ClearMoney

MARCH 1, 2022

The following is provided by Dimensional Fund Advisors. Studies documenting underperformance by active fund managers supported the sentiment that market prices were largely fair and any attempt to find under- or overpriced securities was akin to flipping a coin. 1 Nowadays, that distinction has dissolved. Dimensional Japan Ltd.,

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Education Management Fees 52

ClearMoney

NOVEMBER 4, 2021

The following is provided by Dimensional Fund Advisors. A study of 24 momentum equity funds shows that a majority have underperformed their Morningstar Category Index after fees and expenses despite, in many cases, benefiting from strong realized momentum premiums. Some see its outsize historical premium, 9.1% Object in Motion.

Mutual Funds 52

Mutual Funds Assets Banks Accounting 52

ClearMoney

DECEMBER 14, 2021

The following is provided by Dimensional Fund Advisors. Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. trillion in equity fund AUM1 was categorized as strategic beta by Morningstar. billion of fixed income funds had the same designation.

Investing 52

Investing Mutual Funds Consulting Consultants 52

The Motley Fool

FEBRUARY 2, 2024

Though I had a very limited education, I had a very healthy youth. yield after management fees and actual capex and generated a 10.6% billion credit facility, and we have less than $300 million of maturities over the next 24 months with only $138 million left to fund under our existing development pipeline. per share, $0.01

Debt 130

Debt Taxes Capital Assets 130

ClearMoney

DECEMBER 5, 2021

The following is provided by Dimensional Fund Advisors. Central government debt from International Monetary Fund (2021). Central government debt from International Monetary Fund (2021). Using data from International Monetary Fund (2021). International Monetary Fund. Source: International Monetary Fund (2021).

Debt 52

Debt Returns Mutual Funds Capital 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 The Fund returned a 10-year annualized net return of 9.2%. billion in net income and $15.9

Investing 59

Investing Pension Funds Stakes Assets 59

ClearMoney

DECEMBER 5, 2021

The following is provided by Dimensional Fund Advisors. 4Central government debt from International Monetary Fund (2021). 6Central government debt from International Monetary Fund (2021). 7Using data from International Monetary Fund (2021). International Monetary Fund. Source: International Monetary Fund (2021).

Debt 52

Debt Mutual Funds Capital Assets 52

The Motley Fool

FEBRUARY 21, 2024

As a reminder, in April of 2021, our company entered into a limited partnership agreement with Pelion Ventures in Draper, Utah, to manage the Medici portfolio. This partnership came with an annual management fee, in addition to upside deal economics, in exchange for them nurturing these companies and building value.

Assets 130

Assets Banks Shareholders Portfolios 130

Axial

MAY 23, 2023

Limited partners are also gravitating towards their lower management fees, and the flexibility that comes with co-investing on a deal by deal basis. We excel in situations where we can partner with founders and management teams to build a platform that will scale and generate long term value for all business stakeholders.”

Private Equity Firms 52

Private Equity Firms Private Equity Firms Accredited Investors Business Services 52

Sara Grillo

APRIL 11, 2022

He is a follower of the late John Bogle and when he started his RIA firm he used low cost funds. I was managing their money in. I had my epiphany, my aha moment, and I said, Look at these managers. Ever since the beginning, Rick felt that overcharging clients for products wasn’t right. His service focuses solely on advice.

Portfolios 52

Portfolios Investors Consulting Consultants 52

Axial

JUNE 6, 2023

Limited partners are gravitating towards Independent Sponsors given their lower management fees, and the flexibility that comes with co-investing on a deal by deal basis. Family Office and SBIC Investment Funds rank in the top 3 sources of equity financing for Independent Sponsor deals.

Deal Origination 52

Deal Origination Boutique Investment Banks Deal Flow Finance 52

The Motley Fool

JULY 20, 2023

See the 10 stocks *Stock Advisor returns as of July 17, 2023 Also note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blackstone fund. In fact, virtually all of our drawdown funds we've launched in our history, have been profitable for our investors.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. Her book, “Damsel in Distressed: My Life in the Golden Age of Hedge Funds”, is really a fascinating read. But I really had fun reading this.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Motley Fool

MAY 28, 2024

What she should do is open a Roth IRA right now and fund it even with a small amount of money. laughs] I currently have a 403(b) with about $63,000 in it that I stopped paying into about 10 years ago because the management fees were growing. I often see a stock or fund price or annualized return tracked and tables and charts.

Taxes 130

Taxes Accounting Education Shareholders 130

The Motley Fool

OCTOBER 15, 2024

My wife and I have a joint regular taxable brokerage account, and we have part of it earmarked as our child's college fund. The balance of that portion of the account is around 90,000 currently, and it is invested in an S&P 500 index fund. We did not create a 529 on the chance that our child did not want to attend college.

Taxes 130

Taxes Mutual Funds Accounting Finance 130

ClearMoney

FEBRUARY 22, 2022

The following is provided by Dimensional Fund Advisors. The money management industry is highly competitive, with more stock mutual funds and ETFs available in the US than listed stocks.6 6 If someone could develop a profitable timing strategy, we would expect to see some funds employing it with successful results.

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Taxes Assets 52

ClearMoney

FEBRUARY 21, 2022

The following is provided by Dimensional Fund Advisors. For weeks and months after the original order took effect in November 2020, fund managers sought clarity on the scope of the restrictions and the exact list of sanctioned stocks. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd.,

Mutual Funds 52

Mutual Funds Stock Exchanges New York Stock Exchange Education 52

ClearMoney

JANUARY 4, 2022

The following is provided by Dimensional Fund Advisors. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., Dimensional Ireland Limited, DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Dimensional Japan Ltd., and Dimensional Hong Kong Limited.

Mutual Funds 52

Mutual Funds Debt Assets Banks 52

Pension Pulse

FEBRUARY 12, 2024

It would also bring a plethora of additional benefits to every worker, even those who have managed to save sufficiently. Workers bear all the financial risks of their retirement funds, except for the few (mainly civil servants) with a defined-benefit pension plan. The CPP is also fully portable, making it easier to change jobs.

Taxes 59

Taxes Amortization Finance Financing 59

ClearMoney

DECEMBER 13, 2021

The following is provided by Dimensional Fund Advisors. As we look forward to 2022, despite continued uncertainty, I’m feeling a sense of educated optimism that’s stronger than ever before. As we look forward to 2022, despite continued uncertainty, I’m feeling a sense of educated optimism that’s stronger than ever before.

Mutual Funds 52

Mutual Funds Education Banks Management Fees 52

The Big Picture

JUNE 13, 2023

The only alignment of interest is the amount of capital that any given manager or firm is putting into its fund. If you hit certain targets, certain goals, extra financial goals, then you will improve your cost of funding. You’ve got the most sophisticated sovereign wealth funds in the world. I understand why.

Banks 59

Banks Asset Management Assets Capital 59

Private Equity Insights

MARCH 20, 2025

Nord Anglia operates more than 80 schools across 33 countries, educating over 90,000 students. Initially backed by EQTs BPEA Private Equity Fund VI, the company is now part of BPEA Private Equity Fund VIIIs portfolio. The acquisition marks another major step in EQTs long-term partnership with Nord Anglia.

Education 162

Education Management Fees Stakes Capital 162

The Motley Fool

DECEMBER 23, 2024

based active fund managers underperformed the broader S&P 500. Those who invest in these funds are essentially paying for unsatisfactory results. Investors can choose from popular index funds offered by reputable firms, such as the Fidelity 500 Index Fund or the Schwab S&P 500 Index Fund.

Stock Market 246

Stock Market Stock Market Mutual Funds Exchange-Traded Funds 246

The Motley Fool

FEBRUARY 6, 2025

Please note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blue Owl fund. This morning, we issued our financial results for the fourth quarter of 2024, reporting fee-related earnings, or FRE of $0.23 per share, and distributable earnings, or DE of $0.21

Capital 130

Capital Mergers and Acquisitions Management Fees Securities and Exchange Commission (SEC) 130

The Motley Fool

OCTOBER 31, 2024

Please note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blue Owl fund. This morning, we issued our financial results for the third quarter of 2024 recording fee-related earnings, or FRE, of $0.22 per share and distributable earnings, or DE, of $0.20

Capital 130

Capital Management Fees Securities and Exchange Commission (SEC) Assets 130

The Big Picture

JANUARY 7, 2025

Barry Ritholtz : We always pay attention to regions where there is a pool of capital, a world class educational institution and a, a private sector that can combine all three. So you were at a couple of hedge funds, you were at Bridgewater, which is headquartered in Greenwich, Connecticut. Have been a resident of London.

Capital 52

Capital Hedge Funds Buyout Funds 52