The Motley Fool

JULY 14, 2023

The foundation of a market-leading asset management platform is comprehensive, high-quality investment products with strong long-term investment performance. Investors and asset owners choose portfolio goals, and BlackRock enables them through our investment products and solutions. This is BlackRock's platform as a service in action.

Asset Management 130

Asset Management Assets Banks Debt 130

The Motley Fool

APRIL 18, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. And our growth equity fund invested in 7 Brew, an innovative quick service coffee franchisor. billion, distributable earnings were $1.3

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

JULY 31, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. During the quarter; Newrez, our mortgage company; Genesis, our RTL lender, and our portfolio of assets generated very strong returns.

Capital 130

Capital Amortization Shareholders Finance 130

Pension Pulse

MAY 2, 2024

In 2012 when I came to the fund, we had invested four percent of our portfolio in private equity,” CIO Marcus Frampton said. Meanwhile, fellow major pension funds, including CalPERS, continued to bolster the assets they were putting to work in the private markets. A decision has yet to be made.

Pension Funds 59

Pension Funds Hedge Funds Buyout Due Diligence 59

The Motley Fool

AUGUST 5, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Second quarter funds from operations were $1.09 Portfolio NOI, which includes our international properties at constant currency, grew 4.8%

Assets 130

Assets Portfolios Capital Investors 130

Pension Pulse

MARCH 19, 2024

Redwood stands to earn administrative and potential performance fees. Redwood will earn ongoing fees to oversee the administration of the Joint Venture and is entitled to earn additional performance fees upon realization of specified return hurdles. At December 31, 2023, the Fund totalled C$590.8

Investing 59

Investing Performance Fees Finance Financing 59

Pension Pulse

MAY 22, 2024

Ian Bickis of The Canadian Press reports CPP Investments earned 8 per cent in latest fiscal year, net assets rose to $632 billion: Canada's biggest pension fund earned an eight per cent return last year, but significantly underperformed the 19.9 per cent return of its reference portfolio.

Investing 59

Investing Pension Funds Stakes Assets 59

Pension Pulse

SEPTEMBER 4, 2024

The deal on behalf of funds managed by Blackstone Real Estate Partners, Blackstone Infrastructure Partners, Blackstone Tactical Opportunities, and Blackstone’s private equity strategy for individual investors, represents Blackstone’s largest investment in the Asia Pacific region. Mr Khuda, Blackstone and AirTrunk declined to comment.

Investing 59

Investing Asset Management Stakes Assets 59

The Big Picture

JULY 4, 2023

 The transcript from this week’s, MiB: Ilana Weinstein Discusses the Hedge Fund War for Talent , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Ilana Weinstein on the War for Talent at Hedge Funds (Podcast) ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

Pension Pulse

AUGUST 17, 2023

per cent return for the first half of 2023 despite volatile market conditions, with contributions coming from a fixed-income portfolio that was boosted by both higher interest rates and infrastructure bets that can act as a hedge against inflation. And … it’s a portfolio that represents $130 billion out of $424 (billion).” per cent.

Pension Funds 52

Pension Funds Assets Debt Finance 52

Pension Pulse

MAY 24, 2023

per cent for the fiscal year ended March 31, ending the year with net fund assets of $570 billion compared to $539 billion a year earlier. The CPP fund has a 10-year net return of 10 per cent. Since its inception in 1999, CPPIB has contributed $386 billion in cumulative net income to the fund.

Investing 52

Investing Stakes Pension Funds Assets 52

The Motley Fool

AUGUST 8, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. We believe our portfolio consists of an attractive balance across different customer types and sizes and revenue models across fees and risk.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Liabilities Leveraging 130

The Motley Fool

JULY 28, 2023

And united, delivered by our colleagues gives us the ability to meet this demand and balance across our portfolio, capitalizing on innovation and momentum and investing to meet demand. We will continue to actively manage the portfolio and assess all capital allocation decisions on an ROIC basis.

Capital 100

Capital Business Services Debt Liabilities 100

The Big Picture

OCTOBER 17, 2023

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. And when they’re not generating alpha, when they’re underperforming, they actually return fees. 00:24:31 [Speaker Changed] We refund the fee.

Investing 52

Investing Capital Shareholders Returns 52

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. Her book, “Damsel in Distressed: My Life in the Golden Age of Hedge Funds”, is really a fascinating read. But I really had fun reading this.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

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. Today they can effectively allocate capital into strategies which will create a compounding effect to their portfolio. I don’t think carried interest is a great alignment of interest.

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

APRIL 12, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Clients choose BlackRock for performance. They continue to consolidate more of their portfolios with us, which is driving our growth premium.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

The Motley Fool

FEBRUARY 21, 2025

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. On the top line, the bulk of the growth there, on the prior page is of course, driven by Performance Suites to go live a little later in the year.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Performance Fees Capital 130

The Motley Fool

JANUARY 12, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. In a higher rate environment, the ability to drive operational enhancements will be critical to investment performance. They deliver clients scale.

Assets 130

Assets Shareholders Asset Management Capital 130

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. Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. And the senior people were more specialized. LAYTON: Yeah.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

DECEMBER 23, 2024

based active fund managers underperformed the broader S&P 500. Those who invest in these funds are essentially paying for unsatisfactory results. Investors can choose from popular index funds offered by reputable firms, such as the Fidelity 500 Index Fund or the Schwab S&P 500 Index Fund.

Stock Market 246

Stock Market Stock Market Mutual Funds Exchange-Traded Funds 246

The Motley Fool

FEBRUARY 4, 2025

These deals helped us strengthen our free cash flow and enable us to self-fund our transformation. We're building new routes funded by our customers, often multi-tenant, with great economics. The harvest portion of the wholesale portfolio, which is comprised of products like TDM, voice, and private line, saw revenue contraction by 5.2%

Debt 130

Debt Assets Leveraging Shareholders 130

Private Equity Insights

FEBRUARY 10, 2025

Morgan Asset Management (JPMAM) introduced its first European Long-Term Investment Fund (Eltif). The fund provides investors with globally diversified access to private markets through a single, actively managed fund. performance fee, subject to a 7% hurdle rate. read more The post J.P.

Asset Management 147

Asset Management Assets Private Equity Firms Private Equity Firms 147

Private Equity Wire

JANUARY 17, 2025

Canada’s Sagard Holdings is launching a private equity fund aimed at retail investors, marking a significant move as alternative asset managers expand their focus beyond institutional clients and ultra-high-net-worth individuals, according to a report by Wealth Management. Management fees are set at 1.5%, with performance fees of 12.5%

High Net Worth Individuals 96

High Net Worth Individuals Accredited Investors Investors Funds 96

The Motley Fool

JULY 15, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. And they the benefit of our clients' portfolios; they fuel organic growth. Consider when Nvidia made this list on April 15, 2005.

Assets 130

Assets Liabilities Leveraging Asset Management 130

The Motley Fool

JANUARY 15, 2025

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Clients want to consolidate more of their portfolios with a partner that's with them for the long term. billion in revenues. billion in revenues.

Assets 130

Assets Shareholders Capital Portfolios 130

The Motley Fool

JANUARY 15, 2025

billion was up 13% year on year, predominantly driven by growth in management fees on higher average market levels and strong net inflows, as well as higher performance fees. We do run extensive stress tests on the sensitivities to the portfolio -- of the portfolio to rate shock. Revenue of 5.8 Expenses of 3.8

Banks 243

Banks Investment Banking Investment Banks Capital 243

The Motley Fool

JANUARY 25, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Also, note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blackstone fund.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

OCTOBER 29, 2024

We have funded our growth with our operating businesses, balance sheet, and a little bit of high-yield debt. In Newrez, we have a portfolio of $875 billion-ish of mortgage servicing rights, which include both owned servicing rights and third-party servicing. And again, we have an $875-ish billion servicing portfolio. We have $7.8

Capital 130

Capital Asset Management Assets Performance Fees 130

The Motley Fool

JANUARY 30, 2025

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Also note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blackstone fund.

Management Fees 130

Management Fees Assets Capital Funds 130

The Motley Fool

JULY 18, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Also note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blackstone fund.

Assets 130

Assets Finance Financing Management Fees 130