A mutual fund is an investment fund that pools money from many investors to purchase securities. The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV in Europe, and the open-ended investment company (OEIC) in the UK.
Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American multinational financial services corporation based in Boston, Massachusetts. Established in 1946, the company is one of the largest asset managers in the world, with $5.8 trillion in assets under management, and $15.0 trillion in assets under administration, as of September 2024, Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, securities execution and clearance, asset custody, and life insurance.
Franklin Resources, Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc. It is listed on the New York Stock Exchange under the ticker symbol BEN, in honor of Benjamin Franklin, for whom the company is named, and who was admired by founder Rupert Johnson Sr. In 1973, the company's headquarters moved from New York to San Mateo, California.
Michael Lee-Chin, is a Jamaican-Canadian billionaire businessman, philanthropist and the chairman and CEO of Portland Holdings Inc, a privately held investment company in Ontario, Canada.
Investment management is the professional asset management of various securities, including shareholdings, bonds, and other assets, such as real estate, to meet specified investment goals for the benefit of investors. Investors may be institutions, such as insurance companies, pension funds, corporations, charities, educational establishments, or private investors, either directly via investment contracts/mandates or via collective investment schemes like mutual funds, exchange-traded funds, or Real estate investment trusts.
Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with over $2.6 trillion in assets under management. Founded in Los Angeles, California in 1931, it is privately held and has offices around the globe in the Americas, Asia, Australia and Europe.
Wilshire Associates, Inc. is an American independent investment management firm that offers consulting services and analytical products and manages fund of funds investment vehicles for a global client base. Wilshire manages capital for more than 600 institutional investors globally representing more than $8 trillion of capital. Wilshire is also known for the creation of the Wilshire 5000 stock index in 1974 and more recently the Wilshire 4500 stock index.
Robert W. Baird & Co. is an American multinational independent investment firm and financial services company. It is the principal U.S. operating subsidiary of Baird, an international, employee-owned firm providing investment banking, capital markets, private equity, wealth management, and asset management services to individuals, corporations, institutional investors, and municipalities.
Amana Mutual Funds Trust, headquartered in Bellingham, Washington, is a mutual fund company offering investment products consistent with Islamic banking principles.
In the investment management industry, a separately managed account (SMA) is any of several different types of investment accounts. For example, an SMA may be an individual managed investment account; these are often offered by a brokerage firm through one of their brokers or financial consultants and managed by independent investment management firms ; they have varying fee structures. These particular types of SMAs may be called "wrap fee" or "dual contract" accounts, depending on their structure. There is no official designation for the SMA, but there are common characteristics that are represented in many types of SMA programs. These characteristics include an open structure or flexible investment security choices; multiple money managers; and a customized investment portfolio formulated for a client's specific investment objectives or desired restrictions.
Lord, Abbett & Co. LLC is an independent, privately-held investment management company headquartered in Jersey City, New Jersey. Lord Abbett has offices in Jersey City, Dubai, Dublin, London, Montevideo, Singapore, Tokyo, and Zurich.
A quantitative fund is an investment fund that uses quantitative investment management instead of fundamental human analysis.
Guardian Capital Group, founded in 1962, operates several fully owned subsidiaries whose operations are to provide investment management services, financial advisory services, retail distribution of mutual funds, insurance, and general corporate services. Guardian Capital Group is headquartered in Toronto, Ontario, Canada, and became publicly listed on the Toronto Stock Exchange in 1969. As of December 31, 2015, the company has $24.2 billion in assets under management.
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:
Charles T. "Chuck" Akre is an American investor, financier and businessman. He is on the board of directors of Enstar Group, Ltd., a Bermuda run-off reinsurance company. He is also the founder, chairman and chief investment officer of Akre Capital Management, FBR Focus, and other funds. Akre Capital Management is based in Middleburg, Virginia.
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.
CI Financial is a Canadian investment management company based in Toronto, Ontario. It offers investment management and wealth management services targeted to high net worth retail investors, as well as brokerage and trading services to portfolio managers and institutional investors.
IA Clarington Investments is a Canadian Investment management company catering to the Canadian retail market. A wholly owned subsidiary of iA Financial Group, the company sells various products, including mutual funds, portfolios, exchange-traded series of mutual funds, segregated funds and socially responsible investments. Except for its exchange-traded series, iA Clarington products can only be purchased through licensed, third-party financial advisors.
