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  2. Capital Group Companies - Wikipedia

    en.wikipedia.org/wiki/Capital_Group_Companies

    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 .

  3. List of mutual-fund families in the United States - Wikipedia

    en.wikipedia.org/wiki/List_of_mutual-fund...

    The following is a limited list of mutual-fund families in the United States.A family of mutual funds is a group of funds that are marketed under one or more brand names, usually having the same distributor (the company which handles selling and redeeming shares of the fund in transactions with investors), and investment advisor (which is usually a corporate cousin of the distributor).

  4. Putnam Investments - Wikipedia

    en.wikipedia.org/wiki/Putnam_Investments

    www .putnam .com. Putnam Investments is an investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Headquartered in Boston, Massachusetts, it has offices in London, Tokyo, Frankfurt, Sydney, and Singapore. [2] Putnam is currently a subsidiary of ...

  5. CUSIP - Wikipedia

    en.wikipedia.org/wiki/CUSIP

    A CUSIP is a nine-character alphanumeric code. The first six characters are known as the base (or CUSIP-6), and uniquely identify the issuer. Issuer codes are assigned alphabetically from a series that includes deliberately built-in gaps for future expansion. The 7th and 8th digit identify the exact issue.

  6. Oppenheimer Holdings - Wikipedia

    en.wikipedia.org/wiki/Oppenheimer_Holdings

    Oppenheimer Holdings Inc. is an American multinational independent investment bank and financial services company offering investment banking, financial advisory services, capital markets services, asset management, wealth management, and related products and services worldwide. The company, which once occupied the One World Financial Center ...

  7. Russell Investments - Wikipedia

    en.wikipedia.org/wiki/Russell_Investments

    Russell Investments Group LLC is an American investment firm headquartered in Seattle, Washington. Corporate overview [ edit ] According to American Banker , Russell Investments has approximately $300 billion of assets under management , as of September 2019. [3]

  8. Affiliated Managers Group - Wikipedia

    en.wikipedia.org/wiki/Affiliated_Managers_Group

    Website. amg .com. Affiliated Managers Group, Inc. ( AMG) is an American financial services firm founded in 1993 and headquartered in West Palm Beach, Florida. The company's stock trades on the New York Stock Exchange under the symbol AMG, and is listed on the S&P 400 for mid-size American firms. AMG operates as a strategic partner to ...

  9. Invesco - Wikipedia

    en.wikipedia.org/wiki/Invesco

    Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia, with additional branch offices in 20 countries. Its common stock is a constituent of the S&P 500 and trades on the New York stock exchange. [3] Invesco operates under the Invesco, Invesco Perpetual, and Powershares brand names.

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