The Motley Fool

JUNE 14, 2024

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. That's not likely to be a small income investor. The company is doing what it is supposed to do.

Capital 130

Capital Mutual Funds Pension Funds Collateral 130

The Motley Fool

DECEMBER 20, 2023

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). As that suggests, Annaly invests in mortgages. A unique REIT that most should avoid The truth is that Annaly isn't really meant for average investors.

Capital 130

Capital Pension Funds Collateral Leveraging 130

Private Equity Insights

OCTOBER 23, 2023

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up About OHA: OHA is a leading global alternative investment firm specializing in private lending, distressed credit, structured credit, real assets, special situations, leveraged loans and high yield bonds.

Finance 130

Finance Financing High Net Worth Individuals Pension Funds 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. Here's why this news is a big deal. What sets Blackstone apart from competitors is its investing style.

Investment Banks 130

Investment Banks Investment Banking Banks Hedge Funds 130

Pension Pulse

NOVEMBER 20, 2023

Real investment advantages include things like operational leverage (e.g., the ability to leverage centralized risk, legal, HR, IT, back and middle office capabilities), relevant sectoral expertise, the ability to leverage scale (e.g., Real investment advantages include things like operational leverage (e.g.,

Pension Funds 59

Pension Funds Investing Leveraging Assets 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 Shareholders 130

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. This is an AI-driven platform that leverages data to expedite, claim examine evaluations in short as well as long-term disability claims.

Liabilities 130

Liabilities Capital Assets Shareholders 130

The Big Picture

MARCH 5, 2024

Perhaps most famously you guys put on a CO bet, a collateralized debt obligation bet that was designed to do well if housing made some extreme moves and it was non-directional, it was hedged. So it, it really has and, and pension funds, they’re on hold today. I wanted to talk about a couple of trades from that era.

Capital 59

Capital Hedge Funds Banks Assets 59

The Big Picture

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. Which is run by many insurance companies, pension funds who use Aladdin, and it’s a commercial enterprise for the firm. Didn’t it start as a bond shop, catering to pension funds and foundations? You know, the leverage in the system builds.

Hedge Funds 59

Hedge Funds Education Funds Banks 59

Pension Pulse

MAY 14, 2024

Laura Benitez and Nishant Kumar of Bloomberg report hedge funds draw pension money to riskiest corner of a $1.3 Pension plans and insurers have been piling into funds that invest in equity tranches of collateralized loan obligations in recent months, according to several asset managers who spoke on the condition of anonymity.

Pension Funds 59

Pension Funds Collateral Funds Hedge Funds 59

The Big Picture

MAY 23, 2023

And the Japanese regulators were having a tough time with cross collateralization and issues about whether there were balance sheet accounting issues. Maybe it’s leverage, maybe it’s a tele protection, maybe it’s an overlay hedge, maybe it’s any number of these things. RITHOLTZ: Is this how you ended up living in uh, Tokyo?

Hedge Funds 64

Hedge Funds Finance Financing Funds 64

Pension Pulse

JULY 11, 2024

“It gets back to the ability to grow the operating performance of the companies and making sure that returns” come from that rather than from “financial leverage,” he tells Bloomberg. And the use of PIK and other forms of so-called “back leverage” makes it even more difficult to get a clear picture on the state of privately owned companies.

Buyout 59

Buyout Debt Leveraging Pension Funds 59

The Big Picture

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. KLINSKY: Yeah. KLINSKY: Yup.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

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

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

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 Assets Buyout Debt 64

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. Nor is it supported by the empirical evidence.

Investing 52

Investing Pension Funds Collateral Asset Management 52

The Motley Fool

JULY 20, 2023

In fact, virtually all of our drawdown funds we've launched in our history, have been profitable for our investors. Our performance has helped secure retirees' pensions, fund students educations, pay healthcare benefits, and protect and grow the savings of individual investors. banks with an average of 12 times leverage.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Big Picture

JUNE 20, 2023

MORGENSON: It can be collateralized loan obligations, now it’s big private debt. Pension funds, perhaps, maybe aren’t growing as much as they need them to. But so you had these dividend recaps. And it has really done a lot to attract the high net worth retail customers into that. I want to get your take on it.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Finance Financing 59

Pension Pulse

NOVEMBER 10, 2023

Committed US$150 million to American Industrial Partners Capital Fund VIII, which will primarily target value-oriented, control investments in the North American industrials sector. Leveraging these investment advantages are some of the strategies IMCO uses to enhance returns on behalf of our clients. Read his full comment here.

Investing 59

Investing Buyout Stakes Assets 59

The Big Picture

NOVEMBER 25, 2024

So you could say instead of buying a million dollars of the s and p 500, I’m gonna take $50,000, use it as cash collateral to buy s and p 500 futures, a million dollars of s and p 500 futures, which will give me the total return. This is implicitly leverage. Leverage is a tool that accentuates both the good and the bad.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59