Pension Pulse

JULY 18, 2023

Business Wire reports that Norway's sovereign fund tops global transparency ranking: TORONTO — Norway’s sovereign wealth fund, Government Pension Fund Global, has topped the list of the most transparent funds according to the Global Pension Transparency Benchmark’s 2023 findings.

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ClearMoney

DECEMBER 5, 2021

The following is provided by Dimensional Fund Advisors. His anguish is apparently not unusual—a prominent cryptocurrency consulting firm estimates that 20% of all outstanding bitcoin represents stranded assets unavailable to their rightful owners.1. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd.,

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ClearMoney

DECEMBER 14, 2021

The following is provided by Dimensional Fund Advisors. Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. trillion in equity fund AUM1 was categorized as strategic beta by Morningstar. billion of fixed income funds had the same designation.

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ClearMoney

SEPTEMBER 24, 2021

The following is provided by Dimensional Fund Advisors. In order for an investment to offer the possibility of a return above money-market funds, it needs to carry risk. French, “Luck versus Skill in the Cross-Section of Mutual Fund Returns,” Journal of Finance 65, no. It’s OK to be nervous! Fama and Kenneth R. In US dollars.

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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.

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Pension Pulse

MAY 22, 2024

Ian Bickis of The Canadian Press reports CPP Investments earned 8 per cent in latest fiscal year, net assets rose to $632 billion: Canada's biggest pension fund earned an eight per cent return last year, but significantly underperformed the 19.9 The Fund returned a 10-year annualized net return of 9.2%. billion in net income and $15.9

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Pension Pulse

JUNE 15, 2023

In its latest valuation report, the Plan reaffirmed a strong funded position of 124% as of January 1, 2023, on a going-concern basis. CAAT’s team of pension experts remains focused on maintaining long-term benefit security and upholding CAAT’s status as one of Canada’s most sustainable and well-funded pension plans. billion, with $4.7

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The Motley Fool

JULY 14, 2023

At the end of the quarter, we had over $20 billion in total reserves, with a reserves-to-funded-loans ratio of approximately 2.7%. We're investing in the execution of our transformation and continue to see a shift in our investments from third-party consulting to technology and full-time employees. And within that, U.S. cards is 7.9%.

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Sara Grillo

APRIL 11, 2022

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Pension Pulse

FEBRUARY 22, 2024

Regarding the pension fund's bond assets, CDPQ said the fixed income market was characterized by higher yields and the narrowing of corporate credit spreads. The fund manager posted a 6.2 In equity markets, Canada’s second-largest pension fund benefited from its high exposure to the technology sector with a 17.7

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Pension Pulse

AUGUST 17, 2023

“The renewable energy, telecommunications and transportation sectors, to which (the Caisse) has been exposed for many years, are significant vectors of performance,” the pension fund said. The total portfolio’s six-month, five-year and ten-year returns represent the weighted average of these funds. per cent. “In per cent return.

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The Motley Fool

OCTOBER 17, 2024

Also, please 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 terms of future harvesting, the third quarter marked the highest amount of overall fund depreciation in three years. Our $30 billion global flagship fund is now nearly 40% committed.

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The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. Her book, “Damsel in Distressed: My Life in the Golden Age of Hedge Funds”, is really a fascinating read. But I really had fun reading this.

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The Big Picture

JULY 4, 2023

 The transcript from this week’s, MiB: Ilana Weinstein Discusses the Hedge Fund War for Talent , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Ilana Weinstein on the War for Talent at Hedge Funds (Podcast) ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

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The Motley Fool

OCTOBER 15, 2024

My wife and I have a joint regular taxable brokerage account, and we have part of it earmarked as our child's college fund. The balance of that portion of the account is around 90,000 currently, and it is invested in an S&P 500 index fund. How do you find a financial advisor who does not want to just manage your assets?

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Private Equity Wire

JANUARY 17, 2025

Canada’s Sagard Holdings is launching a private equity fund aimed at retail investors, marking a significant move as alternative asset managers expand their focus beyond institutional clients and ultra-high-net-worth individuals, according to a report by Wealth Management. A subsidiary of Power Corp. above an 8% hurdle.

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The Motley Fool

MARCH 27, 2025

Those who maintain or increase their exposure through index-based exchange-traded funds (ETFs) like the Vanguard S&P 500 ETF (NYSEMKT: VOO) could be positioning themselves at the ground floor of what might truly become America's new golden age. Below, I talk about three compelling reasons why investors fleeing U.S. McKinsey & Co.

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Pension Pulse

NOVEMBER 21, 2024

The decision to put a senior government official on the board of the arm’s-length pension fund manager raises questions about AIMCo’s continued independence, and whether the move opens the door to the government to exert greater political influence or to steer the pension fund manager toward government priorities.

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The Motley Fool

AUGUST 1, 2024

Our strategy of acquiring Bitcoin in a manner we believe to be accretive to shareholders, thereby achieving Bitcoin yield, sets us apart from institutional Bitcoin investment options that charge a management fee, and we therefore achieve a negative Bitcoin yield as we measure it.

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The Motley Fool

FEBRUARY 5, 2025

The actions we took in 2023 to fund this block and our expectation of not needing to put more capital here are playing out. Our consistent and powerful cash flow generation model provides us with significant capital flexibility, which was further enhanced in 2024 without the need to fund LTC. As a result, we returned $1.3

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Pension Pulse

FEBRUARY 26, 2025

return for 2024, sees economic uncertainty ahead: The CEO of Quebecs public pension fund manager said he is counting on its diverse portfolio to help it navigate increasing economic uncertainty as he announced investment returns of nearly $40 billion in 2024. Jacob Serebrin of the Montreal Gazette reports the Caisse posts 9.4%

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Pension Pulse

NOVEMBER 11, 2024

In a news release Thursday, the Alberta government said the “reset” at AIMCo was driven by rising costs at the Crown corporation, including third-party management fees and salaries and benefits that were not matched by a corresponding return on investment. It was a contentious start for the relationship.

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