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%.

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This is going to be BIG.

MAY 16, 2016

You'd have to work for a very limited number of fund performance tracking firms, like Thomson Reuters, Cambridge, etc., or be an institution big enough to see a ton of different funds over time. Because returns are so positively and unevenly skewed, it's really hard to say you know a ton about the asset class. What is this?

Venture Capital 73

Venture Capital Capital Pension Funds Assets 73

Pension Pulse

SEPTEMBER 12, 2023

Sarah Rundell of Top1000Funds recently interviewed Suyi Kim, Global Head of Private Equity at CPP Investments to go over what drives success at their giant PE portfolio: Suyi Kim, global head of private equity at CPP Investments manages quite possibly the largest private equity allocation in the world.

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Portfolios Pension Funds Due Diligence Investing 69

Pension Pulse

JULY 2, 2024

The country’s second-largest pension has been a seasoned private equity investor for almost half a century. However, it wasn’t until the last decade that the asset class began to account for a significant part of its investment portfolio: CDPQ’s private equity assets nearly doubled from 10.1 percent in 2022.

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Pension Funds Buyout Stakes Assets 59

Pension Pulse

NOVEMBER 3, 2023

Michiel Willams of Net Zero Investor reports OMERS’ sustainability chief on why the C$127bn fund’s green investment spree will not slow down: OMERS, the defined benefit (DB) plan for municipal employees in Ontario, is increasingly positioning itself as one of Canada's greenest pension fund investors.

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Pension Pulse

JULY 24, 2024

“Fast forward a couple of years later, private equity had performed well with great returns. For the new helmsman of private equity at CDPQ, which has C$434.2 These professionals had been trained to spot top private companies and PE funds, rather than to sell their investments.

Pension Funds 59

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Pension Pulse

JUNE 5, 2023

: When it comes to performance, Canada’s national pension fund rightfully boasts impressive results. Over the past decade, the Canada Pension Plan Investment Board (CPPIB) achieved an annual rate of return of 10 per cent on our CPP fund, one of the highest rates among global pension funds.

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Pension Funds Legal Investing Taxes 52

Pension Pulse

APRIL 9, 2024

With 10 purpose-built student housing and urban living assets under development set to add to its 36 operational properties, Scape has acquired 22 major project sites since establishing its first development joint venture in 2015.

Pension Funds 59

Pension Funds Education Leveraging Assets 59

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.

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Investing Collateral Pension Funds Asset Management 52

The Motley Fool

OCTOBER 31, 2023

With the completed acquisition of Burgiss, MSCI can now provide additional clarity and transparency highly needed by investors across private and public assets in their portfolios. In effect, our goal is to develop the MSCI of private assets.

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Assets Hedge Funds Capital Leveraging 100

Pension Pulse

AUGUST 17, 2023

However, it recorded weaker performance in private equity, following double-digit returns over the past few years, while its office real estate holdings were affected by a structural transformation, including a significant shift to mobile work, offset by investments in the logistics segment of commercial real estate. per cent. “In

Pension Funds 52

Pension Funds Assets Debt Financing 52

Pension Pulse

MAY 7, 2024

Allete has nearly 188,000 customers in northern Minnesota and northwestern Wisconsin and also operates wind, solar, coal-fired, biomass and hydroelectric power generation assets across the Upper Midwest. Shares of Allete initially rose following the deal announcement, but were 1.6 per cent lower in midafternoon trading. Advisors J.P.

Mergers and Acquisitions 64

Mergers and Acquisitions Investing Assets Capital 64

Pension Pulse

JULY 4, 2023

The company is still in talks with its shareholders about raising as much as £1 billion in fresh funds following a £500 million injection agreed last year. Its largest shareholder is Canadian pension fund Ontario Municipal Employees Retirement System (Omers), which holds a nearly 32 per cent stake.

Pension Funds 52

Pension Funds Debt Shareholders Stakes 52

Pension Pulse

AUGUST 30, 2023

Artemis reports the Healthcare of Ontario Pension Plan (HOOPP) grew ILS investments 35% in 2022: Large Canadian institutional retirement fund, the Healthcare of Ontario Pension Plan (HOOPP), grew its allocation to insurance-linked securities (ILS) investments in 2022, with the asset class nearing 1% of its overall portfolio by the end of the year.

Collateral 59

Collateral Hedge Funds Investing Assets 59

Pension Pulse

DECEMBER 21, 2023

He added that over the last en years, their green assets have been outperforming non-green assets. I told him I track pension funds very closely and there's no doubt CDPQ is a global leader in sustainable/ responsible investing. For us, it's a question of returns and what's in the best interest of our depositors."

Mergers and Acquisitions 59

Mergers and Acquisitions Assets Pension Funds Leveraging 59

Pension Pulse

OCTOBER 20, 2023

The statement, sent exclusively to the National Post , marks the first time Poilievre has explicitly addressed the issue of Alberta’s proposal to withdraw from the Canada Pension Plan (CPP) and set up its own pension fund. My take: This is a great deal for BCI and Searchlight, a private equity firm BCI seeded.

Investing 59

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Pension Pulse

MARCH 14, 2024

in 2023, marks 15 consecutive years at 100% funded status: The OPSEU Pension Trust returned 5.3 31, 2023, the plan’s net assets stood at $25 billion, up from $24.64 It also reported a funded status of 100 per cent, marking 15 consecutive years at a fully funded status. Benefits Canada reports OPTrust returns 5.3%

Returns 59

Returns Liabilities Assets Debt 59

The Big Picture

MARCH 5, 2024

00:05:21 [Speaker Changed] No income taxes for the company and, and 00:05:23 [Speaker Changed] Then Koch Industries, I I, I don’t think a lot of people realize one of the largest private companies in the United States and maybe even the largest, they’re, they’re giant energy powerhouse. Oh, really?

Capital 59

Capital Hedge Funds Banks Assets 59

The Big Picture

DECEMBER 5, 2023

They’re one of the older private equity firms around, been been in business since 1994. They run over $27 billion in, in assets. I’m gonna imagine private companies don’t have that sort of ability to float debt, but they certainly can issue some sort of a fixed rate. million at the final closing.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

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. Well guess what?

Banks 59

Banks Asset Management Assets Capital 59

Private Equity Professional

SEPTEMBER 23, 2024

Private infrastructure funding turns the entire cost and risk of select public capital projects over to private investors, bringing the private sector’s cutting-edge knowledge, experience, and project management skills to bear on the construction of the asset itself.

Capital 100

Capital Pension Funds Taxes Funds 100

Sara Grillo

FEBRUARY 13, 2023

ESG also aims to promote supposedly the goal of ESG is to promote the growth of companies that are supportive of beneficial practices, which is debatable and we’re going to get to that. 0:44:46.8 : Or it’s like Florida and Louisiana divesting their pension funds from anything BlackRock-related. Impact investing.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

Pension Pulse

JULY 24, 2023

Amir Barnea wrote another op-ed for the Toronto Star slamming CPP Investments for investing a third of its assets in private equity when Warren Buffet shuns it: When Canada’s national pension plan reported financial results in May, one fact really stood out for me: a full third of its assets — about $190 billion — are invested in private equity.

Pension Funds 88

Pension Funds Private Equity Firms Private Equity Firms Investing 88

The Big Picture

JANUARY 15, 2025

At the Money: Lessons in Allocating to Alternative Asset Classes. January, 15, 2025) Hedge funds, venture capital, private equity, and private credit have never been more popular. Investors have lots of questions when allocating to these asset classes: How much capital do you need? or more challenging.

Hedge Funds 59

Hedge Funds Venture Capital Due Diligence Funds 59

The Big Picture

FEBRUARY 28, 2023

He is the chief executive officer of the Partners Group, which is Europe’s biggest listed private equity and buyout firm, with a market cap of about $25 billion. They run over $135 billion in assets. Previously he headed the firm’s private equity business. I think we are very much an owner of assets.

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Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

APRIL 4, 2023

 The transcript from this week’s, MiB: Ken Kencel, Churchill Asset Management , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President. This is really a fascinating story. Ken Kencel, welcome to Bloomberg.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Banks 59

Private Equity Insights

APRIL 1, 2025

In his 2025 annual letter to shareholders, Fink highlighted private markets as the next frontier for wealth creation and a core focus of BlackRocks long-term strategy. Fink called for unlocking private markets traditionally reserved for institutions and ultra-high-net-worth individuals. Theyre locked behind high walls. more capital.

Assets 147

Assets High Net Worth Individuals Pension Funds Private Companies 147

Pension Pulse

AUGUST 22, 2023

Paula Sambo of Bloomberg reports Canada Pension Plan Investment Board joins startup at $100 million Reforestation Fund: Canada’s largest pension fund has joined a project to produce carbon credits by planting more than 100 native tree species on degraded land in Brazil’s Amazon region.

Startups 52

Startups Funds Investing Pension Funds 52

The Motley Fool

OCTOBER 29, 2024

In our operating metrics, we deliver asset based fee revenue growth of nearly 20%, subscription run rate growth of 15%, and a retention rate of 94%. Among asset owners and hedge funds, organic subscription run rate growth was 11% and 15% respectively. This is inevitable and just a matter of time for this demand to accelerate.

Asset Management 130

Asset Management Assets Hedge Funds Pension Funds 130

Pension Pulse

FEBRUARY 25, 2025

Nicolas Van Praet of the Globe and Mail reports pension giant Caisse strikes deal to acquire Innergex Renewable Energy: Canadian pension fund giant Caisse de dpt et placement du Qubec has struck a deal to buy Innergex Renewable Energy Inc. The transaction continues a wider trend of renewable energy companies being taken private.

Pension Funds 59

Pension Funds Shareholders Legal Stakes 59

The Big Picture

JUNE 20, 2023

I think that the asset stripping that has also occurred, pensions, for instance, are sold off, overfunded pensions get sold off and that goes into the private equity firm instead of into the company itself. Pension funds, perhaps, maybe aren’t growing as much as they need them to.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59

Pension Pulse

JANUARY 21, 2025

Barbara Shecter of the National Post wrote a comment asking whether the Canadian pension model can survive a new era of politicization: Rachel Reeves, the U.K.s new chancellor of the exchequer, had a goal in mind when she flew to Toronto last August to meet with the heads of some of Canadas largest pension funds.

Pension Funds 59

Pension Funds Assets Banks Funds 59

Pension Pulse

FEBRUARY 11, 2025

I do think theres a path, he said, adding he believes pension involvement in Canadian airports could start almost immediately with investments in adjacent assets such as parking garages and freight services as well as new developments like sustainable aviation fuel facilities that arent core to the business of an airport.

Pension Funds 59

Pension Funds Hedge Funds Stakes Assets 59