The Motley Fool

MAY 12, 2024

It's a business insurance broker, a healthcare and retirement benefit plan manager, a reinsurance broker, and a consultancy firm rolled into one. It even has an "outsourced chief investment officer" segment to handle defined benefit pension funds for clients. annual rate. That's above the 3.3%

Pension Funds 245

Pension Funds Bidding Consulting Consultants 245

Pension Pulse

NOVEMBER 18, 2024

Chris Witkowsky of Buyouts reports Canadian giant PSP Investments shops $1 billion-plus portfolio: PSP investments is shopping a large portfolio of fund stakes that could total up to around $1.5 billion, according to sources and confirmed by the pension system in a statement to Buyouts. The system managed about C$264.9

Stakes 59

Stakes Professional Services Buyout Pension Funds 59

Private Equity Professional

OCTOBER 8, 2024

Commitments for Shore’s three new funds came from the firm’s existing investors and select new limited partners, which include university endowments, financial institutions, pension funds, insurance companies, funds of funds, and family offices.

Capital 130

Capital Consulting Consultants Pension Funds 130

Pension Pulse

DECEMBER 16, 2024

The system works exceptionally well, yet in the past year, we have seen increasing calls to change this model and use pension funds as a policy tool. The system works exceptionally well, yet in the past year, we have seen increasing calls to change this model and use pension funds as a policy tool.

Pension Funds 59

Pension Funds Funds Liabilities Assets 59

The Motley Fool

OCTOBER 9, 2023

Despite conservative disdain for environmental, social and governance (ESG) initiatives -- or "woke" capitalism, as they call it -- one research project found climate change remains a chief concern when asset managers choose not to invest in portfolio companies, the Financial Time s reported.

Pension Funds 130

Pension Funds Funds Investing Financial Institutions 130

Private Equity Wire

SEPTEMBER 17, 2024

Over 125 investors participated as limited partners in Fund X, including public pension funds, financial institutions, endowments, consultants, corporate pensions, sovereign wealth funds, family offices and funds-of-funds, with commitments coming from investors in the United States, Canada, Latin America, Europe, the Middle East and Asia.

Companies 98

Companies Private Equity Firms Private Equity Firms Pension Funds 98

Pension Pulse

DECEMBER 4, 2024

He was the long-time chair of the Toronto Port Authority and, earlier in his career, advised a committee of Canada’s Senate on issues that included the creation of major public-sector pension funds such as the Public Sector Pension Investment Board. Still, I will wait to read the final report to see what Mr. Poirier has to say.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Buyout Pension Funds 59

Private Equity Insights

NOVEMBER 6, 2023

This represents a 34% increase in size from its predecessor fund, Rubicon Technology Partners III, which closed in 2020. Rubicon enables companies to adapt to the changing requirements of their businesses as they grow and scale using a unique set of proprietary processes, best practices and a portfolio-wide engagement model.

Best Practices 130

Best Practices Funds Private Equity Firms Private Equity Firms 130

Private Equity Professional

SEPTEMBER 17, 2024

Additionally, the firm raised $1 billion in commitments for co-investment vehicles dedicated to investing alongside Fund X. We are excited to construct a Fund X portfolio that builds upon our legacy of successful business transformation and value creation.” Kisco, New York.

Companies 100

Companies Funds Pension Funds Financial Institutions 100

Private Equity Wire

NOVEMBER 9, 2023

In partnership with global management consultancy Arthur D Little, Invest Europe has also released its annual sentiment survey. The survey indicates that fundraising sentiment is turning a corner, while optimism about new sources of capital is growing, including the potential to democratise access to a wider group of individual investors.

Venture Capital 104

Venture Capital Pension Funds Buyout Consulting 104

Pension Pulse

FEBRUARY 4, 2025

For more information, visit cdpq.com , consult our LinkedIn or Instagram pages, or follow us on X. Importantly, this isn't a handout and other Canadian pension funds have signed similar deals with indigenous people of Canada. As at June 30, 2024, CDPQs net assets totalled CAD 452 billion. Alright, my quick thoughts on this deal.

Investing 59

Investing Pension Funds Debt Stakes 59

Private Equity Wire

OCTOBER 19, 2023

The fund will continue Kreos’ investment strategy of providing loans to high-growth companies across EMEA, with a particular focus on the Technology and Healthcare sectors. Kreos VII has actively commenced investing capital and to date has already completed 57 transactions in EMEA, committing a total of €1.1bn so far.

Capital 75

Capital Pension Funds Consulting Consultants 75

Private Equity Wire

JANUARY 9, 2025

The Louisiana State Employees Retirement System (LASERS), based in Baton Rouge, has approved $225m in new private equity commitments as part of its ongoing efforts to bolster private market investments, according to a report by Pension & Investment Online. As of 30 September, the funds actual allocation stood at 21.5%.

Pension Funds 52

Pension Funds Buyout Consulting Consultants 52

This is going to be BIG.

AUGUST 8, 2011

Fred has basically always been a VC, Mike was a reporter, and Jim worked in product marketing and management consulting. I also co-led several secondary portfolio transactions where we bought pools of venture capital fund investments off of other investors when they were bailing from the asset class.

Venture Capital 110

Venture Capital Pension Funds Startups Capital 110

Pension Pulse

MAY 23, 2024

But what’s even more relevant, he says, is that with $88 billion now invested in a province with a GDP of nearly $500 billion, “the Caisse is the pension fund that is the most invested, in the world, in its local economy.” More than ever, Canada’s largest pension funds are being pressed to play the same role in the rest of the country.

Pension Funds 59

Pension Funds Stakes Banks Finance 59

Pension Pulse

JULY 24, 2024

Hannah Zhang of Secondaries Investors reports on how CDPQ used the secondaries market to address overallocation: For Canadian pension giant Caisse de dépôt et placement du Québec , the secondaries market has played an indispensable role in rebalancing its private equity portfolio. CDPQ generated C$9 billion ($6.5

Pension Funds 59

Pension Funds Buyout Stakes Finance 59

Pension Pulse

FEBRUARY 14, 2024

Earlier today, CDPQ issued a press release stating it has acquired an 80% stake in a solar plant in Japan: CDPQ, a global investment group, today announced it has acquired an 80% stake in a solar power generation plant in Japan, alongside its portfolio company Shizen Energy Inc. Shizen Energy). Learn more about Levio at levioconsulting.com.

Stakes 59

Stakes Consulting Consultants Pension Funds 59

A VC: Musings of a VC in NYC

JANUARY 21, 2020

.” These are typically the ability to attend board meetings, the ability to have access to financial reports on a regular basis, and the ability to advise and consult with the management of the company. The existence of these letters has everything to do with where the venture capital firms get their funds from.

Venture Capital 57

Venture Capital Pension Funds Startups Consulting 57

Pension Pulse

JULY 2, 2024

The country’s second-largest pension has been a seasoned private equity investor for almost half a century. However, it wasn’t until the last decade that the asset class began to account for a significant part of its investment portfolio: CDPQ’s private equity assets nearly doubled from 10.1 percent of its portfolio in 2013 to 20.1

Pension Funds 59

Pension Funds Buyout Stakes Assets 59

Pension Pulse

APRIL 10, 2024

Environment CDPQ is well on track to achieve the targets underpinning the climate strategy it adopted in 2021, including its goal of reaching a net-zero portfolio by 2050 with: $53 billion in low-carbon assets, including $15 billion in Québec, representing an overall increase of $35 billion in low-carbon assets since 2017.

Pension Funds 59

Pension Funds Investing Best Practices Assets 59

Pension Pulse

SEPTEMBER 6, 2023

In July, the regulator published new guidelines for the sector, which among other things, called for portfolio valuations each quarter. Carolina Mandl and Chris Prentice of Reuters report US SEC overhauls rules for $20 trillion private fund industry: The U.S. The rules also require funds to perform annual audits.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

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.

Pension Funds 52

Pension Funds Funds Banks Assets 52

Pension Pulse

FEBRUARY 22, 2024

CDPQ's own public equities portfolio saw its performance "driven by growth stocks, as well as by large positions in Quebec companies, which performed well." The private equity portfolio was affected by interest rate hikes as well as by an increase in financing costs, which affected certain private companies. and down 0.2%

Returns 59

Returns Pension Funds Assets Debt 59

Pension Pulse

APRIL 9, 2024

The exposure to this development JV complements our recent investment in Scape Core Program and will further diversify our APAC portfolio with defensive cashflows that are driven by the favourable demographics in the region and the demand for quality education in Australia.”

Pension Funds 59

Pension Funds Education Leveraging Assets 59

Pension Pulse

JULY 31, 2024

By entrusting C$600 million to Fiera Capital, a well-established and successful manager, we are benefiting from local financial expertise and supporting the growth of Quebec’s asset management industry, while also contributing to the diversification and performance of our portfolio.”

Capital 59

Capital Hedge Funds Asset Management Pension Funds 59

Pension Pulse

SEPTEMBER 11, 2024

We focus on the long term and strive to carefully consider sustainability-related risks and opportunities that may affect long-term value creation, the resilience of our portfolio and contribute to generating returns for our contributors and beneficiaries,” said Deborah K. “Our mandate spans decades and shapes how we invest.

Investing 59

Investing Pension Funds Assets Consulting 59

Pension Pulse

SEPTEMBER 25, 2024

Freschia Gonzales of Benefits and Pensions Monitor reports CDPQ and Chinook launch platform to invest in Pacific Northwest forestland: CDPQ and Chinook Forest Partners have launched a new investment platform to build a diversified portfolio of forestland in the Pacific Northwest, US.

Stakes 59

Stakes Asset Management Assets Consulting 59

The Motley Fool

OCTOBER 11, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. BlackRock manages more than $300 billion of assets across model portfolios and separately managed accounts for wealth managers.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

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 per cent return of its reference portfolio.

Investing 59

Investing Pension Funds Stakes Assets 59

Pension Pulse

FEBRUARY 5, 2024

sets up $1-billion fund to invest in energy transition: Alberta Investment Management Co. has established a $1-billion fund to invest in energy-transition and decarbonization opportunities, while saying it will hang on to high-carbon assets within its portfolios. Puffer said. Velasquez said.

Funds 52

Funds Pension Funds Assets Consulting 52

Pension Pulse

JULY 6, 2023

in Engineering and Wharton School of Business with an MBA, Pereira’s years of financial services industry experience extends to consulting having been with Boston Consulting Group advising a broad range of clients with a focus on financial institutions and consumer companies. After graduating University of Toronto with a B.Sc.

Pension Funds 40

Pension Funds Consulting Consultants Investing 40

Pension Pulse

NOVEMBER 22, 2023

Fernandez Investors who successfully manage these new risks may also find new rewards, in the form of companies that are better positioned to generate portfolio returns as global economic and market dynamics change, Henry Fernandez, MSCI Chairman and CEO, said at the event.

Investing 59

Investing Pension Funds Asset Management Assets 59

Pension Pulse

JANUARY 24, 2024

Nathalie accomplished a lot for CDPQ and our depositors by leading the transformation of the Ivanhoé Cambridge business model and by repositioning the portfolio toward promising sectors with her teams," Emond said in the release. "I The move follows a similar initiative by Ontario Teachers' Pension Fund, announced last June.

Pension Funds 59

Pension Funds Best Practices Leveraging Legal 59

Pension Pulse

SEPTEMBER 14, 2023

The modest changes at most of the biggest pension funds are a result of compensation philosophies that emphasize long-term performance of the funds, which is typically measured over five-year horizons. Some pension fund CEOs faced small cuts to their paycheques last year. million in 2022. million from $5.6-million

Returns 59

Returns Pension Funds Hedge Funds Assets 59

Pension Pulse

AUGUST 15, 2023

The growth came as the fund earned a 12-month total-fund net return of 4.8 The pension fund, which invests to pay for the retirement for 336,000 working members and pensioners, noted that as of Jan. 1 the plan was fully funded with a $17.5-billion billion funding surplus. per cent and 8.6

Pension Funds 52

Pension Funds Assets Liabilities Stakes 52