Private Equity Wire

JANUARY 13, 2025

Buyout firms have long relied on controversial loans backed by equity stakes to enhance fund returns, but growing investor criticism has triggered a slowdown, according to a report by Bloomberg UK. This shift partly reflects a rebalancing of power, enabling LPs in private equity funds, such as pension funds to exert influence over GPs.

Investors 98

Investors Buyout Private Equity Firms Private Equity Firms 98

Private Equity Insights

FEBRUARY 9, 2024

billion) for a credit fund for Australia and New Zealand, as it seeks to capitalize on opportunities created by banks retreating from leveraged lending. The Ares Asia Direct Lending fund, the company’s first leveraged buyout vehicle for the region, has deployed over A$1.04 billion) for a credit fund for Australia and.

Leveraged Buyouts 130

Leveraged Buyouts High Net Worth Individuals Pension Funds Buyout 130

Private Equity Insights

JANUARY 26, 2024

Windjammer Capital Investors (Windjammer), a private equity investment firm focused on control equity investments in middle-market businesses, has closed its sixth fund, Windjammer Capital Fund VI (Fund VI), at its hard cap with $1.3bn in capital commitments. Trillion in Assets Six of Canada's biggest pension funds managing C$1.3

Capital 130

Capital Pension Funds Funds Legal 130

The Motley Fool

JULY 29, 2023

To complicate things, mortgage REITs generally use leverage, often backed by the value of the CMOs it owns, in an attempt to enhance returns. Image source: Getty Images. A lot can go wrong. For example, CMOs trade regularly, so the value of the portfolio will rise and fall, much like the value of your stock portfolio.

Collateral 246

Collateral Pension Funds Investing Leveraging 246

Private Equity Insights

SEPTEMBER 13, 2023

In recent years, it has stepped up its investment in health care, infrastructure, technology, mobility, clean energy and life sciences, and has teamed up with private equity companies, pension funds and other investors as it expands its portfolio of assets.

Capital 246

Capital Investing Private Equity Firms Private Equity Firms 246

The Motley Fool

JANUARY 10, 2024

And such REITs often employ leverage, usually using their loan portfolio as collateral, to enhance returns. In some ways, a mortgage REIT is more like a mutual fund than a company. That list might include pension funds, endowments, and insurance companies. And they are certainly nothing like a landlord.

Mutual Funds 243

Mutual Funds Investing Collateral Pension Funds 243

Private Equity Wire

MAY 13, 2024

The report cites several anonymous asset managers in revealing that pension plans and insurers have been increasingly investing in funds that focus on equity tranches of collateralised loan obligations (CLOs) in recent months. Those raising CLO equity funds assert that the risks are clearly communicated.

Pension Funds 59

Pension Funds Hedge Funds Funds Asset Management 59

Pension Pulse

MAY 14, 2024

Laura Benitez and Nishant Kumar of Bloomberg report hedge funds draw pension money to riskiest corner of a $1.3 Laura Benitez and Nishant Kumar of Bloomberg report hedge funds draw pension money to riskiest corner of a $1.3 billion in assets, said the attraction of low default rates for leveraged loans, estimated at 1.5%-2%

Pension Funds 59

Pension Funds Collateral Funds Hedge Funds 59

The Motley Fool

NOVEMBER 29, 2023

you would collect from an S&P 500 index fund or the 4.9% AGNC's business is to buy portfolios of mortgages using leverage, often backed by the portfolio of mortgages it owns, in an effort to earn the spread between the REIT's interest costs and the interest it collects from the portfolio. is near the highest levels of the past decade.

Pension Funds 245

Pension Funds Leveraging Portfolios Funds 245

Private Equity Insights

JUNE 15, 2023

TA Associates, a leading global private equity firm, announced the completion of fundraising for its latest flagship fund, TA XV, with total limited partner commitments at its hard cap of $16.5bn. Launched in late November 2022, TA XV was oversubscribed and exceeded its initial target size.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Pension Funds Funds 130

Pension Pulse

FEBRUARY 10, 2025

Reuters reports that Canadas BCI to buy BBGI infrastructure fund in US$1.32-billion largest listed infrastructure funds with a portfolio which includes projects such as bridges and tunnels, as well as education and health care facilities. in a deal valuing the Luxembourg-based investment firm at 1.06-billion billion ($1.32-billion),

Pension Funds 59

Pension Funds Education Stakes Asset Management 59

Private Equity Wire

AUGUST 1, 2024

Global alternative asset manager Ares Management Corporation, has closed its latest private credit fund at $34bn, making its the largest private credit fund ever raised, and reflecting a of high level investor demand for the asset class. ”

Pension Funds 105

Pension Funds Hedge Funds Funds Asset Management 105

Private Equity Insights

FEBRUARY 9, 2024

Billion for Australia Private Credit Fund Ares Management Corp. billion) for a credit fund for Australia and. read more Dutch Pension Fund Divests $3B from Fossil Fuel Firms Dutch pension fund PFZW has completed a $3.02 Billion for Australia Private Credit Fund Ares Management Corp. has raised A$2.6

Leveraged Buyouts 130

Leveraged Buyouts Pension Funds Buyout Leveraging 130

Private Equity Wire

SEPTEMBER 30, 2024

StepStone Group Inc has held the final close of StepStone Secondary Opportunities Fund V (SSOF V) and related separate accounts with $7.4bn of capital commitments. With $4.8bn of aggregate capital commitments, SSOF V is more than double the size of its predecessor fund.

Pension Funds 98

Pension Funds Funds Asset Management Leveraging 98

Pension Pulse

SEPTEMBER 11, 2023

Willis Towers Watson put out a press release stating the world’s top pension funds see the largest assets fall in 20 years: North America now accounts for nearly half of assets in world’s 300 largest pension funds ARLINGTON, Va., increase in the assets of the largest 300 pension funds in the previous year.

Pension Funds 59

Pension Funds Assets Funds Asset Management 59

Private Equity Insights

NOVEMBER 28, 2023

Allianz Global Investors and Dutch development bank FMO have agreed one of the largest “blended finance” funds on record, raising $1.1bn to invest in loans that help emerging and frontier countries meet sustainable development targets. The money raised through blended finance funds is a fraction of what’s needed.

Finance 130

Finance Financing Due Diligence Funds 130

Private Equity Insights

SEPTEMBER 14, 2023

Verdane Capital XI has closed at its €1.1bn hard cap, almost doubling the size of its predecessor fund which closed at €610m. The oversubscribed Fund received strong support from new and existing investors, including a re-up rate of more than 100%. This fundraise allows Verdane to continue addressing the growth funding gap in Europe.

Funds 130

Funds Pension Funds Legal Finance 130

Private Equity Insights

NOVEMBER 6, 2023

Rubicon Technology Partners (“Rubicon”), a leading private equity firm focused on enterprise software investments, announced the successful closing of its latest fund, Rubicon Technology Partners IV (“Fund IV” or “the Fund”), at approximately $1.7bn. Capital ("H.I.G.")

Best Practices 130

Best Practices Funds Private Equity Firms Private Equity Firms 130

Private Equity Insights

DECEMBER 13, 2023

The Firm has concluded a successful fundraising for Ara Fund III (“Fund III” or the “Fund”), closing on $2.8bn of limited partner commitments, alongside dedicated limited partner co-investment vehicles. Ara has total assets under management of approximately $5.6bn. ” Mr. . ” Mr.

Funds 130

Funds Bidding Private Equity Firms Private Equity Firms 130

Private Equity Wire

MARCH 20, 2024

Middle-market private equity and credit investment firm Comvest Partners has closed its sixth flagship private equity fund, Comvest Investment Partners VI (CIP VI), with total capital commitments of $881m. CIP VI attracted commitments from foundations, insurance companies, pension funds, asset managers, consultants and family offices.

Pension Funds 98

Pension Funds Funds Buyout Consultants 98

Private Equity Wire

MARCH 14, 2025

The countrys expanding pension fund capital base and increasing corporate restructuring activity are fuelling strong interest from alternative investment firms worldwide. With lower interest rates expected to further support leveraged buyouts, 2025 is shaping up to be an active year for dealmaking, Deloitte reported.

Leveraged Buyouts 45

Leveraged Buyouts Buyout Private Equity Firms Private Equity Firms 45

Private Equity Insights

JULY 4, 2023

Investors in NPV ESG include KLP, a German occupational pension fund, and a large Nordic pension fund. The fund’s projects will be backed by long-term stable cashflows, backed by robust, credit-worthy PPAs leveraging the team’s OECD-based PPA expertise, as well as regulated revenues.

Due Diligence 130

Due Diligence Pension Funds Private Equity Firms Private Equity Firms 130

Private Equity Wire

APRIL 3, 2024

Adenia Partners (Adenia), a private equity firm focused on growth opportunities in Africa, has successfully closed its fifth fund, Adenia Capital V (Fund V) at its $470m hard cap. The significantly oversubscribed fund attracted commitments from new and existing investors globally.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Pension Funds Funds 98

Private Equity Insights

JULY 17, 2023

Crown Growth Opportunities IV (CGR IV), the organization’s fourth international venture capital fund, underwent a final close at LGT Capital Partners Trough co-investments, secondaries, and funds, the Crown Growth Opportunities Fund IV collaborates with venture capital firms.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Venture Capital Capital 130

Private Equity Wire

MARCH 5, 2025

The Los Angeles City Employees Retirement System (LACERS) has approved significant commitments totalling $367m to private credit and private equity funds, as outlined in the materials presented at its 25 February board meeting, according to a report by Pension & Investment Online.

Buyout 45

Buyout Pension Funds Investing Leveraging 45

Private Equity Insights

JUNE 8, 2024

ASA in January with funding from Denmark’s Kirk Kristiansen dynasty, the owners of Lego Group. Direct Investments Many pension funds and endowments have hit the limit for how much they can allocate to private equity, leaving buyout firms to turn to increasingly sophisticated wealthy families or sovereign funds.

Buyout 130

Buyout Private Equity Firms Private Equity Firms Pension Funds 130

Pension Pulse

NOVEMBER 4, 2024

Ziply is currently owned by a group of private equity funds led by Searchlight Capital, and to fund its purchase, Montreal-based BCE will use $4.2-billion telecom-focused private equity fund WaveDivision Capital, LLC. Because there is so much financial uncertainty, BCE’s shares have lost 10.8 per-cent total return.

Pension Funds 59

Pension Funds Debt Stakes Assets 59

Private Equity Insights

MARCH 17, 2023

Question is: Can it become a one-stop shop for pension funds, endowments, insurers, and sovereign wealth funds eager for exposure to every major alternative-asset class — without diminishing its private credit franchise? The attractions of sticking with private credit are obvious.

Pension Funds 130

Pension Funds Buyout Leveraged Buyouts Asset Management 130

The Motley Fool

JUNE 22, 2024

It earns the difference between the yield on the securities it owns and the costs it incurs to invest, which often include interest costs because of the use of leverage in an effort to enhance returns. The use of leverage can enhance returns, but it can also increase losses. There are a lot of moving parts here.

Investing 130

Investing Mutual Funds Pension Funds Leveraging 130

Private Equity Wire

JANUARY 28, 2025

The report cites unnamed sources familiar with the matter as revealing that the sale process, which was initiated by Cubicos owners Canadas Public Sector Pension Investment Board (PSP) and the Ontario Teachers Pension Plan (OTPP) has also attracted interest from Italian energy conglomerate Enel, as well as other infrastructure investors and funds.

Pension Funds 104

Pension Funds Conglomerates Bidding Banks 104

Pension Pulse

MARCH 17, 2025

Bloomberg reports OMERS hires partner of Temasek-backed fund as Global Head of Private Equity: The Ontario Municipal Employees Retirement System hired Alexander Fraser, a former partner of a Temasek-backed fund, as the global head of its private equity arm. billion ($19.1 billion) in assets.

Private Equity Managers 59

Private Equity Managers Education Buyout Pension Funds 59

Private Equity Wire

OCTOBER 18, 2024

Danish pension fund P+, which serves academics, has appointed Henrik Küseler, in a newly created position as Director and Co-Lead of Strategic Initiatives within its Alternatives team, according to a report by AMWatch.

Pension Funds 96

Pension Funds Leveraging Assets Capital 96

Private Equity Insights

DECEMBER 15, 2023

Sandbrook Capital, a private investment firm dedicated to transforming the world’s energy infrastructure, today announced the final closing of Sandbrook Climate Infrastructure Fund I at its hard cap of $1.5bn. The firm now manages $2.1bn in limited partner capital, including associated co-investment vehicles.

Capital 130

Capital Private Equity Firms Private Equity Firms Pension Funds 130

The Motley Fool

AUGUST 28, 2024

It's more like managing a bond mutual fund. On top of that, REITs like AGNC tend to use leverage to enhance their returns, often backed by the value of their loan portfolio. This isn't the way most income investors think about investing, but it is the way asset allocators and some larger investors do, such as pension funds.

Mutual Funds 130

Mutual Funds Initial Public Offering Investing Pension Funds 130

Private Equity Wire

DECEMBER 14, 2023

Ara Partners, a private equity and infrastructure firm that specialises in industrial decarbonisation investments, has announced the successful closing of over $3 billion in new capital commitments, including $2.8bn of limited partner commitments for Ara Fund III, alongside dedicated LP co-investment vehicles.

Capital 95

Capital Pension Funds Buyout Leveraging 95

Private Equity Wire

AUGUST 2, 2024

The partnership between Phoenix Group, the UK’s largest long-term savings and retirement business, and Schroders, a global investment manager, will leverage Phoenix Group’s significant balance sheet strength and Schroders’ investment acumen to provide clients with access to private market investments.

High Net Worth Individuals 92

High Net Worth Individuals Pension Funds Investing Leveraging 92

This is going to be BIG.

APRIL 21, 2013

Ten years ago, I was an analyst for the General Motors pension fund, working on fund investments into leveraged buyout funds and venture capital deals. I literally wrote the investment memo for GMs investment into Accel IX, otherwise known as the "Facebook Fund." (I Venture Capital & Technology'

Leveraged Buyouts 118

Leveraged Buyouts Venture Capital Buyout Pension Funds 118