Pension Pulse

MAY 22, 2024

Ian Bickis of The Canadian Press reports CPP Investments earned 8 per cent in latest fiscal year, net assets rose to $632 billion: Canada's biggest pension fund earned an eight per cent return last year, but significantly underperformed the 19.9 per cent return of its reference portfolio. billion Net annual return of 8.0%

Investing 59

Investing Pension Funds Stakes Assets 59

Pension Pulse

SEPTEMBER 4, 2024

Assets such as data centers, mobile phone towers and fiber networks have become popular targets for investors, given their stable returns and strong growth prospects as humanity becomes increasingly reliant upon technology. The deal triggers a large performance fee for ASX-listed Macquarie Group, which manages the fund.

Investing 59

Investing Asset Management Stakes Assets 59

The Motley Fool

JULY 28, 2023

See the 10 stocks *Stock Advisor returns as of July 27, 2023 To this end, we recently announced the placement of a parametric insurance program for the government of Puerto Rico. I know you had highlighted difficult comp on performance fees in the quarter. and Aon Plc wasn't one of them! billion of share repurchase year to date.

Capital 100

Capital Business Services Debt Liabilities 100

Pension Pulse

AUGUST 17, 2023

per cent return for the first half of 2023 despite volatile market conditions, with contributions coming from a fixed-income portfolio that was boosted by both higher interest rates and infrastructure bets that can act as a hedge against inflation. Today, with interest rates that are higher than four per cent, (and) credit returns that are 7.5

Pension Funds 52

Pension Funds Assets Debt Financing 52

The Big Picture

JULY 4, 2023

Ilana Weinstein returns to tell us about all the competitive recruiting and superstar talent she’s been working with over the past couple of years. And I’m not returning the call, right? WEINSTEIN: He’s put up great consistent returns and he’s been very commercial as to how he’s grown the fund.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

Pension Pulse

MAY 24, 2023

return for year: The Canada Pension Plan Investment Board posted a net return of 1.3 The CPP fund has a 10-year net return of 10 per cent. That beat the fund’s reference portfolio (an internal benchmark it sets for itself), which had a return of just 0.1 CPP said it earned 1.3

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

JUNE 13, 2023

The exposure you get in investment banking, I was a leveraged finance banker by background. Because for what we do, and I mean, you know the business, Barry, like risk underwriting is about effectively scaling the risk, the return. I think it was a great training. I think we learned a lot. And we were in a very awkward environment.

Banks 59

Banks Asset Management Assets Capital 59

The Big Picture

MARCH 27, 2023

And these were real bankruptcies, led by a supply-demand imbalance, too much leverage and not enough demand for the products. So there were just a ton of distressed, and therefore returns were easier to come by. RITHOLTZ: You cite in the book a study that says, men over trade so much that it reduces their risk-adjusted returns by 2.6

Hedge Funds 114

Hedge Funds Funds Assets Financing 114

The Motley Fool

APRIL 12, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. See the 10 stocks *Stock Advisor returns as of April 8, 2024 Martin Small -- Chief Financial Officer Thanks, Chris, and good morning, everyone.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

The Motley Fool

FEBRUARY 21, 2025

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*. Learn more *Stock Advisor returns as of February 7, 2025 And now, I'd like to turn the call over to Evolent's CEO, Seth Blackley.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Performance Fees Capital 130

The Motley Fool

JANUARY 12, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. billion was 7% higher year over year, driven by the impact of higher markets on average AUM and higher performance fees. Operating income of 6.6

Assets 130

Assets Shareholders Asset Management Capital 130

The Big Picture

FEBRUARY 28, 2023

So it used to be within private markets that you would find a good business, apply quite a bit of leverage to it, at least in the private equity business, and be able to make a pretty good return by buying good solid businesses as they are. Leverage levels have come down materially. LAYTON: Leverage levels have changed.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

FEBRUARY 4, 2025

Learn more *Stock Advisor returns as of February 3, 2025 Kate Johnson -- President and Chief Executive Officer Thanks, Jim, and thanks to everybody for joining the call today. With a combination of improved revenue mix and cost takeout, we see Lumen returning to full year EBITDA growth in 2026.

Debt 130

Debt Assets Leveraging Shareholders 130

The Motley Fool

JULY 15, 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 15, 2024 Larry Fink -- Chairman and Chief Executive Officer Thank you, Chris. Operating income of 1.9

Assets 130

Assets Liabilities Leveraging Asset Management 130

The Motley Fool

JANUARY 15, 2025

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 January 13, 2025 Martin Small -- Chief Financial Officer Thanks, Chris. Operating income of 8.1

Assets 130

Assets Shareholders Capital Asset Management 130

The Motley Fool

JANUARY 25, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. Stepping back, over the last two years, the campaign by central banks to control inflation has resulted in muted returns for most traditional asset classes.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

OCTOBER 29, 2024

See 3 “Double Down” stocks » *Stock Advisor returns as of October 28, 2024 In addition, we will be discussing some non-GAAP financial measures during today's call. per diluted share with a return on equity number of 18% Book value closed the quarter at $6.4 For the quarter, GAAP net income, $97 million, $0.20 per diluted share.

Capital 130

Capital Asset Management Assets Performance Fees 130

The Motley Fool

JANUARY 30, 2025

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*. billion of fee revenues. This performance has fueled exceptional growth with AUM today of $55 billion, up 34% just in the past year alone.

Management Fees 130

Management Fees Assets Capital Funds 130

The Motley Fool

JULY 18, 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*. Even through this period, Blackstone real estate has delivered differentiated performance. Performance has been exceptional.

Assets 130

Assets Financing Finance Management Fees 130