Pension Pulse

JULY 8, 2024

ESG News reports group of Canadian pension fund giants urge CSSB to reconsider sustainability reporting exemptions: Canadian pension funds challenge CSSB’s proposed exemptions, advocating for global standards. Pension funds warn that exemptions could undermine global alignment and investor confidence.

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Pension Pulse

NOVEMBER 15, 2023

The Canada Pension Plan Investment Board , for example, which invests on behalf of the Canada Pension Plan , sold a diversified portfolio of limited partnership fund interests in mostly North American and European buyout funds to French private investment house Ardian for around $2 billion on Nov.

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Stakes Pension Funds Assets Buyout 59

Pension Pulse

DECEMBER 6, 2023

This committed them to allocating 5 per cent of the assets in their default funds to unlisted equities by 2030. However, some schemes said the higher costs of investing in unlisted companies could push up their own fees and deter investors. Because the high fees eat away at the returns.

Pension Funds 59

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Pension Pulse

JANUARY 31, 2024

It is not monolithic and includes such varied enterprises as pension fund investment managers such as AIMCo , insurance companies, investment banks, broker dealers, hedge funds, mortgage investment companies – and still others. Banks are more heavily regulated, for good reason. 7, 2021, has distributed 10.5%

Banks 59

Banks Pension Funds Financial Institutions Investing 59

This is going to be BIG.

MAY 16, 2016

There aren't many people who get the chance to analyze venture capital fund return data. You'd have to work for a very limited number of fund performance tracking firms, like Thomson Reuters, Cambridge, etc., or be an institution big enough to see a ton of different funds over time. So what percent of the market is that?

Venture Capital 72

Venture Capital Capital Pension Funds Assets 72

Pension Pulse

JUNE 5, 2023

Amir Barnea, associate professor of finance at HEC Montréal, wrote a comment for the Toronto Star asking if Canada is cracking down on taxes, why does our national pension plan pay less than two per cent?: When it comes to performance, Canada’s national pension fund rightfully boasts impressive results.

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Pension Funds Legal Investing Taxes 52

Pension Pulse

JULY 2, 2024

A change of philosophy When Longchamps took charge of CDPQ’s private equity business, its PE holdings were made up of 75 percent direct investments and 25 percent fund interests. These professionals had been trained to spot top private companies and PE funds, rather than to sell their investments.

Pension Funds 59

Pension Funds Buyout Stakes Assets 59

Pension Pulse

SEPTEMBER 12, 2023

Sarah Rundell of Top1000Funds recently interviewed Suyi Kim, Global Head of Private Equity at CPP Investments to go over what drives success at their giant PE portfolio: Suyi Kim, global head of private equity at CPP Investments manages quite possibly the largest private equity allocation in the world.

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

Pension Pulse

FEBRUARY 22, 2024

CDPQ's own public equities portfolio saw its performance "driven by growth stocks, as well as by large positions in Quebec companies, which performed well." The private equity portfolio was affected by interest rate hikes as well as by an increase in financing costs, which affected certain private companies.

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Pension Pulse

JULY 24, 2024

billion; €6 billion) in liquidity last year, including roughly C$6 billion from selling direct investments and receiving dividend recapitalisations, and around C$3 billion from selling private equity fund stakes in the secondaries market, head of PE Martin Longchamps tells affiliate title Private Equity International.

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Pension Pulse

NOVEMBER 3, 2023

Michiel Willams of Net Zero Investor reports OMERS’ sustainability chief on why the C$127bn fund’s green investment spree will not slow down: OMERS, the defined benefit (DB) plan for municipal employees in Ontario, is increasingly positioning itself as one of Canada's greenest pension fund investors.

Pension Funds 59

Pension Funds Investing Hedge Funds Assets 59

Pension Pulse

APRIL 9, 2024

Big pension funds invest in big student housing programs because they're recession-proof businesses that add defensive cashflows to their portfolio. That's obviously important, but there's a defensive component to purpose-built student accommodation that pension funds very attractive. What about Canada?

Pension Funds 59

Pension Funds Education Leveraging Assets 59

Pension Pulse

MAY 30, 2024

What that means for you is that your Fund is the most invested pension fund in the world in its local economy,” argued Mr. Emond. The Fund is also banking on “major projects”, “major infrastructure projects”, added its manager. There are great public and private companies in that portfolio. The objective?

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Assets Pension Funds Private Companies Funds 52

The Big Picture

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. But is that also true for start-ups and venture-funded private companies?

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Startups Investing Deal Flow New York Stock Exchange 72

Pension Pulse

AUGUST 7, 2023

They’re talking about asset management firms, in which public pension funds often have investments, supporting shareholder proposals meant to achieve social justice or climate objectives yet of dubious financial value. Second, these anti-ESG articles miss the mark when it comes to Canada's large pension investment managers.

Investing 52

Investing Collateral Pension Funds Asset Management 52

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 Finance 52

Pension Pulse

MAY 7, 2024

Transitioning to a private company with these strong partners will not only limit our exposure to volatile financial markets, it also will ensure ALLETE has access to the significant capital needed for our planned investments now and over the long term. At December 31, 2023, the Fund totaled C$590.8 May 6, 2024 — ALLETE, Inc.

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Mergers and Acquisitions Investing Assets Capital 64

Pension Pulse

AUGUST 30, 2023

Artemis reports the Healthcare of Ontario Pension Plan (HOOPP) grew ILS investments 35% in 2022: Large Canadian institutional retirement fund, the Healthcare of Ontario Pension Plan (HOOPP), grew its allocation to insurance-linked securities (ILS) investments in 2022, with the asset class nearing 1% of its overall portfolio by the end of the year.

Collateral 59

Collateral Hedge Funds Investing Assets 59

Pension Pulse

OCTOBER 20, 2023

The statement, sent exclusively to the National Post , marks the first time Poilievre has explicitly addressed the issue of Alberta’s proposal to withdraw from the Canada Pension Plan (CPP) and set up its own pension fund. My take: This is a great deal for BCI and Searchlight, a private equity firm BCI seeded.

Investing 59

Investing Consulting Consultants Debt 59

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. According to a Guardian report, Richardson approached Schwarzman with a proposal about funding a humanities center in 2017. How can this happen?

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Due Diligence Pension Funds Education Mutual Funds 52

Pension Pulse

APRIL 3, 2024

The pension pot is running dry and the country is running out of time to build enough of a fund to care for the growing number of elderly. So the former digger operator saw an opportunity in elderly care to fund her own old age. Private companies partly fund the home, taking the pressure off the local government.

Pension Funds 52

Pension Funds Education Banks Funds 52

The Motley Fool

OCTOBER 31, 2023

With the completed acquisition of Burgiss, MSCI can now provide additional clarity and transparency highly needed by investors across private and public assets in their portfolios. Our product lines are increasingly interconnected, which means our work in private assets reinforces our work in climate and vice versa.

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Assets Hedge Funds Capital Leveraging 100

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

MARCH 14, 2024

in 2023, marks 15 consecutive years at 100% funded status: The OPSEU Pension Trust returned 5.3 It also reported a funded status of 100 per cent, marking 15 consecutive years at a fully funded status. per cent), credit (12 per cent), private equity (8.7 which details the Plan's financial results and funded status.

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Returns Liabilities Assets Debt 59

The Big Picture

DECEMBER 5, 2023

Michael Fisch : 00:07:15 [Speaker Changed] The largest fund then was KKR with $175 million. The second largest fund was Forman little with 150. These are, those entire funds are like partial transaction. And when we went to raise our first fund, again, we had the great benefit of the support of the William Rosenwald family.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

FEBRUARY 28, 2023

We had a group that was doing small growth capital investments in Germany and Switzerland at that time, a fund doing secondaries. RITHOLTZ: So let’s talk a little bit about some of your closed-end funds. Typically, most private equity or buyout funds tend to be a quarter million dollars or more. LAYTON: Yeah.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

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., Impact investing: A private investment in a company, made in the spirit of saving the world. Secondly, The ”bad companies” who are the offenders already have enough capital. through use of screens.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

Private Equity Professional

SEPTEMBER 23, 2024

The lack of available federal funds underlines how empty governmental coffers are and how much more is needed for infrastructure repair. The backlog of crumbling bridges in the United States is immense, the shortfall of funding to replace them is severe, and the federal government is in no position to fill the breach.

Capital 100

Capital Pension Funds Taxes Funds 100

The Big Picture

MARCH 5, 2024

They are not like any other fund that you’ll hear me talk about. I found this conversation to be fascinating, and even though we kinda wander off into the weeds of private credit, it’s so informative and so interesting. For me, I sat mostly in their internal, really an internal hedge fund. It’s immense.

Capital 59

Capital Hedge Funds Banks Assets 59

Pension Pulse

JULY 4, 2023

The company is still in talks with its shareholders about raising as much as £1 billion in fresh funds following a £500 million injection agreed last year. Its largest shareholder is Canadian pension fund Ontario Municipal Employees Retirement System (Omers), which holds a nearly 32 per cent stake.

Pension Funds 52

Pension Funds Debt Shareholders Stakes 52

The Big Picture

APRIL 4, 2023

So the theory was that’s great that you’re providing a loan, but if you can co-invest with them and get the upside of partnering with some of the most successful private equity funds in the United States, you know, a great way to enhance your returns. They’re not held by one fund. What do I mean by that?

Private Equity Firms 59

Private Equity Firms Private Equity Firms Finance Financing 59

Pension Pulse

AUGUST 22, 2023

Paula Sambo of Bloomberg reports Canada Pension Plan Investment Board joins startup at $100 million Reforestation Fund: Canada’s largest pension fund has joined a project to produce carbon credits by planting more than 100 native tree species on degraded land in Brazil’s Amazon region.

Startups 52

Startups Funds Investing Pension Funds 52

The Big Picture

JUNE 13, 2023

The only alignment of interest is the amount of capital that any given manager or firm is putting into its fund. If you hit certain targets, certain goals, extra financial goals, then you will improve your cost of funding. You’ve got the most sophisticated sovereign wealth funds in the world. How do you look at those?

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Banks Asset Management Assets Capital 59

Private Equity Insights

APRIL 1, 2025

Fink called for unlocking private markets traditionally reserved for institutions and ultra-high-net-worth individuals. Assets that will define the future data centres, ports, power grids, the worlds fastest-growing private companies arent available to most investors, he wrote. Theyre locked behind high walls. more capital.

Assets 147

Assets High Net Worth Individuals Pension Funds Private Companies 147

The Motley Fool

OCTOBER 29, 2024

Among asset owners and hedge funds, organic subscription run rate growth was 11% and 15% respectively. In Private Capital Solutions we believe that our work there can enhance our capabilities in many areas. In the third quarter, one of our pension fund clients in Europe ceded a $1.6

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Asset Management Assets Hedge Funds Pension Funds 130

Pension Pulse

FEBRUARY 25, 2025

Nicolas Van Praet of the Globe and Mail reports pension giant Caisse strikes deal to acquire Innergex Renewable Energy: Canadian pension fund giant Caisse de dpt et placement du Qubec has struck a deal to buy Innergex Renewable Energy Inc. The transaction continues a wider trend of renewable energy companies being taken private.

Pension Funds 59

Pension Funds Shareholders Legal Stakes 59

The Big Picture

JUNE 20, 2023

You also had this thing called monitoring fees, where a company that was purchased by a private equity fund or firm would have to pay the firm fees for its monitoring, for its oversight, for its management expertise that it was providing to the company. Now that makes sense because they took over the company.

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Private Equity Firms Private Equity Firms Finance Financing 59