The Motley Fool

MAY 10, 2024

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per share basis.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

The Motley Fool

MAY 1, 2024

These flows reinforce the benefits of our large and strategic global client relationships and the power of our mutually reinforcing business system to grow our asset management fees. Additionally, higher incentive fees and seed and co-investment income resulted in an increase in other related revenues.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Assets Capital 130

The Motley Fool

AUGUST 9, 2024

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per-share basis. After which, we'll be happy to take your questions. at the end of the second quarter.

Capital 130

Capital Asset Management Securities and Exchange Commission (SEC) Debt 130

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 Mutual Funds 130

The Motley Fool

MARCH 20, 2024

We further enhanced our operating profit growth from gross profit growth through operating leverage. Second, and more importantly, we're committed to operational efficiency and disciplined resource allocation, which includes thoughtful staff distribution and effective marketing expense management.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

The Motley Fool

OCTOBER 30, 2024

We leverage our development capabilities to explore innovation and bitcoin applications, integrating analytics expertise with our commitment to digital asset growth. These capital market levers allow us to deploy intelligent leverage to increase our bitcoin holdings in a manner which we believe has created shareholder value.

Leveraging 130

Leveraging Shareholders Debt Capital 130

The Motley Fool

MAY 2, 2024

We reported another strong quarter of results for Blue Owl this morning with 12 straight quarters in consecutive management fee and FRE growth since we've been a public company. Management fees are up 22% and 92% of these management fees are from permanent capital vehicles. Thank you very much, Ann.

Capital 130

Capital Asset Management Management Fees Assets 130

The Motley Fool

OCTOBER 17, 2024

We have virtually no net debt, no insurance liabilities and a share count that is almost unchanged over the past seven years despite the extraordinary growth we've achieved. Notwithstanding the temporary impact from these fee holidays, management fees in the third quarter increased 8% year over year to a record $1.8

Debt 130

Debt Management Fees Assets Capital 130

The Motley Fool

AUGUST 1, 2024

Over the last 12 months, we have generated 23% fee-related earnings growth at 19% distributable earnings growth from the prior-year period. And since becoming a public company, we have had 13 consecutive quarters of management fee and FRE growth, highlighting both the stability and strength of our business.

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

The Motley Fool

OCTOBER 15, 2024

With NII now growing and complementing our fee growth along with our continued solid expense discipline, we expect to return to operating leverage as we move through the quarters in 2025. billion growing 8% over the prior year, led by 14% growth in asset management fees that Brian highlighted earlier. Alastair M.

Banks 130

Banks Leveraging Assets Capital 130

The Motley Fool

JANUARY 16, 2025

And even though spending increases in brand, people, and technology, and strong fee growth, which drove incentive and transaction processing costs higher, we managed to create operating leverage in the fourth quarter. The good news is we created operating leverage in the quarter. Our supplementary leverage ratio was 5.9%

Banks 130

Banks Leveraging Capital Accounting 130

The Motley Fool

FEBRUARY 7, 2024

Prismic will enhance our mutually reinforcing business system and drive future growth by leveraging our differentiated brands, global asset and liability origination capabilities, and multichannel distribution. In addition, we entered into a reinsurance agreement with Somerset Re for a $12.5 Turning to Slide 5. Results of our U.S.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Liabilities 130

The Motley Fool

JANUARY 19, 2024

Secondly, we had the best year we've probably ever had in treasury management as we see increases in the number of operating accounts that we are -- that we're originating and services we're providing to customers. On the operating leverage side, I mean, your guidance implies negative operating leverage unsurprisingly for 2024.

Banks 130

Banks Leveraging Capital Portfolios 130

The Motley Fool

AUGUST 2, 2024

Our AA rating reflects our healthy capital position including more than $4 billion in highly liquid assets at the end of the second quarter, a high-quality well-diversified investment portfolio, and a disciplined approach to asset liability management. Retirement strategies generated strong sales of $7.5

Assets 130

Assets Capital Liabilities Collateral 130

The Motley Fool

AUGUST 4, 2023

Two additional key performance indicators that management will be discussing on this call are net asset value or NAV and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is reported on a per share basis. Fee income decreased 1.4 We are very pleased with our performance in the second quarter.

Capital 147

Capital Asset Management Securities and Exchange Commission (SEC) Assets 147

The Motley Fool

JANUARY 12, 2024

Adjusted full year revenue grew 5% on a back of 9% NII improvement and strong asset management fees and sales and trading results. We achieved 170 basis points of operating leverage in 2023, as heightened quarterly expense levels were driven lower throughout the year, even as the investments in growth continued. billion in Q4.

Banks 130

Banks Taxes Accounting Assets 130

The Motley Fool

NOVEMBER 5, 2024

These spreads are based on our short-term nominal cost of capital that measures the year-one dilution from utilizing external capital and excess free cash flow on a leverage-neutral basis to fund our investment volume. Our leverage, as measured by net debt to annualized pro forma adjusted EBITDA was a healthy 5.4

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

AUGUST 2, 2023

We are confident that our strategy and mutually reinforcing business mix, which leverages the combined strength of our brand, global asset and liability origination capabilities, and multi-channel distribution will enable us to drive future growth and continue to expand access to investing, insurance, and retirement security.

Assets 100

Assets Capital Liabilities Asset Management 100

The Motley Fool

AUGUST 3, 2023

It's prudent to reduce leverage -- but Jeff, I think you indicated before at NAREIT that you thought raising equity in the $25 to $27 range would be appropriate. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. Your stock is up 18% year-to-date.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Debt Asset Management Capital 130

The Motley Fool

APRIL 30, 2024

So, in other words, as we grow our CLO business and we create management fees for Sculptor or we make investments in other things, whether it would be alongside Sculptor or actually in Sculptor. As we look at Great Ajax, it's a platform that's going to be externally managed, assuming that shareholder vote is affirmative for us.

Capital 130

Capital Enterprise Values Assets Banks 130

The Motley Fool

APRIL 12, 2024

Asset & Wealth Management reported net income of $1 billion with pre-tax margin of 28%. Excluding net investment valuation gains in the prior year, revenue was up 5% driven by higher management fees on strong net inflows and higher average market levels, partially offset by lower NII due to deposit margin compression.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Investment Banks Investment Banking 130

The Motley Fool

JULY 26, 2024

But you mentioned their equities trading, which was really strong, their investment banking fee growth, which was 29% year over year, which came from a very low bar, but now more companies are going public, more M&A activities happening, and the banks are a big beneficiary of that. Ricky Mulvey: Just so I'm setting the table a little bit.

Banks 130

Banks Investment Banks Investment Banking Portfolios 130

The Motley Fool

FEBRUARY 15, 2024

Our servicing activities, including recurring servicing fees and related placement fees, generated Q4 revenues of $121 million, up 18% year over year, offsetting the majority of the decline from investment management fees. Those are the challenges. But there are opportunities. The Motley Fool has a disclosure policy.

Debt 100

Debt Finance Financing Banks 100

The Motley Fool

FEBRUARY 2, 2024

yield after management fees and actual capex and generated a 10.6% But for Camden Vantage, we are showing this at using actual capex and a management fee at a 5.75% cap rate, tax adjusted 5.65% cap rate, and an AFFO yield before management fees of 6.09%. The community was sold at an approximate 5.5%

Debt 130

Debt Taxes Capital Assets 130

The Motley Fool

FEBRUARY 21, 2024

As a reminder, in April of 2021, our company entered into a limited partnership agreement with Pelion Ventures in Draper, Utah, to manage the Medici portfolio. This partnership came with an annual management fee, in addition to upside deal economics, in exchange for them nurturing these companies and building value.

Assets 130

Assets Banks Shareholders Portfolios 130

The Motley Fool

JULY 14, 2023

We leverage our unique assets and capabilities to serve corporates, financial institutions, investors, and individuals with global needs. In fact, consistent with our strategy, we continue to leverage our retail network to drive 25,000 wealth referrals year to date through May, up 18% year over year. We maintained a very strong $2.4

Banks 130

Banks Capital Investment Banks Investment Banking 130

The Motley Fool

FEBRUARY 27, 2024

We collected 100% of contractually due base rent and property management fees from our operating portfolio in Q4. As for the first two months of 2024, we collected 100% of contractually due base rent and property management fees from our operating portfolio. Moving on to rent collection.

Taxes 100

Taxes Assets Capital Debt 100

The Motley Fool

NOVEMBER 5, 2024

million at the end of the third quarter with net leverage of about 1.5x. So, in the industry, the availability of like e-commerce options keeps increasing, whether it's the broader assortment or wider delivery radius or even maybe more manageable fees. We ended the quarter with $68.7 million of cash. Total debt was $429.3

Taxes 130

Taxes Accounting Consultants Consulting 130

The Motley Fool

MAY 14, 2024

We've read about -- you've talked about ad tech upgrades, so will we leverage video accounts, live streaming, and mini program, maybe on an ROI-based ad products? It will not generate an immediate revenue upon withdrawal, but it will be turned into an asset under management and would continue to generate wealth management fees over time.

Accounting 130

Accounting Business Services Portfolios Shareholders 130

The Motley Fool

JANUARY 15, 2025

Middle market banking revenue was down 2% from a year ago, driven by lower net interest income, reflecting higher deposit costs, partially offset by growth in treasury management fees. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

FEBRUARY 6, 2024

In addition, it also enables us to acquire Bitcoin through the use of excess cash or proceeds from equity capital raises or corporate debt capital raises, and to pursue software innovations that leverage the Bitcoin blockchain. As an operating company, we can make use of intelligent leverage. One, cash flow from software operations.

Leveraging 130

Leveraging Debt Assets Shareholders 130

The Motley Fool

APRIL 18, 2024

And now we've transitioned to addressing the sector's growing power needs, leveraging our sizable energy infrastructure platform, which includes the largest private renewables developer in North America. The firm itself could not be in a stronger position with minimal net debt and no insurance liabilities, allowing us to distribute $4.7

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

MAY 1, 2024

And moving forward, we expect to leverage our investment to support margin expansion while continuing to innovate and lead other parties in in technology. We anticipate the real estate transaction costs will decrease as we leverage technology more effectively and move through the typical seasonal variation in 2024. I'll start with NPS.

Accounting 130

Accounting Liabilities Legal Leveraging 130

The Big Picture

JUNE 13, 2023

The exposure you get in investment banking, I was a leveraged finance banker by background. You get this exposure, you’re a young analyst, associate, you get to go on the road show with management teams. CHABRAN: Maybe because I come from a leverage finance background, as I told you, I tend always to focus on the downside.

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

FEBRUARY 22, 2024

We're leveraging technology and increasing our operational efficiencies. We will continue to leverage our technology to improve operational efficiency and productivity. So, there's definitely what we call risk management. So, there's some risk management fees because just our legal costs are going up significantly.

Legal 100

Legal Management Fees Leveraging Accounting 100

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

Pension Pulse

FEBRUARY 22, 2024

The current exposure enables leveraging the potential of these stocks, while avoiding an overconcentration as evidenced in the markets. I’m especially proud of our teams’ work across all asset classes, who, together, leveraged their expertise and networks to meet the growth and international expansion objectives of Québec companies.

Returns 59

Returns Pension Funds Assets Debt 59