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. Read more South Korea’s Hahn & Co raises $3.4bn for new buyout fund Aircraft landing gear maker Héroux-Devtek Inc.

Bidding 130

Bidding Private Equity Firms Private Equity Firms Buyout 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.

Pension Funds 59

Pension Funds Startups Stakes Venture Capital 59

Private Equity Insights

JANUARY 26, 2024

Iberdrola will have a majority stake of 51% in the assets. THE PERFECT PARTNER TO CO-INVEST Norges Bank Investment Management, which manages Norway’s sovereign wealth fund, has assets under management of around €1.4 trillion and stakes in more than 9,000 companies. It owns on average 1.4% of all listed companies in Europe.

Banks 130

Banks Pension Funds Stakes Investing 130

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. stake in video-game provider Keywords Ventures Ltd. The investments included a 24.5%

Mergers and Acquisitions 59

Mergers and Acquisitions Investing Stakes Buyout 59

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. Source: AFDB Can’t stop reading?

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Investors Funds Initial Public Offering 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.

Securities and Exchange Commission (SEC) 59

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

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. In addition, a firm agreement has been reached with Elia Group for the acquisition of a stake in a subsidiary of energyRe: energyRe Giga.

Capital Investments 130

Capital Investments Capital Investing Stakes 130

Pension Pulse

MAY 21, 2024

James Bradshaw of the Globe and Mail reports that OMERS is writing off its take in troubled British utility Thames Water: The Ontario Municipal Employees Retirement System (OMERS) has written off its entire investment in troubled British utility Thames Water, walking away from a stake once valued at well over $1-billion.

Stakes 59

Stakes Pension Funds Debt Assets 59

Pension Pulse

APRIL 24, 2024

Florence Chong of IPE Real Assets reports ADQ buys 49% of infrastructure platform Plenary as CDPQ sells 20% stake ADQ, an Abu Dhabi state-owned investment company, has purchased a 49% stake in global public infrastructure group Plenary for an undisclosed price, believed to be around A$1bn (€609m).

Stakes 59

Stakes Pension Funds Bidding Shareholders 59

Pension Pulse

FEBRUARY 4, 2025

Last April, the Council and Hydro-Qubec announced that the community would hold a minority stake in the Hertel-New York interconnection line, which will export electricity to New York State. Importantly, this isn't a handout and other Canadian pension funds have signed similar deals with indigenous people of Canada.

Investing 59

Investing Pension Funds Debt Stakes 59

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

Pension Pulse

MARCH 11, 2024

stake in Italy's largest telecom network, aiming for digital growth: Canada Pension Plan Investment Board (CPP Investments) is set to expand its portfolio in Italy's digital infrastructure, having agreed to secure a 17.5 percent stake in NetCo for up to $2.9 interest in the company for up to €2.0 billion (C$2.9 billion (C$27.5

Stakes 59

Stakes Pension Funds Enterprise Values Investing 59

Pension Pulse

OCTOBER 2, 2023

Jennifer L of Carbon Credits reports Ontario Teachers’ Pension Plan buys majority stake in KKR’s Australian carbon project developer: A Canadian pension fund Ontario Teachers’ Pension Plan (OTPP) has agreed to acquire KKR’s stake in a leading Australian carbon markets platform GreenCollar.

Stakes 59

Stakes Pension Funds Shareholders Assets 59

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. In addition, a firm agreement has been reached with Elia Group for the acquisition of a stake in a subsidiary of energyRe: energyRe Giga.

Capital 130

Capital Investing Leveraging 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.” agreed to buy a Permian Basin rival and a controlling stake in.

Legal 130

Legal Private Equity Firms Private Equity Firms Pension Funds 130

Pension Pulse

DECEMBER 12, 2023

The Montreal Gazette reports Rogers sells minority stake in Cogeco to CDPQ for $829 million: Rogers Communications announced Monday it has agreed to sell all its shares in Cogeco to the Caisse de dépôt et placement du Québec for $829 million in an effort to keep its investment-grade rating. Rogers held large stakes in Cogeco Inc.

Stakes 59

Stakes Leveraging Bidding Debt 59

The Motley Fool

DECEMBER 5, 2023

Brookfield Renewable (NYSE: BEPC) (NYSE: BEP) fell short in its attempt to win shareholder approval for its takeover of Australian utility Origin Energy. Meanwhile, private equity giant EIG would acquire its integrated gas business, including its stake in the Australian liquefied natural gas ( LNG ) export facility APLNG.

Asset Management 100

Asset Management Pension Funds Shareholders Stakes 100

The Motley Fool

JUNE 20, 2024

Autodesk is in the news because Starboard Value disclosed a $500 million stake in the Architecture software company. It went back to selling multi-year agreements, which it was actively telling shareholders it was going away from. We have some wisdom from Tech's biggest CEO of the moment and a dive into Elon Musk's pay package.

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Shareholders Stakes Pension Funds Accounting 130

Pension Pulse

SEPTEMBER 10, 2024

Razak Musah Baba of IPE Real Assets reports OMERS to buy Allianz’s stake in Indian road infrastructure trust: Canadian pension fund OMERS is buying Allianz Capital Partners’ 13.5% stake in Interise Trust , increasing its ownership in the Indian road sector infrastructure trust to 34.8%.

Stakes 59

Stakes Assets Buyout Shareholders 59

Pension Pulse

JANUARY 8, 2024

Josephine Cumbo of the Financial Times reports pension fund slashes value of its Thames Water stake by almost two-thirds: One of the biggest investors in Thames Water has slashed the value of its stake by nearly two-thirds, intensifying doubts over the financial health of the UK’s largest water distributor.

Pension Funds 59

Pension Funds Stakes Debt Shareholders 59

Pension Pulse

SEPTEMBER 25, 2024

Freschia Gonzales of Benefits and Pensions Monitor reports CDPQ and Chinook launch platform to invest in Pacific Northwest forestland: CDPQ and Chinook Forest Partners have launched a new investment platform to build a diversified portfolio of forestland in the Pacific Northwest, US. This is how they're going to reach it.

Stakes 59

Stakes Asset Management Assets Consultants 59

Pension Pulse

APRIL 30, 2024

Eliyahu Kamisher and Paula Sambo of Bloomberg report Ontario Teachers’ Pension Plan prepares to sell stake in oil producer Aspenleaf: Ontario Teachers’ Pension Plan is in talks to sell its stake in Canadian oil and gas producer Aspenleaf Energy Ltd., A representative for the pension fund declined to comment.

Pension Funds 59

Pension Funds Private Equity Managers Stakes Assets 59

Pension Pulse

MAY 16, 2023

Canada's large pension funds are globally known investors, managing more than $1 trillion of savings, but their exposure to domestic equities has steadily declined over the past decade since Canadian equity markets represent just 3% of the global equity market. All other pension funds did not respond to Reuters request for comments.

Bidding 52

Bidding Pension Funds Stakes Shareholders 52

Pension Pulse

JUNE 10, 2024

Lauren Sforza of The Hill reports major pension fund will vote against Elon Musk pay package: The chief of a major pension fund said Monday he will vote against Elon Musk’s pay package later this week. At least two shareholder advisory firms have recommended voting against the package , according to The Associated Press.

Pension Funds 59

Pension Funds Shareholders Banks Capital 59

Pension Pulse

OCTOBER 22, 2024

Thomas Gualtieri and Dinesh Nair of Bloomberg report Canadian Pension Funds Ready €7 Billion Sale of Cubico: Canada’s Ontario Teachers’ Pension Plan and PSP Investments are about to kick off the sale of renewable energy company Cubico Sustainable Investments, according to people with knowledge of the matter. KKR & Co.

Pension Funds 59

Pension Funds Investing Assets Enterprise Values 59

Pension Pulse

JANUARY 22, 2024

The pension fund manager had quietly tried to sell LifeLabs in previous processes and failed to find a buyer, according to two of the sources. Benefits Canada also reports OMERS evaluates sale of LifeLabs, CPPIB sells stake in software company: The Ontario Municipal Employees’ Retirement System is considering the sale of LifeLabs Inc.,

Stakes 52

Stakes Investing Bidding Assets 52

Pension Pulse

MAY 23, 2024

But what’s even more relevant, he says, is that with $88 billion now invested in a province with a GDP of nearly $500 billion, “the Caisse is the pension fund that is the most invested, in the world, in its local economy.” More than ever, Canada’s largest pension funds are being pressed to play the same role in the rest of the country.

Pension Funds 59

Pension Funds Stakes Banks Finance 59

Pension Pulse

FEBRUARY 14, 2025

Alexandre Rajbhandari of Bloombeg reports Buffett sold More BofA stock while keeping Apple stake intact: Warren Buffetts Berkshire Hathaway Inc. in last years final months, while keeping a stake in Apple Inc. The Omaha, Nebraska-based conglomerate cut its stake in the bank to 8.9% intact following an earlier reduction.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

Pension Pulse

MAY 25, 2023

is acquiring a minority stake in a corporate consultant and fund administration provider. Zedra, which provides wealth, governance and administrative services for corporations, pensions, trusts and funds, was launched in the Isle of Man in 2016. PBS Frontline also examines who is establishing trusts in South Dakota.

Stakes 52

Stakes High Net Worth Individuals Taxes Buyout 52

Pension Pulse

AUGUST 28, 2023

Patrick DeRochie, senior manager of Shift Action for Pension Wealth and Planet Health , wrote an op-ed for the Globe and Mail, stating Canada is burning, so why is our national pension fund still heavily into fossil fuels?: in which CPPIB is the largest shareholder , announced it would spend US$4.7-billion CPPIB owns 43.5

Pension Funds 59

Pension Funds Investing Stakes Funds 59

Pension Pulse

FEBRUARY 21, 2024

The company, which has the fourth-highest investment grade rating with S&P Global Ratings, is able to raise funding at similar levels to the Province of Quebec, its sole shareholder.

Pension Funds 59

Pension Funds Debt Liabilities Stakes 59

Pension Pulse

JULY 24, 2024

billion; €6 billion) in liquidity last year, including roughly C$6 billion from selling direct investments and receiving dividend recapitalisations, and around C$3 billion from selling private equity fund stakes in the secondaries market, head of PE Martin Longchamps tells affiliate title Private Equity International.

Pension Funds 59

Pension Funds Buyout Stakes Finance 59

Pension Pulse

DECEMBER 11, 2024

Two years ago the telco began divesting itself from the business, which owns 1263 tower sites, when it sold 70% of what was then called Towerco to the Ontario Teachers Pension Plan Board for $900m. The shareholding was diluted to 17% when Connexa bought 2degrees 1124 mobile tower sites in 2023. The sale will net $70m for Spark.

Stakes 59

Stakes Assets Shareholders Pension Funds 59

Pension Pulse

JULY 27, 2023

The full share capital of Premier Lotteries Ireland (PLI), currently majority owned by the Ontario Teachers’ Pension Plan with minority stakes held by An Post, is to be sold to La Francaise des Jeux, pending approval by the lottery regulator. That approval is expected to be delivered some time before the end of 2023.

Pension Funds 52

Pension Funds Bidding Stakes Best Practices 52

Pension Pulse

AUGUST 16, 2024

High profile investment funds including Stanley Druckenmiller’s Duquesne Family Office, David Tepper’s Appaloosa Management, Soros Capital and Lee Ainslie’s Maverick Capital all cut their stakes in Nvidia in the second quarter, the filings show. percent to its recently disclosed stake in insurance giant Chubb.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

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.

Pension Funds 52

Pension Funds Debt Shareholders Stakes 52

Pension Pulse

AUGUST 28, 2024

CPP Investments, the public pension plan’s asset manager, has about $36 billion under management in Latin America, or about 5% of its global portfolio, in sectors from electric utilities and sanitation to real estate, telecoms and logistics. Brazil alone takes up nearly half of this share, showing its strategic importance.

Investing 59

Investing Pension Funds Bidding Stakes 59