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 Returns Taxes Shareholders 130

The Motley Fool

APRIL 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. 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

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

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 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

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 Motley Fool

APRIL 12, 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. Clients choose BlackRock for performance. They continue to consolidate more of their portfolios with us, which is driving our growth premium.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 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

JANUARY 12, 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. At BlackRock, our business is to serve clients with excellence and help them design portfolios for the future. They deliver clients scale.

Assets 130

Assets Shareholders Capital Asset Management 130

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 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 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

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 Capital 130