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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. Thomas H. Lee Partners - Wikipedia

    en.wikipedia.org/wiki/Thomas_H._Lee_Partners

    AUM. $16.9 billion [1] Number of employees. 100+ (2022) Website. thl .com. Thomas H. Lee Partners, L.P. is an American private equity firm headquartered in Boston. The firm focuses on investing in middle market growth companies across various sectors, including financial technology, services, healthcare, technology, and business solutions. [2]

  4. 2003 mutual fund scandal - Wikipedia

    en.wikipedia.org/wiki/2003_mutual_fund_scandal

    On September 3, 2003, New York Attorney General Eliot Spitzer announced the issuance of a complaint against New Jersey hedge fund company Canary Capital Partners LLC, charging that they had engaged in "late trading" in collusion with Bank of America 's Nations Funds. Bank of America is charged with permitting Canary to purchase mutual fund ...

  5. 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.

  6. List of asset management firms - Wikipedia

    en.wikipedia.org/wiki/List_of_asset_management_firms

    An asset management company (AMC) is an asset management / investment management company/firm that invests the pooled funds of retail investors in securities in line with the stated investment objectives.

  7. 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]

  8. Matt Bevin - Wikipedia

    en.wikipedia.org/wiki/Matt_Bevin

    After leaving active duty in 1993, Bevin worked as a financial consultant for SEI Investments Company in Pennsylvania and Boston, then served as a vice president with Putnam Investments. In 1999, he was offered a stake in National Asset Management and moved to Kentucky to take the job. [15]

  9. Fiduciary Trust Company International - Wikipedia

    en.wikipedia.org/wiki/Fiduciary_Trust_Company...

    Fiduciary Trust Company International is a United States-based wealth management firm that provides investment management and wealth management services. It has served high-net-worth families, foundations, and endowments since 1931. [1] As of 2019, the firm had $71 billion in assets under administration and management, serving clients in 48 ...