Private Equity Insights

FEBRUARY 9, 2024

The firm has been focused on investor returns as of late. Rothschild and UniCredit acted as financial advisors and Latham & Watkins acted as legal advisor for the transaction. Billion for Australia Private Credit Fund Ares Management Corp. billion) for a credit fund for Australia and. Read more Ares Raises $1.7

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Private Equity Insights

AUGUST 14, 2023

The closed-end fund, with a total capitalization of $500m, will focus on acquiring medical properties and senior housing assets across the United States. With an impressive track record in healthcare real estate, IRA has achieved an average annualized return of 48% and a net equity multiple of 1.7x for its investors.

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Pension Pulse

NOVEMBER 13, 2023

James Hirai of Bloomberg reports Dutch pension funds send shockwaves through euro swap market: Dutch pension funds are plowing cash into long-dated swap contracts, according to strategists, upending one of this year’s most popular trades. The funds, by far the region’s largest with more than €1.5 in a client note.

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Private Equity Insights

JUNE 18, 2024

NorthWall’s systematic sourcing approach, coupled with a focus on creating bespoke funding solutions, enables the firm to structure opportunities that deliver strong downside protection while targeting uncorrelated returns. The Fund received strong support from a large US-based consultant and an Australian superannuation fund.

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Private Equity Insights

AUGUST 30, 2024

We are thrilled to be entering into this partnership, on behalf of our pension fund client ABP and Asset Owner Partners, and we are eager to work closely with the euNetworks team as they continue to develop and further their strategic vision.” UBS and Baker McKenzie acted respectively as financial and legal advisors to APG.

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Private Equity Insights

AUGUST 30, 2024

We are thrilled to be entering into this partnership, on behalf of our pension fund client ABP and Asset Owner Partners, and we are eager to work closely with the euNetworks team as they continue to develop and further their strategic vision.” UBS and Baker McKenzie acted respectively as financial and legal advisors to APG.

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Private Equity Insights

DECEMBER 13, 2023

Fund III will continue Ara’s strategy of investing in the decarbonization of the industrial economy, the greatest source of carbon emissions globally. . We look forward to collaborating with our world-class portfolio company management teams to generate strong returns for our investors in the coming years.”

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Private Equity Professional

SEPTEMBER 17, 2024

Additionally, the firm raised $1 billion in commitments for co-investment vehicles dedicated to investing alongside Fund X. Our consistent and accelerating track record, including significant liquidity returned to investors over the past three years, resonated during our marketing efforts for Fund X.”

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Private Equity Insights

OCTOBER 10, 2023

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up WPGG 14’s limited partners include existing investors in Warburg Pincus’ current funds as well as new investors to the firm. Kirkland & Ellis LLP served as legal advisor for WPGG 14.

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Private Equity Insights

SEPTEMBER 14, 2023

On average, investments have grown more than 20% year on year and realised gross returns of 3.8x and an IRR of 60% across the Verdane platform, which is comprised of its Edda, Idun and Capital funds. We look forward to nurturing these investor partnerships and delivering strong returns.” Source: Verdane Can’t stop reading?

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Pension Pulse

SEPTEMBER 14, 2023

The modest changes at most of the biggest pension funds are a result of compensation philosophies that emphasize long-term performance of the funds, which is typically measured over five-year horizons. BCI posted returns of 3.5 Its long-term incentive plan is based on five- and 10-year returns. per cent, to $5.38-million

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Pension Pulse

MARCH 4, 2025

Stikeman Elliott LLP and Torys LLP served as sell-side legal advisors. About Ontario Teachers Pension Plan Ontario Teachers' Pension Plan Board (Ontario Teachers') is a global investor with net assets of $255.8 We are a fully funded defined benefit pension plan and have earned an annual total-fund net return of 9.3%

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Pension Pulse

JUNE 5, 2023

Amir Barnea, associate professor of finance at HEC Montréal, wrote a comment for the Toronto Star asking if Canada is cracking down on taxes, why does our national pension plan pay less than two per cent?: When it comes to performance, Canada’s national pension fund rightfully boasts impressive results. per cent. “My

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Pension Funds Legal Investing Taxes 52

This is going to be BIG.

MAY 11, 2012

I would say something like, "You should see the number of complicated disclosures I had to had to pay a lawyer tens of thousands of dollars to put into my fund's legal docs," that is, if I could say anything about the fundraising status of any fund that I might have at all. Jersey Shore Ventures anyone?).

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Crowdfunding Startups Funds Venture Capital 116

Pension Pulse

NOVEMBER 23, 2023

The federal government pledged in its fall economic statement on Tuesday to “work collaboratively” with Canadian pension funds to create an environment that encourages them to put more of the trillions of dollars of assets they collectively manage to work domestically. That has put pension fund managers on guard.

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Pension Pulse

JUNE 18, 2024

And Canadians have to understand that [if] the government tries to direct their capital away from being invested for the purpose of maximising risk-adjusted returns, the whole system is at risk. The two of them got together and said, we should make this happen, and that led to the passage of the Pension Management Act 1990.

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Pension Funds Hedge Funds Assets Asset Management 64

Pension Pulse

AUGUST 12, 2024

Former Conservative chancellor Jeremy Hunt also wanted to build a Canadian-style pensions model in Britain, but progress had been slow. Reeves has announced a review, overseen by the new pensions minister Emma Reynolds, to look into how to achieve scheme consolidation and put pension funds to use in promoting UK growth.

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Pension Pulse

OCTOBER 17, 2024

Over the summer, multiple associations representing OMERS members wrote to the government urging it to review governance at the $133-billion pension fund, which invests on behalf of more than 626,000 Ontario public service workers. OMERS earned an investment return of 8 per cent over the past three years and 7.1

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Private Equity Wire

AUGUST 21, 2023

UK's Nest pension scheme to ramp up PE allocations Submitted 21/08/2023 - 12:19pm The National Employment Savings Trust (Nest), one of the UK's largest workplace pension schemes, is planning to boost its allocation to private equity investments in a bid to improve long-term returns, according to a report by the Telegraph.

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American Investment Council

JUNE 11, 2024

The Fifth Circuit Court of Appeals last Wednesday blocked its private-fund disclosure rule.” Over the past decade, the number of private funds has tripled while their value has grown to $26.6 Government pension funds chasing higher returns are among their biggest investors. trillion from $9.8

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Securities and Exchange Commission (SEC) Pension Funds Funds Legal 52

Pension Pulse

MARCH 11, 2024

He expressed confidence in the investment's alignment with long-term, quality digital infrastructure development across Italy, while also anticipating beneficial, long-term, risk-adjusted returns for the fund. billion, vowing to use any legal means possible to challenge the move.

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Stakes Pension Funds Enterprise Values Investing 59

Pension Pulse

SEPTEMBER 6, 2023

Carolina Mandl and Chris Prentice of Reuters report US SEC overhauls rules for $20 trillion private fund industry: The U.S. Advocacy groups have accused the private fund industry of unfair, conflicted and opaque practices that hurt everyday Americans who invest in such funds through their pensions.

Hedge Funds 64

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

Pension Pulse

SEPTEMBER 13, 2023

A report by the Asia Pacific Foundation of Canada found that between 2003 and 2017, Canadian pension funds invested $25 billion in the region. The Ontario Teachers’ Pension Plan Board has had an on-the-ground presence on the continent for over a decade, and currently has offices in Singapore as well as Hong Kong and Mumbai.

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Pension Funds Investment Horizon Assets Asset Management 59

The Motley Fool

AUGUST 2, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. See the 10 stocks » *Stock Advisor returns as of July 29, 2024 And now, I'll turn it over to Charlie. Consider when Nvidia made this list on April 15, 2005.

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Pension Pulse

NOVEMBER 20, 2023

Hong Kong was peacefully returned to Chinese government control in 1997 and the Chinese government committed to protecting Hong Kong’s legislative system and the rights of its citizens for 50 years. Many Canadian pension must now consider non-Canadian alternatives, such as US TIPS. in 2000 to USD $74.7B NAFTA was enacted in 1994.

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Pension Funds Investing Leveraging Assets 59

Pension Pulse

JULY 11, 2024

Investors simply want firms to return to their founding mission: Improving the companies they own. It gets back to the ability to grow the operating performance of the companies and making sure that returns” come from that rather than from “financial leverage,” he tells Bloomberg. Oleg Melentyev, Bank of America Corp.’s

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Pension Pulse

JANUARY 24, 2024

The corporate services teams support the investment groups' activities in areas including finance, operations, digital technology, human resources, legal affairs, communications and risk management. The move follows a similar initiative by Ontario Teachers' Pension Fund, announced last June.

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Pension Funds Best Practices Leveraging Legal 59

Pension Pulse

AUGUST 28, 2024

CPP Investments, the public pension plan’s asset manager, has about $36 billion under management in Latin America, or about 5% of its global portfolio, in sectors from electric utilities and sanitation to real estate, telecoms and logistics. CPP Investments’ strategy aligns with the global trend towards energy transition and sustainability.

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Investing Pension Funds Bidding Stakes 59

The Motley Fool

OCTOBER 11, 2024

Meade -- General Counsel and Chief Legal Officer Good morning, everyone. The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. active fixed income mutual funds. Kapito, and General Counsel Christopher J.

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Assets Leveraging Mergers and Acquisitions Mutual Funds 130

Pension Pulse

AUGUST 1, 2023

Among the wealth of tables is a list of the best and worst-funded of the 58 local pension plans studied, and, yes, you guessed it, the bottom five spots are Chicago plans, with the bottom three at levels far below all others: Municipal employees, 21% funded, Chicago police, 21.8% funded, and Chicago fire, 18.8%

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Pension Pulse

MARCH 25, 2024

The investment in Idealist marks the third by Canada Growth Fund, a $15-billion pool set up by Ottawa to help direct private-sector capital to Canadian technologies that help meet its commitments to reduce emissions. It is managed by PSP Investments, a public-sector pension-fund manager. a unit of Advantage Energy Ltd.

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Pension Pulse

SEPTEMBER 27, 2023

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. Asset allocation decisions represent an important lever that portfolio managers can pull to create excess returns. And markets are crowded.

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Pension Funds Assets Liabilities Funds 52

Pension Pulse

JULY 3, 2024

“The investment horizon for these assets is long and the ability to rebalance in the future is hampered,” warns Marlene Puffer, who joined AIMCo as CIO in 2023 from Canada’s railway pension fund CN Investment Division. net return for the year 2023. Governance has been reviewed and refreshed. The portfolio generated a 9.6%

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Portfolios Due Diligence Pension Funds Debt 59

The Motley Fool

JUNE 20, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. See the 10 stocks » *Stock Advisor returns as of June 10, 2024 This video was recorded on June 17, 2024. Motley Fool Money starts now.

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Pension Pulse

AUGUST 7, 2023

They’re talking about asset management firms, in which public pension funds often have investments, supporting shareholder proposals meant to achieve social justice or climate objectives yet of dubious financial value. But at least they were elected to do so.) Nor is it supported by the empirical evidence.

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Pension Pulse

MAY 17, 2023

you can get equity returns from debt now, and when you invest in debt you have a much higher level of certainty of return relative to equity ownership.” “Now you have some meaningful interest rates and some scarcity of capital as banks are restrained,” Marks said. This is a good climate . . . you

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Debt Pension Funds Banks Due Diligence 52

The Motley Fool

SEPTEMBER 6, 2023

3M 's $6 billion settlement, and how investors should be thinking about the legal issues plaguing the company. See the 10 stocks *Stock Advisor returns as of September 5, 2023 This video was recorded on Aug. It should therefore have been easy for investors to earn juicy returns. Motley Fool Money starts now. It is meaningful.

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