Private Equity Wire

JULY 6, 2023

Commitments to the new fund came from sovereign wealth funds, endowments, fund of funds, pension funds, family offices and high net worth individuals from across Europe, MENA and the United States – as well as numerous founders from Notion portfolio companies.

High Net Worth Individuals 52

High Net Worth Individuals Pension Funds Capital Funds 52

Pension Pulse

SEPTEMBER 6, 2023

In July, the regulator published new guidelines for the sector, which among other things, called for portfolio valuations each quarter. Carolina Mandl and Chris Prentice of Reuters report US SEC overhauls rules for $20 trillion private fund industry: The U.S. The rules also require funds to perform annual audits.

Hedge Funds 64

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

Pension Pulse

SEPTEMBER 18, 2023

A CPPIB spokesperson said the name of the fund is Canadian Fund-of-Funds V and that as an evergreen mandate, it's an additional commitment to a customized mandate with the pension fund. billion in Canadian private equity investments on behalf of CPPIB, a Sept. 14 news release said.

Financial Institutions 59

Financial Institutions High Net Worth Individuals Private Equity Firms Private Equity Firms 59

The Big Picture

MAY 9, 2023

But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. So we have our MAS team, our Multi-Asset Solutions team, who are really providing more of the overall portfolio advice. SALISBURY: Yes.

Liabilities 120

Liabilities Assets Banks Hedge Funds 120

The Motley Fool

FEBRUARY 23, 2025

The REIT generates plenty of stable cash flow to cover its high-yielding dividend. It owns a diversified portfolio (retail, industrial, gaming, and other properties) net leased to many of the world's leading companies. The REIT estimates that the total addressable market for net lease real estate is $5.4 That's a 1.5%

High Net Worth Individuals 227

High Net Worth Individuals Pension Funds Management Fees Capital 227

Private Equity Insights

FEBRUARY 26, 2025

The fund focuses on real estate secondaries, acquiring stakes in mature funds, providing liquidity to limited partners, and recapitalising existing assets. Employee and limited partner commitments also contributed to the funds oversubscribed close.

High Net Worth Individuals 162

High Net Worth Individuals Pension Funds Hedge Funds Funds 162

Private Equity Insights

APRIL 1, 2025

Fink called for unlocking private markets traditionally reserved for institutions and ultra-high-net-worth individuals. Theyre locked behind high walls. Fink also argued that traditional portfolio models are no longer sufficient. According to Fink, pension funds already outperform retail 401(k) plans by 0.5%

Assets 147

Assets High Net Worth Individuals Pension Funds Private Companies 147

The Big Picture

FEBRUARY 5, 2025

(February 5, 2025) At five trillion dollars, hedge funds have never been more popular — or less hedged. What percentage of your portfolio should be allocated? Now, keep in mind, hedge funds can mean lots of different things and that the strategies pursued by one hedge fund is going to look totally different from another one.

Hedge Funds 59

Hedge Funds Funds Taxes High Net Worth Individuals 59

The Big Picture

JUNE 20, 2023

For years, decades, as you say, this was an investing strategy that was limited to sophisticated investors, high net worth individuals, people who could take it, stand the fact that it’s opaque, that it has high fees, that it is not quite as investing in an S&P 500 stock fund, and not that simple.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Finance Financing 59