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.

Collateral 130

Collateral Mutual Funds Pension Funds Depreciation 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

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

Private Equity Insights

JUNE 27, 2023

Investors in the Fund, which were a mix of numerous new investors as well as existing New Mountain Net Lease investors, include pension funds, insurance companies, asset managers, endowments, family offices and high net worth individuals. Source: Business Wire Can’t stop reading? billion rupees.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 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.

Capital 130

Capital Initial Public Offering Collateral Pension Funds 130

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. That increases risk.

Capital 130

Capital Mutual Funds 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

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 Collateral Pension Funds Leveraging 130

Private Equity Insights

OCTOBER 23, 2023

OHA manages approximately $61 billion of capital across credit strategies in pooled funds, collateralized loan obligations and single investor mandates as of June 30, 2023.

Finance 130

Finance Financing High Net Worth Individuals Collateral 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 Banking 130

Investment Banking Investment Banks Banks Hedge Funds 130

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

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. 31, according to Bloomberg calculations. billion 10-year net return of 9.2% billion.

Mergers and Acquisitions 59

Mergers and Acquisitions Investing Stakes Buyout 59

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. As a market leader with nearly $0.5

Liabilities 130

Liabilities Assets Capital Shareholders 130

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 30, 2023

The Healthcare of Ontario Pension Plan (HOOPP) is just one of the numerous pension fund and major ILS investors we track in our directories here. First, read my comment covering HOOPP's 2022 results where the plan remains fully funded despite losing 8.6%

Collateral 59

Collateral Hedge Funds Investing Assets 59

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 Collateral Pension Funds Asset Management 52

Pension Pulse

JULY 11, 2024

NAV lenders sometimes charge interest in the mid to high teens, and some borrowers have used holiday homes, art and cars as collateral. One senior pension fund executive says they try to avoid managers who use NAV as they view it as firms being lazy about exits, adding that they’d prefer to crystallize losses than get distributions this way.

Buyout 59

Buyout Debt Leveraging Collateral 59

Pension Pulse

NOVEMBER 20, 2023

Even in jurisdictions where hedging is more feasible, hedging currency requires access to liquidity to post as collateral. There's been a lot of discussion lately on why Maple 8 pension funds do not invest more in Canada, specifically in Canadian equities. Investors need be prepared for and accept this added risk.

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 Liabilities Capital Collateral 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

MARCH 13, 2024

Paula Sambo of Bloomberg also reports real-return bonds reap gains for HOOPP: Canadian inflation-protected securities known as real-return bonds are reaping gains for one of the country’s largest pension funds during a turbulent period for fixed-income markets. The pension fund manager’s total assets increased to $112.6-billion,

Pension Funds 59

Pension Funds Liabilities Assets Hedge Funds 59

The Big Picture

FEBRUARY 13, 2023

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? I mean, it started as largely mortgages, fixed income bonds shop, and you know, create a closed end funds.

Hedge Funds 59

Hedge Funds Education Funds Banks 59

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

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. In part because I again benefited from being in the mix when we were the second bank that was raided by the Japanese regulators after they’d gone into Credit Suisse. Is that right?

Hedge Funds 65

Hedge Funds Finance Financing Funds 65

The Big Picture

AUGUST 15, 2023

And he said, “Well, it has to be this and that “and it has to be collateralized with a letter of credit.” Public pension funds that manage hundreds of billion dollars can be manned by professionals that make $80 to $150,000 a year. ” And I was like, “What?” SEIDES: Yeah.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Big Picture

JANUARY 24, 2023

And if they don’t need a loan, we can lease them their own building back in a net lease, and have both the credit of the company and the real estate as collateral. KLINSKY: In the private equity fund and strategic equity fund, it’s the big pension funds in the U.S. KLINSKY: Yup.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

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

Pension Pulse

NOVEMBER 10, 2023

My take: I would say the key advantage IMCO and other large Canadian pension funds is certainty of cash flows and access to top private equity, real estate, infrastructure and private debt partners around the world. Leveraging these investment advantages are some of the strategies IMCO uses to enhance returns on behalf of our clients.

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. Northvolt will also have access to about US$145 million in cash collateral.

Pension Funds 59

Pension Funds Funds Finance Financing 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. 00:28:05 [Speaker Changed] Exactly. So 00:28:20 [Speaker Changed] That’ll be equivalent.

Returns 59

Returns Mutual Funds Hedge Funds Leveraging 59

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.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Finance Financing 59

The Big Picture

FEBRUARY 20, 2024

00:21:10 And so we started an advisory group of people, you know, hedge funds, pension funds, insurance companies, you know, buy side investors. You need to come up with more collateral. And at that point, the, the, the, the borrower might say, I don’t have the collateral, the building’s yours.

Banks 59

Banks Stock Market Stock Market Legal 59

Pension Pulse

MARCH 12, 2025

In late 2022, the Liberals announced they would stop issuing the popular bonds, which helped pension funds that pay out inflation-indexed benefits balance their assets and liabilities. Canadian bonds remain the backbone of the Funds investing strategy.

Liabilities 59

Liabilities Pension Funds Assets Hedge Funds 59