The Motley Fool

DECEMBER 7, 2023

A mortgage REIT like AGNC buys mortgages that have been pooled into bond-like securities, often referred to as something like a collateralized mortgage obligation (CMO). Generally, leverage is employed so that more CMOs can be bought, with the CMO portfolio acting as collateral for the loan.

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Collateral Mutual Funds Pension Funds Depreciation 130

The Motley Fool

FEBRUARY 21, 2024

Rather, it buys mortgages that have been pooled into bond-like securities, sometimes called collateralized mortgage obligations or something similar. Mortgage REITs usually use leverage in an effort to enhance returns, with the mortgage securities they own acting as collateral.

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Capital Collateral Pension Funds Assets 130

The Motley Fool

APRIL 24, 2024

UDR Dividend data by YCharts To be fair, Annaly isn't a bad REIT -- it's just meant for large institutional investors, like pension funds, that focus on total return (which assumes dividend reinvestment) and asset allocation. That's very different from what most small dividend investors are looking for.

Collateral 130

Collateral Pension Funds Capital Assets 130

The Motley Fool

DECEMBER 21, 2023

Technically, mortgage REITs like Annaly usually buy bond-like securities that represent a pooled collection of mortgages, often called something like a collateralized mortgage obligation (CMO). The portfolio of mortgages is often used as collateral for that leverage, which can be a problem if CMO values fall dramatically.

Capital 130

Capital Collateral Pension Funds Leveraging 130

The Motley Fool

JUNE 14, 2024

In this way, it's kind of like a mutual fund that focuses on mortgages. In fact, the most common asset allocators are large investors like pension funds, family offices, and endowments. They tend to use leverage, often with the portfolio of mortgage securities acting as collateral. Image source: Getty Images.

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Capital Mutual Funds Collateral Pension Funds 130

Private Equity Insights

OCTOBER 23, 2023

Oak Hill Advisors (“OHA”) served as a Lead Arranger for the unitranche financing to fund Bain Capital Private Equity’s (“Bain Capital”) acquisition of Harrington Industrial Plastics (“Harrington”) from Nautic Partners.

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Finance Financing High Net Worth Individuals Collateral 130

The Motley Fool

DECEMBER 20, 2023

you would get from an S&P 500 index fund. In this case, it generally owns mortgages that have been pooled together to trade like a bond, often called something like a collateralized mortgage obligation (CMO). The Motley Fool has positions in and recommends Vanguard Specialized Funds-Vanguard Real Estate ETF.

Capital 130

Capital Collateral Pension Funds Leveraging 130

The Motley Fool

SEPTEMBER 30, 2024

It owns mortgages that have been pooled together into bond-like securities, which are usually called something like a collateralized debt obligation (CDO). Entities like insurance companies and pension funds could find it a very useful tool. However, it is not a traditional property-owning REIT.

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Capital Initial Public Offering Collateral Pension Funds 130

The Motley Fool

JANUARY 26, 2024

Annaly is a mortgage REIT, which means it buys mortgages that have been pooled into what are often called collateralized mortgage obligations (CMOs), or something similar. Traditionally the list would include large, institutional investors like pension funds that focus on asset allocation.

Capital 130

Capital Collateral Pension Funds Assets 130

The Motley Fool

SEPTEMBER 18, 2023

Blackstone's unique investment business Blackstone manages investments for big money managers, including pension funds and institutional investors, and its $1 trillion in AUM makes it one of the largest asset managers in the world. billion to investors from the nearly $70 billion fund. Here's why this news is a big deal.

Investment Banking 130

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Pension Pulse

FEBRUARY 12, 2025

Layan Odeh of Bloomberg reports CPPIB plows at least $5 billion into private equity in three months: Canada Pension Plan Investment Board poured at least $5 billion into private equity in the last three months of 2024 as the asset class regained appeal. Canadas largest pension notched a 3.8% 31, according to Bloomberg calculations.

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Mergers and Acquisitions Investing Stakes Buyout 59

Pension Pulse

JULY 16, 2024

A higher cost of debt and slower economic growth have created a tough investing environment, pushing down the value of some private assets that pension funds own. Private credit has been one of the best-performing asset classes for some large pension funds in recent years, often earning double-digit percentage gains.

Pension Funds 64

Pension Funds Buyout Assets Debt 64

The Motley Fool

OCTOBER 31, 2024

trillion of assets under management supporting defined benefit and defined contribution plans, PGIM serves more than half of the world's 300 largest pension funds. US funded pension risk transfer transactions of $6.3 As a market leader with nearly $0.5 Institutional retirement sales totaled $11 billion in the quarter.

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Liabilities Assets Capital Shareholders 130

Pension Pulse

AUGUST 30, 2023

Artemis reports the Healthcare of Ontario Pension Plan (HOOPP) grew ILS investments 35% in 2022: Large Canadian institutional retirement fund, the Healthcare of Ontario Pension Plan (HOOPP), grew its allocation to insurance-linked securities (ILS) investments in 2022, with the asset class nearing 1% of its overall portfolio by the end of the year.

Collateral 59

Collateral Hedge Funds Investing Assets 59

Pension Pulse

JULY 11, 2024

Funds raised money, bought businesses, loaded them with debt, exited at a profit and convinced happy investors to do it all over again — at ever greater scale. Concerns about PIK loans have also begun to impact the people who provide them, often private credit funds. Surging borrowing costs have stalled that engine.

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Buyout Debt Leveraging Collateral 59

The Motley Fool

AUGUST 2, 2024

With nearly half a trillion dollars of assets under management supporting defined benefit and defined contribution plans, PGIM is a market leader, servicing more than half of the world's 300 largest pension funds, including over two-thirds of the largest 100 U.S. pension plans, and is the largest pension fund manager in Japan.

Assets 130

Assets Capital Liabilities Collateral 130

Pension Pulse

AUGUST 7, 2023

They’re talking about asset management firms, in which public pension funds often have investments, supporting shareholder proposals meant to achieve social justice or climate objectives yet of dubious financial value. Second, these anti-ESG articles miss the mark when it comes to Canada's large pension investment managers.

Investing 52

Investing Collateral Pension Funds Asset Management 52

Pension Pulse

MARCH 13, 2024

Freschia Gonzales of Wealth Professional reports HOOPP achieves 9.38% return in 2023: The Healthcare of Ontario Pension Plan (HOOPP) announced a return of 9.38 This performance secures the Plan's funded status at 115 percent, demonstrating its robust financial health by having $1.15 in assets for every dollar owed in pensions.

Pension Funds 59

Pension Funds Liabilities Assets Hedge Funds 59

The Big Picture

AUGUST 15, 2023

But he spent most of his career allocating capital to various hedge funds, private equity, venture, etc. And so my summer job at business school, I worked for a hedge fund that Yale had money with. RITHOLTZ: Hedge fund, private equity, and Yale endowment, right? Now there’s 11,000 hedge funds and 500 are generating alpha.”

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Motley Fool

JULY 20, 2023

See the 10 stocks *Stock Advisor returns as of July 17, 2023 Also note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blackstone fund. In fact, virtually all of our drawdown funds we've launched in our history, have been profitable for our investors.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

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

Pension Funds 59

Pension Funds Assets Liabilities Portfolios 59

Pension Pulse

APRIL 25, 2024

Paula Sambo of Bloomberg reports Canada pension fund's credit head wants to take advantage of leveraged buyout boom: Canada’s largest pension fund plans to nearly double the size of its credit holdings over the next five years, and it’s counting on an upturn in leveraged buyouts to generate some of that growth.

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

Pension Pulse

NOVEMBER 20, 2023

As a result, we invest a significant percentage of the funds we manage on behalf clients outside Canada (the percentage varies over time – but today it is approximately 65%), and mostly in developed markets (approximately 93% today). This allows us to diversify client portfolios and expand our investment opportunity set.

Pension Funds 59

Pension Funds Investing Leveraging Assets 59

The Big Picture

MARCH 5, 2024

They are not like any other fund that you’ll hear me talk about. For me, I sat mostly in their internal, really an internal hedge fund. So Alec Lilitz and Ross Lazar founded the firm and, you know, I did join the day we launched our, our main fund. They have an incredible track record. It’s immense.

Capital 59

Capital Hedge Funds Banks Assets 59

The Big Picture

MAY 23, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, another extra special guest, Robin Grew, President of Man Group, $145 billion publicly traded hedge fund in the UK, and soon to be Man Group’s CEO. GREW: So, Man is a — as you said hundred million – 145-billion-dollar hedge fund. Is that right?

Hedge Funds 64

Hedge Funds Financing Finance Funds 64

The Big Picture

JANUARY 24, 2023

They have $37 billion in clients and their own funds, of which they have invested across a variety of disciplines from credit to strategic capital, as well as taking companies private and helping them grow into something more substantial than they’ve been in the past. That’s our private equity fund. RITHOLTZ: Right.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Big Picture

FEBRUARY 13, 2023

And in fact, it wasn’t even luck because I left in ’08 and I started my hedge fund. And if somebody said what would be the worst month in history to start a credit hedge fund, May of ’08 may have been the one or certainly closer. We haven’t even talked about the various funds you run. RIEDER: Yeah.

Hedge Funds 59

Hedge Funds Education Funds Banks 59

Pension Pulse

NOVEMBER 10, 2023

The Fund, which includes the combination of the base CPP and additional CPP accounts, achieved a 10-year annualized net return of 9.6%. For the quarter, the Fund’s net return was 0.1%. For the period, the Fund’s net return was negative 0.7%.

Investing 59

Investing Buyout Stakes Assets 59

Pension Pulse

NOVEMBER 25, 2024

In addition to BMW and Volkswagen AG , Northvolt’s top investors included Goldman Sachs’s asset management arm, Denmark’s biggest pension fund ATP, Baillie Gifford & Co. funds and a number of Swedish entities. Still, work on a bridge funding deal continued, with an agreement coming close to fruition as recently as October.

Pension Funds 59

Pension Funds Funds Finance Financing 59

The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. 00:09:05 [Speaker Changed] How, how did the fund actually perform when it was live 00:09:09 [Speaker Changed] Quite well, right? Where did they go?

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Returns Mutual Funds Leveraging Hedge Funds 59

The Big Picture

JUNE 20, 2023

You also had this thing called monitoring fees, where a company that was purchased by a private equity fund or firm would have to pay the firm fees for its monitoring, for its oversight, for its management expertise that it was providing to the company. MORGENSON: It can be collateralized loan obligations, now it’s big private debt.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59

The Big Picture

FEBRUARY 20, 2024

I remember it really well because I just finished building this house in West Virginia and we, we were taking occupancy in early August, and it was, it was literally the same day that BMP Paraba shut off redemptions from some of their mutual funds, caused all sorts of chaos in Europe. We were running the commercial paper funding facility.

Banks 59

Banks Stock Market Stock Market Legal 59

Pension Pulse

MARCH 12, 2025

The actuarial change helped cause its funding ratio its assets, compared with its future pension obligations, or liabilities to slip for a second straight year. The plan closed 2024 at a funding ratio of 111 per cent, versus 115 per cent at the end of 2023, and 117 per cent for 2022. markets but have begun to outperform.

Liabilities 59

Liabilities Pension Funds Assets Hedge Funds 59