American Investment Council

DECEMBER 19, 2023

Private Investment Works featured: Blog posts highlighting private investment’s impact across industries and issue areas—including health care , energy , housing , small business , and pension funds.

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Integrity Financial Planning

JANUARY 9, 2023

In 2022 alone, the value of an average 401(k) dropped by 25%, and the value of pension funds declined by 15%. [3] If you’re like most, you held some declining stocks and bonds in your IRAs, 401(k)s, and other retirement accounts.

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Accounting Pension Funds Financing Finance 97

Pension Pulse

MAY 17, 2023

Private debt still makes me very nervous and it makes me even more nervous when I ask pension funds simple questions like "how much of your total portfolio is in private debt and how much of that is exposed to junior loans?" At the beginning of the year, i warned my readers that private debt might be the next subprime credit crisis.

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Debt Pension Funds Banks Due Diligence 52

Integrity Financial Planning

DECEMBER 13, 2022

4] As these indexes track stocks that people buy for long-term investments through 401ks, Roth IRAs, and other pension funds, a decrease in the price of these stocks may also mean a decrease in the value of the funds held in your investment accounts.

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Pension Funds Debt Banks Accounting 97

Pension Pulse

SEPTEMBER 25, 2024

Lastly, this is Climate Week in New York City and CDPQ representatives and those of of other large Canadian pension funds gathered to discuss and exchange ideas on decarbonizing this world. Great deal with Brookfield and an amazing partner in Engie to take this asset to the next level.

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Stakes Asset Management Assets Consultants 59

Pension Pulse

APRIL 29, 2024

Now, from the little I've read up on them, Pine Gate Renewables is a great company that even has a very informative blog on its websites which I found particularly interesting. We expect this investment will deliver great value to our members, the healthcare workers of Ontario.”

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Stakes Pension Funds Financing Finance 59

This is going to be BIG.

MAY 11, 2012

I would say something like, "You should see the number of complicated disclosures I had to had to pay a lawyer tens of thousands of dollars to put into my fund's legal docs," that is, if I could say anything about the fundraising status of any fund that I might have at all. I can't tell you anything about it thanks to the SEC.

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Crowdfunding Startups Funds Venture Capital 125

Pension Pulse

SEPTEMBER 3, 2024

Over the last decade, the real estate arm of Quebec’s $300 billion pension fund tore through U.S. It was acquired in 1990 by Caisse de dépôt et placement du Québec — Canada’s second-largest pension fund. The Caisse pension fund reported a -6.2 cities, paying top dollar to buy trophy properties.

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Pension Funds Stakes Liabilities Debt 59

Pension Pulse

MARCH 27, 2024

I'm saying that properly implementing TPA at a large pension fund is very difficult and requires the right governance, culture, incentives, and to be truthful, it's a lot of work and you need to understand what is going on at the ground level to properly compensate this activity and gauge whether it's offering meaningful value add over the long run.

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Pension Pulse

NOVEMBER 19, 2024

I also said part of being a pension fund where you need long-term thinking is you also need people with a lot of experience who have been around a while and can make long-term decisions. It was founded in 2013 as a joint initiative of CPP Investments (led by Mark D. Wiseman ) and McKinsey & Company.

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Pension Funds Liabilities Assets Financing 59

Mr. Money Mustache

AUGUST 22, 2020

Public pension funds have started to “divest” from oil company stocks, and various social issues like human rights, child labor, climate change or corporate corruption have bubbled to the surface at different times. How can I get the benefits of investing for early retirement without contributing to the decline of humanity?”.

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Exchange-Traded Funds Investing Funds Pension Funds 52

Pension Pulse

JUNE 20, 2023

Importantly, no other large Canadian pension fund has allocated as much to Credit as CPP Investments (or Private Equity which makes up 33% of of its total assets). If you want to understand the success behind this blog, it's because of nice people like them who take the time to contribute their incredible insights.

Investing 52

Investing Leveraging Banks Debt 52

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

Pension Pulse

AUGUST 15, 2024

The pension fund had solid returns from its portfolio of public stocks, which gained 10.4 But stocks make up only 19 per cent of the pension fund’s assets after it shifted billions of dollars from equities into government bonds and credit investments, seeking to take advantage of high interest rates. dollar to earn a 4.4-per-cent

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Pension Funds Assets Liabilities Portfolios 59

Pension Pulse

FEBRUARY 16, 2024

The option reporting in a 13F is almost uninterpretable, noted the financial-data expert Byrne Hobart in his blog last year, because the entries only show the total value controlled by the options—not their dates or strike prices. Below, have fun looking into the portfolios of the world's most famous money managers and other top funds.

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Hedge Funds Funds Asset Management Assets 59

Pension Pulse

AUGUST 5, 2024

Vanderbilt University Endowment, the University of Illinois Foundation and existing investors also participated in the extension to a January funding round, lifting Bilt’s valuation to US$3.25 OTPP, the Canadian pension fund, owns Willow Bridge Property Co., billion from US$3.1

Startups 59

Startups Venture Capital Pension Funds Earnings Before Interest 59

Pension Pulse

JULY 6, 2023

Now, it's the end of the world, CPP Investments has huge bench strength that most other large Canadian pension funds can only dream of (the others typically poach the talent away from CPP Investments as PSP did when it hired Deb Orida to be their CEO).

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Pension Funds Consultants Consulting Investing 52

Pension Pulse

MAY 23, 2023

One totemic statistic on this front (and one which — hands up — I’ve thrown around myself) is the fact that DB pension funds have gone from having something like half of their assets in UK equities in the mid-1990s to less than 2% today. The same with those who think our large pension funds should invest more in Canada.

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Pension Funds Liabilities Assets Funds 52

The Big Picture

SEPTEMBER 19, 2022

RITHOLTZ: All right, so before I get to my favorite questions, I have two questions I’ve been sitting on sort of from the book and some from your blog continuations that I want to hear where you go with this. So being in the sort of 50% growth, but you’re super inefficient, that’s going to be a really tough place to be.

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Venture Capital Capital Funds Startups 119

The Big Picture

JULY 28, 2023

Businessweek ) • A Winning Bet for Pension Funds Goes Cold : After years of outperforming public markets, some alternative assets are reporting losses. ( Institutional Investor ) • Property Owners Ignore Climate Risk Amid Insurance Meltdown :As major underwriters abandon vulnerable states, people keep moving into danger zones.

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Pension Funds Financing Finance Assets 52

Pension Pulse

MAY 19, 2023

Please remember to donate any amount under my picture on the top left-hand side of my blog via PayPal options. The blog is free but the information I provide is priceless. Microsoft remains the most valuable overall holding at $20.16 billion Alright, I've rambled on enough, time to wrap it up.

Hedge Funds 52

Hedge Funds Funds Asset Management Capital 52

Pension Pulse

AUGUST 15, 2023

The growth came as the fund earned a 12-month total-fund net return of 4.8 The pension fund, which invests to pay for the retirement for 336,000 working members and pensioners, noted that as of Jan. 1 the plan was fully funded with a $17.5-billion billion funding surplus. per cent and 8.6

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Pension Funds Assets Liabilities Stakes 52

Pension Pulse

SEPTEMBER 26, 2024

I got here and in those days, there was a HOOPP pension fund and HOOPP Investment Management Limited which ran the assets and they both had a CEO. And HOOPP in particular had room to perform even better than it had been. Once again, I thank Jeff for a wonderful discussion.

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Pension Funds Assets Mutual Funds Funds 59

Pension Pulse

SEPTEMBER 14, 2023

The modest changes at most of the biggest pension funds are a result of compensation philosophies that emphasize long-term performance of the funds, which is typically measured over five-year horizons. Some pension fund CEOs faced small cuts to their paycheques last year. million in 2022. million from $5.6-million

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Pension Pulse

AUGUST 18, 2023

I must be the only schmuck who provides all you this information for free and it really irks me when I have to ask institutions and others here to remember to do the right thing and contribute to incentivize me to continue writing this blog. As the old movie saying goes, "show me the money!"

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Hedge Funds Funds Asset Management Assets 52

Pension Pulse

FEBRUARY 15, 2024

Of course, every day is Pension Awareness Day here at Pension Pulse , I am providing a service to Canadians at large who want to understand where and how our large well-known pension funds (or pension plans in some cases) are investing.

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Pension Funds Assets Stakes Banks 59

The Big Picture

JULY 24, 2023

And I looked up to you as “The Big Picture” blog. You know, if you’re a CIO of a pension fund, you’re always thinking about your employees and your portfolio and the plan sponsors. And I had this goal that I wanted to do my own thing by the time I turned 30. And so I started practicing writing online.

Banks 52

Banks Hedge Funds Debt Legal 52

Pension Pulse

JULY 5, 2023

And AIMCo has just secured access to a new pipeline to generate those loans: When it hired Mr. Scudellari from its larger rival the Public Sector Pension Investment Board in January, the two pension fund managers struck an agreement to jointly fund private loans to companies.

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Pension Funds Assets Stakes Portfolios 59

Pension Pulse

NOVEMBER 16, 2023

The Canadian Press also reports CDPQ investing $200 million in Swedish battery company Northvolt: Quebec’s pension fund manager is investing $200 million in Swedish company Northvolt AB which announced plans in September to build a factory for electric vehicle batteries near Montreal. I have covered Northvolt a few times on this blog.

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Investing Pension Funds Debt Financing 59

Pension Pulse

SEPTEMBER 20, 2023

Still, considering Canadian pension funds are typically allocating 12 to 15 per cent of their portfolios to real estate, there could be cause to worry about the potential effects of these defaults on their portfolios and returns. Canada's pension funds saw the writing on the wall before the pandemic hit.

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Pension Funds Banks Best Practices Assets 59

Pension Pulse

SEPTEMBER 6, 2024

And yes, I have better things to do on a Friday night than blog, like go watch tennis which I'm about to do. There are several real-time proxies of the unemployment rate, but one of my favorites is from the Conference Board.

Banks 52

Banks Hedge Funds Pension Funds Capital 52

Pension Pulse

MAY 22, 2024

Ian Bickis of The Canadian Press reports CPP Investments earned 8 per cent in latest fiscal year, net assets rose to $632 billion: Canada's biggest pension fund earned an eight per cent return last year, but significantly underperformed the 19.9 per cent return of its reference portfolio.

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Investing Pension Funds Stakes Assets 59

Pension Pulse

JULY 31, 2023

This subsidiary is unique and has proven if done right, greenfield infrastructure projects are possible at large pension funds (not easy, that is for sure, but possible). The REM’s South Shore Branch at a glance: 16.6 Let that sink in for a second, a subsidiary of CDPQ built the longest automated electric metros in the world.

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Pension Funds Financing Finance Banks 52

Pension Pulse

AUGUST 31, 2023

James Bradshaw of the Globe and Mail reports Alberta pension manager AIMCo reports 4.5-per-cent per-cent gain on its investments in the first half of the year, but the pension fund manager is staying cautious against a backdrop of slow economic activity. reported a 4.5-per-cent

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Pension Pulse

MAY 24, 2023

In private credit, tightening credit conditions resulting from a handful of bank failures and rescues in the United States have opened up opportunities for non-bank players like pension funds, he said. So we kind of had headwinds and tailwinds in the portfolio, which is the point of diversification,” Graham said. per cent return.

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Pension Pulse

OCTOBER 20, 2023

The statement, sent exclusively to the National Post , marks the first time Poilievre has explicitly addressed the issue of Alberta’s proposal to withdraw from the Canada Pension Plan (CPP) and set up its own pension fund.

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Sara Grillo

FEBRUARY 13, 2023

For those of you who are new to my blog/podcast, my name is Sara. From a Wall Street Journal Article: The environmental, social, and governance funds’ average fee was 0.2% Thanks for reading our blog about the drawbacks of ESG investing. Pension funds, endowments, etc. large-cap stocks had a 0.14% fee on average.

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Pension Funds Investing Funds Portfolios 72