The Motley Fool

APRIL 28, 2024

Owning a portfolio of mortgage securities, as AGNC does, is more like running a mutual fund. However, it is what a lot of large institutional investors do, like pension funds and insurance companies. The big problem is that the mortgage securities AGNC Investment owns trade all day.

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The Motley Fool

DECEMBER 7, 2023

In some ways, a mortgage REIT is more like a mutual fund than a company. While that might include some small investors, AGNC is really most appropriate for large investors like pension funds and insurance companies. The proof is in the dividend The truth is that AGNC Investment really isn't made for an investor like me.

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The Motley Fool

SEPTEMBER 18, 2023

Blackstone's unique investment business Blackstone manages investments for big money managers, including pension funds and institutional investors, and its $1 trillion in AUM makes it one of the largest asset managers in the world. billion to investors from the nearly $70 billion fund. Here's why this news is a big deal.

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American Investment Council

OCTOBER 2, 2023

Read the full editorial below: Private Fund Investors Don’t Need the SEC’s Help By The Editorial Board September 28, 2023 If a teacher, electrician or autoworker buys a stock or a share in a mutual fund, the Securities and Exchange Commission aims to ensure they’re investing on a level playing field.

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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. Sales, asset, and account expense increased 6% compared to a year ago, driven by higher direct fund expense. active fixed income mutual funds. to 1 full basis point.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

Tucker Advisors

SEPTEMBER 8, 2021

private-sector workers still have access to pension plans. With many of the plans still in existence, employers have placed a freeze on funding them, which is often the beginning of the process to eliminate the plans altogether. In other words, the large majority of us can no longer rely on our employers to fund our retirement plans.

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Mutual Funds Taxes Liabilities Pension Funds 52

The Motley Fool

AUGUST 2, 2024

With nearly half a trillion dollars of assets under management supporting defined benefit and defined contribution plans, PGIM is a market leader, servicing more than half of the world's 300 largest pension funds, including over two-thirds of the largest 100 U.S. pension plans, and is the largest pension fund manager in Japan.

Assets 130

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The Big Picture

MAY 9, 2023

And they all develop their own little system of useful terms, but then they end up becoming almost like a barrier that makes it hard for an outsider who hasn’t grown up in the world of finance, who doesn’t have a father who ran a hedge fund or an uncle who ran a private equity firm. SALISBURY: Yes. How do you juggle all of those?

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The Motley Fool

APRIL 23, 2024

Operationally, we delivered our highest Q1 recurring sales in analytics in a decade at $14 million, our best-ever Q1 of recurring sales among hedge funds at nearly $11 million, and another quarter of double-digit subscription run rate growth of 11% among asset owners, driven by index and analytics. From a client segment lens in index, $5.2

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The Motley Fool

JULY 14, 2023

Lower incentive compensation and distribution and servicing costs were partially offset by higher direct fund expense. Direct fund expense increased 13% year over year and 9% sequentially as a result of higher rebates in the prior-year quarter and higher average index AUM. government money market funds.

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Asset Management Assets Banks Debt 130

Fortune Financial

AUGUST 7, 2023

Hedge Funds Hedge funds are alternative investment vehicles that employ a diverse range of investment strategies and techniques to generate returns. They operate by pooling funds from multiple investors and aim to achieve positive returns regardless of market conditions. between 2015 and the end of 2021.

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Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Hedge Funds Hedge funds are alternative investment vehicles that employ a diverse range of investment strategies and techniques to generate returns. They operate by pooling funds from multiple investors and aim to achieve positive returns regardless of market conditions. between 2015 and the end of 2021.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Pension Pulse

FEBRUARY 16, 2024

Top Funds' Activity in Q4 2023 Alright, let's get into it. A hedge fund run by Michael Burry — who famously shorted subprime mortgages during the 2008 financial crisis and became a central figure in Michael Lewis’s 2010 book "The Big Short" — added 35,000 shares of Alphabet and 30,000 shares of Amazon.

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Pension Pulse

AUGUST 16, 2024

High profile investment funds including Stanley Druckenmiller’s Duquesne Family Office, David Tepper’s Appaloosa Management, Soros Capital and Lee Ainslie’s Maverick Capital all cut their stakes in Nvidia in the second quarter, the filings show. 13-f filings show. Securities and Exchange Commission show.

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Hedge Funds Funds Asset Management Stakes 59

Pension Pulse

MAY 17, 2024

Carly Wanna and Carmen Reinicke of Bloomberg report hedge funds pump up exposure to Nvidia, cut AMD: Hedge funds continued to lean into the biggest technology companies leading the way in artificial intelligence as the hype propelled the US stock market higher in the first quarter of the year. and Microsoft Corp. according to the data.

Hedge Funds 59

Hedge Funds Funds Asset Management Pension Funds 59

Pension Pulse

NOVEMBER 17, 2023

Adam Clark of Barron's reports Apple, Microsoft, Nvidia—what tech stocks hedge funds are buying and selling: It’s filing season for a string of major hedge funds, and big tech names like Apple, Microsoft, and Nvidia were among the most-traded equities in the third quarter. The fund’s stake in Alphabet grew to 2.75

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

Pension Pulse

MAY 19, 2023

The biggest “pain trade” in the next 12 months is the Fed funds rate rising to 6% instead of falling to 3%, given that the market expects rate cuts, according to the strategists. Overall, equity funds had $7.7 Amid the losses, Icahn added $4 billion of his own funds into the company. Learn to Look at Daily and Weekly Charts!

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Hedge Funds Funds Asset Management Assets 52

Pension Pulse

JUNE 4, 2024

If they invest exclusively in green assets and earn lower returns than the broader stock market benchmark, as was the case in 2023 for environmental, social and governance funds, they’re criticized for underperforming. Transition funds gain from turning brown firms into green ones.

Pension Funds 59

Pension Funds Investing Assets Education 59

Pension Pulse

JANUARY 17, 2024

Denitsa Tsekova of Bloomberg reports a $300 billion pension fund leads big-money charge back to bonds: When Christopher Ailman became the chief investment officer of the California State Teachers’ Retirement System back in 2000, one of every four dollars it oversaw was invested in government, corporate and mortgage debt.

Hedge Funds 59

Hedge Funds Pension Funds Asset Management Assets 59

Pension Pulse

AUGUST 18, 2023

a barrel Gold futures were little changed Lu Wang of Bloomberg also reports hedge funds reload on shorts after rushing to unwind stock bet: Fast-money stock skeptics who got throttled in July are charging back undaunted. Flows into equity-focused exchange-traded funds have turned negative in the past week, data compiled by Bloomberg show.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

The Big Picture

AUGUST 15, 2023

But he spent most of his career allocating capital to various hedge funds, private equity, venture, etc. And so my summer job at business school, I worked for a hedge fund that Yale had money with. RITHOLTZ: Hedge fund, private equity, and Yale endowment, right? Now there’s 11,000 hedge funds and 500 are generating alpha.”

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

Pension Pulse

MAY 8, 2023

No pension fund wants to invest in private companies that abuse immigrant children. I used to invest in top global hedge funds back in the day and I trusted nobody. The children of poor immigrants go through enough hardship, maybe the private equity kingpins should set up a scholarship fund to help fund their university studies.

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Due Diligence Education Pension Funds Mutual Funds 52

Pension Pulse

SEPTEMBER 26, 2024

HOOPP’s funded status remains very strong at 115%, meaning that for every dollar owed in pensions, the Plan has $1.15 Jeff helped HOOPP solidify its place as one of the top-performing pension plans in the world and keep us fully funded through some of the most challenging market conditions in history.

Pension Funds 59

Pension Funds Assets Mutual Funds Funds 59

Pension Pulse

SEPTEMBER 27, 2023

AIMCo has very little invested in China and most if not all investments there were made through external fund managers, he said, noting that the entire commitment to Asia is around two per cent of the fund’s assets. Canada’s large pension funds have pulled back on some activities in China. Aimco had only 3.8%

Pension Funds 52

Pension Funds Assets Liabilities Funds 52

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. This category includes distribution and servicing costs, direct fund expense, and sub-advisory and other sales, asset and account-based expense. First quarter revenue of $4.7

Performance Fees 130

Performance Fees Assets Leveraging Shareholders 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. Total expense increased 1% in 2023, reflecting higher compensation, G&A, and direct fund expense. Our fourth quarter operating margin of 41.6%

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Assets Shareholders Capital Asset Management 130

Sara Grillo

FEBRUARY 13, 2023

This is a restrictive type of investing that aims to avoid directing funds into sin investments such as tobacco, etc., Richey’s research found that found a “Vice Fund” produced a greater risk-adjusted return over the market portfolio (Richey, 2016, as per Swedroe, 2016). They aren’t issuing shares to fund their operations.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

The Motley Fool

JANUARY 8, 2025

In some ways, it is like a mutual fund, given that the value of the company is equal to the value of its portfolio of mortgage securities. That, too, is more like the way investors look at a mutual fund. While most dividend investors don't focus on asset allocation, many investors do.

Mutual Funds 240

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The Big Picture

FEBRUARY 20, 2024

I remember it really well because I just finished building this house in West Virginia and we, we were taking occupancy in early August, and it was, it was literally the same day that BMP Paraba shut off redemptions from some of their mutual funds, caused all sorts of chaos in Europe. So that was a big job in the spring of, of 2009.

Banks 59

Banks Stock Market Stock Market Legal 59

The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. 00:09:05 [Speaker Changed] How, how did the fund actually perform when it was live 00:09:09 [Speaker Changed] Quite well, right?

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

The Motley Fool

JANUARY 15, 2025

We saw strong broad-based performance across hedge funds. BlackRock's institutional platform generated net inflows of 74 billion in 2024, led by active net inflows of 64 billion, including the funding of several large outsourcing mandates from a variety of client types. Flows were driven by both U.S.

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Assets Shareholders Capital Portfolios 130

Pension Pulse

NOVEMBER 10, 2023

The Fund, which includes the combination of the base CPP and additional CPP accounts, achieved a 10-year annualized net return of 9.6%. For the quarter, the Fund’s net return was 0.1%. For the period, the Fund’s net return was negative 0.7%.

Investing 59

Investing Buyout Stakes Assets 59

The Big Picture

APRIL 11, 2023

DAMODARAN: But an ETF gets funded the next year on small-cap stocks. DAMODARAN: Or it could be some unique characteristic, pension funds pay no taxes. It’s because they wanted to get back at the hedge funds. It shows up in mutual funds, where people put their money in a mutual fund.

Education 119

Education Finance Financing Taxes 119

The Big Picture

OCTOBER 31, 2022

I can’t begin to tell you what it’s like to sit in a room with the Jeremy’s, Professor Jeremy Siegel and I keep calling him Professor Jeremy Schwartz, but he’s just Jeremy Schwartz, chief investment officer of the $75 billion ETF and mutual fund company, WisdomTree. SIEGEL: 5% funds. DHS is the U.S.

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The Motley Fool

JULY 29, 2023

Currently, investment funds can, if they want, focus their attention on ESG investments. For example, a fund may choose to invest in companies that are focused on environmentally responsible manufacturing or a company that ensures it sources its materials in a socially ethical way.

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