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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. Investment policy statement - Wikipedia

    en.wikipedia.org/wiki/Investment_policy_statement

    Investment policy statement. An Investment policy statement ( IPS) is a document, generally between an investor and the assisting investment manager, recording the agreements the two parties come to related to issues relating to how the investor's money is to be managed. In other cases, an IPS may also be created by an investment committee (e.g ...

  4. MFS Investment Management - Wikipedia

    en.wikipedia.org/wiki/MFS_Investment_Management

    mfs.com. MFS Investment Management ( MFS) is an American-based global investment manager, formerly known as Massachusetts Financial Services . Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pioneering the mutual fund. [1] The first mutual fund, the Massachusetts Investors Trust fund ...

  5. Investment certificate - Wikipedia

    en.wikipedia.org/wiki/Investment_certificate

    An investment certificate is an investment product offered by an investment company or brokerage firm in the United States designed to offer a competitive yield to an investor with the added safety of their principal. A certificate allows the investor to make an investment and to earn a guaranteed interest rate for a predetermined amount of time.

  6. Trian Partners - Wikipedia

    en.wikipedia.org/wiki/Trian_Partners

    Trian Fund Management, L.P., which uses the trade name Trian Partners, is an American hedge fund management firm headquartered in New York City. As an activist investor , the firm has pushed for significant change at some of America's largest corporations.

  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]

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