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).” per cent.

Pension Funds 52

Pension Funds Assets Debt Financing 52

The Big Picture

FEBRUARY 28, 2023

Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. When you add together all of our portfolio companies, it’s effectively $100 billion enterprise — RITHOLTZ: Wow. You sit on the board of directors on a number of portfolio companies.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

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.

Assets 130

Assets Debt Banks Capital 130

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 whilst we were dealing with the same counterparty, the same pension fund, some of their constituents, some of the underlying boards, disagree on the approach to take there.

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

JULY 15, 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. And they the benefit of our clients' portfolios; they fuel organic growth. Consider when Nvidia made this list on April 15, 2005.

Assets 130

Assets Liabilities Leveraging Asset Management 130

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 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