Collateral Mutual Funds Pension Funds 
The Motley Fool
JANUARY 10, 2024
And such REITs often employ leverage, usually using their loan portfolio as collateral, to enhance returns. In some ways, a mortgage REIT is more like a mutual fund than a company. That list might include pension funds, endowments, and insurance companies. And they are certainly nothing like a landlord.
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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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.
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.
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.
The Big Picture
AUGUST 15, 2023
Are most people better off in an index fund than playing with an active manager, be it mutual fund or high fee hedge funds? SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. Was Warren Buffett right?
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. Prohibits you from showing a back test for a mutual fund or an ETF. And then ETFs really pioneering the concept of return stacking.
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