Private Equity Wire

JUNE 6, 2024

The SEC has suffered a major setback in its bid to increase oversight of the private equity and venture capital industry after a US appeals court threw out a new rule requiring managers to provide investors with fees and expenses each quarter. ” He said in a statement.

Bidding 94

Bidding Hedge Funds Pension Funds Funds 94

Private Equity Insights

OCTOBER 23, 2023

The cornerstone investor of BInF II is the European Investment Fund (EIF). Investors contributing to the fund include EIF, Swedbank pension funds, SEB pension funds, LHV Pension funds and pension funds managed by Citadele group. “We Source: BaltCap Can’t stop reading?

Pension Funds 130

Pension Funds Funds Financing Finance 130

Private Equity Insights

JUNE 28, 2023

The pension fund is close to finalizing the sale of some of its Europe-focused investments and is in the middle of negotiations to reduce some of its US positions, one of the people said, who asked not to be identified due to the confidentiality of the matter. The pension fund held C$28.3 from the prior fiscal year.

Assets 130

Assets Pension Funds Startups 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 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.”

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Funds Bidding Private Equity Firms Private Equity Firms 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? The attractions of sticking with private credit are obvious. Whenever he approaches a U.S.

Pension Funds 130

Pension Funds Buyout Leveraged Buyouts Asset Management 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

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.” Returns for our A$18.6 million members. Billion US pipeline operator ONEOK Inc.

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Legal Private Equity Firms Private Equity Firms Pension Funds 130

Pension Pulse

DECEMBER 20, 2023

The last few years (especially in 2022) saw historically weak returns in a number of asset classes, including long term bonds, real estate and emerging market public equities. Since January 2022, US 10 Year Treasury returns have fallen 9%; the benchmark FTSE EPRA NAREIT index is down 12% from its all-time high; and the MSCI EM index fell 9%.

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.

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Pension Funds Stakes Banks Financing 59

Private Equity Wire

AUGUST 21, 2023

UK's Nest pension scheme to ramp up PE allocations Submitted 21/08/2023 - 12:19pm The National Employment Savings Trust (Nest), one of the UK's largest workplace pension schemes, is planning to boost its allocation to private equity investments in a bid to improve long-term returns, according to a report by the Telegraph.

Pension Funds 52

Pension Funds Bidding Legal Assets 52

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. It provides a level of analysis that goes much deeper than just persistency of returns, she says.

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

Pension Pulse

APRIL 24, 2024

ADQ deputy group CEO Hamad Al Hammadi said: “This collaboration, marking our inaugural venture in Australia, underscores ADQ’s commitment to developing partnerships that complement our investment strategy, which aims to create long-term value and generate sustainable financial returns.” In November, the consortium reached a $3.7

Stakes 59

Stakes Pension Funds Bidding Shareholders 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. Returns for the year that ended June 30 were driven by a 14.1%

Pension Funds 52

Pension Funds Debt Assets Banks 52

Pension Pulse

JULY 24, 2024

Fast forward a couple of years later, private equity had performed well with great returns. billion in assets under management as of December, the priority is to steer the pension’s PE portfolio back to safe waters and ensure its allocation fits within the risk budgets of its 48 depositors. Couche-Tard will pay $80.50

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Pension Funds Buyout Stakes Financing 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.

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Buyout Pension Funds Investing Mergers and Acquisitions 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. CPP Investments’ strategy aligns with the global trend towards energy transition and sustainability.

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

for many years in the hope of acquiring it one day, but the Audet family, which controls both entities, rebuffed its overtures — including a hostile bid in 2020. for many years in the hope of acquiring it one day, but the Audet family, which controls both entities, rebuffed its overtures — including a hostile bid in 2020.

Stakes 59

Stakes Leveraging Bidding Debt 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. And markets are crowded.

Pension Funds 52

Pension Funds Assets Liabilities Funds 52

The Motley Fool

FEBRUARY 22, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. Returning capital to shareholders will remain a high priority for the company going forward. Our average share count in the fourth quarter was 9% below Q4 2022.

Securities and Exchange Commission (SEC) 130

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

Pension Pulse

JANUARY 24, 2024

The move follows a similar initiative by Ontario Teachers' Pension Fund, announced last June. ABOUT CDPQ At CDPQ, we invest constructively to generate sustainable returns over the long term. Not exactly good for Montreal or Quebec's economy but still necessary and it will strengthen Quebec's pension fund over the long run.

Pension Funds 59

Pension Funds Best Practices Leveraging Legal 59

The Motley Fool

FEBRUARY 6, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. See the 10 stocks *Stock Advisor returns as of February 6, 2024 Kate Johnson -- President and Chief Executive Officer Thanks Mike. year over year.

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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.” Octopus is now the U.K.’s million retail customers.

Stakes 59

Stakes Portfolios Investing Banks 59

Pension Pulse

MAY 17, 2024

Otherwise, recent US$ weakness caused by a net slowing in US growth momentum provides a bid under commodities. George Soros, Carl Icahn, Stanley Druckenmiller, Julian Robertson have converted their hedge funds into family offices to manage their own money. The DXY is currently flirting with its 200-dma at 104.3.

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% I would invite my readers to learn more about Interise here to appreciate why this asset is coveted by both funds. The Fund is committing up to R$2.2

Stakes 59

Stakes Assets Buyout Shareholders 59

Pension Pulse

AUGUST 23, 2023

It is for this reason that Canadian pension giant BCI finds itself in a rather enviable position. billion) public pension fund has spent much of the past decade using the secondaries market to cultivate a comparatively liquid portfolio of illiquid assets. percent annualised return, almost double its five-year benchmark of 9.2

Pension Funds 40

Pension Funds Assets Debt Private Equity Firms 40

The Motley Fool

APRIL 12, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. See the 10 stocks *Stock Advisor returns as of April 8, 2024 Martin Small -- Chief Financial Officer Thanks, Chris, and good morning, everyone.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

Pension Pulse

SEPTEMBER 5, 2023

OTPP, which has almost C$250bn ($180bn) in assets, manages the pensions of 336,000 teachers in Canada’s most populous province. The ability of OTPP to invest in public equities alongside infrastructure, venture capital and property has helped it deliver average returns of 9.5 per cent a year since it was set up in 1990.

Stakes 59

Stakes Asset Management Assets Financial Services 59

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. First 13 trading days of August just two days of positive breadth. MTD but up 17% YTD.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

The Motley Fool

OCTOBER 31, 2023

See the 10 stocks *Stock Advisor returns as of October 30, 2023 GAAP, we also refer to non-GAAP measures. In the first nine months of this year, we returned $459 million to the owners of MSCI in the form of share repurchases and more than $329 million in the form of dividends. They bid up the properties.

Assets 100

Assets Hedge Funds Capital Leveraging 100

Pension Pulse

JUNE 20, 2023

I also think it is worth reading pages 56-57 of the Fiscal 2023 Annual Report which provide management's discussion on Credit Investments: Here is the critical performance point: Over the past five years, CI delivered a net return of 5.8%, a decline from the prior five-year period, which was driven by widening credit spreads in fiscal 2023.

Investing 52

Investing Leveraging Banks Debt 52

This is going to be BIG.

JULY 30, 2015

You incorporate expected company returns, mortality rates, and fee structures to try to predict how a venture capital fund works from a cash in, cash out, and NAV standpoint. On the other hand, you can't exactly model out being in Accel Facebook fund, the First Round Uber fund, or the Lowercase Twitter fund.

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Venture Capital Returns Capital Enterprise Values 167

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

OCTOBER 13, 2023

As the death toll rises on both sides, I hope there will be a peaceful resolution to this latest conflict and pray for the safe return of those kidnapped Israelis, including children, women and elderly. Anyway, let me get on to covering this week in pensions. Since Canada's share of global GDP in 2022 was between 1.0%

Pension Funds 59

Pension Funds Investing Banks Consultants 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