The Motley Fool

OCTOBER 11, 2024

We believe the continued path of central bank normalization will support sustained inflows across bond funds, ETFs, and institutional accounts. Nonoperating results for the quarter included $108 million of net investment gains, driven primarily by gains linked to a minority investment and unhedged seed capital investments.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Big Picture

JUNE 13, 2023

You went to school in Paris, but you began your career in London at Merrill and Deutsche Bank. So that was a while back, but nonetheless, I don’t know if it was love at first sight, but we got to get along pretty well, and after a few years working for investment banks, he then joined Goldman Sachs.

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

APRIL 12, 2024

Total annualized organic base fee growth of 1% reflected seasonally softer flows earlier in the quarter before coming back to target in March. billion increased 11% year over year, driven by the impact of market appreciation over the last 12 months on average AUM and higher performance fees and technology services revenue.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

Pension Pulse

MAY 24, 2023

In an interview, Graham said the fund’s diversification by geography and asset class helped during what was a volatile year, with renewables and some credit portfolios performing well despite challenges in sectors such as real estate and retail. CPP Investments’ booked a 0.8-per-cent Invested C$401 million for a 2.0%

Investing 52

Investing Stakes Pension Funds Assets 52

Pension Pulse

MAY 22, 2024

billion of net income, CPP Investments directly and indirectly incurred $1,617 million of operating expenses, $1,449 million in investment management fees and $2,067 million in performance fees paid to external managers, as well as $427 million of transaction-related expenses. To generate $46.4 bps in fiscal 2023.

Investing 59

Investing Pension Funds Stakes Assets 59

The Big Picture

FEBRUARY 28, 2023

I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. We had a group that was doing small growth capital investments in Germany and Switzerland at that time, a fund doing secondaries. And the senior people were more specialized.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

FEBRUARY 4, 2025

We're closely monitoring customer demand signals, and we'll continue to make important capital investments in key major metros to capture this traffic growth. Operator David Barden, Bank of America, is next. Is that revenue largely recurring, or were there one-time delivery or performance fees lumped in there?

Debt 130

Debt Assets Leveraging Shareholders 130