The Motley Fool

JULY 31, 2024

Since joining the company seven weeks ago, I've been evaluating, together with the team, all aspects of our business, our strategic direction and priorities, our product offerings in terms of current performance and market potential, the outlook for our business units, and where we can drive improved performance and long-term shareholder value.

Leveraging 130

Leveraging Taxes Returns Shareholders 130

The Motley Fool

AUGUST 8, 2024

Tonight, I'll go through the headline results for the quarter and update you on our three pillars of shareholder value creation before handing it to John to speak more about financials and outlook. Turning now to our three pillars of shareholder value creation. Blackley -- Co-Founder, Chief Executive Officer, and Director Good evening.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Liabilities Leveraging 130

Pension Pulse

SEPTEMBER 4, 2024

AirTrunk founder and chief executive Robin Khuda will retain a stake, the statement said, without specifying the size of his remaining shareholding. The deal triggers a large performance fee for ASX-listed Macquarie Group, which manages the fund. The fee is expected to be worth hundreds of millions of dollars.

Investing 59

Investing Asset Management Stakes Assets 59

The Motley Fool

JULY 28, 2023

Now, I'd like to turn the call over to Christa for her thoughts on our financial results and long-term outlook for continued shareholder value creation. In summary, our strong financial results in the quarter and year to date reflects strong operational performance driven by our Aon United strategy and our Aon Business Services platform.

Capital 100

Capital Business Services Debt Liabilities 100

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

And all our historical backers, shareholders, they actually kept on supporting the business. We never sold a single share on the occasion of the ’60s. RITHOLTZ: You guys only allowed a small piece to go public, right? CHABRAN: Yes, that’s right. We tapped the ECM market twice and they all reinforced their ownership.

Banks 59

Banks Asset Management Assets Capital 59

The Big Picture

MARCH 27, 2023

It can be even a change in regulation or in market, where suddenly volatility picks up and the interest of bondholders and shareholders are at odds. And all these formally high performers are now just so big, they’re very happy collecting the management fee and the performance fee matters less.

Hedge Funds 114

Hedge Funds Funds Assets Financing 114

The Motley Fool

APRIL 12, 2024

With supportive markets and more optimistic sentiment from clients, we're confident in our ability to both grow assets on behalf of clients and drive profitable growth for our shareholders. Total annualized organic base fee growth of 1% reflected seasonally softer flows earlier in the quarter before coming back to target in March.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

The Motley Fool

FEBRUARY 21, 2025

Tonight, I will comment on our progress within our three pillars of stakeholder value creation of, one, growing the business organically, two, expanding our profitability and three, allocating capital to increase shareholder value. We have a solution to an important and growing problem facing Americans. Cash used in operations was $26.2

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

JANUARY 12, 2024

billion was 7% higher year over year, driven by the impact of higher markets on average AUM and higher performance fees. Fourth quarter and full year performance fees of 311 million and 554 million, respectively, increased from a year ago, reflecting higher revenue from liquid alternatives and long-only mandates.

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

FEBRUARY 4, 2025

And each of these priorities has detailed plans to deliver more customer, shareholder, and employee value in '25 and beyond. I want to share more on our thinking about how we leverage our network for maximum shareholder returns. The second aspect of our plan to drive improved shareholder return is all about utilization of our assets.

Debt 130

Debt Assets Leveraging Shareholders 130

The Motley Fool

JULY 15, 2024

Through strong organic growth and scaling of our private markets and technology platforms, we believe we can drive compelling earnings growth and multiple expansion for our shareholders. Through our iShares and indexing platforms, we've developed long-standing relationships, highly aligned shareholder relationship with global corporates.

Assets 130

Assets Liabilities Leveraging Asset Management 130

The Motley Fool

JANUARY 15, 2025

billion was 23% higher year over year, driven by the impact of higher markets on average AUM and higher performance fees. This is evidenced by this quarter's fee rate increase primarily reflecting the onboarding of higher fee rate private market assets following the GIP closing. Operating income of 8.1 increased 15%.

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. It doesn't enhance shareholder value. Revenue of 5.8 Expenses of 3.8 Jeremy Barnum -- Chief Financial Officer Yeah. We have looked at it.

Banks 243

Banks Investment Banking Investment Banks Capital 243

The Motley Fool

JANUARY 25, 2024

Operator instructions] At this time, I'd like to turn the conference over to Weston Tucker, head of shareholder relations. Weston Tucker -- Head of Shareholder Relations Great. I am highly enthusiastic about what we will accomplish for our shareholders in 2024. Today's conference is being recorded. Please go ahead.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

OCTOBER 29, 2024

The commercial real estate business today is in one of those periods where we feel current capital deployment will be hugely rewarded down the road and being patient searching for the right investments will reward our shareholders. One last note on Ajax. Now, I'll refer to the deck, which has been posted online. market share.

Capital 130

Capital Asset Management Assets Performance Fees 130

Private Equity Wire

JUNE 14, 2024

Phalippou’s findings come as performance fees face renewed calls to address what prominent politicians deem a “loophole.” The tax savings amount to hundreds of billions of dollars at current rates, with fees taxed at long-term capital gains rates—substantially lower than income tax rates.

Taxes 74

Taxes Capital Buyout Performance Fees 74

The Motley Fool

JANUARY 30, 2025

Operator instructions] At this time, I'd like to turn the conference over to Weston Tucker, head of shareholder relations. Weston Tucker -- Head of Shareholder Relations Great. So just wondering what your outlook for the FRE margin might be in '25, even just not even considering fee-related performance revenue.

Management Fees 130

Management Fees Assets Capital Funds 130

The Motley Fool

JULY 18, 2024

Operator instructions] At this time, I'd like to turn the conference over to Weston Tucker, head of shareholder relations. Weston Tucker -- Head of Shareholder Relations Great. Weston Tucker -- Head of Shareholder Relations Thank you, everyone, for joining us today and look forward to following up after the call.

Assets 130

Assets Financing Finance Management Fees 130