Pension Pulse

OCTOBER 23, 2024

Silas Brown and Kat Hidalgo of Bloomberg report Florida pension to offload up to $4 billion of private credit: The Florida State Board of Administration is looking to sell a bundle of private credit stakes worth as much as $4 billion in what would be one of the largest deals of its kind, according to people with knowledge of the matter.

Funds 59

Funds Stakes Due Diligence Assets 59

Pension Pulse

JULY 3, 2024

Sarah Rundell of Top1000funds reports AIMCo talks total portfolio approach, private credit, and risk: Alberta Investment Management Corporation, AIMCo, the $160 billion asset manager for pensions, endowments and insurance groups in Canada’s western province, is developing a total portfolio approach in private assets. AI is just one example.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

Fortune Financial

AUGUST 7, 2023

These investments require thorough due diligence, careful selection of companies or projects and a deep understanding of the industry and market dynamics. Hedge Funds Hedge funds are alternative investment vehicles that employ a diverse range of investment strategies and techniques to generate returns.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

These investments require thorough due diligence, careful selection of companies or projects and a deep understanding of the industry and market dynamics. Hedge Funds Hedge funds are alternative investment vehicles that employ a diverse range of investment strategies and techniques to generate returns.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Pension Pulse

MAY 17, 2023

The 77-year-old billionaire told the Financial Times that big asset managers had competed aggressively to lend to the largest private equity groups as money poured into their coffers in 2020 and 2021, raising questions over the due diligence the funds conducted when they agreed to provide multibillion-dollar loans.

Debt 52

Debt Pension Funds Banks Due Diligence 52

The Motley Fool

SEPTEMBER 17, 2023

Within about 90 days, it became apparent to me that we had not done sufficient reversed due diligence on our acquirer. This idea of reversed due diligence is like they're asking a bunch of questions trying to figure out who you are and where you fit with cultures like all those things. We managed to still sign and close.

Due Diligence 130

Due Diligence Mergers and Acquisitions Capital Public Companies 130

The Big Picture

DECEMBER 5, 2023

Michael Fisch : 00:07:15 [Speaker Changed] The largest fund then was KKR with $175 million. The second largest fund was Forman little with 150. These are, those entire funds are like partial transaction. And when we went to raise our first fund, again, we had the great benefit of the support of the William Rosenwald family.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

Pension Pulse

JANUARY 23, 2024

What progress have you made on implementing social impact and inclusion into your due diligence processes? just saying, that is the group that is systematically discriminated against the most and none of the pension funds I cover do anything to target hiring them).

Investing 59

Investing Mergers and Acquisitions Assets Due Diligence 59

Pension Pulse

FEBRUARY 10, 2025

Reuters reports that Canadas BCI to buy BBGI infrastructure fund in US$1.32-billion largest listed infrastructure funds with a portfolio which includes projects such as bridges and tunnels, as well as education and health care facilities. in a deal valuing the Luxembourg-based investment firm at 1.06-billion billion ($1.32-billion),

Pension Funds 59

Pension Funds Education Stakes Asset Management 59

Pension Pulse

SEPTEMBER 6, 2023

Major funds including Aware Super and Hostplus were investors. Through our supervision activities, APRA has continued to address these issues with RSE licensees since the conclusion of the review," APRA said in a release that did not name any funds. The rules also require funds to perform annual audits.

Hedge Funds 64

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

Pension Pulse

MAY 8, 2023

Blackstone told us "extensive pre-investment due diligence showed PSSI had industry-leading hiring compliance." But it seems, that diligence failed to find what was obvious to investigators watching a shift change in a parking lot. No pension fund wants to invest in private companies that abuse immigrant children.

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

Private Equity Insights

JULY 4, 2023

Investors in NPV ESG include KLP, a German occupational pension fund, and a large Nordic pension fund. NPV ESG expects to secure commitments from additional investors in its second close later this year, with several investors currently active in due diligence.

Due Diligence 130

Due Diligence Pension Funds Private Equity Firms Private Equity Firms 130

Pension Pulse

JUNE 12, 2024

annual rate of return and maintains healthy funded status in 2023: Toronto, ON – University Pension Plan Ontario (UPP) today released its 2023 Annual Report outlining performance and development from its second full operational year. Aaron Bennett Chief Investment Officer 2023 highlights Held a 102% funded status with a $0.2

Liabilities 59

Liabilities Assets Leveraging Due Diligence 59

The Big Picture

JANUARY 24, 2023

They have $37 billion in clients and their own funds, of which they have invested across a variety of disciplines from credit to strategic capital, as well as taking companies private and helping them grow into something more substantial than they’ve been in the past. That’s our private equity fund. RITHOLTZ: Right.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Pension Pulse

MAY 2, 2024

In 2012 when I came to the fund, we had invested four percent of our portfolio in private equity,” CIO Marcus Frampton said. “We Last year, APFC’s staff decreased its private asset allocation from 19 percent to 15 percent, hypothesizing that there were better risk-adjusted returns to be had in asset classes like fixed income and hedge funds.

Pension Funds 59

Pension Funds Hedge Funds Buyout Due Diligence 59

Pension Pulse

SEPTEMBER 12, 2023

At C$146 billion, equivalent to a quarter of the entire C$575 billion pension fund for some 21 million Canadians and forecast to grow bigger every year, Kim leads a program that is also heading into unchartered territory. On the funds side, because commitments are drawn down over the years trying to time the market isn’t an issue.

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

Pension Pulse

SEPTEMBER 18, 2024

To meet this challenge, the IMCO is prioritizing a streamlined due-diligence process to assess the viability of a deal presented by a GP. I just worry about people being impatient and saying, ‘It’s not working, let’s change course.’ I think it requires time to see whether it’s working, whether you’re on the right path.”

Assets 59

Assets Due Diligence Pension Funds Asset Management 59

Pension Pulse

JANUARY 25, 2024

James Bradshaw of the Globe and Mail reports Teachers' invests in portable battery company aiming to replace gas-powered generators: Ontario Teachers’ Pension Plan is leading a US$95-million funding round for Instagrid GmbH, a German maker of portable battery systems designed to replace gas-powered generators.

Investors 59

Investors Funds Startups Assets 59

Pension Pulse

AUGUST 21, 2024

Shatabdi Mazumdar of Digital Infra Network reports UPP invests in data centre developer Rowan Digital Infrastructure: Quinbrook Infrastructure Partners and University Pension Plan Ontario has announced that UPP has completed a co-investment in a Quinbrook portfolio company, Rowan Digital Infrastructure.

Investing 59

Investing Assets Due Diligence Funds 59

Private Equity Wire

JULY 4, 2023

Investors in NPV ESG include KLP, a German occupational pension fund, and a large Nordic pension fund. NPV ESG expects to secure commitments from additional investors in its second close later this year, with several investors currently active in due diligence. Like this article?

Due Diligence 52

Due Diligence Pension Funds Leveraging Assets 52

The Big Picture

JANUARY 15, 2025

January, 15, 2025) Hedge funds, venture capital, private equity, and private credit have never been more popular. How do you distinguish between private equity, private credit, hedge funds, venture capital? Hedge funds can be like bonds or stocks, a little bit different. What percentage of your portfolio should be allocated?

Hedge Funds 59

Hedge Funds Venture Capital Due Diligence Funds 59

The Big Picture

FEBRUARY 28, 2023

We had a group that was doing small growth capital investments in Germany and Switzerland at that time, a fund doing secondaries. When I came up in the industry, when a company would come up for sale, we would have four or five months to research that business, and to do due diligence, and to meet the management team, to build our models.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

Pension Pulse

AUGUST 8, 2023

Mr. Hill will join OMERS in September, the public pension fund announced Wednesday, and report to Ralph Berg, who took over as the chief investment officer in April. The fact that other large Canadian pension funds keep poaching talent away from CPP Investments tells you how much talent there is there. and Hootsuite Inc.

Venture Capital 52

Venture Capital Capital Pension Funds Startups 52

Sara Grillo

FEBRUARY 13, 2023

This is a restrictive type of investing that aims to avoid directing funds into sin investments such as tobacco, etc., Richey’s research found that found a “Vice Fund” produced a greater risk-adjusted return over the market portfolio (Richey, 2016, as per Swedroe, 2016). They aren’t issuing shares to fund their operations.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

The Big Picture

DECEMBER 20, 2022

The transcript from this week’s, MiB: Robert Koenigsberger, Gramercy Funds Management , is below. He started at a small boutique before going to Merrill Lynch and Lehman Brothers, and ultimately launching his own shop called Gramercy Funds Management. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

Hedge Funds 65

Hedge Funds Debt Banks Assets 65

The Motley Fool

JANUARY 29, 2025

Among client segments, we also had a strong quarter with hedge funds and wealth managers as we grew our firmwide subscription run rate growth by 15% and 12%, respectively, excluding FX. billion from one of our large pension fund clients. Turning to hedge funds. Turning finally to asset managers.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. Somehow no one in due diligence ever asked them about any of this. A lot of ’em went to buy side hedge funds. No one knew who I was.

Returns 59

Returns Mutual Funds Hedge Funds Leveraging 59

Private Equity Wire

MARCH 24, 2025

Managing over $3.5bn in assets, the pension fund is conducting due diligence on private credit fund managers and assessing their capital deployment strategies, Reese told Bloomberg Television. Reese noted in a separate interview with Bloomberg News that the funds exposure to China remains immaterial.

Due Diligence 51

Due Diligence Pension Funds Assets Funds 51

Pension Pulse

NOVEMBER 10, 2023

The Fund, which includes the combination of the base CPP and additional CPP accounts, achieved a 10-year annualized net return of 9.6%. For the quarter, the Fund’s net return was 0.1%. For the period, the Fund’s net return was negative 0.7%.

Investing 59

Investing Buyout Stakes Assets 59

The Big Picture

APRIL 11, 2023

DAMODARAN: But an ETF gets funded the next year on small-cap stocks. DAMODARAN: Or it could be some unique characteristic, pension funds pay no taxes. It’s because they wanted to get back at the hedge funds. DAMODARAN: We’re going to do our due diligence. We also tell them to do due diligence.

Education 119

Education Finance Financing Taxes 119

The Big Picture

MARCH 12, 2024

There were financial experiments where the borrower hadn’t been through due diligence. 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. The LTV was very high. The underlying risk of the home market was very high.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

Pension Pulse

NOVEMBER 22, 2024

officials allege: Senior executives at Quebec’s provincial pension fund manager tried to win contracts by paying Indian officials hundreds of millions of dollars in bribes and interfered with corruption investigations in the United States, American prosecutors allege. The charges filed by the U.S.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds New York Stock Exchange Stock Exchanges 59

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. billion ($185.2

Pension Funds 59

Pension Funds Assets Liabilities Funds 59

Pension Pulse

MARCH 12, 2025

The actuarial change helped cause its funding ratio its assets, compared with its future pension obligations, or liabilities to slip for a second straight year. The plan closed 2024 at a funding ratio of 111 per cent, versus 115 per cent at the end of 2023, and 117 per cent for 2022. markets but have begun to outperform.

Liabilities 59

Liabilities Pension Funds Assets Hedge Funds 59