The Motley Fool

APRIL 28, 2024

Owning a portfolio of mortgage securities, as AGNC does, is more like running a mutual fund. However, it is what a lot of large institutional investors do, like pension funds and insurance companies. The big problem is that the mortgage securities AGNC Investment owns trade all day.

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Investing Mutual Funds Pension Funds Portfolios 130

The Motley Fool

DECEMBER 7, 2023

In some ways, a mortgage REIT is more like a mutual fund than a company. While that might include some small investors, AGNC is really most appropriate for large investors like pension funds and insurance companies. The proof is in the dividend The truth is that AGNC Investment really isn't made for an investor like me.

Collateral 130

Collateral Mutual Funds Pension Funds Depreciation 130

The Motley Fool

SEPTEMBER 18, 2023

Blackstone's unique investment business Blackstone manages investments for big money managers, including pension funds and institutional investors, and its $1 trillion in AUM makes it one of the largest asset managers in the world. Here's why this news is a big deal. What sets Blackstone apart from competitors is its investing style.

Investment Banks 130

Investment Banks Investment Banking Banks Hedge Funds 130

American Investment Council

OCTOBER 2, 2023

Read the full editorial below: Private Fund Investors Don’t Need the SEC’s Help By The Editorial Board September 28, 2023 If a teacher, electrician or autoworker buys a stock or a share in a mutual fund, the Securities and Exchange Commission aims to ensure they’re investing on a level playing field.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Investors Funds Mutual Funds 52

The Motley Fool

OCTOBER 11, 2024

active fixed income mutual funds. A number of significant whole portfolio institutional mandates funded in the quarter, and we continue to be chosen for large global solutions. Last month, we were selected as a fiduciary manager for a $30 billion Dutch pension fund with more than 30,000 members.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

Tucker Advisors

SEPTEMBER 8, 2021

And as James McWhinney at Investopedia writes, that’s far from a certain outcome: “After the money hits the account, it’s up to the employee to choose how it’s invested—typically from a menu of mutual funds—and the vagaries of the stock market to determine the ultimate outcome. Maybe the markets will go up, and maybe they won’t.”.

Mutual Funds 52

Mutual Funds Taxes Liabilities Pension Funds 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

The Big Picture

MAY 9, 2023

So what I mean by that is, first, understand the duration of your funding source. Pension funds have quite long-dated capital. So first, understand the duration of that funding source. And then the second is, understand the return requirement of that funding source. That’s what I mean by liabilities.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

The Motley Fool

JULY 14, 2023

But we're bringing our expertise to clients in all segments, not just large pension funds or insurers, but also wealth managers and charities and endowments and family offices. And we saw positive fixed income mutual fund flows in the quarter led by our high-yield total return and muni franchises. How do you do that?

Asset Management 130

Asset Management Assets Banks Debt 130

Fortune Financial

AUGUST 7, 2023

One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds. Hedge funds can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds. Hedge funds can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Pension Pulse

FEBRUARY 14, 2025

Here are some funds worth tracking closely. Below, are a few funds investors track closely. Below, a sample of the funds I track closely: 1) Alberta Investment Management Corporation (AIMco) 2) Ontario Teachers' Pension Plan 3) Canada Pension Plan Investment Board 4) Caisse de dpt et placement du Qubec 5) OMERS Administration Corp.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

Pension Pulse

JUNE 4, 2024

In turn, it makes it possible for large investors such as pension funds, endowment funds, mutual funds and insurance providers to share with their thousands of members that their action plans are credible and verifiable. In private markets, they were a bit better but the lag there will catch up to these assets.

Pension Funds 59

Pension Funds Investing Assets Education 59

Pension Pulse

MAY 17, 2024

Here are some funds worth tracking closely. Below, are a few funds investors track closely. Below, a sample of the funds I track closely: 1) Alberta Investment Management Corporation (AIMco) 2) Ontario Teachers' Pension Plan 3) Canada Pension Plan Investment Board 4) Caisse de dépôt et placement du Québec 5) OMERS Administration Corp.

Hedge Funds 59

Hedge Funds Funds Asset Management Pension Funds 59

Pension Pulse

AUGUST 16, 2024

Here are some funds worth tracking closely. Below, are a few funds investors track closely. Below, a sample of the funds I track closely: 1) Alberta Investment Management Corporation (AIMco) 2) Ontario Teachers' Pension Plan 3) Canada Pension Plan Investment Board 4) Caisse de dépôt et placement du Québec 5) OMERS Administration Corp.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

Pension Pulse

JANUARY 17, 2024

Denitsa Tsekova of Bloomberg reports a $300 billion pension fund leads big-money charge back to bonds: When Christopher Ailman became the chief investment officer of the California State Teachers’ Retirement System back in 2000, one of every four dollars it oversaw was invested in government, corporate and mortgage debt.

Hedge Funds 59

Hedge Funds Pension Funds Asset Management Assets 59

Pension Pulse

FEBRUARY 16, 2024

Here are some funds worth tracking closely. Below, are a few funds investors track closely. Below, a sample of the funds I track closely: 1) Alberta Investment Management Corporation (AIMco) 2) Ontario Teachers' Pension Plan 3) Canada Pension Plan Investment Board 4) Caisse de dépôt et placement du Québec 5) OMERS Administration Corp.

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

Pension Pulse

NOVEMBER 17, 2023

Here are some funds worth tracking closely. Below, are a few funds investors track closely. Below, a sample of the funds I track closely: 1) Alberta Investment Management Corporation (AIMco) 2) Ontario Teachers' Pension Plan 3) Canada Pension Plan Investment Board 4) Caisse de dépôt et placement du Québec 5) OMERS Administration Corp.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

Pension Pulse

MAY 19, 2023

Here are some funds worth tracking closely. Below, are a few funds investors track closely. Below, a sample of the funds I track closely: 1) Alberta Investment Management Corporation (AIMco) 2) Ontario Teachers' Pension Plan 3) Canada Pension Plan Investment Board 4) Caisse de dépôt et placement du Québec 5) OMERS Administration Corp.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

The Motley Fool

APRIL 23, 2024

It ranges from asset owners of various different descriptions who require customized benchmarks for their portfolios, and, in turn, those could be very different, depending on the client type, whether it's an insurance company or a pension fund or an endowment.

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

Pension Pulse

MAY 8, 2023

No pension fund wants to invest in private companies that abuse immigrant children. which sponsors various projects on science and religion, was founded by mutual funds entrepreneur Sir John M. I hope that they have an opportunity to be kids, to go to school and not be tired.

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

Pension Pulse

AUGUST 18, 2023

Here are some funds worth tracking closely. Below, are a few funds investors track closely. Below, a sample of the funds I track closely: 1) Alberta Investment Management Corporation (AIMco) 2) Ontario Teachers' Pension Plan 3) Canada Pension Plan Investment Board 4) Caisse de dépôt et placement du Québec 5) OMERS Administration Corp.

Hedge Funds 52

Hedge Funds Funds Asset Management Pension Funds 52

The Big Picture

AUGUST 15, 2023

Are most people better off in an index fund than playing with an active manager, be it mutual fund or high fee hedge funds? SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. Was Warren Buffett right?

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

Pension Pulse

SEPTEMBER 26, 2024

I got here and in those days, there was a HOOPP pension fund and HOOPP Investment Management Limited which ran the assets and they both had a CEO. And HOOPP in particular had room to perform even better than it had been.

Pension Funds 59

Pension Funds Assets Mutual Funds Funds 59

Pension Pulse

SEPTEMBER 27, 2023

Canada’s large pension funds have pulled back on some activities in China. I also want to recognize our peer Maple 8 pension fund managers, many of whom are here today. That’s one key reason large pension funds tend to seek private investments. Earlier this year, British Columbia Investment Management Corp.

Pension Funds 52

Pension Funds Assets Liabilities Mutual Funds 52

The Motley Fool

MARCH 17, 2025

Institutional investors such as mutual funds, pension funds, and even insurance companies could be the key to sustainable growth. Image source: Getty Images.

Securities and Exchange Commission (SEC) 292

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Pension Funds 292

The Motley Fool

APRIL 12, 2024

mutual fund industry so far this year, but the same data services that track the industry don't show a proportionate pickup for BlackRock. Ken, I do believe as an industry, the large pension funds that have an overallocation of private equity and the rotation of money in the private equity area has slowed down precipitously.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

The Motley Fool

JANUARY 8, 2025

In some ways, it is like a mutual fund, given that the value of the company is equal to the value of its portfolio of mortgage securities. That, too, is more like the way investors look at a mutual fund. While most dividend investors don't focus on asset allocation, many investors do.

Mutual Funds 233

Mutual Funds Investing Initial Public Offering Pension Funds 233

The Motley Fool

FEBRUARY 20, 2025

Large financial institutions, such as mutual funds, pension funds, and even insurance companies, have begun investing in blue chip cryptos. Bitcoin's performance starkly contrasts with meme coins like Shiba Inu , which continue to follow a boom-and-bust pattern with no clear trend line.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Pension Funds 245

The Motley Fool

JANUARY 12, 2024

And we had 70 products across our ETF and mutual fund ranges with over 1 billion in net inflows. On our client side, the pension funds and sovereign wealth funds, the asset managers, infrastructure is what they want to invest in. The average yield on a mature funds over the last 15 years, annual yields, 8%, OK.

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

FEBRUARY 26, 2025

If mutual funds , pension funds, and even insurance companies become more comfortable holding digital assets, this will boost demand and increase price stability. Growing institutional acceptance The most significant long-term tailwind for cryptocurrencies may be institutional acceptance.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Pension Funds 130

The Motley Fool

JANUARY 23, 2025

The asset allocation approach is normally used by large investors, such as pension funds, but some small investors do it, too. If you are looking for mortgage exposure to fill in a segment of an asset allocation model, this REIT would be a solid choice. When AGNC Investment IPO'ed in 2008, it was priced at $20 per share.

Investing 130

Investing Mutual Funds Pension Funds Education 130

Sara Grillo

FEBRUARY 13, 2023

But for the average person, what’s going to be much more effective is to work on voting and then to pressure pension funds and banks with whom you have a direct relationship, because those are the big blocks of capital that can actually push companies. Pension funds, endowments, etc. BlackRock wants that business.

Pension Funds 72

Pension Funds Investing Funds Financing 72

Pension Pulse

MARCH 27, 2025

The remaining units were placed with a diversified set of foreign and domestic institutional investors, including pension funds, insurance companies, mutual funds, banks and financial institutions. NHAI, as the sponsor, invested 15% in the follow-on raise.

Portfolios 59

Portfolios Investing Assets Mutual Funds 59

The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. Prohibits you from showing a back test for a mutual fund or an ETF. So, so difference being, you can only trade mutual funds.

Returns 59

Returns Mutual Funds Hedge Funds Leveraging 59

The Motley Fool

JANUARY 29, 2025

billion from one of our large pension fund clients. I just wanted to ask if the ETF vehicle eventually started to replace the mutual fund, do you think that changes the opportunity set for MSCI with active managers? Greg Simpson -- BNP Paribas Exane -- Analyst Hi there. Do you think it's positive, neutral, or negative?

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Motley Fool

JANUARY 15, 2025

Full-year retail net inflows of 24 billion were led by continued strength in Aperio and inflows into active fixed income mutual funds. We see this in our relationship with the largest asset owners, our pension funds, and corporates as these clients seek to deepen their ties with BlackRock.

Assets 130

Assets Shareholders Capital Asset Management 130