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- Sixth Street partners with Northwestern for $13B in ABS
- Capital Group and KKR enter into strategic partnership for alternatives, private credit, and beyond
- Aflac gets into private credit with 40% stake in Tree Line Capital
- Brookfield acquires majority stake in asset-based private credit firm Castlelake – another david and goliath partnership.
- BNY partners with CIFC on private credit
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Tag Archives: earnings
T Rowe reports Q1 2024 earnings
AUM reached $1.54 trillion, up 14.9% year on year, but CEO Rob Sharps cited “tailwinds from stronger-than-anticipated markets” for net outflows of $8 billion for the quarter (half the outflows from Q1/23). Only 8.5% of assets come from investors outside … Continue reading
Posted in Asset managment
Tagged asset management, daniel enskat, distribution, earnings, investment management, liftouts, m&A, t rowe, warren enskat
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Cohen Steers reports $81.2B in assets, small net quarterly outflows and an operating margin of 32.8%
Investment advisory and admin fees were up 3% from last quarter to a total of $122.7 million. The operating margin was about 33%, up one percent quarter on quarter. The $81.2B in AUM are split as follows: – open-end funds: … Continue reading
LatAm saves Santander and BBVA in Europe: reverse engineering of success
Last week, Spanish prime minister Mariano Rajoy used a LatAm summit to ask business leaders to invest more in Spain as a platform for growth in Europe, Asia, and Africa – “Spain receives Latin America investments with open arms.” Cool. … Continue reading
Posted in alternatives, black swans, Brand, Brazil, cash flows, Chile, consulting, E&A, Enskat, enskat associates, institutional investor, investment banking, LatAm, Latin America, multi-convergence, pension funds
Tagged asset management, banking, BBVA, Brazil, btg, Chile, E&A, earnings, enskat associates, latam, mexico, profits, Santander, Spain
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Earnings: BTG Pactual moves forward – acquisitions, investment funds, record numbers … and a lower Selic rate
When writing about Latin America, one cannot avoid looking at the example of Brazil. When writing about Brazil, one cannot avoid looking at the example of BTG Pactual. I have clearly written a lot about the firm in recent months … Continue reading
Posted in alternatives, Brazil, cash flows, Chile, distribution, E&A, Enskat, enskat associates, institutional investor, institutions, investment banking, LatAm, Latin America, multi-convergence, professional fund buyers, wealth management
Tagged asset international, asset management, BACEN, Brazil, btg, cash flows, celfin, E&A, EAQ, earnings, enskat, enskat associates, institutional investor, investment banking, Pactual, real estate, Selic, wealth management
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Earnings season: Carlyle Group acquires asset manager, raises 3.4b in fresh capital
As mentioned in my recent postings on institutional investors, SWFs have increased their interest and stakes in private equity firms in the crisis. CIC took a 10% stake in Blackstone, ADIA acquired 7.5% in the Carlyle Group. Among the highlights … Continue reading
Posted in alternatives, beauty, black swans, cash flows, China, Enskat Associates, information delivery, Latin America, management, Middle East, multi-convergence, private banking, professional fund buyers, SWFs, UCITS, Uncategorized, wealth management
Tagged asset management, blackstone, Carlyle, Carlyle engine, Conway, E&A, earnings, enskat associates, kings, kkr, PE, performance fees, private equity, quarterly, Rubinstein, vermillion
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Earnings season: Goldman Sachs with 850b in investment mgmt assets and 8b in net revenues
Leaving aside that Goldman got in trouble for preparing for trouble in the aftermath of Sandy, the firm reported strong quarterly results. 850+ billion in investment management assets, over $8 billion in net revenues, with over $4 billion in institutional … Continue reading
Posted in alternatives, black swans, cash flows, consulting, distribution, E&A, enskat associates, institutions, investment banking, Middle East, multi-convergence, private banking, private equity, professional fund buyers
Tagged asset management, Blankfein, E&A, earnings, enskat associates, financial advisory, goldman sachs, GS, institutional investor, investment banking, investment management
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Earnings season: Blackrock powers forward with iShares and equities
Blackrock this week reported an almost 25% increase in year on year quarterly earnings. Adjusted EPS stood at $3.47, with net income growth of 8% (17% as adjusted) from Q3 2011 on revenue of $2.3 billion. The most interesting statistic … Continue reading
Posted in alternatives, asia, Brand, Brazil, cash flows, consulting, distribution, Enskat, Enskat Associates, information delivery, institutions, lifestyle, management, movement, multi-convergence, pension funds, private banking, professional fund buyers, UCITS, wealth management
Tagged alternatives, asia, asset management, blackrock, E&A, earnings, east west, enskat associates, etfs, europe, fink, hedge funds, ishares, newcits, passive active, performance fees, quarterly results, solutions, ucits
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