This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Leveraging its deep expertise in credit and bottom-up fundamental analysis, AlbaCore aims to deliver strong downside protection and attractive risk-adjusted returns. Founded in 2016, London-based AlbaCore manages $9bn in assets on behalf of global pensionfunds, sovereign wealth funds, insurers, consultants, family offices, and endowments.
It includes institutional investors such as pensionfunds, sovereign wealth funds, financial institutions, consultants, and family offices. The investor base for ASOF V is geographically diverse, with commitments from North America (45%), Europe (30%), and Asia-Pacific (25%).
GSAM has committed $150m of its own capital to the fund, which will primarily target senior lending opportunities but retain the flexibility to provide junior debt when needed. The fund aims to generate net returns of 8% to 10% on an unlevered basis, with levered investments expected to deliver around 13%.
The fund attracted both new and existing investors, including sovereign wealth funds, pensionfunds, insurance companies, consultants, and multi-family offices. The previous iteration of the fund closed in 2022 with over $1.5bn in commitments. The fund has already called 51% of capital commitments.
Maloney : “Strong private equity returns ensure that tens of millions of dedicated public servants can depend on a well-fundedpension to support their well-deserved retirement.” In 2023, private equity investments delivered a median annualized return of 15.2 Washington, D.C. percent over a 10-year period.
Balbec Capital (Balbec), an alternative investment manager with over $16bn in platform assets, has held the final close of InSolve Global Credit Fund VI (IGCF VI), with over $1.7bn in commitments across the flagship fund and related vehicles. To date, the Fund has called 51% of capital commitments.
average annualized total return, according to data from Ned Davis Research and Hartford Funds. average annual total return. average annual return, significantly outpacing companies with no change in their dividend policy, with an average of 6.7%. That has outperformed an equal-weighted S&P 500 index's 7.7%
The system works exceptionally well, yet in the past year, we have seen increasing calls to change this model and use pensionfunds 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 pensionfunds as a policy tool.
billion as of March 31, with a five-year annualized return of 14.8 This article was written in late October and it confirms a trend we have been seeing since last year, namely, Canada's large pensionfunds are tapping into the secondaries market to get rid of underperforming fund stakes to shore up liquidity and diversify vintage year risk.
It's Not Easy Not Being Green The conservative take is that ESG is a thinly veiled leftist agenda that sacrifices returns for ideology. Fossil fuels are becoming a 'sin' industry,'" Ward Warmerdam of Dutch consultant Profundo told the FT. "[It Too Hot for Jumpers: Climate change doesn't bode well for retailers.
NorthWall’s systematic sourcing approach, coupled with a focus on creating bespoke funding solutions, enables the firm to structure opportunities that deliver strong downside protection while targeting uncorrelated returns. The Fund received strong support from a large US-based consultant and an Australian superannuation fund.
US institutional investors are offloading their private equity holdings at slashed prices, reflecting a broader trend of reducing exposure to the illiquid asset class, with pensionfunds and endowments leading the charge, according to a report by the Financial Times.
Despite a decline in both private equity infrastructure dealmaking and fundraising in 2023, limited partners (LPs) are planning to increase their commitments to the asset class, according to a new report by Boston Consulting Group. Deals declined by 18% last year, while global fundraising fell by 50% from a high of $176bn in 2022 to $89bn.
Additionally, the firm raised $1 billion in commitments for co-investment vehicles dedicated to investing alongside Fund X. Our consistent and accelerating track record, including significant liquidity returned to investors over the past three years, resonated during our marketing efforts for Fund X.”
Palash Gosh of Pension & Investments reports CDPQ posts 7.2% return in 2023: Caisse de Depot et Placement du Quebec, Montreal, delivered a net return of 7.2% in calendar year 2023, slightly below the benchmark return of 7.3%. For the five-year period, CDPQ returned an annualized 6.4%, above the 5.9% 22 release.
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.
ABOUT CDPQ At CDPQ, we invest constructively to generate sustainable returns over the long term. As a global investment group managing funds for public pension and insurance plans, we work alongside our partners to build enterprises that drive performance and progress. Alright, my quick thoughts on this deal.
The modest changes at most of the biggest pensionfunds are a result of compensation philosophies that emphasize long-term performance of the funds, which is typically measured over five-year horizons. BCI posted returns of 3.5 Its long-term incentive plan is based on five- and 10-year returns. per cent, to $5.38-million
Benefits Canada reports OPTrust returns 5.3% in 2023, marks 15 consecutive years at 100% funded status: The OPSEU Pension Trust returned 5.3 It also reported a funded status of 100 per cent, marking 15 consecutive years at a fully funded status. Conversely, returns from infrastructure (2.7 per cent.
Over the summer, multiple associations representing OMERS members wrote to the government urging it to review governance at the $133-billion pensionfund, which invests on behalf of more than 626,000 Ontario public service workers. OMERS earned an investment return of 8 per cent over the past three years and 7.1
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 pensionfund that is the most invested, in the world, in its local economy.” More than ever, Canada’s largest pensionfunds are being pressed to play the same role in the rest of the country.
And Canadians have to understand that [if] the government tries to direct their capital away from being invested for the purpose of maximising risk-adjusted returns, the whole system is at risk. Ambachtsheer said the publication of the book really marked the birth of the modern Canadian pension industry.
That's more than half of the fund's estimated total net assets. The third-party report, compiled by consultant LifeWorks, attributes the figure to Alberta's high employment rates, young population, and higher pensionable earnings, which it claims has meant the province has sent billions more into the CPP compared to what it has received.
Mr. Bethlenfalvy told CBC Radio last week that he had consulted widely, including with workers, who purportedly welcome the OIB. But so far the government hasn’t shared any information about its consultations, let alone results. To be fair, these are early days, and the OIB will need to find its feet. Well, it didn't turn out that way.
About CDPQ At CDPQ, we invest constructively to generate sustainable returns over the long term. As a global investment group managing funds for public pension and insurance plans, we work alongside our partners to build enterprises that drive performance and progress. Learn more about Levio at levioconsulting.com.
Fast forward a couple of years later, private equity had performed well with great returns. billion in assets under management as of December, the priority is to steer the pension’s PE portfolio back to safe waters and ensure its allocation fits within the risk budgets of its 48 depositors. I can't say I'm surprised.
Fast forward a couple of years later, private equity had performed well with great returns. billion) in assets under management as of December, the priority is to steer the pension’s PE portfolio back to safe waters and ensure its allocation fits within the risk budgets of its 48 depositors. billion ($318.5 billion; €293.2
Advocacy groups have accused the private fund industry of unfair, conflicted and opaque practices that hurt everyday Americans who invest in such funds through their pensions. It's not as if some state pensionfund benefits from opacity," SEC Chair Gary Gensler told reporters after the panel's vote.
Business Wire reports that Norway's sovereign fund tops global transparency ranking: TORONTO — Norway’s sovereign wealth fund, Government PensionFund Global, has topped the list of the most transparent funds according to the Global Pension Transparency Benchmark’s 2023 findings.
At CDPQ, we remain steadfast in our conviction that sustainability goes hand in hand with long-term returns. ABOUT CDPQ At CDPQ, we invest constructively to generate sustainable returns over the long term. For more information, visit cdpq.com , consult our LinkedIn or Instagram pages, or follow us on X.
Fiera Capital stands out for its ability to offer optimized portfolio solutions, combining innovation and precision in risk and return management. Fiera Capital stands out for its ability to offer optimized portfolio solutions, combining innovation and precision in risk and return management.
Having built a team of more than 700 staff, including in-house development, design and operations teams, the company promotes its ability to invest in systems, technology, and security which provide an institutional grade living setting for its tenants and reliable returns for investors. What about Canada?
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 pensionfund earned an eight per cent return last year, but significantly underperformed the 19.9 per cent return of its reference portfolio. 10-year net return of 9.2%
Montr é al, Canada, September 11, 2024 – The Public Sector Pension Investment Board (PSP Investments) today published its annual Sustainability Report , which outlines how the organization is building its sustainability capabilities to deliver the long-term returns to support its mandate.
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.
net return for first half of 2023: TORONTO - The Ontario Teachers’ Pension Plan Board says it earned a net return of 1.9 The pensionfund’s total net assets stood at $249.8 The growth came as the fund earned a 12-month total-fund net return of 4.8 1 the plan was fully funded with a $17.5-billion
ABOUT CDPQ At CDPQ, we invest constructively to generate sustainable returns over the long term. As a global investment group managing funds for public pension and insurance plans, we work alongside our partners to build enterprises that drive performance and progress.
Paulina Pielichata of Pensions & Investments reports CDPQ works to pump $11.2 billion into European private markets: Canadian pensionfund Caisse de depot et placement du Quebec has recently moved into its new London headquarters as it is working to deploy C$15 billion ($11.2 billion) in private markets across Europe.
They’re talking about asset management firms, in which public pensionfunds often have investments, supporting shareholder proposals meant to achieve social justice or climate objectives yet of dubious financial value. They could simply carry on trying to maximize returns. But at least they were elected to do so.)
Then it has been a lengthy process of consulting with our clients and helping them understand how this fits into their portfolios,” Ms. AIMCo invests around the world on behalf of 17 clients, which include pensions for teachers, police, municipal workers and others. Puffer said.
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.
The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. See the 10 stocks » *Stock Advisor returns as of October 7, 2024 Martin Small -- Chief Financial Officer Thanks, Chris. active fixed income mutual funds.
The move follows a similar initiative by Ontario Teachers' PensionFund, announced last June. ABOUT CDPQ At CDPQ, we invest constructively to generate sustainable returns over the long term. For more information, visit cdpq.com , consult our LinkedIn or Instagram pages, or follow us on X.
Previously she was Chief Investment Officer at various state pensionfunds, including Maryland and Hawaii. After three years I decided I don’t love payments enough to continue to do consulting and m and a and payments. There’s also some sort of, some hedge fund structures that have private equity like investments.
We organize all of the trending information in your field so you don't have to. Join 5,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content