In this article I showcase the total return strategy used by Ronald ... Stockholder’s equity is equal to the total assets of the firm less all debt and liabilities. Also known as stockowner ...

It is worth mentioning that there are four asset classes wherein NPS pension fund managers can invest: equity, corporate debt, government bonds and alternative investment funds. The above table ...

Australia's Future Fund, Melbourne, delivered a 9.1% annual return for the financial ... within the sphere,” he said. Asset allocation to private equity dropped to 14.5% from 16.5% because ...

The DuPont model breaks the calculation of return on equity (ROE) into three ratios: Net profit margin (NPM) Asset turnover ratio Equity multiplier If ROE changes over time or diverges from normal ...

India's total mutual fund assets jumped to an all-time high of 66.7 trillion rupees ($794.45 billion), as of August-end, ...

in capital budgeting to estimate the cost of shareholder equity. Described as the relationship between systematic risk and expected return for assets, CAPM is widely used for the pricing of risky ...

Despite expressing concerns about the private credit market, Jamie Dimon acknowledged the benefits of private equity's lower correlation with traditional assets ... rate of return (IRR) of ...

Instead, impact fund managers tend to promise investors the best of both worlds: the same level of return as you’d expect from conventional financial assets, but with much greater positive ...

cash-generating assets, providing a different risk-return profile compared to primary investments. Enhanced market access Semi-liquid funds democratize access to the secondary market. Traditionally, ...

Wellington’s equity-income process runs two thirds of this fund’s assets using the same process ... The fund’s income return for the year was 2.8% in 2022, also a top-decile result.