article thumbnail

Evolent Health (EVH) Q2 2023 Earnings Call Transcript

The Motley Fool

Now, let's turn to Evolent's three core operating priorities of strong organic growth, expanding margins, and optimal capital allocation. I would note, we spent time at the Investor Day focused on performance fee margin ramp, and that margin maturation is continuing to perform as expected.

article thumbnail

A Conversation With John Graham on CPP Investments Fiscal 2023 Results

Pension Pulse

“Despite significant declines in global equity and fixed income markets during our fiscal year, our investment portfolio remained resilient, delivering stable returns while outperforming major indexes.” The positive fiscal-year results reflect returns on investments in infrastructure and certain U.S.

article thumbnail

CDPQ's Head of Liquid Markets Discusses Mid-Year Results

Pension Pulse

A $145-million loan by subsidiary Otéra Capital for a multi-residential project located in the heart of Montréal’s Golden Square Mile. The difference with 2022 is primarily explained by the increase in external performance fees related to increased returns. CDPQ’s cost ratio compares favourably with that of the industry.