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. You don’t have to pay any tax and just let the rest ride.

Investing 52

Investing Capital Shareholders Returns 52

The Big Picture

MARCH 27, 2023

How did you end up in finance? Because a lot of the Stanford MBA graduates tend to find their way into technology, not finance. Well, by the time I got to Stanford, I pretty much knew I wanted to be in finance, but where I started was at Lehman Brothers in New York before Stanford, and that was serendipity really.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

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 Finance Financing 59

Pension Pulse

MAY 22, 2024

billion of net income, CPP Investments directly and indirectly incurred $1,617 million of operating expenses, $1,449 million in investment management fees and $2,067 million in performance fees paid to external managers, as well as $427 million of transaction-related expenses. To generate $46.4 bps and below the 28.6

Investing 59

Investing Pension Funds Stakes Assets 59

The Motley Fool

APRIL 12, 2024

Total annualized organic base fee growth of 1% reflected seasonally softer flows earlier in the quarter before coming back to target in March. billion increased 11% year over year, driven by the impact of market appreciation over the last 12 months on average AUM and higher performance fees and technology services revenue.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

Pension Pulse

MAY 24, 2023

Graham said he believes interim targets create an incentive to sell off investments in high-emitting businesses (which will likely be financed by someone else, he said), rather than spending the money it takes to reduce emissions. Public Equities include absolute return strategies and related investment liabilities. Committed INR 18.5

Investing 52

Investing Stakes Pension Funds Assets 52

The Motley Fool

JANUARY 12, 2024

billion was 7% higher year over year, driven by the impact of higher markets on average AUM and higher performance fees. Our as-adjusted tax rate for the fourth quarter was approximately 24%, driven, in part, by discrete items. Fourth quarter base fees and securities lending revenue of 3.6 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

billion, and cash taxes to be $100 million to $200 million in 2025, given a prepayment in 2024. How much opportunity is there for you to kind of take advantage of what's happening in the market right now for fiber financing? Is that revenue largely recurring, or were there one-time delivery or performance fees lumped in there?

Debt 130

Debt Assets Leveraging Shareholders 130

The Motley Fool

JULY 15, 2024

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. Higher performance fees and technology services revenue also contributed to revenue growth. Our as-adjusted tax rate for the second quarter was approximately 24%.

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. EPS also reflected a lower tax rate partially offset by lower nonoperating income and a higher share count in the current quarter. Fourth-quarter base fees and securities lending revenue of 4.4

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, with pre-tax margin of 35%. Average banking and payments loans were down 2% year on year and down 1% sequentially. AWM reported net income of 1.5 Revenue of 5.8

Banks 243

Banks Investment Banks Investment Banking Capital 243

The Motley Fool

OCTOBER 29, 2024

Another common theme asset-based finance. Everybody is talking about finance. And -- we delivered another strong quarter with pre-tax income, excluding mark-to-market on the owned MSR portfolio of approximately $246 million, which is an increase of 8% quarter over quarter and delivering a 24% return on equity. Good morning.

Capital 130

Capital Asset Management Assets Performance Fees 130

The Motley Fool

JULY 18, 2024

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. Innovation in finance, done correctly, is essential to create the virtuous cycle of satisfied investors who provide more and more capital for future growth.

Assets 130

Assets Finance Financing Management Fees 130