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  2. 529 plan - Wikipedia

    en.wikipedia.org/wiki/529_plan

    529 plans are named after section 529 of the Internal Revenue Code—26 U.S.C. § 529.While most plans allow investors from out of state, there can be significant state tax advantages and other benefits, such as matching grant and scholarship opportunities, protection from creditors and exemption from state financial aid calculations for investors who invest in 529 plans in their state of ...

  3. Prudent man rule - Wikipedia

    en.wikipedia.org/wiki/Prudent_man_rule

    The prudent man rule is based on common law stemming from the 1830 Massachusetts court formulation, Harvard College v. Amory [1] The prudent man rule, written by Massachusetts Justice Samuel Putnam (1768-1853), directs trustees "to observe how men of prudence, discretion and intelligence manage their own affairs, not in regard to speculation, but in regard to the permanent disposition of their ...

  4. UTI Asset Management - Wikipedia

    en.wikipedia.org/wiki/UTI_Asset_Management

    In 1964, UTI launched its first investment scheme Unit Scheme-1964 initially RBI had the regulatory and administrative control. UTI had the monopoly of the mutual fund industry till 1987 when the Government of India permitted public sector banks and financial institutions to sponsor mutual funds. [2] [3] Golden Jubilee Year - Commemorative Stamp

  5. United States Savings Bonds - Wikipedia

    en.wikipedia.org/wiki/United_States_Savings_Bonds

    They are considered one of the safest investments because they are backed by the full faith and credit of the United States government. [1] The savings bonds are nonmarketable treasury securities issued to the public, which means they cannot be traded on secondary markets or otherwise transferred. They are redeemable only by the original ...

  6. Thomas H. Lee Partners - Wikipedia

    en.wikipedia.org/wiki/Thomas_H._Lee_Partners

    TH Lee Putnam Ventures is a technology-focused private equity firm affiliated with THL and Putnam Investments, a leading global money management firm. TH Lee Putnam Ventures manages $1.1 billion in capital commitments and has invested approximately $850 million in more than 43 companies since the firm's formation in 1999.

  7. Twin Earth thought experiment - Wikipedia

    en.wikipedia.org/wiki/Twin_Earth_thought_experiment

    Putnam has since expressed agreement with Burge's interpretation of the thought experiment. (See Putnam's introduction in Pessin and Goldberg 1996, xxi.) A number of philosophers have argued that "water" for both Oscar and Twin Oscar refers to anything that is sufficiently water-like (i.e. the term's extension includes both H 2 O and XYZ).

  8. Franklin Templeton Investments - Wikipedia

    en.wikipedia.org/wiki/Franklin_Templeton_Investments

    On May 31, 2023, Great-West Lifeco announced that Franklin Templeton would acquire Putnam Investments for $925 million. Putnam Investments subsidiary, PanAgora Asset Management would not be included in the acquisition. [26] [27] [28] The deal was completed in January 2024. [29]

  9. Robert D. Putnam - Wikipedia

    en.wikipedia.org/wiki/Robert_D._Putnam

    Robert David Putnam [a] (born January 9, 1941) is an American political scientist specializing in comparative politics. He is the Peter and Isabel Malkin Professor of Public Policy at the Harvard University John F. Kennedy School of Government .

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