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 Capital 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. Institutional outflows of $8.9 On a year-to-date basis, we generated $17.1

Capital 130

Capital Assets Liabilities Shareholders 130

The Motley Fool

APRIL 29, 2024

Bitcoin ETPs also benefit from this, offset by the management fees that are charged for those products. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. Leverage provides the opportunity to generate higher returns if the price increases.

Leveraging 246

Leveraging Debt Assets Capital 246

The Motley Fool

MARCH 20, 2024

In wealth management, we generate low take rate but high margin fee income from a large and growing pool of aggregated customer assets by offering customers high-quality products and superb convenience. The products are primarily low risk money market funds and, to a lesser extent, fixed-income mutual funds.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

The Motley Fool

MAY 28, 2024

Their tangible book value is quite literally the value of their assets once you subtract out their liabilities, and so when you have a bank that's trading above its tangible book value, the market is presuming that it will take its book value and continue to generate returns. However, they do not account for commissions are annual fees.

Taxes 130

Taxes Accounting Education Shareholders 130

ClearMoney

DECEMBER 5, 2021

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus before investing.

Returns 52

Returns Debt Mutual Funds Capital 52

ClearMoney

DECEMBER 5, 2021

4Central government debt from International Monetary Fund (2021). 6Central government debt from International Monetary Fund (2021). 7Using data from International Monetary Fund (2021). Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.

Debt 52

Debt Mutual Funds Capital Funds 52