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

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

Pension Pulse

SEPTEMBER 18, 2024

of Ontario is looking at private assets as an opportunity to support investment returns across various Ontario-based pension plans. “We To meet this challenge, the IMCO is prioritizing a streamlined due-diligence process to assess the viability of a deal presented by a GP.

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 infrastructure business Mr. Hill is taking over has broadly performed well for OMERS, returning 12.5 per cent on its investments in 2022 and an average of 10.2

Venture Capital 52

Venture Capital Capital Pension Funds Startups 52

Fortune Financial

AUGUST 7, 2023

Do you find yourself longing for new opportunities that can potentially generate higher returns over market cycles? Commercial properties, such as office spaces or retail buildings, can offer higher potential returns. If so, it’s time to delve into alternative investments.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Do you find yourself longing for new opportunities that can potentially generate higher returns over market cycles? Commercial properties, such as office spaces or retail buildings, can offer higher potential returns. If so, it’s time to delve into alternative investments.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

The Motley Fool

SEPTEMBER 17, 2023

See the 10 stocks *Stock Advisor returns as of MM/DD/YYYY This video was recorded on August 09, 2023 David Gardner: Selling, not a stock, though that is something we talk about on this podcast, selling stocks. Within about 90 days, it became apparent to me that we had not done sufficient reversed due diligence on our acquirer.

Due Diligence 130

Due Diligence Mergers and Acquisitions Capital Public Companies 130

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

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

Sara Grillo

FEBRUARY 13, 2023

According to an article by Larry Swedroe from 2016, controversial investments yield post abnormal returns, generally, and screening them out causes performance to suffer. 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).

Pension Funds 72

Pension Funds Investing Funds Financing 72

Pension Pulse

AUGUST 21, 2024

This partnership underscores UPP’s dedication to making investments with strong and stable long-term returns for our members that can contribute to the decarbonization of key industries and the wider economy.” The return enhancing element of the portfolio is gathering steam. billion to climate solutions.

Investing 59

Investing Assets Due Diligence Funds 59

Pension Pulse

MAY 8, 2023

So, Rebolledo returned with a team and a search warrant. 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. They looked young.

Due Diligence 52

Due Diligence Education Pension Funds Mutual Funds 52

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. annual rate of return, growing net assets to $11.7 UPP ended the year with a 10.2%

Liabilities 59

Liabilities Assets Leveraging Due Diligence 59

Pension Pulse

JANUARY 23, 2024

At Ivanhoé Cambridge, we have implemented a green IRR ( internal rate of return ) metric, which is essentially a shadow price on carbon, so we can assess how sensitive projected asset cashflows in each region will be to a future in which carbon will have a value.

Investing 59

Investing Mergers and Acquisitions Assets Due Diligence 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

DECEMBER 5, 2023

Because the, today where we talk about return on equity, your margins, what’s your stock price back then if, if you were in business in, you know, the real world, they said how many people worked for you? And the institutional investors often are thinking if you’re a big state pension fund, I want 10%, 20%.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

FEBRUARY 28, 2023

So it used to be within private markets that you would find a good business, apply quite a bit of leverage to it, at least in the private equity business, and be able to make a pretty good return by buying good solid businesses as they are. You can’t just hope to lever up a good company and generate a return that way.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. I’m like 25 years old.

Hedge Funds 64

Hedge Funds Debt Banks Assets 64

The Big Picture

JANUARY 24, 2023

And Forstmann Little created, instead of going on insurance companies, raised its own fund for the mezzanine debt, that they could have the banks themselves and then Forstmann Little equity. The initial deals were small in dollars, but incredibly high returns. And there’s just different risks and return possibilities.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Big Picture

APRIL 11, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, returning after a too long of a wait, Professor Aswath Damodaran. DAMODARAN: Forty years ago, 95 percent of cash returned by companies took the form of dividends. In 1981, when I started, dividends were the way to go for returned cash.

Education 119

Education Financing Finance Taxes 119

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%. dollar relative to the Canadian dollar.

Investing 59

Investing Buyout Stakes Assets 59

The Big Picture

NOVEMBER 25, 2024

The transcript from this week’s, MiB: Corey Hoffstein on Return Stacking , is below. 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. And then ETFs really pioneering the concept of return stacking.

Returns 59

Returns Mutual Funds Hedge Funds Leveraging 59

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. They didn’t care what their return on the mortgages were.

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

Learn more *Stock Advisor returns as of January 27, 2025 GAAP, we also refer to non-GAAP measures. billion from one of our large pension fund clients. * Netflix: if you invested $1,000 when we doubled down in 2004, youd have $524,100 !* Turning finally to asset managers.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

Pension Pulse

MARCH 20, 2025

And can we get the right risk-return if we do that? per-cent return for its portfolio in 2024, bouncing back from a weak 1.9-per-cent per-cent return in 2023. The pension funds 2024 returns fell short of its internal benchmark of 12.9 The pension funds 2024 returns fell short of its internal benchmark of 12.9

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

Pension Pulse

MARCH 12, 2025

HOOPP, which manages pension investments for more than 478,000 members at more than 700 employers in Ontarios hospital and health care sector, posted a 9.7-per-cent per-cent return last year, net of its investment costs. The return beat its internal benchmark of 8.7 For 2024, public equities led the way with a return of 17.9

Liabilities 59

Liabilities Pension Funds Assets Hedge Funds 59