Pension Pulse

SEPTEMBER 6, 2023

But in a partial victory for fund groups which opposed the rules, the Securities and Exchange Commission did not proceed with proposals that would have expanded funds' legal liability and outright banned arrangements that allow some investors special terms. million Norweigans benefit from the Government Pension Fund.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

The Big Picture

MAY 9, 2023

It’s like what do I do, how do I address my needs, what are my liability structures, how do I make long-term investment decisions, and then how do I execute upon that overall advice through these individual investment opportunities. RITHOLTZ: You mentioned liability. RITHOLTZ: — than a family office. SALISBURY: Sure.

Liabilities 120

Liabilities Assets Banks Hedge Funds 120

The Big Picture

FEBRUARY 5, 2025

The biggest difference for those institutions and high-net-worth individuals is taxes. Most hedge fund strategies are tax-inefficient. They have pension funds, non U. And now you see much more of that in the private credit world that has an asset-liability match. Is that, is that right?

Hedge Funds 59

Hedge Funds Funds Taxes High Net Worth Individuals 59

The Big Picture

JUNE 20, 2023

RITHOLTZ: It’s a liability on the books. And it has really done a lot to attract the high net worth retail customers into that. Pension funds, perhaps, maybe aren’t growing as much as they need them to. MORGENSON: Maybe, but still. MORGENSON: But still, it goes to these people.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59