Top 1000 Funds

JUNE 6, 2023

For pension funds with large in-house teams that are also navigating the risk and opportunity of sustainable investment, a global head of ESG can play a vital role. Jennifer Coulson, the investor's first global head of ESG, explains why.

Pension Funds 87

Pension Funds Due Diligence Investors Funds 87

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.

Due Diligence 52

Due Diligence Pension Funds Leveraging Assets 52

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. Deals have not been done, or we’ve added more due diligence, as a result of these people,” she says.

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. PwC reported that there is a significant shift among sovereign and public pension funds towards alternative investments.

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. PwC reported that there is a significant shift among sovereign and public pension funds towards alternative investments.

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 Capital Mergers and Acquisitions Public Companies 130

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

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

The Big Picture

DECEMBER 5, 2023

And we did talk to a lot of people, but we were grateful to have a college endowment, a a publicly traded insurance company, a publicly traded company, corporations pension fund, and some wealthy individuals join our first fund, which was a mighty $71.4 And so there were certainly, there weren’t that many.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

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 Education Pension Funds Mutual Funds 52

Pension Pulse

SEPTEMBER 6, 2023

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 pension fund benefits from opacity," SEC Chair Gary Gensler told reporters after the panel's vote.

Hedge Funds 64

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

Pension Pulse

MAY 2, 2024

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. This strategy has also given Frampton’s team the flexibility to get into some incredibly competitive investment funds.

Pension Funds 59

Pension Funds Hedge Funds Buyout Due Diligence 59

Pension Pulse

JUNE 12, 2024

The second was appropriate systems and controls, so that if a university wanted to conduct due diligence on UPP before committing staff pensions to it, “we wanted excellent marks”. That to me explains a lot of UPP's 2023 results, the asset mix which is tilted to public markets: Aaron responded: It's a really good observation.

Liabilities 59

Liabilities Assets Leveraging 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. Most were on the fund's private equity team and were informed early last month, according to two of the people.

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

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.

Venture Capital 52

Venture Capital Capital Pension Funds Startups 52

The Big Picture

JANUARY 24, 2023

And the investment bankers at that time were just — every time we went to a meeting on due diligence, is this a good company or not, all they wanted to do was talk about the fee splits. KLINSKY: In the private equity fund and strategic equity fund, it’s the big pension funds in the U.S.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Pension Pulse

AUGUST 21, 2024

We typically target the mid-market, where we can be meaningful, and every fund investment we have done so far has included an LPAC seat. In fund investments this is one way to increase ongoing due diligence and governance and be close to our partners.” He says the skills of the team is already born fruit.

Investing 59

Investing Assets Due Diligence Funds 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

The Big Picture

FEBRUARY 28, 2023

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. Look, our parents all had pension funds. It’s been primarily pension, historically. LAYTON: Yeah.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

JANUARY 15, 2025

If you think about it, you’re competing with all of those very well-resourced institutions, endowments, foundations, pension funds, that have people, well-compensated people, that are out looking for these funds. Barry Ritholtz : How do investors go about doing some due diligence on the funds they’re interested in?

Hedge Funds 59

Hedge Funds Venture Capital Due Diligence Capital 59

Sara Grillo

FEBRUARY 13, 2023

So the greenwashing underneath the fund is a whole nother layer that most regular people cannot go that deep into due diligence and figure this out. 0:44:46.8 : Or it’s like Florida and Louisiana divesting their pension funds from anything BlackRock-related. Pension funds, endowments, etc.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

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

The Big Picture

DECEMBER 20, 2022

My boss, this gentleman I mentioned had been the Finance Minister of Peru was like, I need you to go down to Peru and take a look at the bank, do due diligence, right, 25 years old. And those people are really important for sourcing deals, doing due diligence on deals, doing due diligence on people.

Hedge Funds 64

Hedge Funds Debt Banks Assets 64

Pension Pulse

NOVEMBER 10, 2023

Vestcor’s investment and risk management teams consider responsible investment issues when conducting their initial investment due diligence and through their ongoing monitoring activities. 7) Gordon Pape wrote and op-ed for the Globe and Mail stating the Canada Pension Plan changes will raise contributions at a very wrong time.

Investing 59

Investing Buyout Stakes Assets 59

The Big Picture

NOVEMBER 25, 2024

Somehow no one in due diligence ever asked them about any of this. And not being able to tell them or show them makes it harder for them to do due diligence to understand how it may have behaved. And by and by the agreement, I wasn’t, I wasn’t even supposed to be in the equation at all. No one knew who I was.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

The Big Picture

APRIL 11, 2023

DAMODARAN: Or it could be some unique characteristic, pension funds pay no taxes. DAMODARAN: We’re going to do our due diligence. We also tell them to do due diligence. RITHOLTZ: You have to bring something to the table, you have to bring some new insight in order to take some alpha away.

Education 119

Education Finance Financing Taxes 119

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