Axial

JUNE 6, 2023

“More institutional partners are willing to help support Independent Sponsor deals,” says Al Bhakta, Principal at CMG Companies. Limited partners are gravitating towards Independent Sponsors given their lower management fees, and the flexibility that comes with co-investing on a deal by deal basis.

Deal Origination 52

Deal Origination Boutique Investment Banks Deal Flow Financing 52

Pension Pulse

DECEMBER 16, 2024

A winning approach A 2021 study in the Journal of Portfolio Management confirmed the outperformance of Canadian pension funds compared with their global counterparts. Second, it allows Canadian pensions to truly exploit their comparative advantages, including scale, time horizon and risk tolerance, which has led to superior returns.

Pension Funds 59

Pension Funds Funds Liabilities Assets 59

The Motley Fool

JANUARY 12, 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. Asset and wealth management reported net income of 925 million with pre-tax margin of 28%. billion or 11%, predominantly driven by higher rates.

Banks 130

Banks Capital Assets Investment Banks 130

The Motley Fool

OCTOBER 17, 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. The insights we draw from our expansive platform and portfolio are highly valuable to them. Fee-related earnings were $1.2

Debt 130

Debt Management Fees Assets Financing 130

The Motley Fool

APRIL 18, 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. Alternatives have taken meaningful share of public equity portfolios over the past 30 years but little on the fixed-income side. billion or $0.95

Assets 130

Assets Debt Banks Capital 130

The Big Picture

JUNE 13, 2023

Today they can effectively allocate capital into strategies which will create a compounding effect to their portfolio. In that case, one of the largest European insurance company, if not global, and having together a different proposal, fully aligned, with some complementary sourcing to the deal flow.

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

OCTOBER 31, 2024

Over the last 12 months, we have grown management fees by 26%, fee-related earnings by 27%, and distributable earnings by 22%, all compared to the prior-year period. Similarly, Atalaya and our credit teams have been active in sourcing investment-grade flow. For many of our products, there is zero redemption.

Capital 130

Capital Management Fees Securities and Exchange Commission (SEC) Assets 130

Pension Pulse

NOVEMBER 12, 2024

per cent in 2023 despite challenges in its real estate portfolio. According to a statement from the government, between 2019 to 2023 AIMCo’s third-party management fees increased by 96 per cent; the number of employees jumped by 29 per cent and wage and benefit costs increased by 71 per cent.

Pension Funds 59

Pension Funds Funds Financing Finance 59

The Motley Fool

JULY 18, 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. This data also alerts us to major paradigm shifts, which is essential for any top-performing asset manager.

Assets 130

Assets Financing Finance Management Fees 130

The Motley Fool

JANUARY 25, 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. The traditional 60-40 portfolio lost value, down 3%. Our portfolio consists of over 230 companies.

Management Fees 100

Management Fees Banks Capital Assets 100

The Big Picture

JANUARY 7, 2025

And we get asked by pension plans, endowments, foundations, family offices saying, Hey, we’ve held this portfolio now for eight years, nine years, it’s getting long in the tooth. And here’s the most important fact that as ultra high net worth and high net worth individuals build out their portfolios.

Capital 52

Capital Hedge Funds Buyout Funds 52

The Motley Fool

JANUARY 30, 2025

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. With respect to inflation, what we see based on our expansive portfolio and our proprietary data that the U.S. billion or $1.50

Management Fees 130

Management Fees Assets Capital Funds 130