The Motley Fool

JUNE 22, 2024

In other words, it has long shown up on the radar of yield-seeking investors. This is not the kind of story a dividend investor wants to hear. Since the value of AGNC Investment is basically the value of its portfolio, investors should really consider it more like a mutual fund than a REIT.

Investing 130

Investing Mutual Funds Pension Funds Leveraging 130

The Motley Fool

DECEMBER 7, 2023

I like this corporate structure because it's designed to pass income on to investors and avoids corporate-level taxation. In some ways, a mortgage REIT is more like a mutual fund than a company. The proof is in the dividend The truth is that AGNC Investment really isn't made for an investor like me. wasn't one of them!

Collateral 130

Collateral Mutual Funds Pension Funds Depreciation 130

The Motley Fool

SEPTEMBER 18, 2023

Blackstone's unique investment business Blackstone manages investments for big money managers, including pension funds and institutional investors, and its $1 trillion in AUM makes it one of the largest asset managers in the world. Investors received the news of Blackstone's addition to the S&P 500 with open arms.

Investment Banks 130

Investment Banks Investment Banking Banks Hedge Funds 130

American Investment Council

OCTOBER 2, 2023

Recently, the Bloomberg Editorial Board published an editorial criticizing the Securities and Exchange Commission’s (SEC) vote to interfere in free market negotiations between private advisers and sophisticated institutional investors. After all, the thinking went, sophisticated investors should be able to look out for themselves.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Investors Funds Mutual Funds 52

Pension Pulse

JUNE 4, 2024

Sebastien Betermier wrote a comment for Benefits Canada on how transition investments can help institutional investors reach net zero: Driven by the net-zero pledge towards green investments, institutional investors are finding themselves uncomfortably wedged between a rock and a hard place.

Pension Funds 59

Pension Funds Investing Assets Education 59

Pension Pulse

JANUARY 17, 2024

Denitsa Tsekova of Bloomberg reports a $300 billion pension fund leads big-money charge back to bonds: When Christopher Ailman became the chief investment officer of the California State Teachers’ Retirement System back in 2000, one of every four dollars it oversaw was invested in government, corporate and mortgage debt.

Hedge Funds 59

Hedge Funds Pension Funds Asset Management Assets 59

The Motley Fool

OCTOBER 11, 2024

Before you buy stock in BlackRock, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and BlackRock wasn’t one of them. active fixed income mutual funds. The 10 stocks that made the cut could produce monster returns in the coming years.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

Pension Pulse

FEBRUARY 14, 2025

Svea Herbst-Bayliss of Reuters also reports Ackman's firm boosts stake in Nike, cuts Chipotle during Q4: Billionaire investor William Ackman increased his stake in sportswear company Nike by 15% and cut his investment in fast-casual food chain Chipotle Mexican Grill by 14%, during the fourth quarter, according to a regulatory filing made on Friday.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

Pension Pulse

MAY 17, 2024

Carly Wanna and Carmen Reinicke of Bloomberg report hedge funds pump up exposure to Nvidia, cut AMD: Hedge funds continued to lean into the biggest technology companies leading the way in artificial intelligence as the hype propelled the US stock market higher in the first quarter of the year.

Hedge Funds 59

Hedge Funds Funds Asset Management Pension Funds 59

Pension Pulse

SEPTEMBER 27, 2023

We’re quite, like most other investors, quite reticent about China.”’ Canada’s large pension funds have pulled back on some activities in China. I also want to recognize our peer Maple 8 pension fund managers, many of whom are here today. Everybody wants that kind of investment,” he said. And markets are crowded.

Pension Funds 52

Pension Funds Assets Liabilities Funds 52

Pension Pulse

AUGUST 16, 2024

Brian Baker and James Royal of Bankrate also report on which stocks Warren Buffett’s Berkshire Hathaway bought and sold last quarter: Warren Buffett is arguably the world’s most famous investor, and his investment moves are closely followed. They differ from traditional L/S hedge funds by having a more concentrated portfolio.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

The Motley Fool

AUGUST 2, 2024

Bob McLaughlin -- Vice President, Investor Relations Good morning and thank you for joining our call. Before you buy stock in Prudential Financial, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Prudential Financial wasn’t one of them.

Assets 130

Assets Capital Liabilities Collateral 130

Tucker Advisors

SEPTEMBER 8, 2021

And as James McWhinney at Investopedia writes, that’s far from a certain outcome: “After the money hits the account, it’s up to the employee to choose how it’s invested—typically from a menu of mutual funds—and the vagaries of the stock market to determine the ultimate outcome. Maybe the markets will go up, and maybe they won’t.”.

Mutual Funds 52

Mutual Funds Taxes Liabilities Pension Funds 52

Pension Pulse

FEBRUARY 16, 2024

It’s been a roller-coaster week for stocks, with investors carefully assessing the direction of the U.S. Greg Bassuk, chief executive officer at AXS Investments, told CNBC that investors should brace for more near-term volatility ahead. Top Funds' Activity in Q4 2023 Alright, let's get into it. following the hot PPI reading.

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

The Motley Fool

JULY 14, 2023

They just revealed what they believe are the ten best stocks for investors to buy right now. Investors and asset owners choose portfolio goals, and BlackRock enables them through our investment products and solutions. After all, the newsletter they have run for over a decade, Motley Fool Stock Advisor , has tripled the market.*

Asset Management 130

Asset Management Assets Banks Debt 130

Pension Pulse

AUGUST 18, 2023

While fears of an imminent recession are fading, wary investors are instead facing entrenched inflation and the prospect of more policy tightening. And with the bond yield high enough, that poses competition for equity investors who feel the bond market is less risky than the stock market right now.”

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

The Motley Fool

APRIL 23, 2024

I would now like to turn the call over to Jeremy Ulan, head of investor relations and treasurer. Jeremy Ulan -- Head of Investor Relations and Treasurer Thank you. This press release, along with an earnings presentation and brief quarterly update, are available on our website, msci.com, under the investor relations tab.

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

Pension Pulse

NOVEMBER 17, 2023

With the seven big tech firms—Apple (AAPL), Amazon.com (AMZN), Google parent Alphabet (GOOGL), Facebook parent Meta Platforms (META), Microsoft (MSFT), Nvidia (NVDA), and Tesla (TSLA)—playing an outsize role in this year’s stock market rally, it’s no surprise to see them featured heavily in the quarterly filings of large investors.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

Pension Pulse

SEPTEMBER 26, 2024

HOOPP is fully funded and manages a highly diversified portfolio of more than $112 billion in assets that span multiple geographies and asset classes. Over $60 billion of HOOPP’s assets are invested in Canada and HOOPP is one of the biggest investors in Canadian bonds, with over $40 billion in total government bond holdings.

Pension Funds 59

Pension Funds Assets Mutual Funds Funds 59

Fortune Financial

AUGUST 7, 2023

As an investor, you not only provide financial support but also offer guidance and expertise to help these companies thrive. Private equity investments offer investors the potential for substantial returns, but they also involve higher levels of risk and require longer-term commitments compared to more traditional investments.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

As an investor, you not only provide financial support but also offer guidance and expertise to help these companies thrive. Private equity investments offer investors the potential for substantial returns, but they also involve higher levels of risk and require longer-term commitments compared to more traditional investments.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

The Motley Fool

APRIL 12, 2024

Before you buy stock in BlackRock, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and BlackRock wasn’t one of them. In March, we issued $3 billion of debt to fund a portion of the cash consideration for our planned acquisition of GIP.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

The Motley Fool

JANUARY 12, 2024

Before you buy stock in BlackRock, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now. The last two years have been a character-building and awe-inspiring time for investors, for clients, and certainly for us at BlackRock.

Assets 130

Assets Shareholders Asset Management Capital 130

Pension Pulse

MAY 8, 2023

But I guarantee you Stephen Scharzman and Jon Gray held an emergency meeting this morning to discuss the blowback from this as their investors clamor to find out what went wrong. No pension fund wants to invest in private companies that abuse immigrant children. This too is a problem which exposes serious oversight deficiencies.

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

The Big Picture

AUGUST 15, 2023

You’re a global investor. And there are a lot of investors say that I have on the podcast that say, “If we can’t get into those top venture,” you don’t have an allocation to venture, you have a group of managers. So for a taxable investor, hedge funds generally aren’t tax efficient.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

Sara Grillo

FEBRUARY 13, 2023

Investor’s Business Daily, February 3, 2022 Ehem. Lastly, markets are competitive and there are certain types of investors who will look at a company with good cash flow selling at a depressed price and buy shares on fundamentals, even if it is a moral offender. 9 February, 2022) Investor’s Business Daily.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

The Motley Fool

JULY 29, 2023

The disagreement between lawmakers comes as some elected officials (mainly Republicans) believe that too much focus on ESG doesn't allow funds to focus on purely financial factors of investing, which could then lead to poor mutual fund performance. In short, investors can still buy and sell what they want.

Funds 130

Funds Mutual Funds Investing Pension Funds 130

The Big Picture

MAY 9, 2023

Really a fascinating person who has seen the world from a unique perspective in multiple cities as an investor. So I went from being a publishing high yield research analyst to a distressed debt analyst and investor. So what I mean by that is, what is your source of funding? Pension funds have quite long-dated capital.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

Pension Pulse

MAY 19, 2023

Early Friday, Jamie Chrisholm of MarketWatch reports stocks are rallying, but investors say they’re miserable and that’s a good thing: Futures on Friday suggest the S&P 500 may pop its head through the 4,200 level again, looking to decisively break above the 400-point trading range in which it has twitched for nearly seven months.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

Pension Pulse

NOVEMBER 10, 2023

As an investor on their behalf, we actively seek out investment opportunities of the highest quality, that are fortified by trusted partnerships and that offer the potential of significant long-term upside. OMERS will be a financial investor and will not participate in operational decisions of MLSE or any of its teams.

Investing 59

Investing Buyout Stakes Assets 59

The Motley Fool

MARCH 17, 2025

While Ripple is still involved in litigation related to whether or not it should be classified as a security, some industry observers believe a resolution could arrive this year, which could clear up regulatory uncertainty and make institutional investors more comfortable transacting with XRP. Image source: Getty Images.

Securities and Exchange Commission (SEC) 311

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Pension Funds 311

The Motley Fool

JANUARY 8, 2025

This is a fairly complex type of business, and investors should acquire a deep understanding of how it works before making a decision to buy or hold its stock. The fact of the matter is that most income-focused investors want stocks that produce reliable and growing income streams. dividend yield. Simple decision.

Mutual Funds 242

Mutual Funds Investing Initial Public Offering Pension Funds 242

The Motley Fool

FEBRUARY 20, 2025

Large financial institutions, such as mutual funds, pension funds, and even insurance companies, have begun investing in blue chip cryptos. With a market cap of more than $150 billion, the asset is already quite large, so investors shouldn't expect a repeat of the explosive surges of the past.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Pension Funds 246

The Motley Fool

FEBRUARY 26, 2025

It wasn't long ago when most serious investors considered cryptocurrencies to be speculative toys that were not worth holding for the long term. If mutual funds , pension funds, and even insurance companies become more comfortable holding digital assets, this will boost demand and increase price stability.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Legal 130

The Motley Fool

JANUARY 23, 2025

Even the REIT's huge 15% dividend yield may not be worth all of the extra effort for some investors. And if you are a risk-averse investor, well, you probably won't want to step into this story, either. The asset allocation approach is normally used by large investors, such as pension funds, but some small investors do it, too.

Investing 130

Investing Mutual Funds Pension Funds Education 130

The Big Picture

APRIL 11, 2023

And let’s face it, dividends really never made sense as a way of returning cash to equity investors. RITHOLTZ: If you’re a long-term investor, you want to see the capital — DAMODARAN: But, also, if you think about equity as a residual claim, which is the way I think about it, you get whatever is left over.

Education 119

Education Financing Finance Taxes 119

Pension Pulse

MARCH 27, 2025

About Ontario Teachers Ontario Teachers' Pension Plan Board (Ontario Teachers') is a global investor with net assets of $266.3 Ontario Teachers' is a fully funded defined benefit pension plan, and it invests in a broad array of asset classes to deliver retirement security for 343,000 working members and pensioners.

Portfolios 59

Portfolios Investing Assets Mutual Funds 59