The Motley Fool

FEBRUARY 25, 2024

Many investment types charge management fees or investment minimums. Fees eat into returns -- doubly so when you only have a bit of savings to invest. Featured offer: save money while you pay off debt with one of these top-rated balance transfer credit cards One solution: fractional shares.

Investing 130

Investing Mutual Funds Management Fees Stakes 130

ClearMoney

DECEMBER 5, 2021

As of the end of 2020, the US debt held by the public amounted to $22 trillion, an increase of approximately $5 trillion from the year before and well over double the level from a decade ago.1 In addition, debt is generally a slow-moving variable whose expected value should be incorporated in market prices. Ballooning Debt.

Debt 52

Debt Returns Mutual Funds Capital 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. Management fees are up 22% and 92% of these management fees are from permanent capital vehicles. AUM not yet paying fees was $16.8

Capital 130

Capital Asset Management Management Fees Assets 130

The Motley Fool

APRIL 18, 2024

The firm itself could not be in a stronger position with minimal net debt and no insurance liabilities, allowing us to distribute $4.7 Borrowing spreads have tightened significantly and the availability of debt capital has increased significantly. Fee-related earnings increased 12% year over year to $1.2 billion or $0.95

Assets 130

Assets Banks Debt Capital 130

The Motley Fool

APRIL 29, 2024

As an operating business, we are able to use cash flows, as well as proceeds from equity and debt financing, to accumulate bitcoin, which serves as our primary treasury reserve asset. In addition, it also enables us to acquire bitcoin through the use of excess cash or proceeds from equity capital raises or corporate debt capital raises.

Leveraging 246

Leveraging Debt Assets Capital 246

The Motley Fool

JANUARY 25, 2024

Stepping back, over the last two years, the campaign by central banks to control inflation has resulted in muted returns for most traditional asset classes. Fee earning AUM increased 6% year over year, while base management fees rose 7% to a record $6.5 Fee related earnings were $4.3 billion for the year or $3.58

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

JULY 20, 2023

banks with an average of 12 times leverage. We've always believed in extreme conservatism in managing our capital structure and the structure of our funds. And our corporate credit insurance and real estate debt businesses comprised over 50% of Q2 inflows. Fee-related earnings increased 12% year over year to $1.1

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

APRIL 12, 2024

These results included a $725 million increase to the special assessment resulting from the FDIC's updated estimate of expected losses from the closures of Silicon Valley Bank and Signature Bank. Firmwide IB fees were up 18% year on year, reflecting particular strength in underwriting fees. NIR ex Markets was up $1.2

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Capital Investment Banking 130

The Motley Fool

FEBRUARY 2, 2024

Orange County, and Atlanta, both underperformed mainly for reasons related to bad debt, skips and evictions, and fraud. Orange County will come primarily from a reduction in bad debt as we repopulate many of our vacant units with residents who actually pay their rent. yield after management fees and actual capex and generated a 10.6%

Debt 130

Debt Taxes Capital Assets 130

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

AUGUST 3, 2023

We have now lowered our net debt plus preferred metric for five straight quarters and on a path to get to seven x by year-end and further delevering in 2024. The revolver is our only debt that is not hedged or fixed. Turning to our balance sheet, we ended Q2 with net debt to adjusted EBITDA at 7.06 Series A preferred stock.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

JANUARY 12, 2024

With a strong common culture of serving clients with excellence, together, we will deliver for our clients a holistic global infrastructure manager across equity, debt, and solutions. BlackRock has developed a broad network of global corporate relationships through many years of long-term investments in both debt and equity.

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

MAY 28, 2024

Today, so many of our companies are software-driven, or their intangible driven, or their brands driven, that it's not so important, but it still remains a very important measure for bags, And JPMorgan is a lot of things, but at its core, it is a bank. Ricky Mulvey: You'd like to see a cautious person running a large bank.

Taxes 130

Taxes Accounting Education Shareholders 130

The Motley Fool

FEBRUARY 15, 2024

We also expanded Zelman's investment banking capabilities into the commercial market in 2023. And in the fourth quarter, the investment banking team closed three transactions, albeit all in the single-family sector, that boosted revenues and expanded the W&D brand significantly. billion of bridge business.

Debt 100

Debt Capital Assets Banks 100

The Motley Fool

JANUARY 29, 2024

And maybe you have stayed away from cryptocurrencies until now only because you don't want to open and fund another investing account with yet another firm, sharing your financial details and bank account numbers over the internet just to get started. And then you're in exactly the right place.

Investing 230

Investing Exchange-Traded Funds Assets Prospects 230

The Motley Fool

AUGUST 3, 2023

We also want to note the green shoots that we are seeing in the industry with the ongoing potential for passage of the SAFE Banking Act, state-level momentum for additional programs and tax relief and unit price stabilization trends we are seeing in certain markets, which Paul will spend more time discussing.

Debt 189

Debt Capital Legal Portfolios 189

The Motley Fool

JANUARY 12, 2024

The net reserve build was primarily driven by loan growth in card and the deterioration in the outlook related to commercial real estate valuations in the commercial bank. Investment banking revenue of 1.6 IB fees were also up 13% year on year, and we ended the year ranked No. In advisory, fees were up 2%. Expenses of 6.8

Banks 130

Banks Capital Assets Investment Banking 130

The Motley Fool

FEBRUARY 6, 2024

As an operating business, we're able to use cash flows, as well as proceeds, from equity and debt financings to accumulate Bitcoin, which serve as our primary treasury reserve asset. And three, debt financing. The blended cost of our debt is fixed at 1.6% We have issued $3.1 We've obtained $2.2

Leveraging 130

Leveraging Assets Debt Shareholders 130

The Motley Fool

NOVEMBER 9, 2023

Debt brokerage volume declined 52% year over year to $3.1 The non-multifamily acquisitions and financing markets have been very challenged in 2023, yet our team is finding capital and solutions for our clients, reflected in 21% or over $1 billion of our Q3 debt financing volume being on office, retail, hospitality, and industrial assets.

Asset Management 100

Asset Management Deal Flow Assets Financing 100

The Motley Fool

JULY 14, 2023

And while the bulk of the tightening is behind us, central banks are responding vigorously to inflation and have made it clear, the cycle of hikes isn't over. We remain laser-focused on executing our strategy and simplifying and modernizing our bank. In banking, the momentum in investment-grade debt has spread into other DCM products.

Banks 130

Banks Capital Investment Banking Investment Banks 130

The Motley Fool

JULY 14, 2023

The net reserve build included a 389 million build in the commercial bank, a $200 million build in card, and a 243 million release in corporate, all of which I will cover in more detail later. On liquidity, our bank LCR for the second quarter ended at 129%, in line with what we anticipated at Investor Day. Expenses of 20.2

Banks 130

Banks Liabilities Capital Assets 130

The Motley Fool

AUGUST 4, 2023

These investments were offset by increased repayments we received on several debt investments and the full exit of our investments in two lower middle market portfolio companies. Our private loan investments are typically first lien debt investments with attractive yield profiles in favorable terms.

Capital 147

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

ClearMoney

DECEMBER 5, 2021

As of the end of 2020, the US debt held by the public amounted to $22 trillion, an increase of approximately $5 trillion from the year before and well over double the level from a decade ago.1 In addition, debt is generally a slow-moving variable whose expected value should be incorporated in market prices. Ballooning Debt.

Debt 52

Debt Mutual Funds Capital Assets 52

ClearMoney

JANUARY 4, 2022

A Focus on Inflation and Debt. Rising government debt levels may also lead some investors to worry about an adverse impact on stock returns. The US debt held by the public topped $22 trillion,10 up more than $5 trillion from the end of 2019 and 123% of GDP. But inflation concerns needn’t scare one away from fixed income.

Mutual Funds 52

Mutual Funds Debt Assets Banks 52

Pension Pulse

FEBRUARY 22, 2024

CDPQ partly attributed the one-year outperformance of fixed income to the portfolio's "positioning in government debt, which benefited from lower rates in certain emerging countries, good execution in corporate credit and premiums on private debt that foster a high current return." For one year, the asset class posted an 8.1%

Returns 59

Returns Pension Funds Assets Debt 59

Pension Pulse

FEBRUARY 16, 2024

Some of these same investors made some notable bets on the banking industry, especially a regional lender that is currently under a lot of scrutiny: New York Community Bank ( NYCB ). The Soros Fund, AQR, and Millennium Management all increased their exposure to NYCB, which surprised Wall Street on Jan.

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

The Motley Fool

FEBRUARY 21, 2024

As a reminder, in April of 2021, our company entered into a limited partnership agreement with Pelion Ventures in Draper, Utah, to manage the Medici portfolio. This partnership came with an annual management fee, in addition to upside deal economics, in exchange for them nurturing these companies and building value.

Assets 130

Assets Banks Portfolios Companies 130

The Motley Fool

APRIL 22, 2024

How did they get their bank accounts? There was some talk of FTX paying off the Bahamas national debt perhaps as a way of carrying favor with the government. They have the exchange-traded funds where you can go on your regular brokerage account and buy Bitcoin through these ETFs with a low management fee in some cases.

Hedge Funds 130

Hedge Funds Financial Institutions Funds Accounting 130

Pension Pulse

AUGUST 17, 2023

Vincent Delisle, head of liquid markets at the Caisse, said there is still uncertainty when it comes to what central banks will do in terms of setting interest rates, the fund’s large fixed-income portfolio positions the pension manager well. The Caisse’s fixed-income portfolio posted a 3.9 CDPQ posted a 3.9% He replied: Fair point.

Pension Funds 52

Pension Funds Assets Debt Portfolios 52

Pension Pulse

MAY 22, 2024

Managing CPP Investments Costs Discipline in cost management is a main thrust of our public accountability as we continue to build an internationally competitive enterprise that seeks to create enduring value for multiple generations of beneficiaries of the CPP. billion, including the assumption of debt. To generate $46.4

Investing 59

Investing Pension Funds Stakes Assets 59

The Big Picture

JUNE 13, 2023

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. You went to school in Paris, but you began your career in London at Merrill and Deutsche Bank. I joined, effectively, Deutsche Bank. I think we learned a lot.

Banks 57

Banks Asset Management Assets Capital 57

Pension Pulse

FEBRUARY 12, 2024

An expansion of the CPP would transfer these risks from individual workers to the government, which is much better placed to manage them, as it can pool risks across all Canadian workers and across generations of workers. The CPP is also fully portable, making it easier to change jobs. And climate change?

Taxes 59

Taxes Amortization Pension Funds Financing 59

Pension Pulse

MAY 24, 2023

In private credit, tightening credit conditions resulting from a handful of bank failures and rescues in the United States have opened up opportunities for non-bank players like pension funds, he said. Management fees increased by $165 million, due to an increase in average assets managed by external fund managers.

Investing 52

Investing Stakes Pension Funds Assets 52

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

The Motley Fool

AUGUST 2, 2023

PGIM, our global investment manager, had lower asset management fees driven by rising rates and net outflows and higher expenses to support growth initiatives, while other related revenues increased primarily from higher seed and co-investment earnings. Gibraltar sales were up 6%, primarily driven by growth in the bank channel.

Assets 100

Assets Capital Liabilities Asset Management 100

The Big Picture

MARCH 27, 2023

I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. And anything above the par value of the total debt on the capital structure belongs to the equity guys. So let’s get long this debt, which is trading at a fraction of what it was issued for.

Hedge Funds 110

Hedge Funds Funds Assets Consultants 110

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. Tell us a little bit about some of the work you do that’s more than just, “Hey, I found the right fund manager for EM distressed debt.” We typically hire people out of the banks. Banking getting much better.

Hedge Funds 57

Hedge Funds Funds Banks Capital 57