The Motley Fool

OCTOBER 11, 2024

The combination triples infrastructure AUM and doubles private markets run-rate management fees. This was due to the relative outperformance of lower fee U.S. equity markets and client preferences for lower fee U.S. The closing of GIP added $116 billion of client AUM and $70 billion of fee-paying AUM on October 1.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

JULY 14, 2023

Asset and wealth management reported a net income of 1.1 billion was up 8% year on year, driven by higher deposit margins on lower balances and higher management fees on strong net inflows. So, we had a reward liability adjustment this quarter, kind of a technical thing. billion, with pre-tax margin of 32%. Revenue of 4.6

Banks 130

Banks Liabilities Capital Assets 130

The Motley Fool

OCTOBER 30, 2024

We actively monitor the capital markets and will continuously evaluate liability management opportunities to manage our debt and interest expense, as well as opportunities to raise additional financings in the future. Management uses BTC to evaluate capital allocation decisions and to measure the achievement of our strategy.

Leveraging 130

Leveraging Shareholders Capital Debt 130

The Big Picture

JUNE 13, 2023

But I also learned along the way that you rarely die, I mean as a company, from your P&L or from your assets, but you always die from your liabilities. Coming back to my comment, again, it’s your liability side. And I think this is where the industry should be heading. And there’s been plenty of comment there.

Banks 59

Banks Asset Management Assets Capital 59

Pension Pulse

MAY 24, 2024

But then, “active management” doesn’t quite capture the transformation in the CPPIB after 2006. Essentially it turned itself into a giant hedge fund, picking stocks, taking seats on boards, and plunging heavily into an increasingly esoteric mix of assets: real estate, private equity, infrastructure, and God knows what else.

Pension Funds 109

Pension Funds Hedge Funds Investing Assets 109

Pension Pulse

JUNE 15, 2023

The Plan returned (2.3%) in 2022 net of management fees, exceeding the policy benchmark by 5.2%. CAAT continues to focus on long-term returns, so our members can be confident their retirement savings are backed by a strong track record of prudent management to fulfill every pension dollar promised.

Hedge Funds 52

Hedge Funds Assets Funds Consulting 52

Pension Pulse

AUGUST 17, 2023

Financial reporting As at June 30, 2023, the annualized costs incurred for CDPQ’s activities, which include internal operating expenses, external management fees and transaction costs, were estimated at 55 cents per $100 of net average assets, compared with 48 cents as at December 31, 2022.

Pension Funds 52

Pension Funds Assets Debt Finance 52