The Motley Fool

JULY 14, 2023

trillion in assets, 9.4 We deliver durable long-term investment performance by executing on alpha opportunities, sourcing unique deals, and managing risk. The foundation of a market-leading asset management platform is comprehensive, high-quality investment products with strong long-term investment performance.

Asset Management 130

Asset Management Assets Banks Debt 130

Pension Pulse

MAY 2, 2024

Last year, APFC’s staff decreased its private asset allocation from 19 percent to 15 percent, hypothesizing that there were better risk-adjusted returns to be had in asset classes like fixed income and hedge funds. In real estate development assets, in particular, Frampton sees higher potential for returns. “On

Pension Funds 59

Pension Funds Hedge Funds Buyout Due Diligence 59

The Big Picture

OCTOBER 14, 2023

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). When they underperform, they refund as much as 25% of their performance fees.

Investing 69

Investing Performance Fees Startups Management Fees 69

Pension Pulse

AUGUST 17, 2023

However, it recorded weaker performance in private equity, following double-digit returns over the past few years, while its office real estate holdings were affected by a structural transformation, including a significant shift to mobile work, offset by investments in the logistics segment of commercial real estate. over six months and 6.0%

Pension Funds 52

Pension Funds Assets Debt Portfolios 52

Pension Pulse

MAY 24, 2023

per cent for the fiscal year ended March 31, ending the year with net fund assets of $570 billion compared to $539 billion a year earlier. The $31 billion increase in net assets this year consisted of $8 billion in net income and $23 billion in net transfers from the Canada Pension Plan (CPP). 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 Returns Shareholders 52

The Big Picture

JUNE 13, 2023

Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president. Well guess what?

Banks 57

Banks Asset Management Assets Capital 57

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. MIELLE: Well, I mean, it was a fairly new asset class. I think, you know, it’s not until probably Farallon came into existence, that it became a real asset class in itself, that stressed and distressed was a category that was thought as investable.

Hedge Funds 110

Hedge Funds Funds Assets Consultants 110

The Motley Fool

JULY 28, 2023

This represents -- as we've talked before, 85% of the value of the S&P 500 is really tied back to intangible assets. You know, we've now invested in hundreds of colleagues with a truly unique market-leading platform to really help understand this opportunity and these risks and these -- the value of these assets.

Capital 100

Capital Business Services Liabilities Debt 100

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 Leveraging Shareholders 130

The Big Picture

FEBRUARY 28, 2023

They run over $135 billion in assets. And I went to pitch this asset management guy on why he should come be a part of that process. LAYTON: So every client that we have, every asset that we own is a result of somebody getting on an airplane and — RITHOLTZ: Right. I think we are very much an owner of assets.

Assets 57

Assets Private Equity Firms Private Equity Firms Due Diligence 57

The Motley Fool

OCTOBER 31, 2023

Over 200 billion in assets. Those assets are primarily warehouse and logistics facilities. Dylan Lewis: Finally over to one of the big money movers, the world's largest alternative asset manager, Blackstone reported, and Matt, it seems like maybe money isn't quite as easy to come by as it used to be.

Depreciation 130

Depreciation Bidding Companies Capital 130

The Motley Fool

JANUARY 12, 2024

Today, we are announcing two transformational changes in anticipation of the evolution we see ahead for the asset management industry and for the entire global capital markets. We've spoken throughout the year about what conditions we'd expect to bring investors out of cash and into risk assets. Operating income of 6.6 increased by 7%.

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

JANUARY 25, 2024

We were the first alternative manager to surpass $1 trillion of assets under management. We are pleased that BX shares ranked in the top 20 best performing out of the 500 stocks in the S&P 500 Index last year. public company by market cap, exceeding the market value of all other asset managers.

Management Fees 100

Management Fees Banks Capital Assets 100