Private Equity Insights

MARCH 11, 2025

The oversubscribed fund attracted significant backing from both returning and new investors, highlighting strong demand for the middle-market private equity firms focused investment strategy. Pamlico targets equity investments between $50m and $200m in high-growth companies across North America.

Capital 162

Capital Buyout Investors Private Equity Firms 162

Private Equity Insights

JANUARY 26, 2024

Six of Canada’s biggest pension funds managing C$1.3 “Increasingly, the price gap is closing and we’re seeing private credit returns priced very tightly to the equity, but with lower risk.” A spokesperson for the pensions said BCI was “optimistic about the continued growth ahead” in private debt.

Pension Funds 147

Pension Funds Assets Funds Banks 147

Private Equity Insights

JUNE 13, 2023

AP Pension has invested in a Morgan Stanley fund that aims to reduce carbon emissions by 1GT ahead of 2050. Danish pension fund AP Pension has invested in the Morgan Stanley 1 Gigaton fund, which aims to remove one gigaton of CO2-equivalent emissions from the Earth’s atmosphere by 2050.

Pension Funds 130

Pension Funds Funds Private Equity Firms Private Equity Firms 130

Private Equity Wire

JANUARY 10, 2024

Four of New York City’s five public employee pension funds, catering for teachers, police officers, firefighters and civil servants, are to up their allocations to private equity and other illiquid asset classes, as they look to boost investment returns, according to a report by Bloomberg.

Pension Funds 98

Pension Funds Returns Hedge Funds Funds 98

Private Equity Insights

MARCH 28, 2025

Leveraging its deep expertise in credit and bottom-up fundamental analysis, AlbaCore aims to deliver strong downside protection and attractive risk-adjusted returns. Founded in 2016, London-based AlbaCore manages $9bn in assets on behalf of global pension funds, sovereign wealth funds, insurers, consultants, family offices, and endowments.

Pension Funds 147

Pension Funds Consulting Consultants Banks 147

American Investment Council

JULY 18, 2024

Maloney : “Strong private equity returns ensure that tens of millions of dedicated public servants can depend on a well-funded pension to support their well-deserved retirement.” In 2023, private equity investments delivered a median annualized return of 15.2 Washington, D.C. percent over a 10-year period.

Returns 140

Returns Pension Funds Consulting Consultants 140

The Motley Fool

DECEMBER 17, 2024

The move to a corporation from a partnership made it possible for more institutional investors to buy shares in the company, as some pension funds and insurance companies disallow investing in partnerships. The 10 stocks that made the cut could produce monster returns in the coming years. Adam Levy has positions in Alphabet.

Hedge Funds 245

Hedge Funds Portfolios Asset Management Funds 245

Private Equity Insights

JANUARY 15, 2025

New Forests, a global sustainable investment manager, has raised 410m in the first close of its latest fund, focused on climate and forestry initiatives. The fund, supported by European investors such as pension funds, insurers, and family offices, aims to reach a final target of 600m.

Pension Funds 130

Pension Funds Investors Funds Startups 130

Private Equity Wire

DECEMBER 24, 2024

This has left significant amounts of capital locked in China, with uncertain prospects for future returns. The difficulties in exiting investments have made some institutional investors, including pension funds, more cautious about allocating capital to the region.

Exit Strategy 96

Exit Strategy Private Equity Firms Private Equity Firms Pension Funds 96

Private Equity Wire

DECEMBER 30, 2024

Private equity firms and pension funds are pouring unprecedented amounts of money into the UK rental housing market, driven by soaring demand and a persistent housing affordability crisis, according to a report by the Financial Times.

Pension Funds 98

Pension Funds Private Equity Firms Private Equity Firms Capital 98

Private Equity Insights

FEBRUARY 4, 2025

It includes institutional investors such as pension funds, sovereign wealth funds, financial institutions, consultants, and family offices. The investor base for ASOF V is geographically diverse, with commitments from North America (45%), Europe (30%), and Asia-Pacific (25%).

Pension Funds 130

Pension Funds Funds Financial Institutions Consulting 130

Private Equity Insights

FEBRUARY 7, 2025

GSAM has committed $150m of its own capital to the fund, which will primarily target senior lending opportunities but retain the flexibility to provide junior debt when needed. The fund aims to generate net returns of 8% to 10% on an unlevered basis, with levered investments expected to deliver around 13%.

Funds 147

Funds Pension Funds Asset Management Finance 147

The Motley Fool

SEPTEMBER 16, 2023

31, 2023, a pension fund that owns shares of Amazon has filed a lawsuit against Amazon's board of directors, alleging it "acted in bad faith" in declining to hire SpaceX to work on Project Kuiper. And as SpaceNews reported on Aug. A November 2020 expansion on the plans likewise failed to elicit guidelines or oversight from the board.

Shareholders 246

Shareholders Pension Funds Funds Capital 246

Private Equity Wire

OCTOBER 6, 2023

Pension fund KPN is aiming to make an investment of between 5% and 7% of its €10bn assets in infrastructure, corporate and real estate debt by 2026, with half of that total going to impact investments – if the fund can identify suitable managers – according to a report by IPE.com.

Pension Funds 94

Pension Funds Debt Funds Assets 94

Private Equity Wire

DECEMBER 6, 2023

The Chicago Teachers’ Pension Fund (CTPF), the oldest public retirement scheme in Illinois, is planning to makes its first foray into the booming private credit market with an initial allocation of up to $350m, according to a report by Bloomberg.

Pension Funds 97

Pension Funds Mergers and Acquisitions Debt Bidding 97

Private Equity Wire

NOVEMBER 11, 2024

Private credit returns have recently outpaced private equity, as shown by State Street data from the second quarter, but this advantage may soon wane with the Federal Reserve’s shift toward easing monetary policy, according to a report by Bloomberg.

Leveraged Buyouts 93

Leveraged Buyouts Buyout Pension Funds Leveraging 93

Private Equity Wire

JANUARY 8, 2025

HBX Group, the Spanish travel technology company known for its Hotelbeds brand and backed by private equity firms Cinven, EQT, and Canadian pension fund CPP Investments, is gearing up for a 1bn ($1.04bn) initial public offering (IPO) in the coming weeks, according to a report by Reuters.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Initial Public Offering Pension Funds 97

Top 1000 Funds

AUGUST 21, 2023

billion United Nations Joint Staff Pension Fund will use a slightly lower real rate of return to inform its upcoming actuarial valuation with the 2023 ALM scenario planning focusing on climate risk. In a nod to headwinds including climate change, evolving demographics, and the future economic outlook the $85.5

Pension Funds 98

Pension Funds Funds Returns Investors 98

Private Equity Insights

FEBRUARY 5, 2025

The fund attracted both new and existing investors, including sovereign wealth funds, pension funds, insurance companies, consultants, and multi-family offices. Balbec has deployed more than $23bn globally since its inception in 2010, focusing on delivering risk-adjusted returns across asset-based credit strategies.

Pension Funds 130

Pension Funds Bidding Consulting Consultants 130

Private Equity Wire

JANUARY 21, 2025

Private investment house Ardian has raised a record 3.2bn for its sixth-generation Expansion Fund, Ardian Expansion Fund VI (AEF VI), which will focus on making equity investments ranging from 50m to 300m, in private mid-sized businesses.

Pension Funds 95

Pension Funds Funds Shareholders Capital 95

Pension Pulse

APRIL 17, 2024

Benefits Canada reports Vestcor returns 7.5% per cent return for 2023, despite the challenges of rising inflation and high interest rates. The New Brunswick-based investment organization achieved five- and 10-year annualized returns of 6.27 1 , while Vestcor’s lower risk returns compared as expected at 7.50%.

Returns 98

Returns Pension Funds Assets Education 98

Private Equity Wire

OCTOBER 24, 2024

The report cites unnamed individuals familiar with the situation as revealing that the pension fund, which oversees state pensions and other assets, aims to reduce its exposure to higher-yielding opportunistic credit strategies and shift focus towards more stable, mainstream direct lending.

Pension Funds 92

Pension Funds Debt Funds Stakes 92

The Motley Fool

APRIL 1, 2025

Alternative AUM will keep rising Investors have steadily increased their allocations to alternative investments over the years because they can lower volatility, enhance returns, and provide broader portfolio diversification. For years, institutional investors like pension funds and insurance companies have driven growth in alternatives.

Asset Management 130

Asset Management Pension Funds Hedge Funds Assets 130

Private Equity Wire

SEPTEMBER 6, 2024

Infrastructure investment specialist Infranity has launched its commingled Enhanced Return Debt strategy which, together with co-investments, has already exceeded half of its target, reaching €1.585bn in capital commitments.

Debt 98

Debt Returns Pension Funds Funds 98

Private Equity Wire

JANUARY 13, 2025

Buyout firms have long relied on controversial loans backed by equity stakes to enhance fund returns, but growing investor criticism has triggered a slowdown, according to a report by Bloomberg UK. This shift partly reflects a rebalancing of power, enabling LPs in private equity funds, such as pension funds to exert influence over GPs.

Investors 98

Investors Buyout Private Equity Firms Private Equity Firms 98

The Motley Fool

JUNE 25, 2024

But, to be fair, AGNC Investment really isn't meant to be a dividend story, it is meant to be a total return play, which assumes the dividends will be reinvested and not used to pay for daily living expenses. It is a way for large investors, like pension funds, to get exposure to the mortgage sector. wasn’t one of them.

Investing 245

Investing Pension Funds Assets Returns 245

Private Equity Wire

NOVEMBER 27, 2024

The new fund has received an initial £750m of investment capital from Aviva’s flagship My Future Focus default pensions solution, which invests in a broad range of asset classes on behalf of the firm’s range of auto-enrolment Defined Contribution (DC) default strategies.

Debt 96

Debt Pension Funds Investors Funds 96

The Motley Fool

AUGUST 25, 2023

ET this afternoon after Barron's reported that the California State Teachers' Retirement System (CalSTRS, the second-largest pension fund in the U.S.) See the 10 stocks *Stock Advisor returns as of August 21, 2023 Rich Smith has no position in any of the stocks mentioned. has increased its investment in the EV company.

Pension Funds 246

Pension Funds Funds Investors Returns 246

The Motley Fool

APRIL 22, 2024

Previously confined to traditional assets like stocks, bonds, and mutual funds, the $100 trillion wealth management industry now has direct access to Bitcoin. 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*.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Pension Funds Assets 246

Private Equity Wire

SEPTEMBER 29, 2023

European venture capital firms have invested over €96bn in almost 27,000 European companies and delivered 23% net annual returns over the last ten years, according to a new Invest Europe report. net new jobs in 2021, compared to 1.2% growth for all European companies.

Returns 104

Returns Venture Capital Pension Funds Capital 104

The Motley Fool

AUGUST 20, 2024

million by the end of the decade (her base case target was $600,000, still not a bad return). That's a roughly 6,200% return from today's price and represents a more than 100% annual return. She has a vested interest in getting people excited about the returns they could achieve by investing in Bitcoin. million by 2030.

Exchange-Traded Funds 246

Exchange-Traded Funds Pension Funds Investing Assets 246

The Motley Fool

JUNE 29, 2024

Think about that for just a second -- the rule of thumb average return for stocks is generally considered 10%. AGNC data by YCharts However, look at the orange line, which is the total return. The key here is that total return requires that dividends get reinvested. It is up more than 385%! wasn’t one of them.

Investing 246

Investing Initial Public Offering Pension Funds Assets 246

Private Equity Wire

FEBRUARY 5, 2025

Balbec Capital (Balbec), an alternative investment manager with over $16bn in platform assets, has held the final close of InSolve Global Credit Fund VI (IGCF VI), with over $1.7bn in commitments across the flagship fund and related vehicles. To date, the Fund has called 51% of capital commitments.

Capital 72

Capital Pension Funds Consulting Consultants 72

Pension Pulse

DECEMBER 16, 2024

The system works exceptionally well, yet in the past year, we have seen increasing calls to change this model and use pension funds as a policy tool. The system works exceptionally well, yet in the past year, we have seen increasing calls to change this model and use pension funds as a policy tool.

Pension Funds 59

Pension Funds Funds Liabilities Assets 59

The Motley Fool

JUNE 25, 2024

It was never meant to be the only income source for seniors, but instead was instead to work in conjunction with savings and a pension provided by an employer. Pension funds are missing from most people's support sources today, as the number of private sector workers with pensions has dramatically declined.

Pension Funds 246

Pension Funds Return On Investment Funds Returns 246

The Motley Fool

OCTOBER 12, 2024

AGNC is a total-return investment, which assumes the reinvestment of dividends. In this graph below, the orange line is the total return, and it is strongly positive compared to the steadily declining purple line, which is still the stock price. From a total-return perspective, AGNC might be readying for a period of strong performance.

Investing 246

Investing Pension Funds Bidding Taxes 246

Pension Pulse

JUNE 25, 2024

In January, the fund said it would combine that real estate business with another specializing in lending against properties, a merger that’s expected to save the plan $100 million annually. The reorganizations change an approach that had made Canada’s pension funds powerhouses in the property market. 10-year annualized return.

Pension Funds 59

Pension Funds Funds Mergers and Acquisitions Assets 59