Pension Pulse

SEPTEMBER 12, 2023

Sarah Rundell of Top1000Funds recently interviewed Suyi Kim, Global Head of Private Equity at CPP Investments to go over what drives success at their giant PE portfolio: Suyi Kim, global head of private equity at CPP Investments manages quite possibly the largest private equity allocation in the world. I like to be able to sleep at night.”

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

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.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 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.

Due Diligence 52

Due Diligence Pension Funds Leveraging Assets 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

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. Meanwhile, fellow major pension funds, including CalPERS, continued to bolster the assets they were putting to work in the private markets. A decision has yet to be made.

Pension Funds 59

Pension Funds Hedge Funds Buyout Due Diligence 59

Pension Pulse

SEPTEMBER 6, 2023

In July, the regulator published new guidelines for the sector, which among other things, called for portfolio valuations each quarter. Carolina Mandl and Chris Prentice of Reuters report US SEC overhauls rules for $20 trillion private fund industry: The U.S. 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

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 infrastructure portfolio owns 30 assets in North America, Europe and the Asia-Pacific region, and has more than 90 investment professionals.

Venture Capital 52

Venture Capital Capital Pension Funds Startups 52

Pension Pulse

SEPTEMBER 18, 2024

In 2023, the IMCO added two private asset pools to its portfolio, one for global credit and another for private equity, which, as of Dec. Across the overall portfolio, private equity accounts for 11 per cent of its total assets under management with an allocation of $8.2 31, 2023, totalled $7 billion and $7.8 billion, respectively.

Assets 59

Assets Due Diligence Pension Funds Asset Management 59

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

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

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

JANUARY 23, 2024

Our extensive presence in this asset class and our local resources enable us to support the expansion of our logistics portfolio in the APAC region, said Pallavi Bhargava, Senior Director, Investments and Asset Management, Asia-Pacific, Ivanhoé Cambridge. Sunita Mahant : We live in an age where we are facing major impact on communities.

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 What sort of risks does this create for your portfolio companies?

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

FEBRUARY 28, 2023

Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. When you add together all of our portfolio companies, it’s effectively $100 billion enterprise — RITHOLTZ: Wow. You sit on the board of directors on a number of portfolio companies.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

Sara Grillo

FEBRUARY 13, 2023

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). So when you talk about those companies, that kind of play also typically fits in a portfolio where you might have like a couple of cheap index funds or your 401k account.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

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

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

Pension Pulse

JUNE 12, 2024

In implementing our long-term investment approach, we are focused on providing the benefits of scale: efficiency, diversification, transparency, and control in our portfolio. Aaron Bennett Chief Investment Officer 2023 highlights Held a 102% funded status with a $0.2 billion surplus 1 Achieved a 10.2%

Liabilities 59

Liabilities Assets Leveraging Due Diligence 59

The Big Picture

DECEMBER 20, 2022

And it not only has the advantages of there being inefficiencies, so there’s the potential to generate alpha, but if you do it right, it’s pretty non-correlated with probably the rest of your portfolio. So with no further ado, my interview with Gramercy Funds Management’s Robert Koenigsberger. That’s it.

Hedge Funds 64

Hedge Funds Debt Banks Assets 64

Pension Pulse

NOVEMBER 10, 2023

For the six-month fiscal year-to-date period, the Fund increased by $6 billion consisting of a net loss of $4 billion, plus $10 billion in net CPP contributions. For the period, the Fund’s net return was negative 0.7%. The approach involves supporting portfolio companies as they reduce emissions to build value over the long term.

Investing 59

Investing Buyout Stakes Assets 59

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. I don’t have — coming from a family business, we say we don’t have portfolio theory. Well, there’s 400 of fees.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Big Picture

APRIL 11, 2023

But if you load up your portfolio with those, God only knows what a year or two from now you’re going to be looking at because these companies are going to be forced to cut their dividends. DAMODARAN: — idea behind all of modern portfolio theory. DAMODARAN: You get rid of those low profile stocks in your portfolio.

Education 119

Education Financing Finance 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. So that’s an active part of portfolio trimming and opt and optimization.

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

The Motley Fool

JANUARY 29, 2025

billion from one of our large pension fund clients. Clients increasingly want specialized portfolio construction tools while aligning with the frameworks, classification systems, and rules-based methodologies that MSCI has established as standards. based asset manager, displacing a major incumbent provider.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

Pension Pulse

MARCH 20, 2025

per-cent return for its portfolio in 2024, bouncing back from a weak 1.9-per-cent 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 per cent - but lagged a benchmark portfolio of mostly public stocks that gained 23.7

Pension Funds 59

Pension Funds Assets Liabilities Funds 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.

Due Diligence 51

Due Diligence Pension Funds Assets Funds 51

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. And then ETFs really pioneering the concept of return stacking.

Returns 59

Returns Mutual Funds Hedge Funds Leveraging 59

Pension Pulse

MARCH 12, 2025

per cent, while the pensions private equity, infrastructure and private credit classes all returned between 11 and 13 per cent. The plans fixed income/bonds portfolio returned 1.9 For example, he said the fund is invested in European equities, which were lagging U.S. For 2024, public equities led the way with a return of 17.9

Liabilities 59

Liabilities Pension Funds Assets Hedge Funds 59