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  2. Putnam Investments - Wikipedia

    en.wikipedia.org/wiki/Putnam_Investments

    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. Putnam is currently a subsidiary of Franklin Templeton Investments.

  3. Empower (financial services) - Wikipedia

    en.wikipedia.org/wiki/Empower_(financial_services)

    Rating. Fitch: AA (2020) Moody's: Aa3 (2020) S&P: AA (2020) AM Best: A+ (2020) Website. empower .com. Empower is a retirement plan recordkeeping financial holding company based in Greenwood Village, Colorado, United States. [7] It is the second-largest retirement plan provider in the United States.

  4. PanAgora Asset Management - Wikipedia

    en.wikipedia.org/wiki/PanAgora_Asset_Management

    PanAgora Asset Management, Inc. PanAgora Asset Management (PanAgora) is an American investment management firm based in Boston. The firm is noted for its usage of quantitative analysis in its approach to investing. [2] [3] [4] It is a direct subsidiary of Great-West Lifeco and its ultimate parent is Power Financial. [5]

  5. Great-West Lifeco - Wikipedia

    en.wikipedia.org/wiki/Great-West_Lifeco

    Great-West Lifeco Inc. is a Canadian insurance-centered financial holding company that operates in North America (Canada and United States), Europe and Asia through five wholly owned, regionally focused subsidiaries. Many of the companies it has indirect control over are part of its largest subsidiary, The Canada Life Assurance Company; the ...

  6. I’m a Financial Planner: 4 Investment Accounts You Should ...

    www.aol.com/finance/m-financial-planner-4...

    The Taxable Account: The Free Spirit. Meet the taxable account, the laid-back player in the financial game. You pay taxes as you go, like buying rounds at your favorite pub. Capital gains tax ...

  7. Bankruptcy of Lehman Brothers - Wikipedia

    en.wikipedia.org/wiki/Bankruptcy_of_Lehman_Brothers

    Two weeks later, the Fed agreed to give the bank holding company status which provided vital access to the Fed discount window. Putnam Investments, a unit of Canada's Great-West Lifeco, shut a $12.3 billion money-market fund as it faced "significant redemption pressure" on September 17, 2008.

  8. Royce Investment Partners - Wikipedia

    en.wikipedia.org/wiki/Royce_Investment_Partners

    Royce Investment Partners. Royce Investment Partners is a family of mutual funds that focuses primarily on small-cap investing, and has been considered one of the industry's most experienced smaller-company stock pickers. [1] Royce & Associates, LLC serves as investment adviser to all Royce portfolios, including open-end mutual funds and closed ...

  9. Dominick & Dickerman - Wikipedia

    en.wikipedia.org/wiki/Dominick_&_Dickerman

    Dominick and Dickerman LLC is an investment and merchant banking firm headquartered in New York City. It also has offices in Basel , Switzerland. From 1899 to 2015, the firm was known as Dominick and Dominick but after selling off its wealth management business, the firm reverted to its original name, Dominick and Dickerman.