The Motley Fool

OCTOBER 11, 2024

We believe the continued path of central bank normalization will support sustained inflows across bond funds, ETFs, and institutional accounts. We expect these private market assets to positively impact BlackRock's overall effective fee rate by 0.5 Fixed income delivered across the platform with over $60 billion of net inflows.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

JULY 14, 2023

On an equivalent day count basis, our annualized effective fee rate was 0.2 Performance fees of 118 million increased from a year ago, primarily reflecting higher revenue from illiquid alternatives. Lower incentive compensation and distribution and servicing costs were partially offset by higher direct fund expense.

Asset Management 130

Asset Management Assets Banks Debt 130

Pension Pulse

MARCH 19, 2024

The alliance includes a $500 million Asset Joint Venture and a $250 million corporate secured financing facility provided by CPP Investments to Redwood. Redwood stands to earn administrative and potential performance fees. NYSE: RWT) is a specialty finance company focused on several distinct areas of housing credit.

Investing 59

Investing Performance Fees Financing Finance 59

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

Pension Pulse

SEPTEMBER 4, 2024

The deal on behalf of funds managed by Blackstone Real Estate Partners, Blackstone Infrastructure Partners, Blackstone Tactical Opportunities, and Blackstone’s private equity strategy for individual investors, represents Blackstone’s largest investment in the Asia Pacific region. Mr Khuda, Blackstone and AirTrunk declined to comment.

Investing 59

Investing Asset Management Stakes Assets 59

The Big Picture

JULY 4, 2023

 The transcript from this week’s, MiB: Ilana Weinstein Discusses the Hedge Fund War for Talent , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Ilana Weinstein on the War for Talent at Hedge Funds (Podcast) ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

Pension Pulse

AUGUST 17, 2023

“The renewable energy, telecommunications and transportation sectors, to which (the Caisse) has been exposed for many years, are significant vectors of performance,” the pension fund said. In the first half of 2023, higher financing costs hurt the Caisse’s private-equity portfolio, which posted a return of 1.4 per cent. “In

Pension Funds 52

Pension Funds Assets Debt Financing 52

The Motley Fool

AUGUST 5, 2024

Our company is focused on creating value through unique and disciplined investment activities that will continue to deliver long-term growth in cash flow, funds from operations, and dividends, as you've seen by our recent increase in our dividend per share, and importantly, make our properties better for the communities in which they operate.

Assets 130

Assets Portfolios Capital Investors 130

Pension Pulse

MAY 24, 2023

per cent for the fiscal year ended March 31, ending the year with net fund assets of $570 billion compared to $539 billion a year earlier. The CPP fund has a 10-year net return of 10 per cent. Since its inception in 1999, CPPIB has contributed $386 billion in cumulative net income to the fund. per cent return; it earned 6.8

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

OCTOBER 17, 2023

They’re also owned by a foundation, something that’s rather rare in the finance industry. And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. 00:24:31 [Speaker Changed] We refund the fee.

Investing 52

Investing Capital Shareholders Returns 52

The Motley Fool

JULY 28, 2023

I know you had highlighted difficult comp on performance fees in the quarter. So, whether it's risk financing techniques, whether it's specialty products, whether it's the international, as those organizations expand outside their home countries. Weston Bloomer -- UBS -- Analyst Great, thank you.

Capital 100

Capital Business Services Debt Liabilities 100

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. Her book, “Damsel in Distressed: My Life in the Golden Age of Hedge Funds”, is really a fascinating read. It’s very witty and charming, and revealing about an industry in a way that most books on hedge funds simply are not. MIELLE: Right.

Hedge Funds 114

Hedge Funds Funds Assets Financing 114

The Big Picture

JUNE 13, 2023

The exposure you get in investment banking, I was a leveraged finance banker by background. Was the plan when you were going to school in Paris always to go into finance, or were you originally leaning in another direction? And there was no hint at the time that I would be heading into finance. I think it was a great training.

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

APRIL 12, 2024

In the first quarter, BlackRock generated long-term net inflows of $76 billion, partially offset by seasonal outflows from institutional money market funds. Total annualized organic base fee growth of 1% reflected seasonally softer flows earlier in the quarter before coming back to target in March. First quarter revenue of $4.7

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

The Motley Fool

JANUARY 12, 2024

Growing public deficits, a modernizing digital world, advancing energy independence, and the energy transition are driving the mobilization of private capital to fund critical infrastructure. In a higher rate environment, the ability to drive operational enhancements will be critical to investment performance. Operating income of 6.6

Assets 130

Assets Shareholders Asset Management Capital 130

The Big Picture

FEBRUARY 28, 2023

That’s kind of unusual these days, you went straight to the Partners Group after you got a Bachelor’s in Finance from Brigham Young University and the Marriott School of Management, and you’ve stayed there your entire career. That seems to be inordinately lengthy compared to the way traditional finance operates.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

FEBRUARY 4, 2025

These deals helped us strengthen our free cash flow and enable us to self-fund our transformation. We're building new routes funded by our customers, often multi-tenant, with great economics. We said, and I want to be really transparent about this, we had a funding gap before we had the PCF deals. And that remains to be true.

Debt 130

Debt Assets Leveraging Shareholders 130

Private Equity Insights

FEBRUARY 10, 2025

Morgan Asset Management (JPMAM) introduced its first European Long-Term Investment Fund (Eltif). The fund provides investors with globally diversified access to private markets through a single, actively managed fund. performance fee, subject to a 7% hurdle rate. read more The post J.P.

Asset Management 147

Asset Management Assets Private Equity Firms Private Equity Firms 147

The Motley Fool

JULY 15, 2024

We continue to execute on a strong set of large opportunities that are contracted near-funding or in late-stage contracting. billion was 8% higher year over year, driven by positive organic base fee growth and the impact of market movements on average AUM over the last 12 months. Second-quarter revenue of 4.8 Operating income of 1.9

Assets 130

Assets Liabilities Leveraging Asset Management 130

The Motley Fool

JANUARY 15, 2025

billion was 23% higher year over year, driven by the impact of higher markets on average AUM and higher performance fees. This is evidenced by this quarter's fee rate increase primarily reflecting the onboarding of higher fee rate private market assets following the GIP closing. Operating income of 8.1 increased 15%.

Assets 130

Assets Shareholders Capital Asset Management 130

The Motley Fool

JANUARY 15, 2025

Global corporate and investment banking loans were down 2% quarter on quarter, driven by paydowns and lower short-term financing, primarily offset by new originations. billion was up 13% year on year, predominantly driven by growth in management fees on higher average market levels and strong net inflows, as well as higher performance fees.

Banks 243

Banks Investment Banks Investment Banking Capital 243

The Motley Fool

JANUARY 25, 2024

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. Our funds appreciated overall in 2023, highlighted by strength in credit, infrastructure, corporate private equity, and life sciences, even as we weathered a difficult environment for real estate.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

OCTOBER 29, 2024

We have funded our growth with our operating businesses, balance sheet, and a little bit of high-yield debt. Performance is extremely good across all of our verticals, including real estate, credit and its multi-strat fund. Another common theme asset-based finance. Everybody is talking about finance.

Capital 130

Capital Asset Management Assets Performance Fees 130

The Motley Fool

JANUARY 30, 2025

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. And we see enormous runway ahead, massive funding needs for projects globally mean there are more opportunities and available capital. Quickly on results. The combination of a healthy U.S.

Management Fees 130

Management Fees Assets Capital Funds 130

The Motley Fool

JULY 18, 2024

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. billion financing package, the largest debt financing in our history, and we're now focusing on addressing the sector's power needs in many differentiated ways. So quickly on results.

Assets 130

Assets Financing Finance Management Fees 130