Private Equity Wire

JANUARY 13, 2025

Buyout firms have long relied on controversial loans backed by equity stakes to enhance fund returns, but growing investor criticism has triggered a slowdown, according to a report by Bloomberg UK. This shift partly reflects a rebalancing of power, enabling LPs in private equity funds, such as pension funds to exert influence over GPs.

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The Motley Fool

JULY 29, 2023

To complicate things, mortgage REITs generally use leverage, often backed by the value of the CMOs it owns, in an attempt to enhance returns. Image source: Getty Images. A lot can go wrong. For example, CMOs trade regularly, so the value of the portfolio will rise and fall, much like the value of your stock portfolio.

Collateral 246

Collateral Pension Funds Investing Leveraging 246

Private Equity Insights

SEPTEMBER 13, 2023

In recent years, it has stepped up its investment in health care, infrastructure, technology, mobility, clean energy and life sciences, and has teamed up with private equity companies, pension funds and other investors as it expands its portfolio of assets.

Capital 246

Capital Investing Private Equity Firms Private Equity Firms 246

Private Equity Insights

FEBRUARY 9, 2024

billion) for a credit fund for Australia and New Zealand, as it seeks to capitalize on opportunities created by banks retreating from leveraged lending. The Ares Asia Direct Lending fund, the company’s first leveraged buyout vehicle for the region, has deployed over A$1.04 billion) for a credit fund for Australia and.

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The Motley Fool

JANUARY 10, 2024

And such REITs often employ leverage, usually using their loan portfolio as collateral, to enhance returns. In some ways, a mortgage REIT is more like a mutual fund than a company. That list might include pension funds, endowments, and insurance companies. And they are certainly nothing like a landlord.

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Mutual Funds Investing Collateral Pension Funds 243

Pension Pulse

MAY 14, 2024

The inflows have helped a slew of hedge funds and other money managers, including GoldenTree Asset Management, Sculptor Capital Management, Carlyle Group Inc. CLO equity — a small slice of the resurgent market for CLOs that bundle leveraged loans into bonds with varying safety ratings — is actually a form of deeply subordinated debt.

Pension Funds 59

Pension Funds Collateral Funds Hedge Funds 59

Private Equity Wire

MAY 13, 2024

In Europe, regulations limit how much insurers and pension funds can allocate to these higher-risk strategies, resulting in historically low direct participation, according to Dan Robinson, Head of Alternative Credit for Europe, the Middle East, and Africa at Deutsche Bank’s asset-management arm DWS Group.

Pension Funds 59

Pension Funds Hedge Funds Funds Asset Management 59

The Motley Fool

NOVEMBER 29, 2023

AGNC's business is to buy portfolios of mortgages using leverage, often backed by the portfolio of mortgages it owns, in an effort to earn the spread between the REIT's interest costs and the interest it collects from the portfolio. It's fairly easy to understand buying a property and renting it out, like what Realty Income does.

Pension Funds 245

Pension Funds Leveraging Portfolios Funds 245

Private Equity Insights

FEBRUARY 9, 2024

Billion for Australia Private Credit Fund Ares Management Corp. billion) for a credit fund for Australia and. read more Dutch Pension Fund Divests $3B from Fossil Fuel Firms Dutch pension fund PFZW has completed a $3.02 Read more Ares Raises $1.7 has raised A$2.6 billion ($1.7 billion (EUR 2.8

Leveraged Buyouts 130

Leveraged Buyouts Pension Funds Buyout Leveraging 130

Pension Pulse

FEBRUARY 10, 2025

Oliver Haill of Collective Investments also reports BBGI Global Infrastructure agrees takeover by Canadian pension fund: BBGI Global Infrastructure SA (LSE:BBGI) has received a 1.6 billion all-cash offer from Canadian pension fund manager British Columbia Investment Management (BCI). BBGI Global Infrastructure S.A.

Pension Funds 59

Pension Funds Education Stakes Asset Management 59

Private Equity Insights

JANUARY 26, 2024

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up In keeping with its predecessor fund, Fund VI will focus on acquiring businesses with leading positions in niche addressable markets that provide mission-critical products or services. Kirkland & Ellis provided legal counsel.

Capital 130

Capital Pension Funds Funds Legal 130

Private Equity Wire

MARCH 14, 2025

The countrys expanding pension fund capital base and increasing corporate restructuring activity are fuelling strong interest from alternative investment firms worldwide. With lower interest rates expected to further support leveraged buyouts, 2025 is shaping up to be an active year for dealmaking, Deloitte reported.

Leveraged Buyouts 45

Leveraged Buyouts Buyout Private Equity Firms Private Equity Firms 45

Pension Pulse

SEPTEMBER 11, 2023

Willis Towers Watson put out a press release stating the world’s top pension funds see the largest assets fall in 20 years: North America now accounts for nearly half of assets in world’s 300 largest pension funds ARLINGTON, Va., increase in the assets of the largest 300 pension funds in the previous year.

Pension Funds 59

Pension Funds Assets Funds Asset Management 59

Private Equity Wire

MARCH 5, 2025

The Los Angeles City Employees Retirement System (LACERS) has approved significant commitments totalling $367m to private credit and private equity funds, as outlined in the materials presented at its 25 February board meeting, according to a report by Pension & Investment Online.

Buyout 45

Buyout Pension Funds Investing Leveraging 45

Private Equity Insights

JULY 4, 2023

Investors in NPV ESG include KLP, a German occupational pension fund, and a large Nordic pension fund. The fund’s projects will be backed by long-term stable cashflows, backed by robust, credit-worthy PPAs leveraging the team’s OECD-based PPA expertise, as well as regulated revenues.

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Due Diligence Pension Funds Private Equity Firms Private Equity Firms 130

Private Equity Insights

JULY 17, 2023

Crown Growth Opportunities IV (CGR IV), the organization’s fourth international venture capital fund, underwent a final close at LGT Capital Partners Trough co-investments, secondaries, and funds, the Crown Growth Opportunities Fund IV collaborates with venture capital firms.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Venture Capital Capital 130

Private Equity Insights

JUNE 8, 2024

Direct Investments Many pension funds and endowments have hit the limit for how much they can allocate to private equity, leaving buyout firms to turn to increasingly sophisticated wealthy families or sovereign funds. The shift is catching the eye of major investment banks.

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Buyout Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Insights

JUNE 15, 2023

As with its predecessor equity funds, TA XV will target equity investments in high-quality businesses capable of delivering sustainable growth within the technology, healthcare, financial services, consumer and business services sectors.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Pension Funds Funds 130

The Motley Fool

JUNE 22, 2024

It earns the difference between the yield on the securities it owns and the costs it incurs to invest, which often include interest costs because of the use of leverage in an effort to enhance returns. The use of leverage can enhance returns, but it can also increase losses. There are a lot of moving parts here.

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Investing Mutual Funds Pension Funds Leveraging 130

Private Equity Wire

JANUARY 28, 2025

The Canadian pension funds acquired Santanders stake in 2016, becoming equal owners. The firm has been actively investing in the sector, leveraging its deep expertise in infrastructure and its ability to deploy large-scale capital. gigawatts (GW).

Pension Funds 104

Pension Funds Conglomerates Bidding Banks 104

Pension Pulse

NOVEMBER 4, 2024

Although Ziply generates cash flow, it is currently owned by private equity backers – including three Canadian pension funds – and they have put $2-billion of net debt on its balance sheet. telecom-focused private equity fund WaveDivision Capital, LLC. In all, BCE’s total debt level will remain roughly where it is now.

Pension Funds 59

Pension Funds Debt Stakes Assets 59

Private Equity Wire

OCTOBER 18, 2024

Danish pension fund P+, which serves academics, has appointed Henrik Küseler, in a newly created position as Director and Co-Lead of Strategic Initiatives within its Alternatives team, according to a report by AMWatch.

Pension Funds 96

Pension Funds Leveraging Assets Capital 96

Private Equity Wire

SEPTEMBER 30, 2024

StepStone Group Inc has held the final close of StepStone Secondary Opportunities Fund V (SSOF V) and related separate accounts with $7.4bn of capital commitments. With $4.8bn of aggregate capital commitments, SSOF V is more than double the size of its predecessor fund.

Pension Funds 98

Pension Funds Funds Asset Management Leveraging 98

Private Equity Insights

MARCH 17, 2023

Question is: Can it become a one-stop shop for pension funds, endowments, insurers, and sovereign wealth funds eager for exposure to every major alternative-asset class — without diminishing its private credit franchise? The attractions of sticking with private credit are obvious. Whenever he approaches a U.S.

Pension Funds 130

Pension Funds Buyout Leveraged Buyouts Asset Management 130

Private Equity Wire

AUGUST 1, 2024

The new fund, Ares Private Credit Fund VI (APCF VI), which surpassed its initial fundraising target, will focus on providing flexible and innovative financing solutions to middle-market companies across North America and Europe, emphasising senior secured loans, subordinated debt, and other private credit instruments.

Pension Funds 105

Pension Funds Hedge Funds Funds Asset Management 105

Private Equity Wire

APRIL 3, 2024

Fund V is larger than its two predecessor funds, Fund IV and Find III, which raised €230m and €95.8m, respectively. As the firm’s first completely pan-African fund, Fund V will leverage the firm’s extensive on-the-ground presence with seven offices on the continent.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Pension Funds Funds 98

Private Equity Wire

AUGUST 2, 2024

The partnership between Phoenix Group, the UK’s largest long-term savings and retirement business, and Schroders, a global investment manager, will leverage Phoenix Group’s significant balance sheet strength and Schroders’ investment acumen to provide clients with access to private market investments.

High Net Worth Individuals 92

High Net Worth Individuals Pension Funds Investing Leveraging 92

Private Equity Wire

MARCH 20, 2024

Middle-market private equity and credit investment firm Comvest Partners has closed its sixth flagship private equity fund, Comvest Investment Partners VI (CIP VI), with total capital commitments of $881m. CIP VI attracted commitments from foundations, insurance companies, pension funds, asset managers, consultants and family offices.

Pension Funds 98

Pension Funds Funds Buyout Consulting 98

The Motley Fool

DECEMBER 21, 2023

Then there's the fact that mortgage REITs like Annaly tend to use leverage to enhance returns. The portfolio of mortgages is often used as collateral for that leverage, which can be a problem if CMO values fall dramatically. That's a spread trade, and it's very different from owning a physical property.

Capital 130

Capital Collateral Pension Funds Leveraging 130

Private Equity Insights

DECEMBER 15, 2023

The fund invests in North America and Europe , supporting the growth of companies primarily within the clean power generation, transmission, storage, energy efficiency and industrial decarbonization sectors, as well as associated services and supply chain businesses.

Capital 130

Capital Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Insights

NOVEMBER 28, 2023

It studied a sample of funds and found that the average private sector mobilisation ratio – private sector capital leveraged by concessional capital – was 1.8. “Pension funds are not comfortable with emerging market risk for 25 years,” Nikolova said.

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Private Equity Insights

NOVEMBER 6, 2023

Fund IV received strong support from both existing and new investors comprising a broad range of leading global institutions, including public and private pension funds, consultants, foundations, endowments, and family offices.

Best Practices 130

Best Practices Funds Private Equity Firms Private Equity Firms 130

Private Equity Wire

DECEMBER 14, 2023

Fund III will continue Ara’s strategy of investing in the decarbonization of the industrial economy, the greatest source of carbon emissions globally.

Capital 95

Capital Pension Funds Buyout Leveraging 95

The Motley Fool

AUGUST 28, 2024

On top of that, REITs like AGNC tend to use leverage to enhance their returns, often backed by the value of their loan portfolio. This isn't the way most income investors think about investing, but it is the way asset allocators and some larger investors do, such as pension funds.

Mutual Funds 130

Mutual Funds Initial Public Offering Investing Pension Funds 130

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.

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Funds Bidding Private Equity Firms Private Equity Firms 130

The Motley Fool

SEPTEMBER 30, 2024

On top of that, mortgage REITs like Annaly generally employ leverage in an effort to enhance returns. Entities like insurance companies and pension funds could find it a very useful tool. There are a lot of complex factors involved that are hard to track unless you are closely watching and analyzing the industry.

Capital 130

Capital Initial Public Offering Collateral Pension Funds 130

The Motley Fool

JUNE 14, 2024

In fact, the most common asset allocators are large investors like pension funds, family offices, and endowments. They tend to use leverage, often with the portfolio of mortgage securities acting as collateral. That's not likely to be a small income investor. The company is doing what it is supposed to do. That increases risk.

Capital 130

Capital Mutual Funds Collateral Pension Funds 130