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Putnam Investments is a subsidiary of Franklin Templeton Investments that offers mutual funds, retirement plans and 401 (k)s. It was founded in 1937 by George Putnam and faced several controversies and lawsuits over improper trading and asset management.
PanAgora is an American investment management firm that uses quantitative analysis and behavioral economics. It is a subsidiary of Great-West Lifeco and was founded in 1989 by Richard A. Crowell, a pioneer of quantitative investing.
Empower is a subsidiary of Great-West Lifeco that offers retirement plan services to individuals and organizations. It was created in 2014 by combining the record-keeping businesses of Great-West Life, JPMorgan Chase, and Putnam Investments.
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Thomas H. Lee Partners is a private equity firm based in Boston, founded in 1974 by Thomas H. Lee. The firm invests in middle market growth companies across various sectors, such as financial technology, services, healthcare, and business solutions.
Franklin Templeton Investments is a global investment firm founded in 1947 and listed on the NYSE as BEN. It offers mutual funds, exchange-traded funds, index funds, retirement planning and asset management services under various brands.
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On January 3, 2006, the SEC announced “that it filed charges against six former officers of Putnam Fiduciary Trust Company (PFTC), a Boston-based registered transfer agent, for engaging in a scheme beginning in January 2001 by which the defendants defrauded a defined contribution plan client and group of Putnam mutual funds of approximately ...