The Motley Fool

JULY 31, 2024

Our second-quarter pre-tax income was $248 million, delivering a 23% ROE, excluding mark-to-market on the owned portfolio. Excluding MSR mark-to-market, our pre-tax income increased 7% quarter over quarter, reinforcing the strength of our balanced business model overall. I believe performance fees typically occur end of year.

Capital 130

Capital Amortization Shareholders Financing 130

The Motley Fool

JULY 14, 2023

Our as-adjusted tax rate for the second quarter was approximately 25%. We continue to estimate that 25% is a reasonable projected tax run rate for the remainder of 2023. The actual effective tax rate may differ because of nonrecurring or discrete items, or potential changes in tax legislation.

Asset Management 130

Asset Management Assets Banks Debt 130

The Motley Fool

JULY 31, 2024

Excluding a nonrecurring, nonincome tax refund in the prior-year quarter, free cash flow was up approximately 25%. I was wondering if you could comment on current BetterHelp tax as we are in the third quarter. The first one you called out I think was a performance fee you received related to the chronic care business.

Leveraging 130

Leveraging Returns Taxes Companies 130

The Motley Fool

JULY 28, 2023

And I think it also helps us to create and deliver the analytics that have historically driven our reinsurance business over to the large corporate clients who have a more acute need today to understand their risk and property exposure to climate change, as well as to cyber liability exposures. So, that's on the risk capital side.

Capital 100

Capital Business Services Liabilities Debt 100

Pension Pulse

MAY 24, 2023

Asset and Geography Mix CPP Investments, inclusive of both the base CPP and additional CPP Investment Portfolios, is diversified across asset classes and geographies: 1 Fixed income consists of cash and cash equivalents, money market securities and government bonds, all net of financing liabilities. Our operating expense ratio was 28.6

Investing 52

Investing Stakes Assets Pension Funds 52

The Motley Fool

APRIL 12, 2024

Total annualized organic base fee growth of 1% reflected seasonally softer flows earlier in the quarter before coming back to target in March. billion increased 11% year over year, driven by the impact of market appreciation over the last 12 months on average AUM and higher performance fees and technology services revenue.

Performance Fees 130

Performance Fees Assets Leveraging Shareholders 130

The Motley Fool

JULY 15, 2024

billion was 8% higher year over year, driven by positive organic base fee growth and the impact of market movements on average AUM over the last 12 months. Higher performance fees and technology services revenue also contributed to revenue growth. Our as-adjusted tax rate for the second quarter was approximately 24%.

Assets 130

Assets Liabilities Leveraging Asset Management 130