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.

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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.

Pension Funds 130

Pension Funds Collateral Capital Assets 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 Pension Funds Collateral 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 Pension Funds Collateral 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 Pension Funds 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

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 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.

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Investment Banking Investment Banks Banks Hedge Funds 130

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

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

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 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.

Capital 130

Capital Assets 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. As a market leader with nearly $0.5

Liabilities 130

Liabilities Capital Assets Shareholders 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

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 57

Capital Hedge Funds Banks Assets 57

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 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.

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Buyout Debt Leveraging Pension 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 57

Hedge Funds Education Funds Banks 57

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.

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Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 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 62

Hedge Funds Financing Finance Funds 62

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.

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Investing Pension Funds Collateral Asset Management 52

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

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 104

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 104

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 Mergers and Acquisitions Shareholders 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

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 57

Banks Stock Market Stock Market Legal 57

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 57

Private Equity Firms Private Equity Firms Financing Finance 57