Private Equity Insights

SEPTEMBER 13, 2023

In recent years, it has stepped up its investment in health care, infrastructure, technology, mobility, clean energy and life sciences, and has teamed up with private equity companies, pension funds and other investors as it expands its portfolio of assets.

Capital 246

Capital Investing Private Equity Firms Private Equity Firms 246

Private Equity Insights

MAY 31, 2024

The Australian Retirement Trust, a pension fund valued at AUD 260bn ($174bn), plans to increase its private credit allocation over the next year, targeting opportunities in Europe and North America. Last month, ART opened an office in London, joining AustralianSuper and Aware Super’s expansion into the UK.

Pension Funds 130

Pension Funds Private Equity Firms Private Equity Firms Asset Management 130

The Motley Fool

AUGUST 22, 2024

As of June 10, over half of the top 25 most valuable hedge funds in the United States were exposed to Bitcoin via the spot ETFs. Even the State of Wisconsin Investment Board, an agency managing the state's pension fund , announced an investment in spot Bitcoin ETFs.

Exchange-Traded Funds 245

Exchange-Traded Funds Pension Funds Hedge Funds Stakes 245

Top 1000 Funds

DECEMBER 18, 2023

Fixed income, once a stabilising force for asset-rich Japanese corporate pension funds, now struggles to counter stock and currency volatility.

Pension Funds 64

Pension Funds Funds Banks Assets 64

Private Equity Insights

JULY 5, 2024

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up In a separate report by German newspaper Boersenzeitung, Dutch Bank ABN Amro was also said to be nearing a deal for HSBC’s German wealth management unit, formerly known as Trinkaus & Burkhardt.

Pension Funds 130

Pension Funds Private Equity Firms Private Equity Firms Bidding 130

Pension Pulse

APRIL 16, 2024

Derek Decloet and Christine Dobby of Bloomberg report Canada taps ex-BOC governor to examine how pension funds invest: Canada’s finance minister has asked former central bank governor Stephen Poloz to examine ways to entice its pension funds to invest more in the country. The government is also setting aside $4.1

Pension Funds 59

Pension Funds Funds Investing Banks 59

The Motley Fool

OCTOBER 12, 2024

It is how institutional investors, like pension funds, do it, normally using an asset allocation model. The dividend the REIT pays is so large that if you buy more shares of AGNC, the payment more than makes up for the price declines in the stock. AGNC data by YCharts. This isn't how income-focused investors do things.

Investing 246

Investing Pension Funds Bidding Taxes 246

Pension Pulse

APRIL 23, 2024

Brosseau said the country’s national pension fund, the Canada Pension Plan (CPP), has around two per cent of its capital invested in Canadian private and public equities, with the majority invested in other markets. But it cannot happen by accident, so this discussion that's going to occur is going to be quite important.”

Pension Funds 59

Pension Funds Funds Taxes Assets 59

Private Equity Insights

FEBRUARY 9, 2024

billion) for a credit fund for Australia and New Zealand, as it seeks to capitalize on opportunities created by banks retreating from leveraged lending. The Ares Asia Direct Lending fund, the company’s first leveraged buyout vehicle for the region, has deployed over A$1.04 billion) for a credit fund for Australia and.

Leveraged Buyouts 130

Leveraged Buyouts High Net Worth Individuals Pension Funds Buyout 130

The Motley Fool

MAY 26, 2024

These include pension funds, retirement plans, sovereign wealth funds, and hedge funds, among others. But the list goes on and includes the likes of Morgan Stanley (the sixth-largest bank in the U.S.), Institutional investors are organizations that invest money on behalf of their clients.

Hedge Funds 246

Hedge Funds Due Diligence Exchange-Traded Funds Pension Funds 246

Private Equity Insights

JULY 5, 2024

Given the funding needs for financing data centers and energy transition, there’s room to grow to hit the $25 trillion mark, Michael Zawadzki, Blackstone Credit and Insurance’s global chief investment officer said Friday in an interview with Bloomberg Television. Read more BlackRock Unveils Climate Policies for $150bn in Funds BlackRock Inc.

Pension Funds 130

Pension Funds Financing Finance Debt 130

Pension Pulse

NOVEMBER 21, 2023

Kevin Carmichael of The Logic reports Freeland eyes power of pension funds to lift Canadian economy: We’ve been conditioned to dismiss federal budgets and fiscal updates as political documents. The Government of Canada shouldn't be hinting at how or where Canada's large pension funds invest. Let's keep it that way.

Pension Funds 59

Pension Funds Funds Debt Financing 59

Top 1000 Funds

DECEMBER 7, 2023

Japan’s Sumitomo Mitsui Banking Corporation (SMBC) Pension Fund, managing assets worth 1 trillion yen ($6.6 billion), is poised to increase investments in illiquid alternatives, including infrastructure private equity and debt aimed at maximizing returns.

Pension Funds 59

Pension Funds Funds Debt Banks 59

Private Equity Wire

DECEMBER 16, 2024

British banknote printer De La Rue is in discussions with private equity firm Disruptive Capital GP and pension fund manager Pension SuperFund Capital, collectively known as PSFC Entities to sell up to 40% of its equity, according to a report by Reuters. The potential offer price of 1.25

Private Equity Firms 52

Private Equity Firms Private Equity Firms Pension Funds Stakes 52

Private Equity Insights

AUGUST 17, 2023

Alternative asset managers are increasingly looking to raise private credit funds to provide lending to borrowers previously served by banks. According to data from Preqin, globally, 34 private credit funds raised $71.2bn in the quarter ended 30 June.

Pension Funds 130

Pension Funds Funds Asset Management Assets 130

Financial Times: Moral Money

JANUARY 6, 2025

Rob Bauer calls on banks, pension funds and rating agencies to change outdated policies in face of rising threats

Pension Funds 111

Pension Funds Investors Banks Funds 111

Private Equity Insights

MAY 31, 2024

New York-based banking giant JPMorgan Chase & Co is actively seeking to acquire a private credit firm to strengthen its private capital operations within its $3.6tn asset management division. Source: Private Equity Wire Can’t stop reading?

Asset Management 130

Asset Management High Net Worth Individuals Assets Private Equity Firms 130

Pension Pulse

NOVEMBER 13, 2023

James Hirai of Bloomberg reports Dutch pension funds send shockwaves through euro swap market: Dutch pension funds are plowing cash into long-dated swap contracts, according to strategists, upending one of this year’s most popular trades. The funds, by far the region’s largest with more than €1.5 in a client note.

Pension Funds 59

Pension Funds Funds Liabilities Asset Management 59

The Motley Fool

JULY 15, 2023

While institutional investors, such as pension funds and insurance companies, have been a big growth driver for alternative asset managers over the years, retail investors will be a key catalyst in the future. Meanwhile, rental rates are rising sharply due to limited supply and robust demand for warehouse space.

Investing 246

Investing Pension Funds Hedge Funds Asset Management 246

Private Equity Wire

SEPTEMBER 5, 2024

Several US pension funds are preparing to significantly increase their allocations to private credit in the 2025 fiscal year, highlighting a growing interest in the sector among institutional investors, according to a report by Banking Exchange.

Pension Funds 52

Pension Funds Funds Debt Assets 52

The Motley Fool

SEPTEMBER 18, 2023

Blackstone's unique investment business Blackstone manages investments for big money managers, including pension funds and institutional investors, and its $1 trillion in AUM makes it one of the largest asset managers in the world. Here's why this news is a big deal.

Investment Banking 130

Investment Banking Investment Banks Banks Hedge Funds 130

Private Equity Insights

JULY 5, 2024

However, the summit managed to attract many of the titans of private finance, with BlackRock CEO Larry Fink leading a group of Wall Street heavyweights who spanned the hedge fund industry, private equity and many of the world’s biggest banks. Hedge fund billionaire Ray Dalio has called Alterra a “wonderful template” for others to copy.

Pension Funds 147

Pension Funds Hedge Funds Funds Financing 147

Top 1000 Funds

JANUARY 10, 2024

The CIO of Iceland's second largest pension fund outlines the importance of diversification overseas – and the challenge of not being able to hedge inflation in the fund's liabilities because of limitations in the banking sector.

Pension Funds 116

Pension Funds Liabilities Banks Funds 116

Private Equity Insights

MARCH 17, 2023

Question is: Can it become a one-stop shop for pension funds, endowments, insurers, and sovereign wealth funds eager for exposure to every major alternative-asset class — without diminishing its private credit franchise? Regulations are inconsistent between banks and nonbanks, and cost structures are different.”

Pension Funds 130

Pension Funds Buyout Leveraged Buyouts Asset Management 130

Top 1000 Funds

DECEMBER 4, 2023

The $23 billion pension fund of the state of Geneva in Switzerland is favouring Japanese equities and seeking opportunities to acquire them when prices decline amid factors including attractive dividend yields, the monetary policy by the Japanese central bank and stable consumer habits.

Pension Funds 52

Pension Funds Funds Banks Investors 52

Private Equity Insights

FEBRUARY 9, 2024

Past investments in Italy include IMA Industria Macchine Automatiche, a designer and manufacturer of automatic packaging machines that was divested to US merchant bank BDT & MSD Partners, and Galbani, a cheese producer. Billion for Australia Private Credit Fund Ares Management Corp. billion) for a credit fund for Australia and.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Pension Funds Stakes 130

Private Equity Insights

JUNE 14, 2023

The fund’s investor base includes a diverse range of leading institutional investors, including pension funds, insurance companies, family offices, and other strategic partners. Japan’s Sumitomo Mitsui Banking Corp. SMBC), Asian Infrastructure Investment Bank (AIIB), and.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Capital Pension Funds 130

Private Equity Insights

MARCH 17, 2023

The asset could attract investment funds and pension funds, the people said. Read more India’s Lok Capital seeks $200m for Fund IV, gets AIIB support Indian impact investor Lok Capital has secured USD 25m from Asian Infrastructure Investment Bank.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Wire

APRIL 5, 2024

US institutional investors are offloading their private equity holdings at slashed prices, reflecting a broader trend of reducing exposure to the illiquid asset class, with pension funds and endowments leading the charge, according to a report by the Financial Times. The trend continued with 95% in 2022 and 73% in 2021.

Pension Funds 98

Pension Funds Mergers and Acquisitions Stakes Investors 98

Private Equity Wire

AUGUST 13, 2024

This year alone, Lazard has onboarded nine managing directors, including Adam Cady from Bank of America, to lead large-cap financial sponsor coverage in North America; and Ali Syed from Citigroup, to focus on sovereign wealth and pension funds.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Pension Funds Asset Management 98

FinSMEs

DECEMBER 4, 2023

The round saw participation from Glentra Capital alongside co-investors Novo Holdings and Denmark-based pension fund PKA. The capital package also included a mandated corporate debt facility to be arranged by Santander and Deutsche Bank. energyRe, a Houston, TX- and NYC-based independent U.S. clean energy developer, raised $1.2

Capital 104

Capital Pension Funds Banks Debt 104

Private Equity Wire

AUGUST 12, 2024

This year, the firm added nine managing directors, including Adam Cady from Bank of America, to lead large-cap financial sponsor coverage in North America, as well as former Citigroup banker Ali Syed, to focus on sovereign wealth funds and pension funds.

Pension Funds 97

Pension Funds Buyout Asset Management Banks 97

Private Equity Wire

MAY 24, 2024

New York-based banking giant JPMorgan Chase & Co is actively seeking to acquire a private credit firm to strengthen its private capital operations within its $3.6tn asset management division, according to a report by Bloomberg.

Asset Management 98

Asset Management High Net Worth Individuals Assets Pension Funds 98

Private Equity Insights

SEPTEMBER 21, 2023

Hahn & Company, a private equity fund operator, has attracted about 1 trillion won ($749 bn) in institutional funds for its first domestic funding. These alone have raised funds amounting to about 2 trillion won.

Pension Funds 130

Pension Funds Funds Asset Management Investing 130

Top 1000 Funds

NOVEMBER 27, 2023

Predictability and transparency are fundamental to having impact as a global responsible investor, according to Wilhelm Mohn, the global head of governance at Norges Bank Investment Management, which manages Norway’s $1.43 trillion Government Pension Fund Global.

Banks 59

Banks Pension Funds Investing Funds 59

Private Equity Insights

JULY 7, 2023

It comprises 17 African shareholders—including sovereign wealth funds, development finance institutions, banks, pension funds, asset managers, and retirement agencies—and two international Institutional Investors. Other entities are expected to join this first transaction.

Investors 130

Investors Initial Public Offering Funds Private Equity Firms 130

The Motley Fool

OCTOBER 9, 2023

But the reality behind investing motives is likely more nuanced: Research compiled by a collection of non-governmental organizations looked at 150 pension funds, banks, and insurance groups around the world and listed 4,500 companies that were excluded from many portfolios.

Pension Funds 130

Pension Funds Funds Investing Financial Institutions 130