The Motley Fool

JANUARY 16, 2024

Index investing is a great approach, but you can do even better with specific stocks or cryptocurrencies from time to time. Let's say you invested $1,000 in an index fund tracking the S&P 500 (SNPINDEX: ^GSPC) index 5 years ago. Diversified investing is a proven strategy for building and protecting your wealth in the long run.

Exchange-Traded Funds 246

Exchange-Traded Funds Investing Financial Institutions Legal 246

The Motley Fool

MARCH 14, 2024

This should be your first priority when deciding where to invest for retirement. IRAs open up the door to many more investing options With a 401(k), you have a limited pool of investments. You can only put your money into the assets available in the 401(k) plan your employer has chosen. Image source: Getty Images.

Taxes 130

Taxes Investing Financial Institutions Management Fees 130

Pension Pulse

MAY 24, 2024

You’d never know it to read the latest annual report from the fund’s managers, the CPP Investment Board, which spends much of its nearly 80,000 words boasting how, thanks to the herculean efforts of its employees and the sophisticated investment stratagems of its managers, it eked out an 8-per-cent return on investment for the CPP’s beneficiaries.

Pension Funds 109

Pension Funds Hedge Funds Investing Assets 109

The Motley Fool

DECEMBER 20, 2023

Investing is something that most people know they should do, but much fewer people do it. Whenever someone tells me they know they should invest and I ask why they don't, the two most common responses are: "I don't have enough money" and "I don't know how." Investing doesn't have to be, and shouldn't be, difficult. Materials 2.5%

Mutual Funds 130

Mutual Funds Funds Investing Exchange-Traded Funds 130

The Motley Fool

FEBRUARY 15, 2024

Let's say you're looking to dip your first toe in the encrypted waters of digital assets and Bitcoin is the only name on your wish list. There are many ways to approach that first crypto investment, and each option could be the best idea for some people but completely wrong for others.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Investing Exchange-Traded Funds 130

The Motley Fool

APRIL 16, 2024

Over half of VUG's funds are invested in the tech sector, for one. You'll only pay roughly $4 a year in management fees per $10,000 invested in the fund, while competitor growth funds can charge $100 or more for similar returns. Should you invest $1,000 in Vanguard Index Funds - Vanguard Growth ETF right now?

Exchange-Traded Funds 246

Exchange-Traded Funds Management Fees Assets Funds 246

The Motley Fool

APRIL 27, 2024

I'm concentrating my retirement account on investments that generate passive income and can deliver compelling price appreciation with less volatility. I recently added a new investment to my retirement account that I believe can enhance my ability to reach my retirement goals: JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ: JEPQ).

Exchange-Traded Funds 246

Exchange-Traded Funds Accounting Management Fees Asset Management 246

Private Equity Insights

MARCH 8, 2024

Modern Wealth Management, an American registered investment advisory (RIA), has snapped up Beltz Ianni & Associates (Beltz Ianni) for an undisclosed price, in a move to expand its footprint to the eastern region of the US. It is said to manage assets worth over $1.2bn. It is said to manage assets worth over $1.2bn.

Education 130

Education Management Fees Assets Financing 130

The Motley Fool

JANUARY 30, 2024

They present an opportunity for more investors to gain access to the crypto asset class. When buyers want to more shares of the fund than exist today, the fund manager asks authorized participants to help create new shares. billion in assets within two weeks of launching the fund. Custodial fee revenue accounted for about 2.5%

Securities and Exchange Commission (SEC) 233

Securities and Exchange Commission (SEC) Exchange-Traded Funds Banks Assets 233

The Motley Fool

MAY 23, 2024

Exchange-traded funds (ETFs), or groups of individual stocks trading under a single ticker symbol, are meant to simplify investing. A few ETFs can diversify your investments in minutes, versus spending gobs of time screening and selecting dozens of individual companies to trust your money with. Can this ETF do the same? As the U.S.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Assets Stock Market 130

The Motley Fool

FEBRUARY 19, 2024

Image source: Getty Images Investing in stocks is something anyone can do. But not everyone invests in stocks the same way, and billionaires and the ultra-wealthy often use different stock-buying avenues than the rest of us. And thanks to the availability of free stock trading apps , it's cheaper than ever for the average investor.

Hedge Funds 239

Hedge Funds Mutual Funds High Net Worth Individuals Mergers and Acquisitions 239

The Motley Fool

JANUARY 21, 2024

Stocks and cryptocurrencies with market caps below $200 million are below the coverage threshold, and the same limit applies to the net asset value (NAV) of ETFs. The early winners, by the numbers ETF Name and Ticker Net Asset Value (NAV) Average Daily Volume (number of shares) Annual Management Fees Grayscale Bitcoin Trust $25.2

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Management Fees Exchange-Traded Funds 130

The Motley Fool

MAY 22, 2024

But the real key is that customers don't like to move from one asset manager to another, which makes the assets under management (AUM) at T. The company charges management fees for its services, so its business is kind of annuity-like in nature. Should you invest $1,000 in Agree Realty right now?

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Banks Management Fees 130

Private Equity Insights

JULY 21, 2023

Private equity firms have sought to join a special club: managing $1 trillion in assets, a milestone that would put them in the same league as mutual fund behemoths like BlackRock and Fidelity and banking giants like JPMorgan Chase. It has also moved into hedge funds, credit trading, infrastructure investing and more.

Private Equity Managers 246

Private Equity Managers Mutual Funds Leveraged Buyouts Private Equity Firms 246

Pension Pulse

MAY 22, 2024

Ian Bickis of The Canadian Press reports CPP Investments earned 8 per cent in latest fiscal year, net assets rose to $632 billion: Canada's biggest pension fund earned an eight per cent return last year, but significantly underperformed the 19.9 per cent return of its reference portfolio.

Investing 59

Investing Pension Funds Stakes Assets 59

Private Equity Insights

MARCH 8, 2024

Ares Management Corporation, a leading global alternative investment manager, announced today that funds managed by its Alternative Credit strategy have launched Ansley Park Capital, a newly-formed lending and specialty finance company that delivers full spectrum, customized financing solutions for essential-use, large-ticket equipment.

Capital 130

Capital Financing Finance Performance Fees 130

The Motley Fool

DECEMBER 27, 2023

Dividend stocks can be very enriching investments. Rexford Industrial Realty (NYSE: REXR) , Extra Space Storage (NYSE: EXR) , and Brookfield Infrastructure (NYSE: BIPC) (NYSE: BIP) have been very enriching investments over the years. Dividends are more than just yield -- they are a portion of your total return on investment.

Assets 245

Assets Management Fees Returns Funds 245

The Motley Fool

JANUARY 28, 2024

NextEra Energy Partners benefited from the increased income earned by new projects added to the portfolio and a reduction in management fees from its parent, NextEra Energy. That helped more than offset weaker performance from its existing assets. Should you invest $1,000 in NextEra Energy Partners right now?

Earnings Before Interest 245

Earnings Before Interest Amortization Depreciation Management Fees 245

The Motley Fool

DECEMBER 14, 2023

ARK Invest CEO Cathie Wood is one of the most followed stock pickers on Wall Street. Her appeal centers around the theme-based investing strategy of ARK Invest's family of exchange-traded funds (ETFs). This means that for every $10,000 invested in the fund, investors pay $75 annually. Image source: Getty Images.

Exchange-Traded Funds 243

Exchange-Traded Funds Management Fees Prospects Funds 243

The Big Picture

OCTOBER 14, 2023

 This week, we speak with Graeme Forster, a director at Orbis Investments Ltd., which has $34 billion in assets under management. We discuss the firm’s unique fee arrangement: For institutional accounts of $100 million and up, they pay a base fee 33% of outperformance versus the benchmark (and no management fee).

Investing 69

Investing Performance Fees Startups Management Fees 69

The Motley Fool

JANUARY 23, 2024

Annaly Capital Management: 13.47% yield The first supercharged dividend stock I'm gladly accepting outsized quarterly payments from is mortgage real estate investment trust (REIT) Annaly Capital Management (NYSE: NLY). Lastly, Annaly Capital Management almost exclusively invests in agency assets.

Debt 245

Debt Public Companies Capital Assets 245

Private Equity Wire

DECEMBER 12, 2023

Amid a period of rapid growth in credit and private debt investment strategies, BNY Mellon has established a position as a key partner to fund managers who have had little time to standardise, invest in technology, and automate manual processes. PEW: What can firms do to position themselves for these changes?

Debt 89

Debt Hedge Funds Investing Assets 89

The Motley Fool

MAY 2, 2024

This morning, we issued our financial results for the first quarter of 2024, reporting fee-related earnings, or FRE of $0.20 Should you invest $1,000 in Blue Owl Capital right now? 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

The Motley Fool

JANUARY 9, 2024

American Tower (NYSE: AMT) has agreed to sell its cell tower business in India to an affiliate of Brookfield Asset Management (NYSE: BAM). The leading real estate investment trust (REIT) focused on data infrastructure will receive about $2.5 It has since concluded that review, opting to sell the assets to Brookfield.

Asset Management 130

Asset Management Assets Leveraging Debt 130

The Motley Fool

JANUARY 16, 2024

Sponsored by high-profile investment firms including BlackRock , Fidelity, Invesco , Ark Invest, and several others, these ETFs allow investors to gain exposure to Bitcoin without having to directly buy and hold the cryptocurrency. Once the ETF has reached $1 billion in assets under management or six months have passed, a 0.2%

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Exchange-Traded Funds Asset Management Assets 130

The Motley Fool

SEPTEMBER 22, 2023

This quick formula estimates the years it would take for an investment to double, given an expected annual rate of return. You divide 72 by the expected return to get the number of years it would take for that investment to double. Brookfield Asset Management (NYSE: BAM) is a likely candidate.

High Net Worth Individuals 130

High Net Worth Individuals Asset Management Assets Management Fees 130

The Motley Fool

JANUARY 7, 2024

Whether you're heavily invested in crypto or simply stashing money away in a retirement account , it's worth paying attention to the SEC's decision. It could open the door for many more investors to easily put their money to work in the emerging crypto asset class. Grayscale charges a 2% management fee. ARK 21Shares 0.8%

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Exchange-Traded Funds Accounting Assets 130

The Motley Fool

JULY 22, 2023

Still a good value Charles Schwab is the largest brokerage firm in the country with about $8 trillion in client assets under management (AUM) and more than 34 million accounts as of June 30. The financial services giant also has wealth management, financial advisory, banking, lending, credit cards, and other services.

Banks 243

Banks Assets Management Fees Financial Services 243

The Motley Fool

DECEMBER 31, 2023

Dividend stocks can be incredible investments. AbbVie is also investing heavily in research & development to continue finding new therapies to drive future growth. The real estate investment trust ( REIT ) has a phenomenal record of increasing its payout. They've historically outperformed the market over the long term.

Mutual Funds 188

Mutual Funds Management Fees Asset Management Prospects 188

The Motley Fool

JULY 24, 2023

If you are looking for a simple, effective way to invest in a wide range of sectors, industries, and themes, you might want to consider exchange-traded funds (ETFs). ETFs are collections of stocks, bonds, or other assets that track an index, a sector, or a certain theme like artificial intelligence, autonomous driving, or immuno-oncology.

Exchange-Traded Funds 245

Exchange-Traded Funds Management Fees Prospects Funds 245

The Motley Fool

JANUARY 12, 2024

It's like a buffet of Bitcoin investment options, and I've lined them all up for you right here. The handy table below is your personal menu, serving up the essential details: from the amount of digital dough they're managing on Day One as a Bitcoin ETF to the fees they'll charge for the pleasure of their company. million 54 0.2%

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) New York Stock Exchange Mutual Funds Exchange-Traded Funds 130

The Motley Fool

MARCH 5, 2024

There's nothing quite like investing in an individual company's stock and watching it grow over time, but ETFs have value even for seasoned investors. The Vanguard Growth ETF is an inexpensive and simple way to capture the growth that leads bull markets without the limitations of only investing in companies listed on the Nasdaq exchange.

New York Stock Exchange 246

New York Stock Exchange Exchange-Traded Funds Stock Exchanges Management Fees 246

The Motley Fool

AUGUST 5, 2023

Its option-adjusted yield, which is calculated by dividing the annualized most recent distribution by the fund's most recent net asset value, can fluctuate, but currently stands at 16.7%. For one thing, investing in the ETF comes with a hefty cost. For one thing, investing in the ETF comes with a hefty cost. so far this year.

Exchange-Traded Funds 246

Exchange-Traded Funds Management Fees Funds Financial Services 246

The Motley Fool

MARCH 10, 2024

Unsurprisingly, there's considerable negativity surrounding the healthcare real estate investment trust (REIT) these days. It has made solid progress so far, announcing in late February the sale of five hospitals to Prime and the sale of a syndicated term loan investment in Median. Key tenants were on shaky ground.

Earnings Before Interest 246

Earnings Before Interest Amortization Depreciation Management Fees 246

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. “We

Hedge Funds 98

Hedge Funds Management Fees Asset Management Assets 98

The Motley Fool

MARCH 29, 2024

The investment firm has decided to short MicroStrategy while simultaneously getting long Bitcoin in order to bet on this divergence. New ETFs have annual management fees of around 0.25%, which will barely eat into investment returns. Should you invest $1,000 in MicroStrategy right now? It doesn't make sense.

Exchange-Traded Funds 100

Exchange-Traded Funds Management Fees Debt Stakes 100

Private Equity Wire

MARCH 21, 2024

Apollo Global Management has launched a new private credit fund, Middle Market Apollo Institutional Private Lending, that will invest money from an affiliate of Mubadala Investment Company and other institutional investors, according to a report by Bloomberg. These fees include a 1% management fee and a 12.5%

Funds 75

Funds Business Development Companies Management Fees Leveraging 75