The Motley Fool

JULY 22, 2023

Also, as the chart indicates, asset management was strong due to a rising stock market, as revenue climbed 11.5% When the economy is strong and markets are up, it will benefit from higher asset- and wealth-management fees, more trading revenue, and increased lending activity. But the company also had $1.8

Banks 243

Banks Assets Management Fees Financial Services 243

The Motley Fool

DECEMBER 31, 2023

Rising AUM will help grow the asset manager's fee-related earnings and cash flow, enabling it to continue pushing its payout higher. Rowe Price with their money. The company also continues to launch new funds to help investors meet their financial needs, which will also help grow AUM.

Mutual Funds 188

Mutual Funds Management Fees Asset Management Prospects 188

The Motley Fool

FEBRUARY 23, 2024

I'll also provide updates on our asset management activities, our recent dividend declarations, our expectations for dividends going forward, our recent investment activities and current investment pipeline, and several other noteworthy updates. We've also continued to produce attractive results in our asset management business.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

The Motley Fool

MAY 10, 2024

We're also providing updates on our asset management activities, our recent dividend declarations, our expectations for dividends going forward, our recent investment activities and current investment pipeline, and several other noteworthy updates. We've also continued to produce positive results in our asset management business.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

Private Equity Wire

AUGUST 8, 2023

In a statement released on Monday, the New York-based alternative asset manager reported $653 million in after-tax distributable earnings, or 73 cents a share, beating the 71 cent average estimate of analysts surveyed by Bloomberg. million and realised performance income, or carried interest, fell 79.6% million.

Management Fees 52

Management Fees Asset Management Taxes Assets 52

The Motley Fool

JANUARY 11, 2024

Updated pricing provided by a number of funds ahead of today's approvals show many ETFs dropping fees substantially, to as low as 0.2%. Given the similar nature of each of these funds, that could indicate a race to the bottom in terms of management fees, which is great for investors.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Exchange-Traded Funds Assets Management Fees 100

The Motley Fool

JULY 19, 2023

But, net customer gains mean it's at least generating more management fee revenue now than it was at this point in 2022. The big bright spot from last quarter's results was that asset management fees grew from a little more than $1 billion during Q2 2022 to nearly $1.2 It's also earning less interest income.

Management Fees 130

Management Fees Banks Assets Asset Management 130

Pension Pulse

FEBRUARY 16, 2024

The field’s best investment results in recent years have been those of “multistrategy” hedge funds like Ken Griffin’s Citadel and Izzy Englander’s Millennium Management. Their consistent, strong returns might make poring over their13Fs seem like a tempting way to ride their coattails without paying their steep management fees.

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

Private Equity Wire

DECEMBER 12, 2023

Investor interest in private credit funds remains strong – it is one of the largest asset classes driving the growth of “registered alternatives.” For many managers this means introducing liquidity into private credit funds that might have typically been closed-ended.

Debt 89

Debt Hedge Funds Investing Assets 89

The Motley Fool

AUGUST 4, 2023

We'll also provide an update on our asset management activities, our recent dividend declarations, our expectations for dividends going forward, our current investment pipeline, and several other noteworthy updates. We've also continued to produce attractive returns on our asset management business.

Capital 147

Capital Asset Management Securities and Exchange Commission (SEC) Assets 147

The Motley Fool

AUGUST 3, 2023

Jim Connolly -- Executive Vice President, Asset Management Thanks Jeff. Jim Connolly -- Executive Vice President, Asset Management As it relates to fixed rate renewals, the component of rate renewals in the portfolio will bleed out over the next two or so years. You can find it on the dedicated ESG page on our website.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Debt Asset Management Capital 130

Pension Pulse

AUGUST 7, 2023

They’re talking about asset management firms, in which public pension funds often have investments, supporting shareholder proposals meant to achieve social justice or climate objectives yet of dubious financial value. They could simply carry on trying to maximize returns.

Investing 52

Investing Pension Funds Collateral Asset Management 52

ClearMoney

DECEMBER 16, 2021

Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Education Management Fees Asset Management 52

Diamond Consultants

MAY 3, 2022

This is because firms deduct non-portable production such as alternatives in proprietary feeders, revenue from deposits, and internal asset management fees, as well as the additional time it can take to move the assets from the bank.

Legal 52

Legal Banks Assets Education 52

ClearMoney

DECEMBER 5, 2021

Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Assets Consultants Consulting 52

ClearMoney

MARCH 1, 2022

Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Education Management Fees 52

The Motley Fool

MAY 2, 2024

We reported another strong quarter of results for Blue Owl this morning with 12 straight quarters in consecutive management fee and FRE growth since we've been a public company. Acquiring Kuvare Asset Management adds $20 billion of AUM or but not inclusive of incremental growth at Kuvare. Thank you very much, Ann.

Capital 130

Capital Asset Management Management Fees Assets 130

ClearMoney

DECEMBER 13, 2021

Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Education Banks Management Fees 52

ClearMoney

FEBRUARY 22, 2022

Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Assets Taxes 52

ClearMoney

SEPTEMBER 24, 2021

Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Investing Taxes Stock Market 52

ClearMoney

NOVEMBER 4, 2021

Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Assets Banks Funds 52

ClearMoney

JANUARY 4, 2022

Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Debt Assets Banks 52

ClearMoney

DECEMBER 14, 2021

Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.

Investing 52

Investing Mutual Funds Consultants Consulting 52

The Motley Fool

MAY 1, 2024

Our results for the quarter reflect accelerating momentum across all our businesses, including significant positive net flows in PGIM, our global asset manager and strong sales in our U.S. Additionally, higher incentive fees and seed and co-investment income resulted in an increase in other related revenues.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Assets Capital 130

Private Equity Wire

FEBRUARY 23, 2024

Compared to 2023 respondents, a significantly larger percentage of 2024 survey participants indicated they will increase their management fees over the next 12 months. Expectations for higher fee income may have influenced how GPs answered other questions related to the cost of doing business. “The

Hedge Funds 98

Hedge Funds Management Fees Asset Management Assets 98

The Motley Fool

FEBRUARY 9, 2024

We finished 2023 on a strong note with another consecutive quarter of management fee and FRE growth, 11 for 11 since we've been a public company, against a market backdrop that has been exceptionally volatile and uncertain. Management fees were up 26%, and 92% of these management fees are from permanent capital vehicles.

Capital 130

Capital Stakes Securities and Exchange Commission (SEC) Management Fees 130

The Motley Fool

APRIL 30, 2024

What started out as strictly an owner of excess MSRs today is a full-scale asset manager with capabilities in credit, real estate, obviously, all kinds of lending businesses as well as in the mortgage space. So, we started the business with $1 billion of equity. Today, we're at $7.1 Please go ahead. Please go ahead. Good morning.

Capital 130

Capital Enterprise Values Assets Banks 130

The Motley Fool

MAY 2, 2024

John Fox -- Fenimore Asset Management -- Analyst Hi, Thank you. Tom Gayner -- Chief Executive Officer Good morning, John John Fox -- Fenimore Asset Management -- Analyst So I'm curious in the other insurance operations, Looks like there was a $17 million reserve increase. Your line is open. Good morning, everyone.

Liabilities 130

Liabilities Shareholders Portfolios Asset Management 130

The Motley Fool

AUGUST 2, 2023

As we look ahead, we are well positioned as a global leader at the intersection of asset management and insurance. And obviously, with good performance, we would expect to continue to be able to -- to manage that even over a longer period of time. John Barnidge -- Piper Sandler -- Analyst Thank -- thank you for that.

Assets 100

Assets Capital Liabilities Asset Management 100

The Motley Fool

JANUARY 12, 2024

Adjusted full year revenue grew 5% on a back of 9% NII improvement and strong asset management fees and sales and trading results. Outside of NII, we saw good growth in treasury service fees and wealth management fees. All good core account flows into the asset management business, 80 billion or more.

Banks 130

Banks Taxes Accounting Assets 130

The Motley Fool

FEBRUARY 15, 2024

When coupled with the continued strength of our servicing and asset management segment, we delivered our strongest quarterly results for 2023. We do not expect to incur any loss on the loan, and our asset management team is working with the borrower to resolve the outstanding issues that led to the repurchase.

Debt 100

Debt Capital Assets Banks 100

The Motley Fool

FEBRUARY 7, 2024

PGIM, our global investment manager, had lower other related revenues driven by lower incentive fees and agency income, and higher expenses. This was partially offset by higher asset management fees, including the benefits from our acquisition of Deerpath Capital and of launching Prismic. Results of our U.S.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Liabilities 130

ClearMoney

FEBRUARY 21, 2022

Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Stock Exchanges New York Stock Exchange Education 52

Sara Grillo

MAY 16, 2022

Evanson Asset Management. From the company’s ADV Part 2 brochure, as of May 16th, 2022: Fees are set as a fixed annual fee, paid quarterly, and based approximately on the total time required to service an account yearly. Financial plans are $1,000 for initial plan and negotiated fee for subsequent updates.

Assets 52

Assets Due Diligence Consultants Consulting 52

Pension Pulse

JULY 18, 2023

It focuses on leading the global investment industry to continuous improvement through case studies of best practice in governance and decision making, portfolio construction and efficient portfolio management, fees and costs, and sustainable investing.

Pension Funds 52

Pension Funds Funds Banks Assets 52

The Big Picture

JUNE 7, 2023

So to clarify, some people’s called activity fees, the the profit participation is only on returns over and above what the SPF is generally. So it’s actually, I would say, even more advantageous and that our management fees are a prepayment on future often. On your question. Toughest question. Just be honest.

Hedge Funds 108

Hedge Funds Funds Capital Returns 108

The Motley Fool

JANUARY 12, 2024

Asset and wealth management reported net income of 925 million with pre-tax margin of 28%. billion was up 2% year on year driven by higher management fees on strong net inflows and higher average market levels, predominantly offset by lower NII. And then to complete our lines of business, AWM on Page 8. Revenue of 4.7

Banks 130

Banks Capital Assets Investment Banking 130