Private Equity Insights

JANUARY 12, 2024

Four of New York City’s five public employee pension funds, catering for teachers, police officers, firefighters and civil servants, are to up their allocations to private equity and other illiquid asset classes, as they look to boost investment returns, according to a report by Bloomberg.

Pension Funds 130

Pension Funds Returns Private Equity Firms Private Equity Firms 130

Private Equity Insights

JANUARY 15, 2025

New Forests, a global sustainable investment manager, has raised 410m in the first close of its latest fund, focused on climate and forestry initiatives. The fund, supported by European investors such as pension funds, insurers, and family offices, aims to reach a final target of 600m.

Pension Funds 130

Pension Funds Investors Funds Startups 130

Private Equity Insights

FEBRUARY 4, 2025

Alchemy Partners closed its latest fund, Alchemy Special Opportunities Fund V, securing 1bn in capital commitments and surpassing its initial fundraising target. The fund focuses on European mid-market corporate special situations and has already deployed approximately 20% of its capital across nine investments in four countries.

Pension Funds 130

Pension Funds Funds Financial Institutions Consultants 130

Private Equity Insights

JULY 5, 2024

AustralianSuper, the country’s largest pension fund, is shifting money into equities on the expectation that artificial intelligence will fuel further gains in tech stocks. The A$335 billion ($223 billion) fund has started the new financial year 3% overweight in stocks. The broader industry has returned 8.8%

Pension Funds 130

Pension Funds Funds Assets Portfolios 130

Private Equity Insights

JANUARY 16, 2025

The capital was secured from a broad range of global investors, including pension funds, insurance companies, sovereign wealth funds, and family offices. This platform will enable Ardian to execute secondary transactions that provide risk-adjusted returns while offering much-needed liquidity to the market.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Pension Funds Stakes 147

Private Equity Insights

JUNE 13, 2023

AP Pension has invested in a Morgan Stanley fund that aims to reduce carbon emissions by 1GT ahead of 2050. Danish pension fund AP Pension has invested in the Morgan Stanley 1 Gigaton fund, which aims to remove one gigaton of CO2-equivalent emissions from the Earth’s atmosphere by 2050.

Pension Funds 130

Pension Funds Funds Private Equity Firms Private Equity Firms 130

Private Equity Wire

JANUARY 21, 2025

Private investment house Ardian has raised a record 3.2bn for its sixth-generation Expansion Fund, Ardian Expansion Fund VI (AEF VI), which will focus on making equity investments ranging from 50m to 300m, in private mid-sized businesses. Already 33% deployed, the fund has completed eight transactions in category-leading companies.

Pension Funds 95

Pension Funds Funds Shareholders Capital 95

Private Equity Insights

MARCH 28, 2025

Leveraging its deep expertise in credit and bottom-up fundamental analysis, AlbaCore aims to deliver strong downside protection and attractive risk-adjusted returns. Founded in 2016, London-based AlbaCore manages $9bn in assets on behalf of global pension funds, sovereign wealth funds, insurers, consultants, family offices, and endowments.

Pension Funds 147

Pension Funds Consultants Consulting Banks 147

Private Equity Wire

JANUARY 10, 2024

Four of New York City’s five public employee pension funds, catering for teachers, police officers, firefighters and civil servants, are to up their allocations to private equity and other illiquid asset classes, as they look to boost investment returns, according to a report by Bloomberg.

Pension Funds 98

Pension Funds Returns Hedge Funds Funds 98

American Investment Council

JULY 18, 2024

Maloney : “Strong private equity returns ensure that tens of millions of dedicated public servants can depend on a well-funded pension to support their well-deserved retirement.” In 2023, private equity investments delivered a median annualized return of 15.2 Washington, D.C. percent over a 10-year period.

Returns 140

Returns Pension Funds Consultants Consulting 140

Private Equity Wire

DECEMBER 24, 2024

This has left significant amounts of capital locked in China, with uncertain prospects for future returns. The difficulties in exiting investments have made some institutional investors, including pension funds, more cautious about allocating capital to the region.

Exit Strategy 96

Exit Strategy Private Equity Firms Private Equity Firms Pension Funds 96

Private Equity Wire

DECEMBER 30, 2024

Private equity firms and pension funds are pouring unprecedented amounts of money into the UK rental housing market, driven by soaring demand and a persistent housing affordability crisis, according to a report by the Financial Times.

Pension Funds 98

Pension Funds Private Equity Firms Private Equity Firms Capital 98

Private Equity Wire

NOVEMBER 27, 2024

Aviva Investors, the global asset management business of Aviva, has launched its third fund under the Long Term Asset Fund (LTAF) regime with the creation of the Aviva Investors Multi-Sector Private Debt LTAF (MSPD LTAF).

Debt 96

Debt Pension Funds Investors Funds 96

Private Equity Wire

OCTOBER 6, 2023

Pension fund KPN is aiming to make an investment of between 5% and 7% of its €10bn assets in infrastructure, corporate and real estate debt by 2026, with half of that total going to impact investments – if the fund can identify suitable managers – according to a report by IPE.com.

Pension Funds 94

Pension Funds Debt Funds Assets 94

Private Equity Wire

DECEMBER 6, 2023

The Chicago Teachers’ Pension Fund (CTPF), the oldest public retirement scheme in Illinois, is planning to makes its first foray into the booming private credit market with an initial allocation of up to $350m, according to a report by Bloomberg.

Pension Funds 97

Pension Funds Mergers and Acquisitions Debt Bidding 97

The Motley Fool

SEPTEMBER 16, 2023

31, 2023, a pension fund that owns shares of Amazon has filed a lawsuit against Amazon's board of directors, alleging it "acted in bad faith" in declining to hire SpaceX to work on Project Kuiper. And as SpaceNews reported on Aug. A November 2020 expansion on the plans likewise failed to elicit guidelines or oversight from the board.

Shareholders 246

Shareholders Pension Funds Funds Capital 246

Top 1000 Funds

AUGUST 21, 2023

billion United Nations Joint Staff Pension Fund will use a slightly lower real rate of return to inform its upcoming actuarial valuation with the 2023 ALM scenario planning focusing on climate risk. In a nod to headwinds including climate change, evolving demographics, and the future economic outlook the $85.5

Pension Funds 98

Pension Funds Funds Returns Investors 98

Private Equity Insights

FEBRUARY 5, 2025

The fund attracted both new and existing investors, including sovereign wealth funds, pension funds, insurance companies, consultants, and multi-family offices. Balbec has deployed more than $23bn globally since its inception in 2010, focusing on delivering risk-adjusted returns across asset-based credit strategies.

Pension Funds 130

Pension Funds Bidding Consultants Consulting 130

Private Equity Wire

NOVEMBER 11, 2024

Private credit returns have recently outpaced private equity, as shown by State Street data from the second quarter, but this advantage may soon wane with the Federal Reserve’s shift toward easing monetary policy, according to a report by Bloomberg.

Leveraged Buyouts 93

Leveraged Buyouts Buyout Pension Funds Leveraging 93

This is going to be BIG.

JULY 30, 2015

One of the first things I did when I joined the venture asset class as a lowly institutional LP analyst in 2001 was to build the VC fund cashflow model. Just about every analyst who looks at fund investing has built one. It's also not the "average fund". So when you think about returns, what should you expect.

Venture Capital 167

Venture Capital Returns Capital Enterprise Values 167

Private Equity Wire

JANUARY 8, 2025

HBX Group, the Spanish travel technology company known for its Hotelbeds brand and backed by private equity firms Cinven, EQT, and Canadian pension fund CPP Investments, is gearing up for a 1bn ($1.04bn) initial public offering (IPO) in the coming weeks, according to a report by Reuters.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Initial Public Offering Pension Funds 97

The Motley Fool

APRIL 1, 2025

Alternative AUM will keep rising Investors have steadily increased their allocations to alternative investments over the years because they can lower volatility, enhance returns, and provide broader portfolio diversification. For years, institutional investors like pension funds and insurance companies have driven growth in alternatives.

Asset Management 130

Asset Management Pension Funds Hedge Funds Assets 130

Private Equity Wire

OCTOBER 24, 2024

The report cites unnamed individuals familiar with the situation as revealing that the pension fund, which oversees state pensions and other assets, aims to reduce its exposure to higher-yielding opportunistic credit strategies and shift focus towards more stable, mainstream direct lending.

Pension Funds 92

Pension Funds Debt Funds Stakes 92

Private Equity Wire

SEPTEMBER 6, 2024

Infrastructure investment specialist Infranity has launched its commingled Enhanced Return Debt strategy which, together with co-investments, has already exceeded half of its target, reaching €1.585bn in capital commitments. In line with Infranity’s operating model capital deployment has been taking place at pace.

Debt 98

Debt Returns Pension Funds Funds 98

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

JULY 5, 2024

A $30 billion fund launched by the United Arab Emirates with the declared goal of funneling billions of dollars into climate finance is readying its next round of investments. Hedge fund billionaire Ray Dalio has called Alterra a “wonderful template” for others to copy. Alterra, which struck deals worth $6.5 billion with BlackRock Inc.,

Pension Funds 147

Pension Funds Hedge Funds Funds Finance 147

The Motley Fool

JUNE 25, 2024

But, to be fair, AGNC Investment really isn't meant to be a dividend story, it is meant to be a total return play, which assumes the dividends will be reinvested and not used to pay for daily living expenses. It is a way for large investors, like pension funds, to get exposure to the mortgage sector. wasn’t one of them.

Investing 245

Investing Pension Funds Assets Returns 245

The Motley Fool

APRIL 22, 2024

The big money is coming The approval of spot Bitcoin exchange-traded funds (ETFs) in January not only marked another milestone for the cryptocurrency but also opened the doors for a new set of buyers. The 10 stocks that made the cut could produce monster returns in the coming years. The Motley Fool has a disclosure policy.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Pension Funds Assets 246

The Motley Fool

AUGUST 25, 2023

ET this afternoon after Barron's reported that the California State Teachers' Retirement System (CalSTRS, the second-largest pension fund in the U.S.) For a $320 billion retirement fund like CalSTRS, it may be worthwhile placing several small bets on troubled automakers in hopes one of them will take off.

Pension Funds 246

Pension Funds Funds Investors Returns 246

The Motley Fool

AUGUST 20, 2024

Wood is a huge proponent of Bitcoin and crypto more generally and was one of the more influential figures in getting spot Bitcoin exchange-traded funds (ETFs) approved by the Securities and Exchange Commission. million by the end of the decade (her base case target was $600,000, still not a bad return). million by 2030.

Exchange-Traded Funds 246

Exchange-Traded Funds Pension Funds Investing Assets 246

Private Equity Professional

MARCH 28, 2024

Percheron Capital has held an oversubscribed and hard cap close of its second fund, Percheron Capital Fund II LP, with $1.55 Limited partners in Fund II include both new and returning university endowments, charitable foundations, pension funds, financial institutions, family offices and fund-of-funds.

Pension Funds 130

Pension Funds Financial Institutions Funds Capital 130

The Motley Fool

JUNE 28, 2024

If you've been hearing a lot about semiconductor company Nvidia (NASDAQ: NVDA) in recent months and you're not sure why, check out its returns in recent years: Year Return 2023 239% 2022 (50%) 2021 125% 2020 122% 2019 76% 2018 (31%) 2017 81% 2016 224% Source: 1stock1.com. If you don't own Nvidia. Are you out of luck?

Mutual Funds 236

Mutual Funds Exchange-Traded Funds Pension Funds Shareholders 236

Private Equity Wire

FEBRUARY 5, 2025

Balbec Capital (Balbec), an alternative investment manager with over $16bn in platform assets, has held the final close of InSolve Global Credit Fund VI (IGCF VI), with over $1.7bn in commitments across the flagship fund and related vehicles. To date, the Fund has called 51% of capital commitments.

Capital 72

Capital Pension Funds Consultants Consulting 72

Private Equity Professional

FEBRUARY 3, 2025

Blue Sage Capital has held a final closing of its fourth fund, Blue Sage Capital IV LP (Fund IV), with $618 million of capital. The new fund closed above its original $400 million target and its original hard cap of $550 million. With the close of Fund IV, the firm has now raised over $1.2

Pension Funds 100

Pension Funds Buyout Legal Funds 100

The Motley Fool

AUGUST 22, 2024

Just a year ago, such an allocation likely wouldn't have appeared on such filings, but with the approval of spot Bitcoin exchange-traded funds (ETFs) in January, the doors have been effectively opened for institutions like Goldman Sachs to gain exposure to the cryptocurrency. Consider when Nvidia made this list on April 15, 2005.

Exchange-Traded Funds 245

Exchange-Traded Funds Pension Funds Hedge Funds Stakes 245

The Motley Fool

MAY 26, 2024

The recent approval of spot Bitcoin exchange-traded funds (ETFs) will amplify this understanding, as these ETFs simplify the process for investors to gain exposure to Bitcoin. These include pension funds, retirement plans, sovereign wealth funds, and hedge funds, among others.

Hedge Funds 246

Hedge Funds Due Diligence Exchange-Traded Funds Pension Funds 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. It is a total return investment. Total return assumes the reinvestment of dividends. And they are certainly nothing like a landlord.

Mutual Funds 243

Mutual Funds Investing Collateral Pension Funds 243