The Motley Fool

DECEMBER 7, 2023

Put a REIT into a tax-advantaged Roth account and you can avoid taxes altogether. A mortgage REIT like AGNC buys mortgages that have been pooled into bond-like securities, often referred to as something like a collateralized mortgage obligation (CMO). AGNC Investment is structured as a real estate investment trust (REIT).

Collateral 130

Collateral Mutual Funds Pension Funds Depreciation 130

Pension Pulse

AUGUST 30, 2023

The Healthcare of Ontario Pension Plan (HOOPP) is just one of the numerous pension fund and major ILS investors we track in our directories here. First, read my comment covering HOOPP's 2022 results where the plan remains fully funded despite losing 8.6%

Collateral 59

Collateral Hedge Funds Investing Assets 59

Pension Pulse

NOVEMBER 20, 2023

Together, these two sectors account for approximately 50% of the S&P TSX index. Even in jurisdictions where hedging is more feasible, hedging currency requires access to liquidity to post as collateral. Most of Canada's large pension funds including CPP Investments are rethinking their investments in China.

Pension Funds 59

Pension Funds Investing Leveraging Assets 59

Pension Pulse

MARCH 13, 2024

31, Canada accounted for 55% of the plan's assets, followed by the U.S. (24%), Paula Sambo of Bloomberg also reports real-return bonds reap gains for HOOPP: Canadian inflation-protected securities known as real-return bonds are reaping gains for one of the country’s largest pension funds during a turbulent period for fixed-income markets.

Pension Funds 59

Pension Funds Assets Liabilities Hedge Funds 59

Pension Pulse

NOVEMBER 10, 2023

The Fund, which includes the combination of the base CPP and additional CPP accounts, achieved a 10-year annualized net return of 9.6%. For the quarter, the Fund’s net return was 0.1%. The base CPP account’s net return for the quarter was 0.2%, and the five-year annualized net return was 7.3%. Read his full comment here.

Investing 59

Investing Buyout Stakes Assets 59

The Big Picture

MARCH 5, 2024

I graduated economics with, with a lot of coursework in accounting and finance. Perhaps most famously you guys put on a CO bet, a collateralized debt obligation bet that was designed to do well if housing made some extreme moves and it was non-directional, it was hedged. And so the pension funds are faced with this illiquidity problem.

Capital 57

Capital Hedge Funds Banks Assets 57

The Big Picture

MAY 23, 2023

And the Japanese regulators were having a tough time with cross collateralization and issues about whether there were balance sheet accounting issues. You sort of have a one foot in the um, financial planning, asset management side and another side in actual fund management. Is that right? GREW: It is — it is.

Hedge Funds 61

Hedge Funds Financing Finance Funds 61