The Big Picture

JANUARY 15, 2025

Then you get into private equity, which is kind of a little bit of juiced stock portfolio, and venture capital is the riskiest of them all. What sort of return expectations should investors have for these different asset classes? So to take on that risk, you need some type of extra return. Let’s talk about reward.

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Pension Pulse

DECEMBER 6, 2023

John Graham, president and chief executive of the Canada Pension Plan Investment Board, which has C$576bn (£337bn) in assets, told the Financial Times he was opposed to “any constraint on portfolio construction” or “any influence to invest in a specific asset class or a specific part of the market”.

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Pension Pulse

NOVEMBER 15, 2023

This occurs when the value of bonds and shares of publicly listed firms decline, as they did recently, bringing down the total assets of a pension fund. Canadian pension funds are among the largest private equity investors in the world. Denominator effect The first is what’s known as the “denominator effect.”

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Pension Pulse

JANUARY 31, 2024

It is not monolithic and includes such varied enterprises as pension fund investment managers such as AIMCo , insurance companies, investment banks, broker dealers, hedge funds, mortgage investment companies – and still others. Those are the publicly traded asset classes that private credit is most comparable to.

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Banks Pension Funds Financial Institutions Investing 59

Pension Pulse

JUNE 5, 2023

Amir Barnea, associate professor of finance at HEC Montréal, wrote a comment for the Toronto Star asking if Canada is cracking down on taxes, why does our national pension plan pay less than two per cent?: When it comes to performance, Canada’s national pension fund rightfully boasts impressive results.

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Pension Funds Legal Investing Taxes 52

This is going to be BIG.

MAY 16, 2016

There aren't many people who get the chance to analyze venture capital fund return data. You'd have to work for a very limited number of fund performance tracking firms, like Thomson Reuters, Cambridge, etc., or be an institution big enough to see a ton of different funds over time. What is this? The baseball steroid era?

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Pension Pulse

JULY 2, 2024

If you look at the story of private equity at CDPQ, it was all about deployment up until 2020,” Longchamps tells Private Equity International. Fast forward a couple of years later, private equity had performed well with great returns. For the new helmsman of private equity at CDPQ, which has C$434.2 billion ($318.5

Pension Funds 59

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Pension Pulse

SEPTEMBER 12, 2023

Sarah Rundell of Top1000Funds recently interviewed Suyi Kim, Global Head of Private Equity at CPP Investments to go over what drives success at their giant PE portfolio: Suyi Kim, global head of private equity at CPP Investments manages quite possibly the largest private equity allocation in the world.

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Portfolios Pension Funds Due Diligence Investing 69

Pension Pulse

JULY 24, 2024

“If you look at the story of private equity at CDPQ, it was all about deployment up until 2020,” Longchamps says. Fast forward a couple of years later, private equity had performed well with great returns. For the new helmsman of private equity at CDPQ, which has C$434.2 Couche-Tard will pay $80.50

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Pension Pulse

NOVEMBER 3, 2023

Michiel Willams of Net Zero Investor reports OMERS’ sustainability chief on why the C$127bn fund’s green investment spree will not slow down: OMERS, the defined benefit (DB) plan for municipal employees in Ontario, is increasingly positioning itself as one of Canada's greenest pension fund investors.

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Pension Funds Investing Hedge Funds Assets 59

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 Pulse

APRIL 9, 2024

The company’s Queen Victoria Market project is part of an A$1.7 Big pension funds invest in big student housing programs because they're recession-proof businesses that add defensive cashflows to their portfolio. Construction is expected to begin in the coming months with completion set for the 2028 fiscal year.

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Pension Pulse

MAY 30, 2024

The Caisse also wants to continue to focus on “the immense potential” of artificial intelligence to increase its returns. “We We are invested in 550 companies in Quebec. What that means for you is that your Fund is the most invested pension fund in the world in its local economy,” argued Mr. Emond. The objective?

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Pension Pulse

AUGUST 7, 2023

They’re talking about asset management firms, in which public pension funds often have investments, supporting shareholder proposals meant to achieve social justice or climate objectives yet of dubious financial value. They could simply carry on trying to maximize returns. But at least they were elected to do so.)

Investing 52

Investing Collateral Pension Funds Asset Management 52

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. Today, with interest rates that are higher than four per cent, (and) credit returns that are 7.5

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Pension Funds Assets Debt Financing 52

The Big Picture

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. But is that also true for start-ups and venture-funded private companies?

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Startups Investing Deal Flow New York Stock Exchange 72

Pension Pulse

JULY 4, 2023

The company is still in talks with its shareholders about raising as much as £1 billion in fresh funds following a £500 million injection agreed last year. Its largest shareholder is Canadian pension fund Ontario Municipal Employees Retirement System (Omers), which holds a nearly 32 per cent stake.

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Pension Pulse

MAY 7, 2024

Transitioning to a private company with these strong partners will not only limit our exposure to volatile financial markets, it also will ensure ALLETE has access to the significant capital needed for our planned investments now and over the long term. Per Share in Cash DULUTH, Minn.— May 6, 2024 — ALLETE, Inc. Advisors J.P.

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Pension Pulse

AUGUST 30, 2023

The Healthcare of Ontario Pension Plan (HOOPP) is just one of the numerous pension fund and major ILS investors we track in our directories here. First, read my comment covering HOOPP's 2022 results where the plan remains fully funded despite losing 8.6% Why did HOOPP lose 8.6% It's all about its asset mix.

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Pension Pulse

DECEMBER 21, 2023

At he end of the day, we recognize we have a significant role to play in the transition, but also we recognize it's good for our returns, it's good for our depositors because it leads us to the best investments in the world. For us, it's a question of returns and what's in the best interest of our depositors."

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Mergers and Acquisitions Assets Pension Funds Leveraging 59

Pension Pulse

OCTOBER 20, 2023

The statement, sent exclusively to the National Post , marks the first time Poilievre has explicitly addressed the issue of Alberta’s proposal to withdraw from the Canada Pension Plan (CPP) and set up its own pension fund. My take: This is a great deal for BCI and Searchlight, a private equity firm BCI seeded.

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Pension Pulse

APRIL 3, 2024

I think I can only keep doing this for another four or five years," Mr Cao says, after he and his wife return from collecting wood. But the pension fund could run out of money by 2035, according to the state-run Chinese Academy of Sciences. Private companies partly fund the home, taking the pressure off the local government.

Pension Funds 52

Pension Funds Education Banks Funds 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. I used to invest in top global hedge funds back in the day and I trusted nobody. Shannon Rebolledo: They were, they were little. They looked young. How can this happen?

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Due Diligence Pension Funds Education Mutual Funds 52

The Motley Fool

OCTOBER 31, 2023

See the 10 stocks *Stock Advisor returns as of October 30, 2023 GAAP, we also refer to non-GAAP measures. In the first nine months of this year, we returned $459 million to the owners of MSCI in the form of share repurchases and more than $329 million in the form of dividends. and MSCI wasn't one of them!

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Assets Hedge Funds Capital Leveraging 100

The Big Picture

DECEMBER 5, 2023

Because the, today where we talk about return on equity, your margins, what’s your stock price back then if, if you were in business in, you know, the real world, they said how many people worked for you? Did you see like what was the fixed rate world like on the private side when things were dirt cheap? Sold a ton of it.

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Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

MARCH 5, 2024

They’ve put together a string of huge, huge returns. They are not like any other fund that you’ll hear me talk about. I found this conversation to be fascinating, and even though we kinda wander off into the weeds of private credit, it’s so informative and so interesting. They have an incredible track record.

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Capital Hedge Funds Banks Assets 59

The Big Picture

FEBRUARY 28, 2023

So it used to be within private markets that you would find a good business, apply quite a bit of leverage to it, at least in the private equity business, and be able to make a pretty good return by buying good solid businesses as they are. You can’t just hope to lever up a good company and generate a return that way.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

APRIL 4, 2023

So the theory was that’s great that you’re providing a loan, but if you can co-invest with them and get the upside of partnering with some of the most successful private equity funds in the United States, you know, a great way to enhance your returns. RITHOLTZ: We call that legal insider trading.

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Private Equity Firms Private Equity Firms Financing Finance 59

Private Equity Professional

SEPTEMBER 23, 2024

trillion 2021 infrastructure bill under its belt, the Biden Administration returned to Congress this summer to ask for more money to repair Maryland’s critically damaged Francis Scott Key Bridge. The lack of available federal funds underlines how empty governmental coffers are and how much more is needed for infrastructure repair.

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Capital Pension Funds Taxes Funds 100

The Big Picture

JUNE 13, 2023

Because for what we do, and I mean, you know the business, Barry, like risk underwriting is about effectively scaling the risk, the return. And all of a sudden, you realize that if your cost of funding goes down, as a consequence of some extra financial goals being met, well, your return on equity goes up. RITHOLTZ: Right.

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Banks Asset Management Assets Capital 59

Pension Pulse

AUGUST 22, 2023

Paula Sambo of Bloomberg reports Canada Pension Plan Investment Board joins startup at $100 million Reforestation Fund: Canada’s largest pension fund has joined a project to produce carbon credits by planting more than 100 native tree species on degraded land in Brazil’s Amazon region. It used to be just philanthropy.

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Startups Funds Investing Pension Funds 52

Private Equity Insights

APRIL 1, 2025

Fink called for unlocking private markets traditionally reserved for institutions and ultra-high-net-worth individuals. Assets that will define the future data centres, ports, power grids, the worlds fastest-growing private companies arent available to most investors, he wrote. Theyre locked behind high walls. more capital.

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Assets High Net Worth Individuals Pension Funds Private Companies 147

The Motley Fool

OCTOBER 29, 2024

* Right now, we’re issuing “Double Down” alerts for three incredible companies, and there may not be another chance like this anytime soon. See 3 “Double Down” stocks » *Stock Advisor returns as of October 28, 2024 GAAP, we also refer to non-GAAP measures. In the third quarter, one of our pension fund clients in Europe ceded a $1.6

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Asset Management Assets Hedge Funds Pension Funds 130

Pension Pulse

FEBRUARY 25, 2025

Nicolas Van Praet of the Globe and Mail reports pension giant Caisse strikes deal to acquire Innergex Renewable Energy: Canadian pension fund giant Caisse de dpt et placement du Qubec has struck a deal to buy Innergex Renewable Energy Inc. The Caisse will pay $13.75

Pension Funds 59

Pension Funds Shareholders Legal Stakes 59

The Big Picture

JUNE 20, 2023

We looked at everything from retail to nursing homes to hospitals to insurance companies to manufacturers. Really, private equity used to be a small, outperforming sector of alternatives. It’s now become giant, dominated by four firms, and no longer generating outsized returns. And so, this is a ripe market for them.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59

Pension Pulse

FEBRUARY 11, 2025

I do think theres a path, he said, adding he believes pension involvement in Canadian airports could start almost immediately with investments in adjacent assets such as parking garages and freight services as well as new developments like sustainable aviation fuel facilities that arent core to the business of an airport.

Pension Funds 59

Pension Funds Hedge Funds Stakes Assets 59

Pension Pulse

JANUARY 21, 2025

Barbara Shecter of the National Post wrote a comment asking whether the Canadian pension model can survive a new era of politicization: Rachel Reeves, the U.K.s new chancellor of the exchequer, had a goal in mind when she flew to Toronto last August to meet with the heads of some of Canadas largest pension funds.

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