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. This approach ensures AIMCo taps sufficient risk but also protects against embedding too much connected risk.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

Tucker Advisors

SEPTEMBER 27, 2021

Below are 10 stories that present a trend of corporations transferring the liabilities of their pension plans into the safety of indexed annuities with insurance companies. High Profile Use of Annuities Download. Corporations Move Pensions into Annuities with Insurance Firms. Free Guide: High Profile Use of Annuities.

Companies 52

Companies Liabilities Legal Banks 52

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

Tucker Advisors

SEPTEMBER 8, 2021

High Profile Use of Annuities Download. When you consider that indexed annuities de-risk principal and can guarantee a reliable monthly paycheck, it’s easy to understand why retirees are finding them to be attractive pension replacements. Free Guide: High Profile Use of Annuities. What Does an Indexed Annuity Do? Sources: 1.

Mutual Funds 52

Mutual Funds Taxes Liabilities Pension Funds 52

The Big Picture

SEPTEMBER 19, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Google , YouTube , and Bloomberg. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. So you end up going from the fund of funds to pension funds.

Asset Management 59

Asset Management Assets Pension Funds Hedge Funds 59

Pension Pulse

SEPTEMBER 10, 2024

Razak Musah Baba of IPE Real Assets reports OMERS to buy Allianz’s stake in Indian road infrastructure trust: Canadian pension fund OMERS is buying Allianz Capital Partners’ 13.5% You can download the presentation PDF file here. Don't miss out on this eye-opening exploration of India's toll system.

Stakes 59

Stakes Assets Buyout Shareholders 59

The Motley Fool

FEBRUARY 22, 2024

1 downloaded travel app in the world in 2023. Our non-GAAP results exclude $276 million of expense in personnel related to a ruling in the Netherlands pension fund matter and $530 million of expense in G&A related to a draft decision by the Spanish Competition Authority. Booking.com remained the No. And in the U.S.,

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Shareholders Pension Funds 130

Pension Pulse

OCTOBER 20, 2023

The statement, sent exclusively to the National Post , marks the first time Poilievre has explicitly addressed the issue of Alberta’s proposal to withdraw from the Canada Pension Plan (CPP) and set up its own pension fund. You can download the report here and the 2023 Policy on Sustainable Investing here.

Investing 59

Investing Consulting Consultants Debt 59

The Motley Fool

AUGUST 3, 2023

You can download it from the main page of our investor site at investors.appian.com. Next, a top Canadian pension fund manages billions of dollars in investments. With me today are Matt Calkins, chairman and chief executive officer; and Mark Matheos, chief financial officer. It's aiming to double its portfolio size.

Professional Services 100

Professional Services Prospects Leveraging Pension Funds 100

The Big Picture

DECEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And the institutional investors often are thinking if you’re a big state pension fund, I want 10%, 20%. 00:00:07 [Barry Ritholtz] This week on the podcast, I have an extra special guest.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

Pension Pulse

JUNE 7, 2023

For more information on PSP Investments’ fiscal year 2023 performance, visit our website and download the annual report. About PSP Investments The Public Sector Pension Investment Board (PSP Investments) is one of Canada’s largest pension investors with $243.7 billion of net assets under management as of March 31, 2023.

Investing 59

Investing Assets Banks Legal 59

The Big Picture

FEBRUARY 28, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Look, our parents all had pension funds. LAYTON: — sources of funds for our industry is going to change as a result of that. Our kids are all going to have 401(k)s.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

AUGUST 15, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Public pension funds that manage hundreds of billion dollars can be manned by professionals that make $80 to $150,000 a year. SEIDES: Yeah. And that spans endowments, foundations.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

Pension Pulse

MARCH 27, 2024

You can download this important and detailed paper here and it's definitely well worth reading. I've worked at pension funds, let me tell you how it typically works. I've worked at pension funds, let me tell you how it typically works. That's a discussion I'd love to have with Derek, Geoffrey and Ed (Cass) one day.

Pension Funds 59

Pension Funds Portfolios Investing Assets 59

The Big Picture

MARCH 5, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. You’ve talked about pensions are now facing illiquidity issues because private equity and venture capital have gates up a lot, a lot of long-term tie up. How has this affected your business?

Capital 59

Capital Hedge Funds Banks Assets 59

Pension Pulse

OCTOBER 27, 2023

The contribution from the Canada Growth Fund (CGF) represents nearly half of a $182-million series B funding round for Eavor Technologies Inc., The other investors include Austria’s OMV AG, Japan Energy Fund, Monaco Asset Management and Microsoft’s Climate Innovation Fund.

Investing 59

Investing Financing Finance Pension Funds 59

The Big Picture

MAY 9, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. So what I mean by that is, first, understand the duration of your funding source. Pension funds have quite long-dated capital. That’s what I mean by liabilities.

Liabilities 120

Liabilities Assets Banks Hedge Funds 120

The Big Picture

SEPTEMBER 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. ? ?. The transcript from this week’s, MiB: Albert Wenger, Union Square Ventures , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

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Venture Capital Capital Startups Funds 122

The Big Picture

NOVEMBER 8, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , and YouTube. pension funds engaged in to the tune of hundreds of billions of pounds. ?. The transcript from this week’s, MiB: Edward Chancellor on the Real Story of Interest , is below.

Finance 59

Finance Financing Banks Hedge Funds 59

The Big Picture

APRIL 4, 2023

You can stream and download our full conversation, including any podcast extras, on Apple , Spotify , Google , Stitcher , YouTube , and Bloomberg. You download that into their site. pension funds, and sovereign wealth funds, and internationally, investors. You have a board meeting. And I said three things.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Finance Financing 59

The Big Picture

MAY 23, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes Stitcher , Bloomberg , Spotify , Google , and YouTube.  The transcript from this week’s, MiB: Robyn Grew, Man Group CEO , is below. Um, and community housing, and then we have something called solutions.

Hedge Funds 65

Hedge Funds Finance Financing Funds 65

The Big Picture

SEPTEMBER 23, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And infrastructure today is bought by sovereign funds, big pension funds with a view that it is very steady. Seven, eight, 9% kind of returns.

Debt 59

Debt Leveraging Banks Leveraged Buyouts 59

The Big Picture

SEPTEMBER 10, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We have institutional clients, we have retail clients, we have, you know, pension funds, we have endowments.  The transcript from this week’s, MiB: Mike Wilson, Morgan Stanley , is below.

Companies 65

Companies Pension Funds Hedge Funds Assets 65

The Big Picture

JULY 24, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. You know, if you’re a CIO of a pension fund, you’re always thinking about your employees and your portfolio and the plan sponsors.

Banks 52

Banks Hedge Funds Debt Legal 52

The Big Picture

JANUARY 24, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. KLINSKY: In the private equity fund and strategic equity fund, it’s the big pension funds in the U.S. It’s the big Canadian asset plans.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Big Picture

DECEMBER 20, 2022

The transcript from this week’s, MiB: Robert Koenigsberger, Gramercy Funds Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

Hedge Funds 65

Hedge Funds Debt Banks Assets 65

The Big Picture

JUNE 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And whilst we were dealing with the same counterparty, the same pension fund, some of their constituents, some of the underlying boards, disagree on the approach to take there.

Banks 59

Banks Asset Management Assets Capital 59

The Big Picture

FEBRUARY 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Which is run by many insurance companies, pension funds who use Aladdin, and it’s a commercial enterprise for the firm. Isn’t that the genesis of BlackRock?

Hedge Funds 59

Hedge Funds Education Funds Banks 59

The Big Picture

MARCH 12, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So we, we do business with most of the sovereign wealth funds, most of the big US national insurers, global insurers, the largest pension funds. So it’s very long dated capital.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

Hellman & Friedman LLC

APRIL 1, 2025

Other significant direct owners of Mehilinen beyond CVC and H&F include the company’s management and key personnel, as well as large Finnish pension funds including e.g., Ilmarinen, Varma, and the State Pension Fund. Additionally, there are private investors and smaller institutional investors among the owners.

Shareholders 40

Shareholders Private Equity Firms Private Equity Firms Pension Funds 40

The Big Picture

APRIL 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple , Stitcher , Spotify , Google and Bloomberg. DAMODARAN: Or it could be some unique characteristic, pension funds pay no taxes.  The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below.

Education 119

Education Finance Financing Taxes 119

American Investment Council

NOVEMBER 6, 2024

More than 88 percent of all public pension funds invest a portion of their portfolios in private equity, and 34 million U.S. In 2023, private equity delivered a 15.2 percent median annualized return over a 10-year period, higher than all other asset classes, including public equity, real estate, and fixed income.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Pension Funds Taxes 52

Pension Pulse

MARCH 20, 2025

The pension funds 2024 returns fell short of its internal benchmark of 12.9 In 2024, the pension funds publicly-traded stocks gained 23.2 billion of investment income the pension fund earned last year - roughly $7-billion - came from currency gains as the gap widened between the U.S.

Pension Funds 59

Pension Funds Assets Liabilities Funds 59

The Big Picture

MARCH 21, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. If you’re anywhere from an individual to a pension fund, saying how much do I have to save to retire?  The transcript from this week’s, MiB: Cliff Asness, AQR , is below.

Hedge Funds 69

Hedge Funds Finance Financing Funds 69

The Big Picture

NOVEMBER 25, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And it doesn’t matter if you’re running a billion dollar hedge fund or a pension fund, most people are gonna go through the same sort of panicky response.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

The Big Picture

JUNE 20, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Pension funds, perhaps, maybe aren’t growing as much as they need them to.  The transcript from this week’s, MiB: Gretchen Morgenson on Private Equity , is below.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Finance Financing 59

The Motley Fool

SEPTEMBER 17, 2024

First of all, in the US, we have about $5 trillion already in public pension funds, which is like a sovereign wealth fund. It's a way to manage another part of the economy and similar to what's happened with our pension funds everywhere. This is a crazy idea. Mary Long: I'm going to go with more.

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Investors Banks Pension Funds Accounting 130