (CRYPTO: BTC) unique characteristics, which make it unlike any other asset in the world, are becoming increasingly recognized and understood by investors. These include pension funds, retirement plans, sovereign wealth funds, and hedge funds, among others.

Hedge Funds 246

Hedge Funds Due Diligence Exchange-Traded Funds Pension Funds 246

American Investment Council

JULY 18, 2024

Every year since 2012, our study has found that private equity is the best-returning asset class in public pension portfolios, outperforming all other asset classes. “Private equity is a critical component of almost every public pension plan in the U.S., percent over a 10-year period.

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Returns Pension Funds Consulting Consultants 140

The Motley Fool

OCTOBER 12, 2024

Its structure was designed to give small investors access to institutional-level real estate investments, with the idea that they would be able to benefit from the cash flows such assets can produce. It is how institutional investors, like pension funds, do it, normally using an asset allocation model.

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Private Equity Wire

MAY 24, 2024

New York-based banking giant JPMorgan Chase & Co is actively seeking to acquire a private credit firm to strengthen its private capital operations within its $3.6tn asset management division, according to a report by Bloomberg.

Asset Management 98

Asset Management High Net Worth Individuals Assets Pension Funds 98

The Motley Fool

JANUARY 10, 2024

The answer is institutional investors focused on asset allocation. That list might include pension funds, endowments, and insurance companies. Frankly, most individual investors likely won't fall into the asset allocation category anyway. What a difference between the two!

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Mutual Funds Investing Pension Funds Collateral 243

The Motley Fool

JULY 8, 2024

It's a bit more complicated and investors, including large entities like pension funds, prefer the corporate share class. Brookfield Renewable is overseen by Brookfield Asset Management (NYSE: BAM) , a large Canadian asset manager with a long history of investing in infrastructure assets at a global scale.

Asset Management 242

Asset Management Pension Funds Assets Taxes 242

The Motley Fool

SEPTEMBER 14, 2024

It owns energy infrastructure assets like pipelines and processing and transportation facilities. Unlike many other energy companies, whose revenue and earnings are largely determined by commodity prices, Enterprise gets paid fees for the use of its assets.

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Pension Funds Assets Taxes Portfolios 244

The Motley Fool

JUNE 29, 2024

That's something that will interest investors that use an asset allocation model. This isn't the approach that most small investors take, but it is a common approach for large investors like pension funds, family offices, and insurance companies. Should you invest $1,000 in AGNC Investment Corp. wasn’t one of them.

Investing 246

Investing Initial Public Offering Pension Funds Assets 246

The Motley Fool

AUGUST 22, 2024

As of June 10, over half of the top 25 most valuable hedge funds in the United States were exposed to Bitcoin via the spot ETFs. Even the State of Wisconsin Investment Board, an agency managing the state's pension fund , announced an investment in spot Bitcoin ETFs.

Exchange-Traded Funds 245

Exchange-Traded Funds Pension Funds Hedge Funds Stakes 245

Private Equity Wire

DECEMBER 14, 2023

AustralianSuper, Australia’s largest superannuation fund, today announced it has increased the program size of its partnership with Churchill Asset Management, an investment specialist affiliate of Nuveen, to $1.5 The Fund manages more than $300 billion of retirement savings on behalf of its 3.3 million members.

Asset Management 98

Asset Management Assets Pension Funds Funds 98

The Motley Fool

MAY 18, 2024

That's not just a big chunk of change -- it's half of the country's $156 trillion in assets. This gap between the haves and the have-nots highlights the challenges many face as they approach retirement, from rising healthcare costs to inadequate pension funds. Boomers control a massive share of U.S. of all U.S.

Pension Funds 246

Pension Funds Financing Finance Education 246

The Motley Fool

MARCH 2, 2024

This is a very complex niche in the REIT sector that is really meant for institutional-level investors, like pension funds. Meanwhile, with a globally diversified portfolio of more than 15,000 properties, trouble at any single asset won't have a big impact on the company's overall performance.

Investing 246

Investing Pension Funds Capital Shareholders 246

Private Equity Insights

MAY 31, 2024

The Australian Retirement Trust, a pension fund valued at AUD 260bn ($174bn), plans to increase its private credit allocation over the next year, targeting opportunities in Europe and North America. To build its exposure to the asset class, ART plans to blend external managers with its internal team.

Pension Funds 130

Pension Funds Private Equity Firms Private Equity Firms Asset Management 130

The Motley Fool

JULY 15, 2023

And that should increase utilization across its existing assets and provide new expansion opportunities. According to a forecast by investment data company Prequin, global private capital assets under management will double by 2027 to $18.3 This year, it's investing $1.5

Investing 246

Investing Pension Funds Hedge Funds Asset Management 246

Private Equity Wire

OCTOBER 21, 2024

BlackFin Capital Partners, a leading European financial services sector investment specialist, has held the final close of BlackFin Financial Services Fund IV with €1.8bn, taking the firm’s total assets under management to $4bn. Since raising Fund III, BlackFin has invested substantially into its platform.

Financial Services 96

Financial Services Assets Buyout Capital 96

Private Equity Insights

FEBRUARY 9, 2024

Aldar Properties is continuing its foray outside the Middle East with a $111 million co-investment with private equity firm The Carlyle Group in logistics and storage assets across Europe. billion investment plan to develop a range of income-generating assets in Abu Dhabi. Billion for Australia Private Credit Fund Ares Management Corp.

Pension Funds 130

Pension Funds Private Equity Firms Private Equity Firms Investing 130

Private Equity Wire

APRIL 12, 2024

Australia’s largest pension fund AustralianSuper intends to nearly double its private equity assets over the next four years, a decision that comes as deal activity picks up following a period of reduced activity due to higher borrowing costs, according to a report by Bloomberg.

Assets 98

Assets Private Equity Firms Private Equity Firms Pension Funds 98

Private Equity Insights

FEBRUARY 9, 2024

Peru LNG’s (PLNG) assets include a liquefaction plant, a 408km pipeline, storage tanks, a marine terminal and a truck-loading facility. Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up PLNG’s assets include a liquefaction plant with a capacity of 4.45 has raised A$2.6

Stakes 130

Stakes Pension Funds Assets Funds 130

The Motley Fool

JANUARY 9, 2024

Annaly is really designed to be owned by total return investors who focus on asset allocation (such as insurance companies and pension funds). That kept the dividend yield up at lofty levels the entire time even though income investors would have had the worst possible outcome, taking a lower dividend payment and a capital loss.

Capital 245

Capital Pension Funds Collateral Debt 245

Private Equity Insights

JULY 5, 2024

The private investment grade strategies like asset-backed finance and infrastructure credit are “really compelling” in today’s market, he said. The size of the asset-based finance market is about $5 trillion to $10 trillion, he said. tied to assets including microchips. Source: BNN Can’t stop reading?

Pension Funds 130

Pension Funds Financing Finance Debt 130

The Motley Fool

SEPTEMBER 16, 2023

Do you really want your pension fund or university endowment dabbling in a volatile, poorly regulated industry with significant risk of loss? According to the Ark Invest filing, the spot Ethereum ETF would trade on the CBOE BZX Exchange and custody its crypto assets with Coinbase. Image source: Getty Images.

Securities and Exchange Commission (SEC) 246

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

Private Equity Insights

JULY 5, 2024

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up HBC said it will establish Saks Global, a combined entity of Saks Fifth Avenue, Neiman Marcus and other luxury retail and real estate assets. Read more BlackRock Unveils Climate Policies for $150bn in Funds BlackRock Inc.

Debt 130

Debt Pension Funds Financing Finance 130

Private Equity Insights

AUGUST 17, 2023

Alternative asset managers are increasingly looking to raise private credit funds to provide lending to borrowers previously served by banks. According to data from Preqin, globally, 34 private credit funds raised $71.2bn in the quarter ended 30 June.

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Pension Funds Funds Asset Management Assets 130