Fortune Financial

MARCH 5, 2024

This means staying informed about plan performance, fees and compliance requirements. Have you arranged a trust for the plan assets, or will you set up the plan solely with insurance contracts? The biggest difference between the two is how they are taxed. Have you developed a recordkeeping system?

Taxes 52

Taxes Leveraging Financial Institutions Performance Fees 52

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

JULY 31, 2024

Excluding a nonrecurring, nonincome tax refund in the prior-year quarter, free cash flow was up approximately 25%. I was wondering if you could comment on current BetterHelp tax as we are in the third quarter. The first one you called out I think was a performance fee you received related to the chronic care business.

Leveraging 130

Leveraging Taxes Returns Shareholders 130

The Motley Fool

JULY 28, 2023

This represents -- as we've talked before, 85% of the value of the S&P 500 is really tied back to intangible assets. You know, we've now invested in hundreds of colleagues with a truly unique market-leading platform to really help understand this opportunity and these risks and these -- the value of these assets.

Capital 100

Capital Business Services Debt Liabilities 100

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

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. And when they’re not generating alpha, when they’re underperforming, they actually return fees. 00:24:31 [Speaker Changed] We refund the fee.

Investing 52

Investing Capital Shareholders Returns 52

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. MIELLE: Well, I mean, it was a fairly new asset class. I think, you know, it’s not until probably Farallon came into existence, that it became a real asset class in itself, that stressed and distressed was a category that was thought as investable.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

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. Total annualized organic base fee growth of 1% reflected seasonally softer flows earlier in the quarter before coming back to target in March.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

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. Operating income of 6.6 increased by 7%.

Assets 130

Assets Shareholders Asset Management Capital 130

The Big Picture

FEBRUARY 28, 2023

They run over $135 billion in assets. And I went to pitch this asset management guy on why he should come be a part of that process. I was talking to one of our founders, he said, look, a lot of people think we’re in Zug for tax reasons. I think we are very much an owner of assets. He leads the executive team.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

FEBRUARY 4, 2025

The second aspect of our plan to drive improved shareholder return is all about utilization of our assets. We're not only driving the strongest utilization of our network assets in the history of the company, we have unmatched capacity for growth at exactly the right time. And with that, I'll turn it over to Chris. billion to $1.3

Debt 130

Debt Assets Leveraging Shareholders 130

The Motley Fool

JULY 15, 2024

Clients entrusted us with over 80 billion of net new assets. We generated 3% annualized organic base fee growth, our highest second quarter in three years. trillion in assets under management, 10.6 Higher performance fees and technology services revenue also contributed to revenue growth. trillion.

Assets 130

Assets Liabilities Leveraging Asset Management 130

The Motley Fool

JANUARY 15, 2025

Before I turn it over to Larry, I'll review our financial performance and business results. 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. billion in revenues.

Assets 130

Assets Shareholders Capital Asset Management 130

The Motley Fool

JANUARY 15, 2025

Excluding the prior year's net investment securities losses, it was up 21%, largely on higher asset management fees and investment banking fees. And in AWM, we had record long-term net inflows of 234 billion, positive across all channels, regions, and asset classes. billion, with pre-tax margin of 35%.

Banks 243

Banks Investment Banks Investment Banking Capital 243

The Motley Fool

OCTOBER 29, 2024

We have a best-in-class lending business, a large balance sheet and an asset management business with huge upside. These assets have been great. On the asset management side, Sculptor, which was acquired less than a year ago, last November. Another common theme asset-based finance. We raised $300 million. We have $7.8

Capital 130

Capital Asset Management Assets Performance Fees 130

Private Equity Wire

JUNE 14, 2024

The world’s largest private capital firms have sidestepped income taxes on more than $1tn in incentive fees since 2000 by structuring payments to incur lower levies, according to a report by the Financial Times citing new research from Oxford University.

Taxes 74

Taxes Capital Buyout Performance Fees 74

The Motley Fool

JULY 18, 2024

This should be very positive for Blackstone's asset values and provide the foundation for a significant realization cycle over time. This data also alerts us to major paradigm shifts, which is essential for any top-performing asset manager. As the largest alternatives firm in the world with nearly $1.1 How did we do it?

Assets 130

Assets Finance Financing Management Fees 130