Private Equity Insights

AUGUST 7, 2023

. “We have never been more excited about the current market opportunity in the healthcare services sector, and we look forward to investing our new capital into compelling risk-reward investments while supporting our portfolio companies in their next stages of growth.” Houlihan Lokey Capital, Inc.

Capital 130

Capital Private Equity Firms Private Equity Firms Funds 130

Private Equity Professional

SEPTEMBER 17, 2024

Additionally, the firm raised $1 billion in commitments for co-investment vehicles dedicated to investing alongside Fund X. We are excited to construct a Fund X portfolio that builds upon our legacy of successful business transformation and value creation.” Kisco, New York.

Companies 100

Companies Funds Pension Funds Financial Institutions 100

Pension Pulse

FEBRUARY 12, 2025

Layan Odeh of Bloomberg reports CPPIB plows at least $5 billion into private equity in three months: Canada Pension Plan Investment Board poured at least $5 billion into private equity in the last three months of 2024 as the asset class regained appeal. 31, according to Bloomberg calculations. billion 10-year net return of 9.2%

Mergers and Acquisitions 59

Mergers and Acquisitions Investing Stakes Buyout 59

Pension Pulse

JANUARY 31, 2024

AIMCo CEO Evan Siddall wrote an op-ed for the Globe and Mail stating ‘shadow banks’ aren’t a problem for the financial system – they are the solution: During the Great Financial Crisis of 2008-09, society paid a heavy price for having allowed financial institutions to become “too big to fail.” Liquidity premium?

Banks 59

Banks Pension Funds Financial Institutions Investing 59

Pension Pulse

SEPTEMBER 18, 2023

A CPPIB spokesperson said the name of the fund is Canadian Fund-of-Funds V and that as an evergreen mandate, it's an additional commitment to a customized mandate with the pension fund. billion in Canadian private equity investments on behalf of CPPIB, a Sept. 14 news release said.

Financial Institutions 59

Financial Institutions High Net Worth Individuals Private Equity Firms Private Equity Firms 59

Pension Pulse

APRIL 10, 2024

Environment CDPQ is well on track to achieve the targets underpinning the climate strategy it adopted in 2021, including its goal of reaching a net-zero portfolio by 2050 with: $53 billion in low-carbon assets, including $15 billion in Québec, representing an overall increase of $35 billion in low-carbon assets since 2017.

Pension Funds 59

Pension Funds Investing Best Practices Assets 59

Pension Pulse

SEPTEMBER 12, 2024

With this acquisition, it stated the Brookfield-led consortium now boasts a portfolio of 257,000 telecom sites across India. The combined portfolio, it said, enhances the ability to provide a wider range of services to telecom companies, ensuring comprehensive coverage across the nation.

Enterprise Values 59

Enterprise Values Asset Management Buyout Assets 59

Pension Pulse

SEPTEMBER 25, 2024

Freschia Gonzales of Benefits and Pensions Monitor reports CDPQ and Chinook launch platform to invest in Pacific Northwest forestland: CDPQ and Chinook Forest Partners have launched a new investment platform to build a diversified portfolio of forestland in the Pacific Northwest, US.

Stakes 59

Stakes Asset Management Assets Consulting 59

Pension Pulse

APRIL 2, 2024

The California Public Employees’ Retirement System has selected Stephen Gilmore, a senior investment leader with extensive experience in public and private financial institutions and across cultures and geographies, as the pension fund’s chief investment officer. SACRAMENTO, Calif. —

Hedge Funds 59

Hedge Funds Pension Funds Financial Institutions Funds 59

Pension Pulse

JULY 6, 2023

in Engineering and Wharton School of Business with an MBA, Pereira’s years of financial services industry experience extends to consulting having been with Boston Consulting Group advising a broad range of clients with a focus on financial institutions and consumer companies. After graduating University of Toronto with a B.Sc.

Pension Funds 40

Pension Funds Consulting Consultants Investing 40

Pension Pulse

JUNE 27, 2023

“We have been preparing for a difficult market economic environment and our results are a testament to the merits of our proactive approach to risk management, portfolio diversification and active investing,” said Gordon J. The annual results were led by the strong performance of the alternative portfolios. per cent and 5.8

Pension Funds 45

Pension Funds Assets Debt Liabilities 45

Pension Pulse

DECEMBER 21, 2023

I told him I track pension funds very closely and there's no doubt CDPQ is a global leader in sustainable/ responsible investing. The other part that is very important for us and that's where the puck is heading for institutional investors, is the engagement with our portfolio companies.

Mergers and Acquisitions 59

Mergers and Acquisitions Assets Pension Funds Leveraging 59

Pension Pulse

JUNE 20, 2023

Andrew and his team manage one of the biggest and most important credit portfolios among institutional investors in the world and I had a lot of questions pertaining to private credit which makes up the bulk of this portfolio. billion in outstanding loan portfolio balance.

Investing 52

Investing Leveraging Banks Debt 52

The Motley Fool

JULY 20, 2023

In fact, virtually all of our drawdown funds we've launched in our history, have been profitable for our investors. Our performance has helped secure retirees' pensions, fund students educations, pay healthcare benefits, and protect and grow the savings of individual investors.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Big Picture

MAY 9, 2023

But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. So we have our MAS team, our Multi-Asset Solutions team, who are really providing more of the overall portfolio advice. RITHOLTZ: Really intriguing.

Liabilities 120

Liabilities Assets Banks Hedge Funds 120

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

FEBRUARY 13, 2023

Which is run by many insurance companies, pension funds who use Aladdin, and it’s a commercial enterprise for the firm. But you know exactly how they’re going to interplay within a portfolio, hugely powerful. You know, it’s not the equity market, and I run some big equity portfolios, you know, different.

Hedge Funds 59

Hedge Funds Education Funds Banks 59

Pension Pulse

JUNE 5, 2024

IMCO CEO Bert Clark posted a comment on LinkedIn going over the Canadian model and other thoughts from the Fiduciary Investors Symposium: I recently had the pleasure of speaking at Top1000 Funds’ Fiduciary Investors Symposium Toronto 2024. Lack of liquidity kills financial institutions. We err on the side of conservatism.

Pension Funds 59

Pension Funds Assets Private Equity Firms Private Equity Firms 59

The Motley Fool

FEBRUARY 20, 2025

The difference could lie in institutional ownership. Large financial institutions, such as mutual funds, pension funds, and even insurance companies, have begun investing in blue chip cryptos. Consider when Nvidia made this list on April 15, 2005.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Pension Funds 246

Pension Pulse

NOVEMBER 25, 2024

In addition to BMW and Volkswagen AG , Northvolt’s top investors included Goldman Sachs’s asset management arm, Denmark’s biggest pension fund ATP, Baillie Gifford & Co. funds and a number of Swedish entities. Our portfolios have concentration limits to mitigate risks.” The company needs as much as US$1.2

Pension Funds 59

Pension Funds Funds Financing Finance 59

Pension Pulse

MARCH 27, 2025

Today, Ontario Teachers' Pension Plan announced it acquired 92,000 sqm prime logistics portfolio in Sweden and Denmark: Ontario Teachers has completed the acquisition of a 92,000 sqm logistics portfolio from funds managed by Blackstone. The portfolio comprises three assets in Sweden and two in Denmark.

Portfolios 59

Portfolios Investing Assets Mutual Funds 59

Private Equity Wire

FEBRUARY 4, 2025

The fund’s investment strategy is to target European mid-market corporate special situations. The fund attracted support from a strong group of institutional investors including private and public pension funds, sovereign wealth funds, financial institutions, consultants and family offices from across the globe.

Pension Funds 59

Pension Funds Funds Financial Institutions Consulting 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

The Big Picture

FEBRUARY 20, 2024

So you, you know, we have supervision, we oversee some of the largest financial institutions in the world from a supervisory perspective. 00:21:10 And so we started an advisory group of people, you know, hedge funds, pension funds, insurance companies, you know, buy side investors. The work has been expanding.

Banks 59

Banks Stock Market Stock Market Legal 59

The Motley Fool

SEPTEMBER 17, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. First of all, in the US, we have about $5 trillion already in public pension funds, which is like a sovereign wealth fund.

Investors 130

Investors Banks Pension Funds Accounting 130

The Motley Fool

MARCH 19, 2025

20), buying these assets at the wrong time could expose your portfolio to tremendous volatility. Regulatory clarity will be key to Bitcoin's acceptance by mainstream financial institutions like mutual funds, pension funds, and even insurance companies. Where to invest $1,000 right now?

Mutual Funds 130

Mutual Funds Pension Funds Financial Institutions Assets 130