Pension Pulse

JULY 3, 2024

“The investment horizon for these assets is long and the ability to rebalance in the future is hampered,” warns Marlene Puffer, who joined AIMCo as CIO in 2023 from Canada’s railway pension fund CN Investment Division. net return for the year 2023. It’s difficult to scale in small cap, she explains.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

The Big Picture

OCTOBER 2, 2024

In areas where VC money is plentiful and there are lots of VCs tripping over each other to fund deals — tthink San Francisco, Boston, New York — in other parts of the country where there are fewer VCs, there are enormous market inefficiencies. Inefficient markets can lead to unexpectedly better returns.

Startups 73

Startups Investing Deal Flow New York Stock Exchange 73

Pension Pulse

AUGUST 15, 2023

net return for first half of 2023: TORONTO - The Ontario Teachers’ Pension Plan Board says it earned a net return of 1.9 The pension fund’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

Pension Funds 52

Pension Funds Assets Liabilities Stakes 52

The Motley Fool

JULY 14, 2023

See the 10 stocks *Stock Advisor returns as of July 10, 2023 Martin Small -- Chief Financial Officer Thanks, Chris, and good morning, everyone. Our capital management strategy remains first to invest in our business and then to return excess cash to shareholders through a combination of dividends and share repurchases.

Asset Management 130

Asset Management Assets Banks Debt 130

Pension Pulse

JANUARY 12, 2024

Finally, as capital has become more scarce in a higher interest rate environment, companies are exploring partnership opportunities for their embedded infrastructure assets to improve their returns on invested capital or to raise capital to reinvest in their core businesses.

Pension Funds 59

Pension Funds Debt Exchange-Traded Funds Assets 59

The Motley Fool

OCTOBER 11, 2024

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.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Big Picture

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) We expect our investments to generate positive financial returns, but can they also have a positive societal effect? Inefficient markets can lead to unexpectedly better returns. And so I think most investors would like those returns.

Startups 52

Startups Investing Deal Flow New York Stock Exchange 52

The Motley Fool

APRIL 18, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. We've stated before that short-term movements in stock and bond markets impact capital flows in this channel. billion, distributable earnings were $1.3

Assets 130

Assets Debt Banks Capital 130

Pension Pulse

JANUARY 10, 2024

Right now, spreads and terms on new deal flow appear attractive, so lenders are being disciplined for the most part. On balance though, we see private debt as offering attractive risk-adjusted returns and it remains a very important part of our portfolio. What attributes should an LP look for in a private debt GP?

Debt 59

Debt Investing Banks Private Equity Firms 59

The Big Picture

JUNE 13, 2023

Because for what we do, and I mean, you know the business, Barry, like risk underwriting is about effectively scaling the risk, the return. And all of a sudden, you realize that if your cost of funding goes down, as a consequence of some extra financial goals being met, well, your return on equity goes up. RITHOLTZ: Right.

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

APRIL 12, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. See the 10 stocks *Stock Advisor returns as of April 8, 2024 Martin Small -- Chief Financial Officer Thanks, Chris, and good morning, everyone.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

The Big Picture

APRIL 4, 2023

So the theory was that’s great that you’re providing a loan, but if you can co-invest with them and get the upside of partnering with some of the most successful private equity funds in the United States, you know, a great way to enhance your returns. RITHOLTZ: We call that legal insider trading.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Finance Financing 59

The Motley Fool

JANUARY 12, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. In 2023, we returned over 4.5 Thank you for joining us today to discuss BlackRock's fourth quarter and full year results.

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

JULY 15, 2024

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 July 15, 2024 Larry Fink -- Chairman and Chief Executive Officer Thank you, Chris. RIA, a U.K.

Assets 130

Assets Liabilities Leveraging Asset Management 130

Pension Pulse

NOVEMBER 12, 2024

Amanda White of Top1000funds reports perfect score sees Norway take out top spot on transparency: 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 2024 findings, scoring a perfect 100 out of 100.

Pension Funds 59

Pension Funds Funds Finance Financing 59

Pension Pulse

MARCH 3, 2025

Ralph Berg, chief investment officer at OMERS for nearly two years, brings a fresh perspective to pension fund management with a history and work pedigree different to what you might expect from a Canadian fund investment boss. Amanda White reports. It is efficient as a vehicle and very swift, Berg says.

Buyout 52

Buyout Pension Funds Investing Assets 52

The Motley Fool

JANUARY 30, 2025

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*. BIP has delivered remarkable investment performance since inception only six years ago, including 17% net returns annually for the co-mingled strategy.

Management Fees 130

Management Fees Assets Capital Funds 130