The Motley Fool

JUNE 14, 2024

Buy Annaly Capital Management To start out on a positive note, Annaly is a very straightforward way for investors to add mortgage exposure to their portfolios. In this way, it's kind of like a mutual fund that focuses on mortgages. They tend to use leverage, often with the portfolio of mortgage securities acting as collateral.

Capital 130

Capital Mutual Funds Collateral Pension Funds 130

The Motley Fool

DECEMBER 7, 2023

My investment goal is to generate a reliable and growing stream of income from a portfolio of stocks. Generally, leverage is employed so that more CMOs can be bought, with the CMO portfolio acting as collateral for the loan. In some ways, a mortgage REIT is more like a mutual fund than a company. How does that make sense?

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

The Motley Fool

OCTOBER 11, 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. BlackRock manages more than $300 billion of assets across model portfolios and separately managed accounts for wealth managers.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

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

JUNE 4, 2024

If they invest exclusively in green assets and earn lower returns than the broader stock market benchmark, as was the case in 2023 for environmental, social and governance funds, they’re criticized for underperforming. But if they invest a small portion of the portfolio in brown firms, investors face recrimination for greenwashing.

Pension Funds 59

Pension Funds Investing Assets Education 59

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Pension Pulse

FEBRUARY 14, 2025

The iPhone maker remains Berkshires largest stock holding, representing 28% of the conglomerates portfolio. George Soros, Carl Icahn, Stanley Druckenmiller, Julian Robertson have converted their hedge funds into family offices to manage their own money. Here are some funds worth tracking closely. 73%, selling 40.6

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

The Motley Fool

AUGUST 2, 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. pension plans, and is the largest pension fund manager in Japan. Consider when Nvidia made this list on April 15, 2005.

Assets 130

Assets Liabilities Capital Collateral 130

Pension Pulse

MAY 17, 2024

Their combined holdings amounted to $1.887 trillion, compared with $1.728 trillion held by the same funds three months earlier. Technology accounted for the biggest weighting in the investor group’s portfolios, at 28%, followed by consumer discretionary at 14%. Here are some funds worth tracking closely.

Hedge Funds 59

Hedge Funds Funds Asset Management Pension Funds 59

Pension Pulse

AUGUST 16, 2024

Berkshire Hathaway’s portfolio holdings: Where Buffett & Co. Berkshire Hathaway’s portfolio holdings: Where Buffett & Co. Top stock holdings in Buffett’s portfolio Berkshire takes a concentrated approach with its investments, typically holding the majority of its portfolio in just a few companies. million.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 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. Asset allocation decisions represent an important lever that portfolio managers can pull to create excess returns. Why, after all, am I here?

Pension Funds 52

Pension Funds Assets Liabilities Funds 52

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. Why Are Corporations Moving Pensions into Annuities?

Mutual Funds 52

Mutual Funds Taxes Liabilities Pension Funds 52

The Motley Fool

JULY 14, 2023

Investors and asset owners choose portfolio goals, and BlackRock enables them through our investment products and solutions. We bring together the entire firm to combine investment technology and portfolio servicing capabilities to meet client's specific business needs. They're about portfolios.

Asset Management 130

Asset Management Assets Banks Debt 130

The Motley Fool

APRIL 23, 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. For example, wealth managers increasingly want to customize their client portfolios using advanced technology platforms.

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

Pension Pulse

SEPTEMBER 26, 2024

He joined HOOPP in 1998 as a Senior Portfolio Manager on the Public Equities team. About the Healthcare of Ontario Pension Plan HOOPP serves Ontario’s hospital and community-based healthcare sector, with more than 670 participating employers. In total, HOOPP has more than 460,000 active, deferred and retired members.

Pension Funds 59

Pension Funds Assets Mutual Funds Funds 59

Pension Pulse

FEBRUARY 16, 2024

It's that time of the year again where we get a sneak peek into the portfolio's of the world's most famous money managers. Many of the largest were market bets made with exchange-traded funds like the SPDR S&P 500, which multistrats use to keep their overall portfolio from rising or falling with the market’s tide.

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

The Motley Fool

APRIL 12, 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. They continue to consolidate more of their portfolios with us, which is driving our growth premium. Clients choose BlackRock for performance.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

Pension Pulse

AUGUST 18, 2023

Too soon to make these predictions, I haven't seen a major credit event yet to start worrying about a crisis but my guard is definitely up and I don't give a damn what Soros, Griffin and other gurus are buying and selling as they hedge their portfolios very carefully and skillfully. Billion which now make up more than 93% of his portfolio ?

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

Pension Pulse

NOVEMBER 17, 2023

Sure, maybe it would have done better if it had sold some Apple—that one stock accounts for half of the company’s portfolio, and the stake lost nearly $20 billion in value. It's that time of the year again when we get to peek into the portfolios of the world's top money managers with a customary 45-day lag.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

The Motley Fool

JANUARY 12, 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. At BlackRock, our business is to serve clients with excellence and help them design portfolios for the future. They deliver clients scale.

Assets 130

Assets Shareholders Asset Management Capital 130

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. By the time I got there in ’92, they had a great venture portfolio and almost nobody else even understood what venture capital was. That allows you to do two things.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

Sara Grillo

FEBRUARY 13, 2023

Richey’s research found that found a “Vice Fund” produced a greater risk-adjusted return over the market portfolio (Richey, 2016, as per Swedroe, 2016). So when you talk about those companies, that kind of play also typically fits in a portfolio where you might have like a couple of cheap index funds or your 401k account.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

The Motley Fool

JULY 29, 2023

The disagreement between lawmakers comes as some elected officials (mainly Republicans) believe that too much focus on ESG doesn't allow funds to focus on purely financial factors of investing, which could then lead to poor mutual fund performance.

Funds 130

Funds Mutual Funds Investing Pension Funds 130

The Big Picture

MAY 9, 2023

But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. So we have our MAS team, our Multi-Asset Solutions team, who are really providing more of the overall portfolio advice. RITHOLTZ: Really intriguing.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

Pension Pulse

MAY 19, 2023

That’s fine, because the dichotomy in fact implies further market gain, says George Smith, portfolio strategist at LPL Research. To be sure, Icahn's portfolio also made about $6 billion from his activist investments even while his short bets were losing $9 billion, according to the FT, resulting in a net loss of nearly $3 billion.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

Pension Pulse

NOVEMBER 10, 2023

For the six-month fiscal year-to-date period, the Fund increased by $6 billion consisting of a net loss of $4 billion, plus $10 billion in net CPP contributions. For the period, the Fund’s net return was negative 0.7%. The approach involves supporting portfolio companies as they reduce emissions to build value over the long term.

Investing 59

Investing Buyout Stakes Assets 59

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 242

Mutual Funds Investing Initial Public Offering Pension Funds 242

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) 246

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Pension Funds 246

The Big Picture

APRIL 11, 2023

But if you load up your portfolio with those, God only knows what a year or two from now you’re going to be looking at because these companies are going to be forced to cut their dividends. DAMODARAN: — idea behind all of modern portfolio theory. DAMODARAN: You get rid of those low profile stocks in your portfolio.

Education 119

Education Finance Financing Taxes 119

Pension Pulse

MARCH 27, 2025

Today, Ontario Teachers' Pension Plan announced it acquired 92,000 sqm prime logistics portfolio in Sweden and Denmark: Ontario Teachers has completed the acquisition of a 92,000 sqm logistics portfolio from funds managed by Blackstone. The portfolio comprises three assets in Sweden and two in Denmark.

Portfolios 59

Portfolios Investing Assets Mutual Funds 59

The Motley Fool

JANUARY 15, 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. Clients want to consolidate more of their portfolios with a partner that's with them for the long term. billion in revenues. billion in revenues.

Assets 130

Assets Shareholders Capital Asset Management 130

The Motley Fool

JANUARY 29, 2025

billion from one of our large pension fund clients. Clients increasingly want specialized portfolio construction tools while aligning with the frameworks, classification systems, and rules-based methodologies that MSCI has established as standards. based asset manager, displacing a major incumbent provider.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

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. Well, most naive value portfolios are stuffed with financials.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

The Big Picture

FEBRUARY 20, 2024

I remember it really well because I just finished building this house in West Virginia and we, we were taking occupancy in early August, and it was, it was literally the same day that BMP Paraba shut off redemptions from some of their mutual funds, caused all sorts of chaos in Europe. And so we have them in periodically to talk to.

Banks 59

Banks Stock Market Stock Market Legal 59

The Big Picture

OCTOBER 31, 2022

I can’t begin to tell you what it’s like to sit in a room with the Jeremy’s, Professor Jeremy Siegel and I keep calling him Professor Jeremy Schwartz, but he’s just Jeremy Schwartz, chief investment officer of the $75 billion ETF and mutual fund company, WisdomTree. I am just a fan of both of these guys.

Finance 59

Finance Financing Debt Banks 59