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 Mutual Funds 130

Pension Pulse

FEBRUARY 22, 2024

Regarding the pension fund's bond assets, CDPQ said the fixed income market was characterized by higher yields and the narrowing of corporate credit spreads. In equity markets, Canada’s second-largest pension fund benefited from its high exposure to the technology sector with a 17.7 and down 0.2% in Canada," CDPQ added.

Returns 59

Returns Pension Funds Assets Debt 59

Pension Pulse

SEPTEMBER 16, 2024

BCI is a pension fund for unionized employees and government employees in British Columbia and Western Canada, with gross assets under management of $250 billion. Consolidation in the industry is likely, with larger managers acquiring smaller ones to expand their strategies and AUM. A few quick points here.

Pension Funds 45

Pension Funds Fee Structure Private Equity Managers Assets 45

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 Management fees decreased by $10 million, remaining broadly in line with the prior year.

Investing 59

Investing Pension Funds Stakes Assets 59

Pension Pulse

AUGUST 7, 2023

They’re talking about asset management firms, in which public pension funds often have investments, supporting shareholder proposals meant to achieve social justice or climate objectives yet of dubious financial value. They could simply carry on trying to maximize returns.

Investing 52

Investing Collateral Pension Funds Asset Management 52

The Motley Fool

AUGUST 2, 2024

With nearly half a trillion dollars of assets under management supporting defined benefit and defined contribution plans, PGIM is a market leader, servicing more than half of the world's 300 largest pension funds, including over two-thirds of the largest 100 U.S. pension plans, and is the largest pension fund manager in Japan.

Assets 130

Assets Liabilities Capital Collateral 130

Pension Pulse

AUGUST 17, 2023

“The renewable energy, telecommunications and transportation sectors, to which (the Caisse) has been exposed for many years, are significant vectors of performance,” the pension fund said. The difference with 2022 is primarily explained by the increase in external performance fees related to increased returns. per cent. “In

Pension Funds 52

Pension Funds Assets Debt Financing 52

The Motley Fool

APRIL 18, 2024

In addition to insurance clients, pension funds and other LPs see the value we're creating in private credit, and there's been a strong response to our product offerings. Fee-related earnings increased 12% year over year to $1.2 billion or $0.95

Assets 130

Assets Debt Banks Capital 130

Pension Pulse

FEBRUARY 16, 2024

The field’s best investment results in recent years have been those of “multistrategy” hedge funds like Ken Griffin’s Citadel and Izzy Englander’s Millennium Management. Their consistent, strong returns might make poring over their13Fs seem like a tempting way to ride their coattails without paying their steep management fees.

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

Pension Pulse

MAY 24, 2023

In private credit, tightening credit conditions resulting from a handful of bank failures and rescues in the United States have opened up opportunities for non-bank players like pension funds, he said. Management fees increased by $165 million, due to an increase in average assets managed by external fund managers.

Investing 52

Investing Stakes Pension Funds Assets 52

The Motley Fool

NOVEMBER 5, 2024

Finally, we believe private capital will enable us to source, acquire, and manage a large percentage of available market opportunities that we currently acquire for the public vehicle. To be clear, this structure will be distinct from a typical private equity style closed-end fund that may have a fixed duration or a narrower opportunity set.

Capital 130

Capital Assets Leveraging Funds 130

Pension Pulse

FEBRUARY 12, 2024

An expansion of the CPP would transfer these risks from individual workers to the government, which is much better placed to manage them, as it can pool risks across all Canadian workers and across generations of workers. The CPP is also fully portable, making it easier to change jobs.

Taxes 59

Taxes Amortization Financing Finance 59

The Big Picture

JUNE 13, 2023

And whilst we were dealing with the same counterparty, the same pension fund, some of their constituents, some of the underlying boards, disagree on the approach to take there. And I think this is where the industry should be heading.

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

JULY 20, 2023

In fact, virtually all of our drawdown funds we've launched in our history, have been profitable for our investors. Our performance has helped secure retirees' pensions, fund students educations, pay healthcare benefits, and protect and grow the savings of individual investors. billion or $0.94

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

Private Equity Wire

JANUARY 24, 2025

Pension funds are calling for more transparency from private equity firms, seeking clearer and standardised reporting on fees and returns, in new guidelines published by the Institutional Limited Partners Association (ILPA), according to a report by the Wall Street Journal.

Pension Funds 93

Pension Funds Private Equity Firms Private Equity Firms Returns 93

The Motley Fool

JANUARY 12, 2024

The integration will nearly double our private markets management fees to over 1.5 billion Fund I to 20-plus billion in the most recent vintages. On our client side, the pension funds and sovereign wealth funds, the asset managers, infrastructure is what they want to invest in.

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

FEBRUARY 23, 2025

Realty Income's recently launched private capital fund management platform opens the door to the massive U.S. Private investors, such as pension funds, private equity, and high-net-worth individuals, own about 90% of the commercial real estate in the U.S. private real estate market.

High Net Worth Individuals 227

High Net Worth Individuals Pension Funds Management Fees Capital 227

Pension Pulse

NOVEMBER 11, 2024

In a news release Thursday, the Alberta government said the “reset” at AIMCo was driven by rising costs at the Crown corporation, including third-party management fees and salaries and benefits that were not matched by a corresponding return on investment. A couple of quick remarks.

Pension Funds 59

Pension Funds Consulting Consultants Finance 59

Pension Pulse

NOVEMBER 12, 2024

Amanda White of Top1000funds reports perfect score sees Norway take out top spot on transparency: Norway’s sovereign wealth fund, Government Pension Fund Global, has topped the list of the most transparent funds according to the Global Pension Transparency Benchmark’s 2024 findings, scoring a perfect 100 out of 100.

Pension Funds 59

Pension Funds Funds Finance Financing 59

Pension Pulse

NOVEMBER 14, 2024

In a statement announcing the board purge, the government said that AIMCo’s third-party management fees increased by 96 per cent in the 2019 to 2023 period, the number of employees increased by 29 per cent and salary, wage and benefit costs increased by 71 per cent. In Kroner’s response, dated Wednesday, Nov.

Management Fees 59

Management Fees Asset Management Pension Funds Assets 59

Pension Pulse

FEBRUARY 26, 2025

return for 2024, sees economic uncertainty ahead: The CEO of Quebecs public pension fund manager said he is counting on its diverse portfolio to help it navigate increasing economic uncertainty as he announced investment returns of nearly $40 billion in 2024. and the Danish pension fund ATP. per cent over 10 years.

Pension Funds 59

Pension Funds Assets Portfolios Banks 59

Pension Pulse

MARCH 20, 2025

The pension funds 2024 returns fell short of its internal benchmark of 12.9 In 2024, the pension funds publicly-traded stocks gained 23.2 billion of investment income the pension fund earned last year - roughly $7-billion - came from currency gains as the gap widened between the U.S. billion) and Credit ($0.9

Pension Funds 59

Pension Funds Assets Liabilities Funds 59

Pension Pulse

NOVEMBER 7, 2024

James Bradshaw and Jefferey Jones of the Globe and Mail report Alberta government fires AIMCo board and CEO, plans to ‘reset focus’: Alberta’s government has fired the CEO and the entire board of Alberta Investment Management Corp. AIMCo), citing a need “to restore confidence” in the provincial pension fund manager.

Pension Funds 64

Pension Funds Management Fees Finance Financing 64

Private Equity Insights

MARCH 13, 2025

Higher fees, including both management and performance charges, also deter employers from integrating such options into their retirement plans. While ETFs typically charge around 0.51% in fees, private equity firms often collect 2% in management fees and 20% of profits. Can`t stop reading?

Private Equity Firms 147

Private Equity Firms Private Equity Firms Fee Structure Pension Funds 147

Pension Pulse

NOVEMBER 21, 2024

The decision to put a senior government official on the board of the arm’s-length pension fund manager raises questions about AIMCo’s continued independence, and whether the move opens the door to the government to exert greater political influence or to steer the pension fund manager toward government priorities.

Pension Funds 64

Pension Funds Finance Financing Consulting 64

The Motley Fool

JANUARY 30, 2025

First, with respect to fee-related earnings. Management fees rose 12% to a record $1.9 billion, including the 60th straight quarter of year-over-year base management fee growth at the firm. We activated the investment period for multiple major drawdown funds in 2024, which contributed full fees in Q4.

Management Fees 130

Management Fees Assets Capital Funds 130