Harvard Corporate Governance

MARCH 6, 2024

Moreover, institutional investors such as the Yale University Endowment fund, the California Public Employees Retirement System, and the MacArthur Foundation now require that investment firms reveal the diversity of their leadership and workforce, to compel them to improve diversity.

Finance 115

Finance Banking Technology 115

Harvard Corporate Governance

MAY 12, 2022

These clients include public and private pension plans, governments, insurance companies, endowments, universities, charities and, ultimately, individual investors, among others. The assets we manage are owned by other people—our clients—who depend on BlackRock to help them achieve their investment goals.

253

253

Mckinsey and Company

SEPTEMBER 24, 2022

Spain can reach net-zero emissions by 2050 through a society-wide effort that leverages the country’s natural endowments and new technologies to unlock sustainable and inclusive growth.

Technology 67

Technology 67

Auto Dealer Valuation Insights

MAY 5, 2023

The “endowment effect” refers to an emotional bias that causes individuals to value an object they own higher than its market value. We’ve probably all been guilty of this at various times in our life when it comes to property values or assets that have some sort of emotional or symbolic significance to us.

Marketability 52

Marketability 52

Harvard Corporate Governance

AUGUST 15, 2022

Our clients, the asset owners, include pension plans, endowments, foundations, charities, official institutions, insurers and other financial institutions, as well as individuals around the world.

Equity 187

Equity 187

Harvard Corporate Governance

SEPTEMBER 7, 2022

These clients include public and private pension plans, governments, insurance companies, endowments, universities, charities and, ultimately, individual investors, among others.

Marketability 140

Marketability 140

Harvard Corporate Governance

AUGUST 11, 2022

In many cases, they are the pensioners in a retirement plan or a university student who benefits from an endowment. Who benefits from investments in private funds and alternative investments?

Marketability 197

Marketability Equity 197

Harvard Corporate Governance

OCTOBER 31, 2022

Registered investment advisers—over 15,000 of them in total—play a critical role in our economy, advising over 60 million accounts with combined assets under management of more than $100 trillion [1] These advisers provide advice to pension funds, endowments, retail investors, and so many others across the American public and beyond.

188

188

Benchmark Report

MAY 31, 2022

The most obvious reason was the desire for institutions, which most famously include insurance companies, pension funds, and university endowments, to find yield on their troves of cash during a time when their traditional vehicle, bonds, were providing essentially zero yields.

Equity 52

Equity Banking 52

Harvard Corporate Governance

JULY 8, 2022

more…).

Marketability 211

Marketability 211

Benzinga

MARCH 20, 2024

The newly acquired land is located in the Austrian Pegmatite Belt within the Austroalpine Nappes, known for its geological diversity and rich mineral endowment.

Marketability 40

Marketability 40

Reynolds Holding

SEPTEMBER 9, 2022

Thus, low-quality firms endowed with non-favorable information, i.e., indicating a firm value below the non-disclosure price, will remain silent; consequentially they are pooled with the more valuable non-endowed firms unable to disclose. Beyer et al.,

Firm Value 59

Firm Value Compliance Marketability 59

Harvard Corporate Governance

AUGUST 24, 2023

On one side are the funds’ investors, such as retirement plans or endowments. Private funds and their advisers play a significant role for investors and issuers. They play an important role in nearly every sector of the capital markets.

Corporate Finance 189

Corporate Finance Marketability Compliance Finance 189

Benzinga

OCTOBER 4, 2022

Sydney, Oct. Click here. Eastern Metals Ltd (ASX:EMS) has strengthened its board with the appointment of two new independent non-executive directors while Bob Duffin has reconsidered his decision to retire and will remain as the company's non-executive chairman.

40

40

Reynolds Holding

JANUARY 31, 2023

A one standard deviation increase in active institutional ownership would increase the R&D investment ratio by 0.767 percent and have an even larger positive effect on the patent outputs and innovation efficiency.

Banking 122

Banking Marketability 122

Benzinga

APRIL 19, 2023

B2Gold's management team has strong northern construction expertise and experience to deliver the fully permitted Goose project and the financial resources to develop the significant gold resource endowment at the Back River Gold District into a large, long life mining complex.

Marketability 40

Marketability 40

Benzinga

MAY 4, 2022

Rockwood's investors include many of the world's largest public and private pension plans, sovereign wealth funds, endowments, foundations, insurance companies, and high-net worth individuals and their families.

Equity 40

Equity Marketability 40

Reynolds Holding

MAY 18, 2022

It is based on a recent article, “ Voting for Socially Responsible Corporate Policies ,” available here , which he co-wrote with Professor Adam Meirowitz at the University of Utah, and Shaoting Pi, a research associate at the Cambridge Centre for Finance and Cambridge Endowment for Research in Finance.

Firm Value 64

Firm Value Finance 64

Reynolds Holding

APRIL 16, 2024

The SEC asserted that this misconduct was enabled by significant deficiencies in private-equity fund contracts. Some scholars responded to this controversial history by searching for explanations.

Equity 59

Equity Start-ups Marketability 59

Reynolds Holding

FEBRUARY 16, 2023

1] They advise hedge funds, pension and retirement funds, endowments, or the public via robo-adviser apps. These authorities are important, as investment advisers advise investors or funds with literally trillions of dollars of assets under management. [1]

Compliance 45

Compliance Technology 45

Reynolds Holding

AUGUST 23, 2023

On one side are the funds’ investors, such as retirement plans or endowments. Private funds and their advisers play a significant role for investors and issuers. They play an important role in nearly every sector of the capital markets.

Corporate Finance 40

Corporate Finance Marketability Compliance Finance 40

Reynolds Holding

JUNE 21, 2022

And this same need for engaged shareholder participation complicates the role of proxy advisers such as ISS and Glass Lewis, which have built a business on advising large institutional clients (such as pension funds and endowments) about how to vote on various governance matters.

Marketability 59

Marketability 59

Reynolds Holding

JUNE 15, 2022

And that is not to mention non-profit organizations such as foundations and endowments). Finally, the proverbial elephant in the room is that more than 75 percent of all equities are held in tax-deferred accounts such as pension plans, 401(k) or 403(b) accounts, and IRAs.

Dividends 59

Dividends Equity Finance Marketability 59

Reynolds Holding

MAY 9, 2022

Venture capital (VC) has become an increasingly important asset class for institutional investors such as endowments, pension funds, insurance companies, and sovereign wealth funds, as well as for wealthy individuals. A large amount of money is involved: U.S. VC-backed companies raised nearly $300 billion in 2021.

Venture Capital Fund 59

Venture Capital Fund Private Equity Firm Finance Corporate Finance 59

Reynolds Holding

APRIL 13, 2022

Private Funds : Exams observed that more than 5,000 registered investment advisers (RIAs) manage roughly $18 trillion in private fund assets in strategies that include hedge funds, private equity funds, and real estate funds, whose investors include state and local pensions, family beneficiaries, charities, and endowments.

Compliance 45

Compliance Marketability Market Risk Technology 45

Harvard Corporate Governance

FEBRUARY 28, 2023

If the SEC succumbs to their pressure, public pension plans, endowments, and millions of Americans invested in mutual funds will lose out. But a firestorm is about to descend on Washington over the SEC’s plans to let a temporary measure adopted nearly six years ago expire this summer.

Marketability 189

Marketability 189

Musings on Markets

OCTOBER 12, 2023

Not only has impact investing directed large amounts of capital towards green and alternative energy investments, but the movement has also succeeded in convincing many fund managers and endowments to divest themselves of their investments in fossil fuel companies.

Market Capitalization 82

Market Capitalization Enterprise Value Start-ups Marketability 82

Reynolds Holding

MAY 4, 2023

Available at [link] [2] Mixed motives are acceptable for fiduciaries of colleges, universities, philanthropic foundations and other endowed nonprofit institutions, who must balance financial obligations with consideration of the charitable purposes of the institution. [3] Barr, “ESG Can’t Square With Fiduciary Duty,” September 6, 2022.

Systematic Risk 117

Systematic Risk Finance Marketability Equity 117

Reynolds Holding

MAY 23, 2023

Private funds playan important role for investors, including retirement funds and endowments. Today, nearly 75 years later, the private fund industry has grown to $25 trillion [8] in gross asset value amongst tens of thousands of funds [9] —larger than the entire $23 trillion commercial banking sector. [10]

Banking 40

Banking Technology Marketability Capital Structure 40

Brian DeChesare

OCTOBER 12, 2022

Solid Limited Partner (LP) relationships at endowments, pensions, funds of funds , family offices , sovereign wealth funds, etc., And you’ll still market your new fund to funds of funds, endowments, pensions, family offices, and high-net-worth individuals. so you can raise the required capital.

Private Equity Firm 59

Private Equity Firm Equity Start-ups EBITDA 59

Benzinga

FEBRUARY 13, 2023

B2Gold has strong northern construction expertise and experience to deliver the fully permitted Goose project and the financial resources to develop the significant gold resource endowment at the Back River Gold District into a large, long life mining complex.

Dividends 40

Dividends Equity 40

Appraiser Newsroom

JANUARY 31, 2023

Since 2004 Debra has been the executive director of the artist-endowed Sam Francis Foundation working with the legacy of the American abstract expressionist painter (1923–1994).

Appraisal 52

Appraisal Accounting Firms Fair Market Value Marketability 52

Benzinga

NOVEMBER 13, 2023

million ounces of mineral reserves, 8.6 million ounces of measured and indicated mineral resources (inclusive of mineral reserves) and 4.0 per share for gross proceeds of C$40 million (the "Concurrent Private Placement"), representing a 14.2% million ounces of mineral reserves and 3.96

Equity 40

Equity Treasury Market Capitalization Marketability 40

Brian DeChesare

JANUARY 19, 2022

normal, non-wealthy individuals).

Private Equity Firm 72

Private Equity Firm Banking Equity Finance 72

Reynolds Holding

AUGUST 9, 2022

The strategy might work well for major pension funds and endowments, but we cannot expect individual shareholders to express an opinion on the ballots of all the companies they own. The first is to push down the voting decision to the level of individual investors.

Technology 142

Technology Finance Marketability 142

Reynolds Holding

APRIL 23, 2023

16] Private fund investors often are retirement funds and endowments. With more than $25 trillion of gross assets under management, private funds now have surpassed the size of our entire $23 trillion commercial banking system. [16] On the other side, the funds are investing in a wide array of companies.

Treasury 45

Treasury Marketability Finance Technology 45

Musings on Markets

DECEMBER 10, 2021

Endowing CEOs with increased powers to fend off challenges seems like a particularly bad idea at tech companies, since their compressed life cycles are likely to create more, rather than less, mismatches between companies and their founder/CEOs, and sooner, rather than later.

Start-ups 83

Start-ups Marketability Technology Market Capitalization 83