The Motley Fool

MAY 12, 2024

average annual return, significantly outpacing companies with no change in their dividend policy, with an average of 6.7%. Some companies stand out for their ability to grow their dividend. It even has an "outsourced chief investment officer" segment to handle defined benefit pension funds for clients.

Pension Funds 245

Pension Funds Bidding Consulting Consultants 245

Private Equity Insights

FEBRUARY 2, 2024

The New York State Teachers Retirement System (NYSTRS) committed $400m (£315.55m) to private debt funds between October and December last year. The pension fund allocated $300m to the OIC Credit Opportunities IV fund, while the remaining $100m was committed to the Peninsula VIII, according to publicly available documents.

Debt 130

Debt Pension Funds Bidding Assets 130

Private Equity Insights

NOVEMBER 20, 2023

Riverwood Capital, which invests in high-growth technology companies, closed $1.8bn in new commitments in the largest fundraising round since inception 15 years ago. Riverwood has invested in 75 companies, mainly in the Americas, including GoPro, ride-hail firm 99, software firm Globant SA, VTEX, Nextdoor and iFLY.

Capital 130

Capital Funds Pension Funds Bidding 130

Private Equity Insights

FEBRUARY 2, 2024

US private equity giant KKR and top Canadian pension fund Canada Pension Plan Investment Board ( CPPIB) have launched a $465 million block deal in Indus Towers as both investors eye an exit from the leading telecom tower company, multiple industry sources in the know told Moneycontrol.

Pension Funds 130

Pension Funds Stakes Bidding Asset Management 130

Private Equity Insights

DECEMBER 13, 2023

Fund III will continue Ara’s strategy of investing in the decarbonization of the industrial economy, the greatest source of carbon emissions globally. Fund III will continue Ara’s strategy of investing in the decarbonization of the industrial economy, the greatest source of carbon emissions globally. ” Mr. .

Funds 130

Funds Bidding Private Equity Firms Private Equity Firms 130

Private Equity Insights

OCTOBER 24, 2023

Consistent with their predecessors, these new funds enable OrbiMed to invest globally, from seed stage for start-ups incubated by OrbiMed through growth capital opportunities. OrbiMed works closely with its portfolio companies to provide tailored financing solutions, which can include equity, credit and royalty-based financing.

Funds 130

Funds Pension Funds Investing Bidding 130

Private Equity Insights

DECEMBER 13, 2023

With the ongoing growth of its platform, Vistara is now seeking to broaden its investor base by targeting pension funds and other institutional investors, and geographically by launching vehicles for both US and international investors. is weighing a bid for UK's Pension Insurance Corporation.

Funds 130

Funds Bidding Private Equity Firms Private Equity Firms 130

Private Equity Wire

JANUARY 28, 2025

The Canadian pension funds acquired Santanders stake in 2016, becoming equal owners. The company also has expertise in concentrated solar power and transmission line technology, positioning it as a key asset in the global energy transition. gigawatts (GW).

Pension Funds 104

Pension Funds Conglomerates Bidding Banks 104

Private Equity Insights

AUGUST 7, 2023

. “We have never been more excited about the current market opportunity in the healthcare services sector, and we look forward to investing our new capital into compelling risk-reward investments while supporting our portfolio companies in their next stages of growth.” billion of assets under management.

Capital 130

Capital Private Equity Firms Private Equity Firms Funds 130

Pension Pulse

MAY 16, 2023

billion bid and Ottawa has said Glencore would face rigorous scrutiny. Canada's large pension funds are globally known investors, managing more than $1 trillion of savings, but their exposure to domestic equities has steadily declined over the past decade since Canadian equity markets represent just 3% of the global equity market.

Bidding 52

Bidding Pension Funds Stakes Shareholders 52

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? Still, Ares Cap executives wish that portfolio companies would hedge more of their debts.

Pension Funds 130

Pension Funds Buyout Leveraged Buyouts Asset Management 130

Private Equity Insights

OCTOBER 23, 2023

Harrington will continue to operate as a standalone company and be led by its current management team. Financial terms of the private transaction with funds affiliated with Nautic Partners (together with certain of their affiliates, “Nautic”), which have owned Harrington since 2020, were not disclosed. “We and globally.

Finance 130

Finance Financing High Net Worth Individuals Collateral 130

Private Equity Insights

NOVEMBER 20, 2023

While it is never easy to raise a “blind pool” of capital, Mukul Gulati, president and chief investment officer of Zephyr Peacock India, says India is on everyone’s radar and pension funds and large endowment funds are sitting on a large pool of money.

Investing 130

Investing Pension Funds Startups Bidding 130

Private Equity Insights

AUGUST 30, 2024

euNetworks Group Holdings Limited (“euNetworks”), a Western European bandwidth infrastructure company, today announced that it has closed on a €2.1 The company owns and operates deep fibre networks in 18 cities, as well as a highly differentiated long haul network that spans 45,000 route kilometres across 17 countries.

Legal 130

Legal Private Equity Firms Private Equity Firms Pension Funds 130

Pension Pulse

DECEMBER 20, 2023

They also provide diversified exposure to new trends and disruptive technologies – like generative AI – which appears set to have a significant impact on many companies and jobs and was a serious tailwind for public equity markets in 2023. Public equities provide liquidity and broad geographic and industry segment diversification.

Bidding 59

Bidding Pension Funds Assets Banks 59

Pension Pulse

MAY 23, 2024

But what’s even more relevant, he says, is that with $88 billion now invested in a province with a GDP of nearly $500 billion, “the Caisse is the pension fund that is the most invested, in the world, in its local economy.” More than ever, Canada’s largest pension funds are being pressed to play the same role in the rest of the country.

Pension Funds 59

Pension Funds Stakes Banks Finance 59

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).

Stakes 59

Stakes Pension Funds Bidding Shareholders 59

Pension Pulse

SEPTEMBER 12, 2023

At C$146 billion, equivalent to a quarter of the entire C$575 billion pension fund for some 21 million Canadians and forecast to grow bigger every year, Kim leads a program that is also heading into unchartered territory. For now her focus is on investing – and exiting – high quality companies only. per cent on a 5-year basis.

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

Pension Pulse

JULY 24, 2024

Moving into 2023, he set a goal of reducing the pension’s PE allocation to 18 percent within three years, primarily by selling companies and exiting fund stakes via the secondaries market. These professionals had been trained to spot top private companies and PE funds, rather than to sell their investments.

Pension Funds 59

Pension Funds Buyout Stakes Finance 59

Pension Pulse

SEPTEMBER 30, 2024

Gillian Tan, Swetha Gopinath and Layan Odeh of Bloomberg report OMERS to stop making direct private equity investments in Europe: The Ontario Municipal Employees Retirement System will stop making direct private equity investments in Europe as the pension fund overhauls its operations there, according to people familiar with the matter.

Buyout 59

Buyout Pension Funds Investing Mergers and Acquisitions 59

Pension Pulse

JULY 10, 2024

That risks dragging values in Europe and Asia down further, or leaving some markets stuck in stasis as sellers and lenders refuse to cave to super-lowball bids. It's in this environment that these long-term funds thrive, something Andrew Coyne who is mesmerized by the S&P 500 making record gains doesn't seem to get.

Pension Funds 59

Pension Funds Investing Banks Debt 59

Pension Pulse

AUGUST 28, 2024

CPP Investments, the public pension plan’s asset manager, has about $36 billion under management in Latin America, or about 5% of its global portfolio, in sectors from electric utilities and sanitation to real estate, telecoms and logistics. Brazil accounts for nearly half of the fund’s investments in Latin America.

Investing 59

Investing Pension Funds Bidding Stakes 59

Pension Pulse

JULY 18, 2023

Business Wire reports that Norway's sovereign fund tops global transparency ranking: TORONTO — Norway’s sovereign wealth fund, Government Pension Fund Global, has topped the list of the most transparent funds according to the Global Pension Transparency Benchmark’s 2023 findings.

Pension Funds 52

Pension Funds Funds Banks Assets 52

Pension Pulse

DECEMBER 12, 2023

Simultaneously, the Caisse announced it will become an “anchor investor in Cogeco Communications” after trading in Rogers’s shares in parent company Cogeco Inc. whose founding Audet family and its company Gestion Audem held 69 per cent of voting interest. Under the agreement with the Caisse, Cogeco Inc. Cogeco Inc.

Stakes 59

Stakes Leveraging Bidding Debt 59

The Motley Fool

FEBRUARY 22, 2024

On flights, we have continued to scale up our offering at Booking.com since launching in 2019, with total company air tickets booked in 2023 up more than 400% over that timeframe, primarily driven by Booking.com. Returning capital to shareholders will remain a high priority for the company going forward.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Shareholders Pension Funds 130

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.

Hedge Funds 59

Hedge Funds Funds Asset Management Pension Funds 59

The Motley Fool

FEBRUARY 6, 2024

A year ago, I shared that 2023 was a reset year for this company with new mission and vision, a new executive team, and a newly redesigned culture. While two large legacy telco companies saw Q4 revenue declines in their business wireline segment of roughly 8% to 10% year over year. Lumen's business Q4 revenue decline was only 3.5%

Taxes 130

Taxes Debt Leveraging Banks 130

Pension Pulse

DECEMBER 18, 2023

CPP Investments backs leading companies across the energy transition with our flexible capital, global network and deep expertise – this follow-on investment in Octopus is an important example of this, while delivering attractive long-term, risk-adjusted returns to the CPP Fund.” For more information, please visit rialtocapital.com.

Stakes 59

Stakes Portfolios Investing Banks 59

Pension Pulse

SEPTEMBER 10, 2024

Razak Musah Baba of IPE Real Assets reports OMERS to buy Allianz’s stake in Indian road infrastructure trust: Canadian pension fund OMERS is buying Allianz Capital Partners’ 13.5% billion (C$532 million) to Brazilian water and sanitation company Iguá Saneamento. The remaining shares of Interise are owned by domestic investors.

Stakes 59

Stakes Assets Buyout Shareholders 59

Pension Pulse

SEPTEMBER 5, 2023

Harriet Agnew and Arjun Neil Alim of the Financial Times report Ontario Teachers’ fund acquires UK wealth manager 7IM: The Ontario Teachers’ Pension Plan has agreed to buy UK wealth manager Seven Investment Management, as one of Canada’s biggest investors bets on a sector that is rapidly consolidating.

Stakes 59

Stakes Asset Management Assets Financial Services 59

The Motley Fool

OCTOBER 31, 2023

Over the past 36 years, Burgiss has created greater private asset transparency while serving institutional investors such as pension funds, endowments, foundations, and family offices. We believe this market will play a significant role in helping institutional investors and companies reduce climate risk.

Assets 100

Assets Hedge Funds Capital Leveraging 100

Pension Pulse

AUGUST 18, 2023

pic.twitter.com/T3JDqFb3H0 — Bespoke (@bespokeinvest) August 18, 2023 Now, a quick glimpse tells me the most shorted/ low quality stocks are getting clobbered this month and the most profitable/ high quality stocks are being bid up. They include funds run by legendary investors like Warren Buffet, Seth Klarman, Ron Baron and Ken Fisher.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

The Motley Fool

APRIL 12, 2024

Being a growth company requires continued innovation, lots of investments, and intense client focus. This pioneering structure can help address global gaps in funding retirement security, improve the quality of life and retirement for millions of Americans and bring back hope for those who were retiring. That is really our ambition.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

Pension Pulse

JUNE 20, 2023

He started his career with KPMG on the Financial Institutions industry team, followed by eight years in the Corporate Finance group advising mid-market companies on M&A and financings. Rio Energy is an independent renewable energy company in Brazil. HCP) to support Carlyle’s acquisition of the company. and the U.S.

Investing 52

Investing Leveraging Banks Debt 52

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

This is going to be BIG.

JULY 30, 2015

One of the first things I did when I joined the venture asset class as a lowly institutional LP analyst in 2001 was to build the VC fund cashflow model. Just about every analyst who looks at fund investing has built one. I'd say no--they're taking money from the same endowments, high net worths and pension funds as everyone else.

Venture Capital 167

Venture Capital Returns Capital Enterprise Values 167

Pension Pulse

OCTOBER 13, 2023

Anyway, let me get on to covering this week in pensions. First, Shahir Gindo wrote a special to the Globe and Mail on why Canadian pensions funds should invest more in domestic assets to boost the economy. I want to confront the topical complaint that pension funds allocate something like 4% of our capital to domestic stocks.

Pension Funds 59

Pension Funds Investing Banks Consulting 59