The Motley Fool

OCTOBER 11, 2024

Our capital position remains strong with our CET1 ratio of 11.3%, up from 11% last quarter, and we continue to return significant amounts of excess capital to shareholders. We are also investing in our branches and have refurbished over 460 branches during the first three quarters of this year. We repurchased $3.5

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

JULY 12, 2024

We continue to generate strong fee-based revenue growth with increases across most categories compared to a year ago due to both the investments we're making in our businesses and favorable market conditions with particular strength in investment advisory, trading activities, and investment banking.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

JULY 14, 2023

In banking, the momentum in investment-grade debt has spread into other DCM products. But the long-awaited rebound in investment banking has yet to materialize. And it was a disappointing quarter in terms of both the wallet and our own performance, with investment banking revenues down 24%.

Banks 130

Banks Capital Investment Banks Investment Banking 130

The Motley Fool

JANUARY 12, 2024

All of this was helped by the years of Bank of America's assiduous dedication to responsible growth. Adjusted full year revenue grew 5% on a back of 9% NII improvement and strong asset management fees and sales and trading results. We continue to manage well through the transition in the rate structure.

Banks 130

Banks Taxes Accounting Assets 130

The Motley Fool

JANUARY 12, 2024

On to balance sheet and capital on Page 4. We ended the quarter with a CET1 ratio of 15%, up 70 basis points versus the prior quarter, primarily driven by net income, OCI gains, and lower RWA, partially offset by a continued modest pace of capital distributions as the firm builds toward the proposed Basel III endgame requirements.

Banks 130

Banks Capital Assets Investment Banks 130

The Motley Fool

OCTOBER 11, 2024

NII ex-markets was up $274 million or 1%, driven by the impact of balance sheet mix and securities reinvestment, higher revolving balances in card, and higher wholesale deposit balances, predominantly offset by lower deposit balances in banking and wealth management and deposit margin compression. NIR ex-markets was up $1.8

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

JULY 14, 2023

The net reserve build included a 389 million build in the commercial bank, a $200 million build in card, and a 243 million release in corporate, all of which I will cover in more detail later. Onto balance sheet and capital on Page 4. Investment banking revenue of 1.5 Net charge-offs were 1.3 Next, the CIB on Page 6.

Banks 130

Banks Liabilities Capital Assets 130

The Motley Fool

AUGUST 8, 2024

That's generally all the equity capital that this individual vehicle ever raises. It's like a private equity that retail investors can invest in because they also take on debt, they can do things like preferred shares, which are really more like debt than they are like stock, even though it's called preferred shares.

Hedge Funds 130

Hedge Funds Leveraging Prospects Capital 130

The Motley Fool

FEBRUARY 15, 2024

That type of rate volatility makes it exceedingly difficult for buyers and sellers of commercial real estate to establish pricing, determine their cost of capital, and compute an IRR on the sale or acquisition of an asset. We also expanded Zelman's investment banking capabilities into the commercial market in 2023.

Debt 100

Debt Financing Finance Banks 100

The Motley Fool

JULY 26, 2024

But you mentioned their equities trading, which was really strong, their investment banking fee growth, which was 29% year over year, which came from a very low bar, but now more companies are going public, more M&A activities happening, and the banks are a big beneficiary of that. trillion.

Banks 130

Banks Investment Banks Investment Banking Portfolios 130

Axial

JUNE 6, 2023

According to Corey Obermayer, Partner at Pillar49 Capital, “There is a long tail of part-time or unsophisticated Independent Sponsors that have muddied the waters for some owners and advisors. On the other hand, capital is expensive and more scarce, which sellers recognize, so they are more skeptical of Independent Sponsors.”

Deal Origination 52

Deal Origination Boutique Investment Banks Deal Flow Financing 52

The Motley Fool

JULY 16, 2024

JP Morgan's quarterly profit fell, that is excluding some one-off gains from their stake in Visa, but their operating profits fell, and that's even as their revenue was higher than Wall Street's expected, and they had a nice jump in investment banking fees. Now, Citi was up 10%, not too bad.

Banks 130

Banks Mergers and Acquisitions Investment Banks Investment Banking 130

The Motley Fool

FEBRUARY 22, 2024

I'm confident eXp will emerge from current market downturn into a much stronger position to capitalize the future market growth opportunity. So, there's definitely what we call risk management. So, there's some risk management fees because just our legal costs are going up significantly. We are well positioned for 2024.

Legal 100

Legal Management Fees Leveraging Accounting 100

The Big Picture

JUNE 13, 2023

The transcript from this week’s, MiB: Mathieu Chabran, Tikehau Capital , is below. Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. I found this to be really a fascinating conversation about approaching the world of investing from a different angle. I think we learned a lot.

Banks 59

Banks Asset Management Assets Capital 59

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. New asset class for this type of investing as well. RITHOLTZ: Right.

Hedge Funds 114

Hedge Funds Funds Assets Financing 114

The Motley Fool

JANUARY 15, 2025

Excluding the prior year's net investment securities losses, it was up 21%, largely on higher asset management fees and investment banking fees. Onto balance sheet and capital on Page 4. Next, the commercial and investment bank on Page 6. NIR ex-markets was up 3.1 billion or 30%.

Banks 243

Banks Investment Banking Investment Banks Capital 243

The Motley Fool

JANUARY 15, 2025

Overview of Goldman Sachs Group Goldman Sachs specializes in investment banking, securities, and investment management, serving a diverse client base that includes corporations, financial institutions, governments, and individuals. billion, highlighting robust management fees and asset growth to a record $3.14

Financial Institutions 130

Financial Institutions Investment Banks Investment Banking Banks 130

The Motley Fool

JULY 16, 2024

Fees grew 6% year over year and represented 46% of total revenue in the quarter. Our strong fee performance was led by a 14% improvement in asset management fees in our wealth management businesses. We grew investment banking fees 29% year over year and saw sales and trading revenue increase 7%.

Banks 130

Banks Assets Taxes Liabilities 130

The Motley Fool

FEBRUARY 11, 2025

The largest investment management firm in the world lowered the expense ratio on 168 of its mutual funds and exchange-traded funds (ETFs). The average ETF expense ratio for an index equity ETF in 2023 was 0.15%, although the ratios can vary widely based on factors such as active or passive management and the assets being tracked.

Mergers and Acquisitions 147

Mergers and Acquisitions Mutual Funds Exchange-Traded Funds Banks 147

The Big Picture

JANUARY 7, 2025

The transcript from this weeks, MiB: Sunaina Sinha, Global Head of Private Capital with Raymond James , is below. Sina Sinha is the global head of Private Capital Advisory group for Raymond James. The Raymond James platform manages $1.6 You were a researcher, analyst, capital raiser. Yet another extra special guest.

Capital 52

Capital Hedge Funds Buyout Funds 52