Private Equity Insights

NOVEMBER 20, 2023

The Menlo Park, California-based firm with offices in Miami, New York and Sao Paulo, tapped pension funds, hospital systems, foundations, endowments, fund of funds, insurance companies and family offices among other investors, according to a statement.

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. per share on January 31.

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. . We look forward to collaborating with our world-class portfolio company management teams to generate strong returns for our investors in the coming years.” ” Mr. .”

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. For KKR, a successful bid for Cubico would mark another significant move in its expanding renewable energy portfolio. Today, Cubico operates wind and solar farms across Europe, the Americas, and Australia, with a total capacity of 2.8

Pension Funds 104

Pension Funds Conglomerates Bidding Banks 104

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

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.” Houlihan Lokey Capital, Inc.

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

. “We are pleased to partner with Bain Capital and BMO to support the continued success of Harrington as a leader in the specialty distribution industry and advance its ability to deliver mission-critical offerings to its diverse customer base,” said Eric Muller , Portfolio Manager and Partner at OHA.

Finance 130

Finance Financing High Net Worth Individuals Collateral 130

Private Equity Insights

AUGUST 30, 2024

We are thrilled to be entering into this partnership, on behalf of our pension fund client ABP and Asset Owner Partners, and we are eager to work closely with the euNetworks team as they continue to develop and further their strategic vision.” Billion Loan for AirTrunk Bid Private equity firm Blackstone Inc.

Legal 130

Legal Private Equity Firms Private Equity Firms Pension Funds 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

Pension Pulse

SEPTEMBER 12, 2023

Sarah Rundell of Top1000Funds recently interviewed Suyi Kim, Global Head of Private Equity at CPP Investments to go over what drives success at their giant PE portfolio: Suyi Kim, global head of private equity at CPP Investments manages quite possibly the largest private equity allocation in the world. I like to be able to sleep at night.”

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

Pension Pulse

DECEMBER 20, 2023

This combination of weak results across asset classes that are included in most diversified investment portfolios has meant distinctly weak overall portfolio returns for many investors. The chart below shows how the annual return of a “60/40” portfolio in 2022 was worse than all other years, but two—1931 and 1937.

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

He added: “ADQ’s existing portfolio of infrastructure assets, many of which are emerging as national champions, will serve as a catalyst to leverage significant potential of public-private partnership projects together with Plenary, a leader in its field with a proven track record of delivering successful infrastructure projects globally.”

Stakes 59

Stakes Pension Funds Bidding Shareholders 59

Pension Pulse

MAY 30, 2023

Today, CDPQ's real estate subsidiary Ivanhoé Cambridge announced 170,000 square meters leases in its Hub & Flow logistics portfolio in France: Paris, France, May 30, 2023 – Ivanhoé Cambridge, a global real estate leader, is proud to announce that it has signed eight leases for assets of its Hub & Flow logistics portfolio in France.

Portfolios 52

Portfolios Pension Funds Asset Management Assets 52

Pension Pulse

JULY 24, 2024

Hannah Zhang of Secondaries Investors reports on how CDPQ used the secondaries market to address overallocation: For Canadian pension giant Caisse de dépôt et placement du Québec , the secondaries market has played an indispensable role in rebalancing its private equity portfolio. CDPQ generated C$9 billion ($6.5

Pension Funds 59

Pension Funds Buyout Stakes Finance 59

Pension Pulse

DECEMBER 18, 2023

About Canada Pension Plan Investment Board Canada Pension Plan Investment Board (CPP Investments™) is a professional investment management organization that manages the Fund in the best interest of the more than 21 million contributors and beneficiaries of the Canada Pension Plan. billion in the venture which holds a $16.8

Stakes 59

Stakes Portfolios Investing Banks 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

AUGUST 24, 2023

A month ago, Eliyahu Kamisher of the Los Angels Times reported that CalPERS pension fund posts 5.8% gain in its latest fiscal year as the stock market rally and private debt buoyed the largest traditional public pension fund in the United States. pension fund, has yet to release its fiscal 2023 results.

Pension Funds 52

Pension Funds Debt Assets Banks 52

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. billion) in Latin America, about 5% of its global portfolio. What does this mean?

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

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. With regional banks, “you wonder what’s going on, like how could they not be experiencing larger losses, certainly in their office portfolios,” he said on an earnings call in May.

Pension Funds 59

Pension Funds Investing Banks Debt 59

Pension Pulse

JANUARY 24, 2024

Nathalie accomplished a lot for CDPQ and our depositors by leading the transformation of the Ivanhoé Cambridge business model and by repositioning the portfolio toward promising sectors with her teams," Emond said in the release. "I The move follows a similar initiative by Ontario Teachers' Pension Fund, announced last June.

Pension Funds 59

Pension Funds Best Practices Leveraging Legal 59

Pension Pulse

SEPTEMBER 27, 2023

Canada’s large pension funds have pulled back on some activities in China. I also want to recognize our peer Maple 8 pension fund managers, many of whom are here today. Asset allocation decisions represent an important lever that portfolio managers can pull to create excess returns. Why, after all, am I here?

Pension Funds 52

Pension Funds Assets Liabilities Funds 52

Pension Pulse

MAY 17, 2024

Their combined holdings amounted to $1.887 trillion, compared with $1.728 trillion held by the same funds three months earlier. Technology accounted for the biggest weighting in the investor group’s portfolios, at 28%, followed by consumer discretionary at 14%. Tiger Global Management LLC increased its stake in Alphabet Inc.

Hedge Funds 59

Hedge Funds Funds Asset Management Pension Funds 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% Interise has a portfolio of 17 road concessions in India, spread across eight states. OMERS has been a shareholder in Interise Trust since 2019.

Stakes 59

Stakes Assets Buyout Shareholders 59

The Motley Fool

FEBRUARY 6, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. With this momentum, we expect this segment to be the first to bend the revenue curve back to growth, and we think bid market segment will follow suit.

Taxes 130

Taxes Debt Leveraging Banks 130

The Motley Fool

FEBRUARY 22, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. The liability we recorded in our Q4 results is for prior periods related to this pension plan. A lot of people bidding in these marketplaces.

Securities and Exchange Commission (SEC) 130

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

Pension Pulse

AUGUST 23, 2023

billion) public pension fund has spent much of the past decade using the secondaries market to cultivate a comparatively liquid portfolio of illiquid assets. Is that the true value of the portfolio? So we’re selling some layers of the funds in order to reutilise it in directs.” billion portfolio.

Pension Funds 40

Pension Funds Assets Debt Private Equity Firms 40

The Motley Fool

APRIL 12, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. They continue to consolidate more of their portfolios with us, which is driving our growth premium. Clients choose BlackRock for performance.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

Pension Pulse

SEPTEMBER 5, 2023

7IM adds to the more than C$10bn in direct investments OTPP has in the financial services sector and the wealth manager will sit within its roughly C$60bn private equity portfolio. It has over 500 staff across London and Edinburgh, and runs portfolios as well as offering platform services for clients. 7IM was advised by Evercore.

Stakes 59

Stakes Asset Management Assets Financial Services 59

The Motley Fool

OCTOBER 31, 2023

With the completed acquisition of Burgiss, MSCI can now provide additional clarity and transparency highly needed by investors across private and public assets in their portfolios. In addition, MSCI won a big strategic mandate to build client-designed indexes for one of America's largest wealth managers. Turning to analytics.

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. Billion which now make up more than 93% of his portfolio ? MTD but up 17% YTD.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

Pension Pulse

JUNE 20, 2023

Andrew and his team manage one of the biggest and most important credit portfolios among institutional investors in the world and I had a lot of questions pertaining to private credit which makes up the bulk of this portfolio. billion in outstanding loan portfolio balance. We have people in four different offices globally.

Investing 52

Investing Leveraging Debt Banks 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

Pension Pulse

MAY 21, 2024

Consequently, no shareholders provided further funding to Thames Water and the value of OMERS Thames Water investment has now been written off,” said James Thompson, a spokesperson for OMERS Infrastructure, in an e-mailed statement Friday. Another major Canadian pension fund, British Columbia Investment Management Corp.

Stakes 59

Stakes Pension Funds Debt Assets 59