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 Finance 52

The Motley Fool

OCTOBER 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. First, as of September 30, 2024, total net investments, that is our entire publicly traded investment portfolio plus cash minus debt, summed up to $30.3

Liabilities 130

Liabilities Performance Fees Capital Portfolios 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. Alternatives have taken meaningful share of public equity portfolios over the past 30 years but little on the fixed-income side. billion or $0.95

Assets 130

Assets Debt Banks Capital 130

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. They get trained at great places.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. But it’s interesting that you really can pinpoint the difference in return because there’s this sort of impatient or overzealousness in trading your portfolio. MIELLE: So there you go. MIELLE: Exactly.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

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 Big Picture

JUNE 13, 2023

Today they can effectively allocate capital into strategies which will create a compounding effect to their portfolio. And I think this is where the industry should be heading. Because what was, I don’t know, three, four percent in some strategies two years ago, now can be eight to 10. As I said, private credit is another one.

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

DECEMBER 23, 2024

The simplicity is actually a key feature for long-term success that can help your portfolio perform better than the vast majority of professional fund managers out there. Reasons for poor performance It's strange to think that such an easy-to-understand and effortless strategy can do so well. Image source: Getty Images.

Stock Market 246

Stock Market Stock Market Mutual Funds Exchange-Traded Funds 246

Private Equity Wire

JANUARY 17, 2025

As alternative asset managers face challenges in attracting institutional capital, they are increasingly targeting retail investors. Last year, BlackRock and Partners Group Holding AG partnered to create a “one-stop portfolio” that allows retail investors to access a variety of private assets. above an 8% hurdle.

High Net Worth Individuals 96

High Net Worth Individuals Accredited Investors Investors Funds 96

The Motley Fool

JANUARY 15, 2025

Excluding the prior year's net investment securities losses, it was up 21%, largely on higher asset management fees and investment banking fees. 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.

Banks 243

Banks Investment Banking Investment Banks Capital 243

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 Finance Financing Management 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