article thumbnail

Some Thoughts and Models Around Ownership Targets

This is going to be BIG.

We do the work of sorting through the pitch decks of everyone and their mother, finding the diamonds in the rough, helping them turn an idea into something that looks like a company—and we do it for a fraction of the management fees of our later stage counterparts.

article thumbnail

SEI/AGB roundtable recap

SEI

Operating budget and spending: 70% are responsible for “real estate acquisition, development and / or management” (compared to only 52% from the group with endowments $500M or greater). On average, 74% of the annual operating budget comes from the endowment management fee and institutional support/shared service agreement.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Low cost financial advisors who WON’T cost you a bloody fortune!

Sara Grillo

For those of you new to my blog, my name is Sara G. I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Financial plans are $1,000 for initial plan and negotiated fee for subsequent updates. fixed annual fee. to $1,999,999.99

Assets 52
article thumbnail

Demystifying Systematic Fixed Income Investing

ClearMoney

4Marlena Lee, Philipp Meyer-Brauns, Savina Rizova, and Samuel Wang, "Bond Study Confirms Investment Approach and Offers New Insight," Insights (blog), Dimensional Fund Advisors, February 11, 2020. 5Wes Crill, “Out of Bounds: Style Drift in the Russell 2000 Value Index,” Insights (blog), Dimensional Fund Advisors, June 2021.

article thumbnail

A Conversation With CAAT Pension Plan's CFO & CIO Going Over 2022 Results

Pension Pulse

The Plan returned (2.3%) in 2022 net of management fees, exceeding the policy benchmark by 5.2%. CAAT continues to focus on long-term returns, so our members can be confident their retirement savings are backed by a strong track record of prudent management to fulfill every pension dollar promised. I wake up at 5:30 a.m.

article thumbnail

Private Bankers Considering Change: What You Need to Know

Diamond Consultants

This is because firms deduct non-portable production such as alternatives in proprietary feeders, revenue from deposits, and internal asset management fees, as well as the additional time it can take to move the assets from the bank.

Legal 52
article thumbnail

Top Funds' Activity in Q4 2023

Pension Pulse

The field’s best investment results in recent years have been those of “multistrategy” hedge funds like Ken Griffin’s Citadel and Izzy Englander’s Millennium Management. Their consistent, strong returns might make poring over their13Fs seem like a tempting way to ride their coattails without paying their steep management fees.