The Motley Fool

MARCH 2, 2024

This is a very complex niche in the REIT sector that is really meant for institutional-level investors, like pension funds. The goal isn't really to generate a lot of income for shareholders, but to provide a strong total return, which assumes dividend reinvestment. Small dividend investors just aren't the target market.

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The Motley Fool

MAY 12, 2024

It even has an "outsourced chief investment officer" segment to handle defined benefit pension funds for clients. Over the past decade, Mastercard has earned its shareholders 480% in total returns, with dividends accounting for about 35% of those gains. Should you invest $1,000 in Mastercard right now?

Pension Funds 245

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The Motley Fool

DECEMBER 15, 2024

In his 2013 letter to shareholders, he said: One bequest provides that cash will be delivered to a trustee for my wife's benefit. (I My advice to the trustee could not be more simple: Put 10% of the cash in short-term government bonds and 90% in a very low-cost S&P 500 index fund. (I I suggest Vanguard's.)

Pension Funds 243

Pension Funds Hedge Funds Education Legal 243

The Motley Fool

JULY 29, 2023

To be fair, even with property-owning REITs, investors are trusting that management will do the right thing for shareholders. For example, insurance companies and pension funds might find mortgage REITs a good portfolio fit, with diversification and total return (which assumes dividend reinvestment) driving the decision process.

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Collateral Pension Funds Investing Leveraging 246

Pension Pulse

FEBRUARY 10, 2025

BBGI said its board has recommended that shareholders vote in favour of the acquisition by BCI, which previously bought Compre, a London-based specialist in buying and managing non-life insurance portfolios, with Cinven in 2020. billion all-cash offer from Canadian pension fund manager British Columbia Investment Management (BCI).

Pension Funds 59

Pension Funds Education Stakes Asset Management 59

Private Equity Insights

JULY 5, 2024

EQT and Kühne Holding AG, the investment vehicle of logistics tycoon Klaus-Michael Kühne, will become long-term anchor shareholders in Flix, according to a statement Thursday confirming an earlier Bloomberg News report. Read more BlackRock Unveils Climate Policies for $150bn in Funds BlackRock Inc.

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Stakes Mergers and Acquisitions Private Equity Firms Private Equity Firms 130

Private Equity Insights

FEBRUARY 9, 2024

Under the terms of the agreement, Everbridge shareholders will receive $28.60 Billion for Australia Private Credit Fund Ares Management Corp. billion) for a credit fund for Australia and. read more Dutch Pension Fund Divests $3B from Fossil Fuel Firms Dutch pension fund PFZW has completed a $3.02

Pension Funds 130

Pension Funds Legal Stock Exchanges Shareholders 130

Private Equity Wire

MARCH 26, 2025

The proposed reform, labelled the billionaires bill, which has reignited long-standing debates following Elon Musks high-profile legal battles, aims to recalibrate shareholder litigation standards potentially making it more difficult for investors to challenge corporate executives in court.

Private Equity Firms 45

Private Equity Firms Private Equity Firms Pension Funds Legal 45

The Motley Fool

SEPTEMBER 3, 2024

That came after the largest public pension fund in the country released news on its Lucid holdings. Calpers, as it is known, is the largest public pension fund in the country with over 2 million members and assets recently worth about $520 billion. billion investment from its largest shareholder. As of 12:15 p.m.

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Securities and Exchange Commission (SEC) Pension Funds Shareholders Assets 130

Private Equity Insights

NOVEMBER 23, 2023

Origin Energy’s largest shareholder AustralianSuper said on Thursday it will vote against a latest revised $10.6bn takeover bid from a Brookfield-led consortium, reiterating its view that the offer is “substantially below” its estimate of the power producer’s long-term value. Under the new terms, the A$9.43

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Bidding Initial Public Offering Private Equity Firms Private Equity Firms 130

Pension Pulse

NOVEMBER 28, 2024

The Indian company emphasized that he was appointed by the Caisse, its controlling shareholder. And to be honest, I wouldn't be surprised if similar bribing schemes are also occurring at other CDPQ subsidiaries in India and at those of other large Canadian pension funds. CDPQ senior execs were caught with their pants down.

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Securities and Exchange Commission (SEC) Pension Funds Conglomerates Legal 59

Pension Pulse

NOVEMBER 4, 2024

Although Ziply generates cash flow, it is currently owned by private equity backers – including three Canadian pension funds – and they have put $2-billion of net debt on its balance sheet. telecom-focused private equity fund WaveDivision Capital, LLC. In all, BCE’s total debt level will remain roughly where it is now.

Pension Funds 59

Pension Funds Debt Stakes Assets 59

Private Equity Insights

JUNE 27, 2023

Management and shareholders have taken up part of the newly issued shares, with the remainder going to unnamed external investors, the company said in a statement. Swiss skincare group Galderma has raised roughly $1 billion through a private placement of shares after plans for a stock market listing were delayed earlier in the year.

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Initial Public Offering Private Equity Firms Private Equity Firms Pension Funds 130

Pension Pulse

JANUARY 27, 2025

The Toronto-based pension fund had 17% of its investments in Europe, including the UK, as of the end of 2023. The Toronto-based pension fund, valued at $255.8bn, is seeking new ways to protect its capital after significant investments in the US. That compares with 35% in the US and 35% in Canada.

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Pension Funds Startups Stakes Venture Capital 59

Private Equity Insights

APRIL 5, 2024

Existing shareholders – Fayer, private equity firm Novacap and Canadian pension fund CDPQ – are expected to indirectly own or control about 24%, 18% and 12%, respectively, of the equity in the private company after the deal closes.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Pension Funds Buyout 130

Private Equity Insights

JULY 12, 2024

European utility Engie has joined forces with Canada’s second-largest pension fund to try to buy British power network Electricity North West (ENWL), according to two sources with knowledge of the matter. ENWL could be valued at over 4 billion pounds ($5.1

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Bidding Private Equity Firms Private Equity Firms Buyout 130

The Motley Fool

OCTOBER 31, 2024

We also maintained our disciplined approach to capital deployment, while continuing to invest in our businesses and returning excess capital to shareholders. trillion of assets under management supporting defined benefit and defined contribution plans, PGIM serves more than half of the world's 300 largest pension funds.

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Liabilities Assets Capital Shareholders 130

Private Equity Insights

DECEMBER 13, 2023

Privately held PIC, a specialist insurer of defined benefit pension schemes, is owned by shareholders including Luxembourg-based Reinet Investments and CVC Capital. A takeover of the PIC would mark Apollo’s largest ever acquisition in the UK and would give it a significant foothold in the country’s pensions market.

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Bidding Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Insights

JANUARY 26, 2024

Norges Bank Investment Management is also one of Iberdrola’s main shareholders, holding a stake of 3% for more than seven years. Read more Canada’s Top Pension Funds Embark on Major Private Credit Expansion with C$1.3 Trillion in Assets Six of Canada's biggest pension funds managing C$1.3

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Banks Pension Funds Stakes Investing 130

Private Equity Wire

OCTOBER 1, 2024

The group has announced it has secured financing commitments from four additional lenders – Korea Investment, KDB Asia, Sona Asset Management, and Canadian pension fund The Public Sector Pension Board.

Pension Funds 97

Pension Funds Buyout Bidding Asset Management 97

Private Equity Insights

JULY 7, 2023

It comprises 17 African shareholders—including sovereign wealth funds, development finance institutions, banks, pension funds, asset managers, and retirement agencies—and two international Institutional Investors. Other entities are expected to join this first transaction.

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Investors Funds Initial Public Offering Private Equity Firms 130

The Motley Fool

DECEMBER 17, 2023

In August 2023, Amazon actually found itself on the wrong side of a lawsuit by one of its shareholders. A curious decision This was a curious decision, to say the least, given that SpaceX was then and still is today the world's biggest rocket launch company -- and also the cheapest to launch with.

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Pension Funds Banks Shareholders Accounting 130

The Motley Fool

SEPTEMBER 30, 2024

In fact, REITs avoid corporate-level taxation as long as they pass at least 90% of their taxable income on to shareholders via dividends. So it makes complete sense that dividends are a big piece of the way Annaly Capital provides returns to shareholders. Dividends from REITs are taxed at an investor's regular income tax rate.)

Capital 130

Capital Initial Public Offering Collateral Pension Funds 130

Private Equity Insights

NOVEMBER 28, 2023

It studied a sample of funds and found that the average private sector mobilisation ratio – private sector capital leveraged by concessional capital – was 1.8. “Pension funds are not comfortable with emerging market risk for 25 years,” Nikolova said.

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The Motley Fool

JULY 9, 2023

This is especially true of the asset management industry because of the enormous resources that individual investors and institutional investors such as pension funds and insurers have at stake. An above-average payout Investors seeking strong passive income will be intrigued by BlackRock's 2.9% Data source: YCharts.

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Exchange-Traded Funds Asset Management Pension Funds Investing 130

The Motley Fool

DECEMBER 3, 2024

Basically, AGNC Investment isn't looking to provide shareholders with a large dividend yield, per se. Most dividend investors won't fall into this category of investing, which is usually the purview of institutional investors like pension funds. It is looking to create a large total return over time. per year versus 6.8%

Investors 130

Investors Pension Funds Taxes Shareholders 130

The Motley Fool

SEPTEMBER 13, 2023

After the offering, SoftBank would remain the majority shareholder, controlling nearly 91% of the stock. This suggests that institutional investors, including investment banks and pension funds, are scrambling to take part in what could be the biggest IPO of the past couple of years.

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Initial Public Offering Pension Funds Education Investment Banks 130

Private Equity Insights

DECEMBER 4, 2023

” The raise announced today comprises committed capital investments in energyRe LLC from Glentra Capital alongside co-investors Novo Holdings and Denmark -based pension fund PKA. We thank our partners and look forward to working together to meet America’s clean energy needs.”

Capital Investments 130

Capital Investments Capital Investing Stakes 130

Private Equity Insights

DECEMBER 4, 2023

” The raise announced today comprises committed capital investments in energyRe LLC from Glentra Capital alongside co-investors Novo Holdings and Denmark -based pension fund PKA. We thank our partners and look forward to working together to meet America’s clean energy needs.”

Capital 130

Capital Investing Leveraging Pension Funds 130

The Motley Fool

FEBRUARY 21, 2024

The caveat here is that shareholders have to count the dividends as regular income. That list includes entities like pension funds and insurance companies, with Annaly -- or mortgage REITs like it -- providing direct exposure to mortgage assets. Still, the sector tends to offer very generous dividend yields to investors.

Capital 130

Capital Collateral Pension Funds Assets 130

The Motley Fool

JULY 1, 2023

He explains in his popular book, One Up on Wall Street , that many fund managers are hampered by various rules and regulations related to their companies, their specific funds, or other managers they answer to -- such as for companies that outsource their pension-fund managing.

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Mutual Funds Funds Pension Funds Portfolios 130

The Motley Fool

OCTOBER 16, 2024

REITs are designed to pass income on to shareholders, but in Annaly's case there's a subtle, but important, twist. Asset allocation is normally the purview of large institutional investors (like pension funds). It is hard to imagine a worse outcome.

Pension Funds 130

Pension Funds Assets Capital Shareholders 130

Private Equity Insights

AUGUST 30, 2024

We are thrilled to be entering into this partnership, on behalf of our pension fund client ABP and Asset Owner Partners, and we are eager to work closely with the euNetworks team as they continue to develop and further their strategic vision.”

Legal 130

Legal Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Insights

AUGUST 30, 2024

We are thrilled to be entering into this partnership, on behalf of our pension fund client ABP and Asset Owner Partners, and we are eager to work closely with the euNetworks team as they continue to develop and further their strategic vision.”

Legal 130

Legal Pension Funds Assets Debt 130

Pension Pulse

FEBRUARY 4, 2025

Importantly, this isn't a handout and other Canadian pension funds have signed similar deals with indigenous people of Canada. We are honoured to have this partnership with CPP Investments, one of the strongest, most resilient and financially sustainable pension funds in the world.

Investing 59

Investing Pension Funds Debt Stakes 59

Pension Pulse

FEBRUARY 12, 2025

Layan Odeh of Bloomberg reports CPPIB plows at least $5 billion into private equity in three months: Canada Pension Plan Investment Board poured at least $5 billion into private equity in the last three months of 2024 as the asset class regained appeal. billion (US$75 million) to Polaris Capital Fund VI. billion, compared to $675.1

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Mergers and Acquisitions Investing Stakes Buyout 59

The Motley Fool

DECEMBER 21, 2023

Annaly is not your typical REIT As a real estate investment trust (REIT), Annaly is required to pass at least 90% of its income on to shareholders. Here are three facts you need to know if you are considering buying Annaly today. That said, it does not do what most REITs do. But if dividends were reinvested, the total return was positive.

Capital 130

Capital Collateral Pension Funds Leveraging 130