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Passive management is an investing strategy that tracks a market-weighted index or portfolio. Passive management is most common on the equity market, where index funds track a stock market index, but it is becoming more common in other investment types, including bonds, commodities and hedge funds.
Investment is the dedication of money to purchase of an asset to attain an increase in value over a period of time. Investment requires a sacrifice of some present asset, such as time, money, or effort.
An exchange-traded fund (ETF) is a type of investment fund and exchange-traded product, i.e. they are traded on stock exchanges. ETFs are similar in many ways to mutual funds, except that ETFs are bought and sold from other owners throughout the day on stock exchanges whereas mutual funds are bought and sold from the issuer based on their price at day's end. An ETF holds assets such as stocks, bonds, currencies, futures contracts, and/or commodities such as gold bars, and generally operates with an arbitrage mechanism designed to keep it trading close to its net asset value, although deviations can occasionally occur. Most ETFs are index funds: that is, they hold the same securities in the same proportions as a certain stock market index or bond market index. The most popular ETFs in the U.S. replicate the S&P 500, the total market index, the NASDAQ-100 index, the price of gold, the "growth" stocks in the Russell 1000 Index, or the index of the largest technology companies. With the exception of non-transparent actively managed ETFs, in most cases, the list of stocks that each ETF owns, as well as their weightings, is posted daily on the website of the issuer. The largest ETFs have annual fees of 0.03% of the amount invested, or even lower, although specialty ETFs can have annual fees well in excess of 1% of the amount invested. These fees are paid to the ETF issuer out of dividends received from the underlying holdings or from selling assets.
Friends’ Provident Insurance was a banking institution founded in 1832 to serve the needs of the Society of Friends (Quakers). Based in Bradford, Yorkshire, it concentrated on sickness and annuity policies until its life fund acquired Century Insurance in 1918, expanding into general insurance. The restriction to Quaker membership was an increasing constraint but the ties were substantially reduced by the Friends’ Proviant Institution Act 1915. Although Century’s branch network enabled FPI to expand, the periodic underwriting losses strained the life fund’s capital base and Century was sold in 1975. In the year 2000, Friends Provident demutualised and listed on the FT100 Index. After abortive takeover negotiations, Friends accepted a takeover bid from Resolution Limited in 2009.
BlackRock, Inc. is an American multi-national investment company based in New York City. Founded in 1988, initially as a risk management and fixed income institutional asset manager, BlackRock is the world's largest asset manager, with US$10 trillion in assets under management as of January 2022. BlackRock operates globally with 70 offices in 30 countries, and clients in 100 countries. Along with Vanguard and State Street, BlackRock is considered to be one of the Big Three index fund managers that dominate America.
Ivory and Sime was an investment management company established in the late 19th century.
An alternative investment, also known as an alternative asset or alternative investment fund (AIF), is an investment in any asset class excluding stocks, bonds, and cash. The term is a relatively loose one and includes tangible assets such as precious metals, collectibles and some financial assets such as real estate, commodities, private equity, distressed securities, hedge funds, exchange funds, carbon credits, venture capital, film production, financial derivatives, cryptocurrencies, non-fungible tokens, and Tax Receivable Agreements. Investments in real estate, forestry and shipping are also often termed "alternative" despite the ancient use of such real assets to enhance and preserve wealth. Alternative investments are to be contrasted with traditional investments.
Macquarie Group Limited is an Australian global financial services group. Headquartered and listed in Australia, Macquarie employs more than 17,000 staff in 33 markets, is the world's largest infrastructure asset manager and Australia's top ranked mergers and acquisitions adviser, with more than A$737 billion in assets under management.
Sanlam is a South African financial services group headquartered in Bellville, Western Cape, South Africa. Sanlam is the largest insurance company in Africa. It is listed on the Johannesburg Stock Exchange, the Namibian Stock Exchange and the A2X. Established in 1918 as a life insurance company, Sanlam Group has developed into a diversified financial services business. Its five business clusters comprise Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate and Santam.
Aberdeen Asset Management was an international investment management group, managing assets for both institutions and private investors from offices around the world. Its head office was in Aberdeen, Scotland. The company was listed on the London Stock Exchange until 14 August 2017 when, as a result of a merger with Standard Life, it became a subsidiary of the renamed Standard Life Aberdeen.
Lord, Abbett & Co. LLC is an independent, privately-held investment management company headquartered in Jersey City, New Jersey. The firm offers a variety of fixed−income and equity strategies to individual and institutional investors. Lord Abbett has a global presence with offices in London, Dublin, Paris, Tokyo, and Montevideo.
GBC Asset Management is a division of Pembroke Management Ltd., a privately held Canadian investment management firm that manages investment portfolios and separately managed accounts for Canadian pension funds, foundations, endowments, wealthy families and individuals, in addition to the GBC family of mutual funds. Since Pembroke's founding in 1968, the portfolio management team has applied fundamental analysis and conducted ongoing executive level interviews in order to identify high quality companies with compelling growth prospects, unrecognized intrinsic value and strong entrepreneurial leadership.
An investment fund is a way of investing money alongside other investors in order to benefit from the inherent advantages of working as part of a group such as reducing the risks of the investment by a significant percentage. These advantages include an ability to:
Pembroke Management Ltd. is a privately held Canadian investment management firm that manages investment portfolios and separately managed accounts for Canadian pension funds, foundations, endowments, wealthy families and individuals, in addition to the GBC family of mutual funds.
Pembroke Private Wealth Management is a division of Pembroke Management Ltd., a privately held Canadian investment management firm that manages the Pembroke family of Mutual Funds and Pooled Funds, and Separately Managed Accounts for Canadian pension funds, foundations, endowments, wealthy families and individuals.
Personal Assets Trust is a large British investment trust. The company is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. The chairman is Hamish Buchan.
Insight Investment (Insight) is one of the largest global asset management companies, responsible for £683.0 billion of assets under management as of 30 September 2022, represented by the value of cash securities and other economic exposure managed for clients. It manages strategies which include fixed income, liability-driven investment (LDI), cash, absolute return, multi-asset, and equities. Insight is a subsidiary of The Bank of New York Mellon, a multinational financial services corporation.
Mayfair Capital Investment Management is a UK real estate investment management company owned by Swiss Life Asset Managers. It was founded in 2002 and the senior Executive Directors include James Thornton as CEO and Robert Palmer as CIO. William Hill acts as Non-Executive Director, formerly Head of Property at Schroders.
Abrdn plc, formerly Standard Life Aberdeen plc, is a United Kingdom-based global investment company headquartered in Edinburgh, Scotland. It is listed on the London Stock Exchange and is a constituent of the FTSE 100 Index.
JPMorgan Global Growth and Income is a large British investment trust. Established in 1887, it is dedicated to investing in companies worldwide. The Chairman is Tristan Hillgarth. It is listed on the London Stock Exchange and FTSE Russell announced on 1 August 2022 that it would become a constituent of the FTSE 250 Index on 4 August 2022.
References
- ↑ "Records of British Assets Trust Ltd, investment trust, Edinburgh, Scotland". Archives Hub. Retrieved 27 September 2022.
- ↑ "British Assets Trust changes name and manager, and vows to adopt a multi-asset approach to turnaround dismal performance". What Investment. 1 April 2015. Retrieved 27 September 2022.
- ↑ "BlackRock Income Strategies to merge with Aberdeen UK Tracker Trust". The Association of Investment Companies. 13 December 2016. Retrieved 27 September 2022.
