The Motley Fool

AUGUST 9, 2024

We remain excited about our plans for the external funds that we manage as we execute our investment strategies and other strategic initiatives, and we are optimistic about the future performance of the funds and the attractive returns we are providing to the investors of each fund. So, there will be a little bit of an impact there.

Capital 130

Capital Asset Management Securities and Exchange Commission (SEC) Debt 130

The Motley Fool

OCTOBER 11, 2024

We grew noninterest income across most categories, including double-digit increases year over year in many of our largest fee-generating activities, including investment advisory, net gains from trading activities, deposit-related fees, and investment banking. Turning to expenses on Slide 7.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

FEBRUARY 27, 2024

The total amount of capital invested and committed across our operating portfolio equates to $275 per square foot, which we believe remains significantly below replacement cost. We collected 100% of contractually due base rent and property management fees from our operating portfolio in Q4. Moving on to rent collection.

Taxes 100

Taxes Assets Capital Debt 100

The Motley Fool

NOVEMBER 5, 2024

Thus, private capital controls more than 90% of the U.S. commercial real estate market based on research from the National Association of Real Estate Investment Trusts. And keep in mind, we won't make the big capital investment without having line of sight on potential clients being able to step in and take over those leases.

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

JULY 12, 2024

The middle market banking revenue was down 2% from a year ago, driven by lower net interest income due to higher deposit costs, partially offset by growth in treasury management fees. Revenue grew from a year ago due to improved results from our venture capital investments. Slide 16 highlights our corporate results.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

JANUARY 15, 2025

Middle market banking revenue was down 2% from a year ago, driven by lower net interest income, reflecting higher deposit costs, partially offset by growth in treasury management fees. Revenue increased from a year ago, driven by improved results from our venture capital investments.

Banks 130

Banks Assets Investment Banks Investment Banking 130

Pension Pulse

MAY 22, 2024

Managing CPP Investments Costs Discipline in cost management is a main thrust of our public accountability as we continue to build an internationally competitive enterprise that seeks to create enduring value for multiple generations of beneficiaries of the CPP. To generate $46.4 Our operating expense ratio was 27.5

Investing 59

Investing Pension Funds Stakes Assets 59

The Motley Fool

OCTOBER 30, 2024

Management uses BTC to evaluate capital allocation decisions and to measure the achievement of our strategy. Achieving BTC yields sets us apart from spot bitcoin ETPs and other bitcoin investment vehicles that charge a management fee and would therefore reflect a negative BTC yield as we measure it.

Leveraging 130

Leveraging Shareholders Debt Capital 130

Pension Pulse

MAY 24, 2023

Operating expenses increased by $112 million due to an increase in full-time globally positioned talent, continuous improvements to our technology and data infrastructure, and the development of our investment science capabilities. Our operating expense ratio was 28.6 basis points (bps), which is below the five-year average of 29.0

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

JUNE 13, 2023

So when we started this strategy in 1718, and started allocating capital, investing in entrepreneurs who had a solution, that had to be massified. And I think this is where the industry should be heading.

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

AUGUST 3, 2023

The total amount of capital invested and committed across our operating portfolio equates to $275 per square foot, which we believe remains significantly below replacement cost. For the second quarter, we collected approximately 97% of contractually due base rent and property management fees from our operating portfolio.

Debt 189

Debt Legal Capital Portfolios 189

The Motley Fool

OCTOBER 31, 2024

Over the last 12 months, we have grown management fees by 26%, fee-related earnings by 27%, and distributable earnings by 22%, all compared to the prior-year period. Management fees are up 26%, and 91% of these management fees are from permanent capital vehicles. FRE is up 27% and DE is up 22%.

Capital 130

Capital Management Fees Securities and Exchange Commission (SEC) Assets 130

Pension Pulse

MARCH 20, 2025

per cent and the value of its venture capital investments increased by 25.8 Private equity investments rose by 11.7 The table below summarizes Ontario Teachers investment returns and related benchmark returns by investment asset class for the current and previous year. 4 During 2024, investments of $10.1

Pension Funds 59

Pension Funds Assets Liabilities Funds 59

The Motley Fool

NOVEMBER 7, 2024

The total amount of capital invested and committed across our operating portfolio equates to $281 per square foot, which we believe remains significantly below replacement cost. million of contractually due rent interest and property management fees that were not collected during the quarter.

Legal 244

Legal Debt Assets Banks 244

The Motley Fool

JANUARY 30, 2025

First, with respect to fee-related earnings. Management fees rose 12% to a record $1.9 billion, including the 60th straight quarter of year-over-year base management fee growth at the firm. We activated the investment period for multiple major drawdown funds in 2024, which contributed full fees in Q4.

Management Fees 130

Management Fees Assets Capital Funds 130