The Motley Fool

JULY 14, 2023

The foundation of a market-leading asset management platform is comprehensive, high-quality investment products with strong long-term investment performance. Investors and asset owners choose portfolio goals, and BlackRock enables them through our investment products and solutions. This is BlackRock's platform as a service in action.

Asset Management 130

Asset Management Assets Banks Debt 130

The Motley Fool

JANUARY 12, 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. At BlackRock, our business is to serve clients with excellence and help them design portfolios for the future. They deliver clients scale.

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

JULY 31, 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. During the quarter; Newrez, our mortgage company; Genesis, our RTL lender, and our portfolio of assets generated very strong returns.

Capital 130

Capital Amortization Shareholders Financing 130

The Motley Fool

AUGUST 5, 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. Portfolio NOI, which includes our international properties at constant currency, grew 4.8% We're basically out of the portfolio business.

Assets 130

Assets Portfolios Capital Investors 130

The Motley Fool

FEBRUARY 21, 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. On the top line, the bulk of the growth there, on the prior page is of course, driven by Performance Suites to go live a little later in the year.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Performance Fees Capital 130

Pension Pulse

MARCH 19, 2024

Redwood stands to earn administrative and potential performance fees. Redwood will earn ongoing fees to oversee the administration of the Joint Venture and is entitled to earn additional performance fees upon realization of specified return hurdles.

Investing 59

Investing Performance Fees Financing Finance 59

Pension Pulse

MAY 2, 2024

In 2012 when I came to the fund, we had invested four percent of our portfolio in private equity,” CIO Marcus Frampton said. APFC’s private equity portfolio is worth $15 billion, and its largest single exposure in net asset value is about $900 million, according to Frampton. A decision has yet to be made. We need to shoot for the top.”

Pension Funds 59

Pension Funds Hedge Funds Buyout Due Diligence 59

Pension Pulse

SEPTEMBER 4, 2024

Sean Klimczak, global head of Blackstone Infrastructure and Nadeem Meghji, global co-head of Blackstone Real Estate, said: “Prior to AirTrunk, Blackstone’s portfolio consisted of US$55bn (€49.8bn) of data centres including facilities under construction, along with over US$70bn in prospective pipeline development.”

Investing 59

Investing Asset Management Stakes Assets 59

Pension Pulse

MAY 22, 2024

per cent return of its reference portfolio. The reference portfolio, made of 85 per cent global equity and 15 per cent Canadian bonds, benefited last year from stock price surges in the seven largest U.S. The pension fund's returns over the past 10 years have also fallen short of the reference portfolio, but only by 0.3

Investing 59

Investing Pension Funds Stakes Assets 59

The Motley Fool

AUGUST 8, 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. We believe our portfolio consists of an attractive balance across different customer types and sizes and revenue models across fees and risk.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Liabilities Leveraging 130

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).”

Pension Funds 52

Pension Funds Assets Debt Financing 52

The Motley Fool

FEBRUARY 4, 2025

And look, the point is this, how we cloudify ourselves to operate efficiently in a multi-cloud, hybrid architecture world is informing how we innovate and commercialize our product and services portfolio for our customers. Is that revenue largely recurring, or were there one-time delivery or performance fees lumped in there?

Debt 130

Debt Assets Leveraging Shareholders 130

The Motley Fool

JULY 31, 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. The first one you called out I think was a performance fee you received related to the chronic care business. Please go ahead.

Leveraging 130

Leveraging Taxes Returns Shareholders 130

The Motley Fool

JULY 28, 2023

And united, delivered by our colleagues gives us the ability to meet this demand and balance across our portfolio, capitalizing on innovation and momentum and investing to meet demand. We will continue to actively manage the portfolio and assess all capital allocation decisions on an ROIC basis.

Capital 100

Capital Business Services Debt Liabilities 100

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

AUGUST 2, 2023

Our profit growth year on year was driven by the high flow-through margins from incremental technology and services, fee-based business, continued maturation of our Performance Suite portfolio, acquired revenue from NIA plus initial benefits from our integration work. And that's it for me.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Leveraging Capital Prospects 100

The Motley Fool

OCTOBER 31, 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. First, as of September 30, 2024, total net investments, that is our entire publicly traded investment portfolio plus cash minus debt, summed up to $30.3

Liabilities 130

Liabilities Performance Fees Capital Portfolios 130

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

The Big Picture

JULY 4, 2023

And they end up being great candidates for us to put into to run the next big portfolio or start a new strategy. You have no performance fee and no line of sight to getting to one anytime soon, and you have AUM shrinking by virtue of the losses, as well as the fact that LPs are now rightly redeeming. WEINSTEIN: Cut in half.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. But it’s interesting that you really can pinpoint the difference in return because there’s this sort of impatient or overzealousness in trading your portfolio. MIELLE: So there you go. MIELLE: Exactly. I get that.

Hedge Funds 114

Hedge Funds Funds Assets Financing 114

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

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. And when they’re not generating alpha, when they’re underperforming, they actually return fees. 00:24:31 [Speaker Changed] We refund the fee.

Investing 52

Investing Capital Shareholders Returns 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 I think this is where the industry should be heading. Because what was, I don’t know, three, four percent in some strategies two years ago, now can be eight to 10. As I said, private credit is another one.

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

DECEMBER 23, 2024

The simplicity is actually a key feature for long-term success that can help your portfolio perform better than the vast majority of professional fund managers out there. Reasons for poor performance It's strange to think that such an easy-to-understand and effortless strategy can do so well. Image source: Getty Images.

Stock Market 246

Stock Market Stock Market Mutual Funds Exchange-Traded Funds 246

Private Equity Insights

FEBRUARY 10, 2025

performance fee, subject to a 7% hurdle rate. He noted that moving beyond the traditional 60/40 equity-bond portfolio is increasingly valuable, and this fund offers retail investors access to a multi-alternatives portfolio that allows for ongoing allocations and redemptions.

Asset Management 147

Asset Management Assets Private Equity Firms Private Equity Firms 147

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

Private Equity Wire

JANUARY 17, 2025

Last year, BlackRock and Partners Group Holding AG partnered to create a “one-stop portfolio” that allows retail investors to access a variety of private assets. Management fees are set at 1.5%, with performance fees of 12.5% The fund aims to generate long-term annual net returns between 14% and 18%.

High Net Worth Individuals 96

High Net Worth Individuals Accredited Investors Investors Funds 96

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 15, 2025

billion was up 13% year on year, predominantly driven by growth in management fees on higher average market levels and strong net inflows, as well as higher performance fees. We do run extensive stress tests on the sensitivities to the portfolio -- of the portfolio to rate shock. Revenue of 5.8 Expenses of 3.8

Banks 243

Banks Investment Banking Investment Banks Capital 243

The Motley Fool

JULY 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. This data also alerts us to major paradigm shifts, which is essential for any top-performing asset manager.

Assets 130

Assets Financing Finance Management Fees 130

The Motley Fool

JANUARY 25, 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. The traditional 60-40 portfolio lost value, down 3%. Our portfolio consists of over 230 companies.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

OCTOBER 29, 2024

In Newrez, we have a portfolio of $875 billion-ish of mortgage servicing rights, which include both owned servicing rights and third-party servicing. And again, we have an $875-ish billion servicing portfolio. large portfolio service over 4 million customers, huge third-party business as we grew through our SLS acquisition.

Capital 130

Capital Asset Management Assets Performance Fees 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