The Motley Fool

DECEMBER 23, 2024

You get the interest rate arbitrage of investing insurance float in higher-returning investments, the direct profits generated by investing its own capital, and asset management fees accrued by investing client funds. Where exactly is Brookfield investing all of this combined capital?

Asset Management 130

Asset Management Conglomerates Assets Management Fees 130

The Motley Fool

DECEMBER 27, 2023

Dividends are more than just yield -- they are a portion of your total return on investment. At nearly 1,300 locations, the company has roughly double the number of third-party managed stores compared to CubeSmart and over 1,000 more than Public Storage.

Assets 245

Assets Management Fees Funds Shareholders 245

The Motley Fool

SEPTEMBER 18, 2024

The S&P 500 has performed well over a long time, averaging total annual returns topping 10% for decades. The ETF's return closely follows the returns of the index (less the management fees the ETF changes). Better still, index funds tend to outperform actively managed mutual funds.

Mutual Funds 130

Mutual Funds Investing Exchange-Traded Funds Management Fees 130

The Motley Fool

NOVEMBER 18, 2024

The REIT plans to be a meaningful co-investor in the fund, enabling it to generate additional income from its investment. In addition, it will receive fees for managing the fund and potentially earn incentive fees. These additional earnings would bolster Realty Income's return on investment," noted Roy.

Pension Funds 130

Pension Funds Capital Management Fees Funds 130

The Motley Fool

NOVEMBER 8, 2024

We also benefited from significant fair value appreciation and the value of our External Investment Manager due to a combination of the continued increase in fee income, growth in assets under management, and broader market-based drivers.

Capital 130

Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

Pension Pulse

MAY 24, 2024

You’d never know it to read the latest annual report from the fund’s managers, the CPP Investment Board, which spends much of its nearly 80,000 words boasting how, thanks to the herculean efforts of its employees and the sophisticated investment stratagems of its managers, it eked out an 8-per-cent return on investment for the CPP’s beneficiaries.

Pension Funds 109

Pension Funds Hedge Funds Investing Assets 109

The Motley Fool

OCTOBER 21, 2024

The trade off I'm making is that I have a capped return, and I'm letting those soldiers do the work that I don't want to do, which is buy bonds. I want someone else to do that, and I'm willing to pay a little bit in terms of a management fee. I don't want to analyze debt securities. Do you think of index funds like that?

Capital 130

Capital Portfolios Returns Funds 130