The Motley Fool

APRIL 28, 2024

Owning a portfolio of mortgage securities, as AGNC does, is more like running a mutual fund. The answer is that it is really designed to be a total return vehicle, which assumes the reinvestment of dividends. However, it is what a lot of large institutional investors do, like pension funds and insurance companies.

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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 answer is that total return includes the reinvestment of dividends. How does that make sense?

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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. That month, the firm returned $1.3 billion to investors from the nearly $70 billion fund.

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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.

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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. Investors also need to be pragmatic about what to expect in the returns from sustainable investing.

Pension Funds 59

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The Motley Fool

OCTOBER 11, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. See the 10 stocks » *Stock Advisor returns as of October 7, 2024 Martin Small -- Chief Financial Officer Thanks, Chris. active fixed income mutual funds.

Assets 130

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American Investment Council

OCTOBER 2, 2023

Although some added transparency for investors may be helpful, on balance the industry’s objections are reasonable… It will also mean higher fees and lower returns for investors — all those teachers, electricians and autoworkers — as the costs are simply passed alon g,” concludes the editorial. million compliance hours and $5.4

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Pension Pulse

FEBRUARY 14, 2025

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. Below, are a few funds investors track closely. Some asset managers have excellent track records.

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The Motley Fool

AUGUST 2, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. See the 10 stocks » *Stock Advisor returns as of July 29, 2024 And now, I'll turn it over to Charlie. Consider when Nvidia made this list on April 15, 2005.

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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. And markets are crowded.

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Pension Pulse

MAY 17, 2024

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. Below, are a few funds investors track closely. Some asset managers have excellent track records.

Hedge Funds 59

Hedge Funds Funds Asset Management Pension Funds 59

Pension Pulse

AUGUST 16, 2024

during the quarter and has seen a -0.35% return over the past three months and a 10.59% year-to-date return. this quarter, with a 7.01% return over the past three months and a 34.71% year-to-date return. this quarter, with a 7.01% return over the past three months and a 34.71% year-to-date return.

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Hedge Funds Funds Asset Management Stakes 59

The Big Picture

MAY 9, 2023

And 100% of the focus was just finding interesting investments that we generated the highest return on equity possible for the firm. If you have a private equity fund where you’ve raised money from institutional clients, they have given you that money for 10 years, often. Pension funds have quite long-dated capital.

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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

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The Motley Fool

JULY 14, 2023

See the 10 stocks *Stock Advisor returns as of July 10, 2023 Martin Small -- Chief Financial Officer Thanks, Chris, and good morning, everyone. Our capital management strategy remains first to invest in our business and then to return excess cash to shareholders through a combination of dividends and share repurchases.

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Pension Pulse

AUGUST 18, 2023

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. Below, are a few funds investors track closely. First 13 trading days of August just two days of positive breadth.

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Pension Pulse

NOVEMBER 17, 2023

A key measure of the richness of stocks relative to debt is the so-called equity risk premium — or the extra return on shares over Treasury bonds. almost a month ago: Biotech shares are dangerous -- extremely dangerous -- but if you know what you're buying and selling, you can make great returns.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

Fortune Financial

AUGUST 7, 2023

Do you find yourself longing for new opportunities that can potentially generate higher returns over market cycles? Commercial properties, such as office spaces or retail buildings, can offer higher potential returns. If so, it’s time to delve into alternative investments.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Do you find yourself longing for new opportunities that can potentially generate higher returns over market cycles? Commercial properties, such as office spaces or retail buildings, can offer higher potential returns. If so, it’s time to delve into alternative investments.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

The Motley Fool

APRIL 23, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. See the 10 stocks *Stock Advisor returns as of April 22, 2024 GAAP, we also refer to non-GAAP measures.

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Pension Pulse

MAY 19, 2023

“While the concerns that are feeding into the individual investors’ ‘wall of worry’ [lingering inflation, higher interest rates and recession fears] are valid, the negative sentiment they have built up is, from a contrarian perspective, a potential catalyst for positive forward returns,” says Smith. So what's the problem?

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Hedge Funds Funds Asset Management Assets 52

Pension Pulse

MAY 8, 2023

So, Rebolledo returned with a team and a search warrant. 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. Shannon Rebolledo: They were, they were little.

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Due Diligence Pension Funds Education Mutual Funds 52

The Big Picture

AUGUST 15, 2023

SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what? And the question was if you can find other areas of investment that can generate the types of returns you need for your liability stream, diversification becomes the free lunch. SEIDES: And hedge funds were the same way.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

Sara Grillo

FEBRUARY 13, 2023

According to an article by Larry Swedroe from 2016, controversial investments yield post abnormal returns, generally, and screening them out causes performance to suffer. 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).

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Pension Funds Investing Funds Portfolios 72

Pension Pulse

NOVEMBER 10, 2023

The Fund, which includes the combination of the base CPP and additional CPP accounts, achieved a 10-year annualized net return of 9.6%. For the quarter, the Fund’s net return was 0.1%. For the period, the Fund’s net return was negative 0.7%. dollar relative to the Canadian dollar.

Investing 59

Investing Buyout Stakes Assets 59

The Motley Fool

APRIL 12, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. See the 10 stocks *Stock Advisor returns as of April 8, 2024 Martin Small -- Chief Financial Officer Thanks, Chris, and good morning, everyone.

Performance Fees 130

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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. Continue *Stock Advisor returns as of March 17, 2025 Will Ebiefung has no position in any of the stocks mentioned. Image source: Getty Images.

Securities and Exchange Commission (SEC) 308

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Pension Funds 308

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. Although the dividend is an important component of the return here, the mREIT is focused on total returns, not just the income it generates. AGNC data by YCharts. Let's do the math.

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The Motley Fool

JANUARY 12, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. In 2023, we returned over 4.5 And we had 70 products across our ETF and mutual fund ranges with over 1 billion in net inflows.

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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. The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*.

Securities and Exchange Commission (SEC) 246

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

The Motley Fool

FEBRUARY 26, 2025

But while digital assets remain highly volatile, they have also demonstrated an ability to deliver sustainable long-term returns. If mutual funds , pension funds, and even insurance companies become more comfortable holding digital assets, this will boost demand and increase price stability.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

JANUARY 23, 2025

AGNC Investment's total return has been quite strong. Basically, AGNC Investment's total return, which assumes dividend reinvestment, is nearly as good as that of the S&P 500 index (SNPINDEX: ^GSPC). The asset allocation approach is normally used by large investors, such as pension funds, but some small investors do it, too.

Investing 130

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The Big Picture

NOVEMBER 25, 2024

The transcript from this week’s, MiB: Corey Hoffstein on Return Stacking , is below. 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. People have described that in the past as portable alpha.

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Returns Mutual Funds Leveraging Hedge Funds 59

The Motley Fool

JANUARY 15, 2025

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. See the 10 stocks *Stock Advisor returns as of January 13, 2025 Martin Small -- Chief Financial Officer Thanks, Chris.

Assets 130

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The Motley Fool

JANUARY 29, 2025

Learn more *Stock Advisor returns as of January 27, 2025 GAAP, we also refer to non-GAAP measures. 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?

Asset Management 130

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The Big Picture

APRIL 11, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, returning after a too long of a wait, Professor Aswath Damodaran. DAMODARAN: Forty years ago, 95 percent of cash returned by companies took the form of dividends. In 1981, when I started, dividends were the way to go for returned cash.

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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.

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Banks Stock Market Stock Market Legal 59