The Motley Fool

JANUARY 26, 2024

Which is why stocks like Annaly Capital (NYSE: NLY) and its huge 13.5% After all, the historical return of the stock market is around 10% or so, so 13.5%, compounded over time via dividend reinvestment, would be that much better. It is very different from a property owning REIT, which buys physical assets and rents them out.

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Pension Pulse

NOVEMBER 23, 2023

The federal government pledged in its fall economic statement on Tuesday to “work collaboratively” with Canadian pension funds to create an environment that encourages them to put more of the trillions of dollars of assets they collectively manage to work domestically. That has put pension fund managers on guard.

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Pension Pulse

MAY 30, 2024

The institution is staying focused on its target of holding $100 billion in assets in Quebec by 2026, its CEO, Charles Emond, said on Wednesday. In 2014, the value of the Caisse's Quebec assets was approximately 60 billion Canadian dollars. In order to attain this target, CDPQ will be investing across public and private markets.

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Pension Pulse

DECEMBER 6, 2023

John Graham, president and chief executive of the Canada Pension Plan Investment Board, which has C$576bn (£337bn) in assets, told the Financial Times he was opposed to “any constraint on portfolio construction” or “any influence to invest in a specific asset class or a specific part of the market”. per cent.

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Pension Pulse

MAY 16, 2023

The previous unreported proposal is an unusual move, but mirrors the broader nationalistic sentiment at display in Canada since the Swiss miner's unsolicited approach for one of the country's top mining firms by market value. The Canadian pension funds have benchmarked their investments to that level, according to the presentation.

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Pension Pulse

SEPTEMBER 6, 2023

Through our supervision activities, APRA has continued to address these issues with RSE licensees since the conclusion of the review," APRA said in a release that did not name any funds. Private assets are popular in Australia's A$2.4 Regulators are pushing private equity firms to do a better job when it comes to valuing their assets.

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Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

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

SEPTEMBER 27, 2024

trillion stock market after years of losses that made it one of the world’s worst performers. Chinese authorities unleashed a long hoped-for barrage of monetary stimulus on Tuesday, followed by vows from top leaders to do what’s necessary to shore up the housing market and boost consumption. billion), the highest on record.

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Hedge Funds Banks Stakes Asset Management 99

Pension Pulse

AUGUST 24, 2023

A month ago, Eliyahu Kamisher of the Los Angels Times reported that CalPERS pension fund posts 5.8% gain, helped by stocks and private debt: CalPERS swung to a 5.8% gain in its latest fiscal year as the stock market rally and private debt buoyed the largest traditional public pension fund in the United States.

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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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Pension Pulse

APRIL 24, 2024

Florence Chong of IPE Real Assets reports ADQ buys 49% of infrastructure platform Plenary as CDPQ sells 20% stake ADQ, an Abu Dhabi state-owned investment company, has purchased a 49% stake in global public infrastructure group Plenary for an undisclosed price, believed to be around A$1bn (€609m).

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Pension Pulse

AUGUST 15, 2024

James Bradshaw of the Globe and Mail reports OMERS reports steady gains at mid-year mark in shift to bonds, credit: Ontario Municipal Employees Retirement System relied on steady returns from private assets, tailwinds from strong stock markets and a resilient U.S. dollar assets, which boosted its overall investment return by 1.7

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Pension Pulse

MAY 28, 2024

As far as buying a quota of Canadian equities, he thinks it's ridiculous because they invest in Canadian equities and invest directly in some of the highest quality assets in the nation across infrastructure, real estate and private equity. OMERS is invested in many successful and iconic companies in our home province and country.

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Pension Funds Hedge Funds Assets Venture Capital 52

Pension Pulse

JANUARY 30, 2024

Kari Lundgren of Bloomberg also reports Norway wealth fund has first underperformance in five years: Norway’s $1.6 trillion sovereign wealth fund failed to meet its benchmark for the first time in five years due to losses in unlisted real estate even as stock markets rebounded. US investments made up 46.9%

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Pension Pulse

MAY 23, 2023

One totemic statistic on this front (and one which — hands up — I’ve thrown around myself) is the fact that DB pension funds have gone from having something like half of their assets in UK equities in the mid-1990s to less than 2% today. The same with those who think our large pension funds should invest more in Canada.

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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

AUGUST 8, 2023

Mr. Hill will join OMERS in September, the public pension fund announced Wednesday, and report to Ralph Berg, who took over as the chief investment officer in April. The infrastructure portfolio owns 30 assets in North America, Europe and the Asia-Pacific region, and has more than 90 investment professionals. to the end of 2022.

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Pension Pulse

MARCH 13, 2024

Freschia Gonzales of Wealth Professional reports HOOPP achieves 9.38% return in 2023: The Healthcare of Ontario Pension Plan (HOOPP) announced a return of 9.38 percent for the year 2023, increasing its net assets to $112.6bn from $103.7bn at the end of 2022. in assets for every dollar owed in pensions. billion ($84.9

Pension Funds 59

Pension Funds Liabilities Assets Hedge Funds 59

Pension Pulse

FEBRUARY 20, 2024

KDV I is a joint venture set up in 2015 among CPP Investments, APG Asset Management, and ESR Group Limited to develop modern logistics real estate assets in prime locations within major strategic logistics hubs in South Korea. Net proceeds to CPP Investments from the sale will be approximately US$ 245 million.

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Stakes Pension Funds Investing Mergers and Acquisitions 59

Pension Pulse

MAY 17, 2024

Carly Wanna and Carmen Reinicke of Bloomberg report hedge funds pump up exposure to Nvidia, cut AMD: Hedge funds continued to lean into the biggest technology companies leading the way in artificial intelligence as the hype propelled the US stock market higher in the first quarter of the year. of its assets.

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Hedge Funds Funds Asset Management Pension Funds 59

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. pic.twitter.com/XPHihSJ9sJ — Francois Trahan, M²SD (@FrancoisTrahan) August 13, 2024 The market doesn't care about macro until it does and then all hell breaks loose.

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Pension Pulse

NOVEMBER 17, 2023

With the seven big tech firms—Apple (AAPL), Amazon.com (AMZN), Google parent Alphabet (GOOGL), Facebook parent Meta Platforms (META), Microsoft (MSFT), Nvidia (NVDA), and Tesla (TSLA)—playing an outsize role in this year’s stock market rally, it’s no surprise to see them featured heavily in the quarterly filings of large investors.

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Hedge Funds Funds Asset Management Stakes 59

The Motley Fool

SEPTEMBER 6, 2023

For a very long time, when we saw a surge in crypto interest, we saw that this fund was trading at a massive premium to the underlying assets. Now it's flipped because I think we've seen the market switch a little bit. Do you expect an ETF would trade a little bit more closely to the asset value that the fund holds?

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Pension Pulse

FEBRUARY 16, 2024

Having said this, the stock market is incredibly concentrated in a few names and the risks of something bad hitting us are on the rise here, which is why you should all take these 13F filings with a grain of salt here. Millennium is the other multistrat firm whose assets under management exceed $60 billion. This is fine right?

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Hedge Funds Funds Asset Management Assets 59

Pension Pulse

MAY 17, 2023

The 77-year-old billionaire told the Financial Times that big asset managers had competed aggressively to lend to the largest private equity groups as money poured into their coffers in 2020 and 2021, raising questions over the due diligence the funds conducted when they agreed to provide multibillion-dollar loans.

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Pension Pulse

AUGUST 18, 2023

And with the bond yield high enough, that poses competition for equity investors who feel the bond market is less risky than the stock market right now.” In late July, when I openly wondered when will the stock market crash , I wasn't trying to scare people but have seen this movie so many times before, it never ends well.

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Hedge Funds Funds Asset Management Assets 52

Pension Pulse

AUGUST 14, 2024

As of June 30, 2024, CDPQ's net assets stood at $452 billion, an increase of $18 billion compared with the end of 2023. Federal Reserve postponing anticipated rate cuts, to strong stock market performance "which continued to be linked to a historic level of concentration in a handful of technology stocks."

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Hedge Funds Assets Pension Funds Portfolios 59

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.

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Collateral Hedge Funds Investing Assets 59

Pension Pulse

MAY 24, 2023

Barbara Shecter of the National Post reports Canada Pension Plan investing board posts 1.3% return for year: The Canada Pension Plan Investment Board posted a net return of 1.3 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.

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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. Further, it owns and maintains electric transmission assets in Wisconsin, Michigan, Minnesota, and Illinois.

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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. Brookfield Asset Management Ltd. billion) private debt fund earlier this month.

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Pension Pulse

AUGUST 5, 2024

Vanderbilt University Endowment, the University of Illinois Foundation and existing investors also participated in the extension to a January funding round, lifting Bilt’s valuation to US$3.25 OTPP, the Canadian pension fund, owns Willow Bridge Property Co., billion from US$3.1

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Startups Venture Capital Pension Funds Amortization 59

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

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Pension Pulse

MAY 19, 2023

In other words there is support for stocks, as many potential buyers wait in the wings for current worries to subside, says LPL’s Smith. Extremes in pessimism in the AAII data are, on average, bullish for near-term stock market returns (and extreme investor optimism tends to be bearish for the near-term outlook).

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Hedge Funds Funds Asset Management Assets 52

Pension Pulse

MAY 15, 2023

Private equity is the highest performing asset class in the CalPERS portfolio and returned 21.3 The board increased the strategic asset allocation to private equity from 8 to 13 per cent starting at the beginning of the 2022-23 fiscal year. This will mean hiring in more people.” per cent to the end of June 30, 2022.

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Tucker Advisors

SEPTEMBER 27, 2021

billion in pension liabilities” Pensions & Investments; Aug. CTS unloads pension liabilities with annuity purchase” Pensions & Investments; Aug. Macy’s purchases annuity to transfer $256 million in pension assets” Pensions & Investments; Sept. “Lockheed Martin offloads $4.9 4, 2021 [link].

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