The Motley Fool

JULY 31, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. During the quarter; Newrez, our mortgage company; Genesis, our RTL lender, and our portfolio of assets generated very strong returns.

Capital 130

Capital Amortization Shareholders Financing 130

The Motley Fool

AUGUST 5, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Portfolio NOI, which includes our international properties at constant currency, grew 4.8% We're basically out of the portfolio business.

Assets 130

Assets Portfolios Capital Investors 130

The Motley Fool

AUGUST 8, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. We believe our portfolio consists of an attractive balance across different customer types and sizes and revenue models across fees and risk.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Liabilities Leveraging 130

The Motley Fool

JULY 28, 2023

And united, delivered by our colleagues gives us the ability to meet this demand and balance across our portfolio, capitalizing on innovation and momentum and investing to meet demand. We will continue to actively manage the portfolio and assess all capital allocation decisions on an ROIC basis. So, that's on the risk capital side.

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. And … it’s a portfolio that represents $130 billion out of $424 (billion).”

Pension Funds 52

Pension Funds Assets Debt Financing 52

The Motley Fool

FEBRUARY 4, 2025

And look, the point is this, how we cloudify ourselves to operate efficiently in a multi-cloud, hybrid architecture world is informing how we innovate and commercialize our product and services portfolio for our customers. Is that revenue largely recurring, or were there one-time delivery or performance fees lumped in there?

Debt 130

Debt Assets Leveraging Shareholders 130

The Motley Fool

JULY 31, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. The first one you called out I think was a performance fee you received related to the chronic care business. Please go ahead.

Leveraging 130

Leveraging Taxes Returns Shareholders 130

Pension Pulse

MAY 24, 2023

“Despite significant declines in global equity and fixed income markets during our fiscal year, our investment portfolio remained resilient, delivering stable returns while outperforming major indexes.” So we kind of had headwinds and tailwinds in the portfolio, which is the point of diversification,” Graham said. CPP said it earned 1.3

Investing 52

Investing Stakes Pension Funds Assets 52

The Motley Fool

AUGUST 2, 2023

Our profit growth year on year was driven by the high flow-through margins from incremental technology and services, fee-based business, continued maturation of our Performance Suite portfolio, acquired revenue from NIA plus initial benefits from our integration work. And that's it for me.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Leveraging Capital Prospects 100

The Big Picture

FEBRUARY 28, 2023

Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. When you add together all of our portfolio companies, it’s effectively $100 billion enterprise — RITHOLTZ: Wow. You sit on the board of directors on a number of portfolio companies.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

JUNE 13, 2023

But I also learned along the way that you rarely die, I mean as a company, from your P&L or from your assets, but you always die from your liabilities. Coming back to my comment, again, it’s your liability side. And I think this is where the industry should be heading. And there’s been plenty of comment there.

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

JULY 15, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. And they the benefit of our clients' portfolios; they fuel organic growth. Consider when Nvidia made this list on April 15, 2005.

Assets 130

Assets Liabilities Leveraging Asset Management 130

The Motley Fool

JANUARY 15, 2025

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Clients want to consolidate more of their portfolios with a partner that's with them for the long term. billion in revenues. billion in revenues.

Assets 130

Assets Shareholders Capital Asset Management 130

The Motley Fool

JANUARY 15, 2025

billion was up 13% year on year, predominantly driven by growth in management fees on higher average market levels and strong net inflows, as well as higher performance fees. We do run extensive stress tests on the sensitivities to the portfolio -- of the portfolio to rate shock. Revenue of 5.8 Expenses of 3.8

Banks 243

Banks Investment Banks Investment Banking Capital 243

The Motley Fool

JULY 18, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. This data also alerts us to major paradigm shifts, which is essential for any top-performing asset manager.

Assets 130

Assets Financing Finance Management Fees 130

The Motley Fool

JANUARY 25, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. The traditional 60-40 portfolio lost value, down 3%. Our portfolio consists of over 230 companies.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

OCTOBER 29, 2024

In Newrez, we have a portfolio of $875 billion-ish of mortgage servicing rights, which include both owned servicing rights and third-party servicing. And again, we have an $875-ish billion servicing portfolio. large portfolio service over 4 million customers, huge third-party business as we grew through our SLS acquisition.

Capital 130

Capital Asset Management Assets Performance Fees 130

The Motley Fool

JANUARY 30, 2025

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Today, with $55 billion in outstanding investment performance, BIP has exceeded our initial and predictably very high expectations.

Management Fees 130

Management Fees Assets Capital Funds 130