Pension Pulse

AUGUST 17, 2023

Vincent Delisle, head of liquid markets at the Caisse, said there is still uncertainty when it comes to what central banks will do in terms of setting interest rates, the fund’s large fixed-income portfolio positions the pension manager well. We expect to see signs where bank ending in the US impacts job growth and consumer spending.

Pension Funds 52

Pension Funds Assets Debt Finance 52

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. Public Equities include absolute return strategies and related investment liabilities.

Investing 52

Investing Stakes Pension Funds Assets 52

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

The Motley Fool

JANUARY 12, 2024

billion was 7% higher year over year, driven by the impact of higher markets on average AUM and higher performance fees. Fourth quarter and full year performance fees of 311 million and 554 million, respectively, increased from a year ago, reflecting higher revenue from liquid alternatives and long-only mandates.

Assets 130

Assets Shareholders Asset Management Capital 130

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. Tell us a little bit about the corporate culture which is decidedly different than the typical Wall Street bank. I just signed a whole bunch of bank docs through DocuSign on my laptop.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

FEBRUARY 4, 2025

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? Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. David Barden -- Analyst Hey, guys.

Debt 130

Debt Assets Leveraging Shareholders 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. In banking and wealth management, revenue was down 7% year on year on deposit margin compression and lower deposits, partially offset by growth in wealth management revenue.

Banks 243

Banks Investment Banks Investment Banking Capital 243

The Motley Fool

JULY 15, 2024

billion was 8% higher year over year, driven by positive organic base fee growth and the impact of market movements on average AUM over the last 12 months. Higher performance fees and technology services revenue also contributed to revenue growth. Our annualized effective fee rate was flat compared to the first quarter.

Assets 130

Assets Liabilities Leveraging Asset Management 130

The Motley Fool

JANUARY 15, 2025

billion was 23% higher year over year, driven by the impact of higher markets on average AUM and higher performance fees. This is evidenced by this quarter's fee rate increase primarily reflecting the onboarding of higher fee rate private market assets following the GIP closing. Operating income of 8.1 increased 15%.

Assets 130

Assets Shareholders Capital Asset Management 130

The Motley Fool

JANUARY 25, 2024

Stepping back, over the last two years, the campaign by central banks to control inflation has resulted in muted returns for most traditional asset classes. Operator instructions] We'll go first to Craig Siegenthaler with Bank of America. Craig Siegenthaler -- Bank of America Merrill Lynch -- Analyst Thanks. Operator Thank you.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

OCTOBER 29, 2024

As banks pull back, we win. But if you look at where we are today, we are -- I think we're a top three mortgage bank, nonbank mortgage originator, and servicer in the U.S. We acquired this company from Goldman's Merchant Bank, I believe, in '22. Genesis had a record quarter, and we cannot be more thrilled with that platform.

Capital 130

Capital Asset Management Assets Performance Fees 130

The Motley Fool

JULY 18, 2024

Questions & Answers: Operator [Operator instructions] We'll go first to Craig Siegenthaler with Bank of America. Glenn Schorr -- Analyst Curious if we get a little update on bank partnerships and asset-backed finance? We have partnerships, flow agreements with banks. We'll go next to Brian Bedell with Deutsche Bank.

Assets 130

Assets Finance Financing Management Fees 130

The Motley Fool

JANUARY 30, 2025

We've achieved these results while remaining true to our capital like brand-heavy open architecture model designed to serve a multitude of insurance clients without taking on any liabilities. Operator We'll take our next question from Craig Siegenthaler with Bank of America. billion valuation. Dan Fannon -- Analyst Thank you.

Management Fees 130

Management Fees Assets Capital Funds 130