BlackRock, Inc. is an American multinational investment management corporation and the world's largest asset manager. Headquartered in New York City, BlackRock is a leading provider of investment,…
FMR LLC or Fidelity Investments is an American multinational financial services corporation one of the largest mutual fund and financial services groups in the world. It was founded in 1946 and…
BNY Mellon is a global investments company dedicated to helping our clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for…
State Street is a leading financial services provider serving some of the world's most sophisticated institutions. State Street offers a flexible suite of services that spans the investment spectrum…
Pacific Investment Management Company LLC is a privately owned investment manager. The firm primarily provides its services to pension and profit sharing plans, investment companies, and foreign…
Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their…
AllianceBernstein is a research-driven Asset Management firm that is global in scope and client-centered in its mission. We don't put our interests at odds with your interests, whether you are an…
We're a leading global insurance organization with operations in more than 80 countries and jurisdictions. We provide a wide range of property casualty insurance, life insurance, retirement solutions…
The Vanguard Group is an American investment management company based in Malvern, Pennsylvania, that manages approximately $1.6 trillion in assets. It offers mutual funds and other financial products…
Dimensional is a different kind of investment firm. Our confidence in the capital markets frees us to think differently about investing and push the frontiers of innovation. Over the years, we have…
T. Rowe Price (TROW) is an independent investment management firm with an unyielding focus on helping investors around the world achieve their long-term goals. Headquartered in Baltimore, we provide…
Our Private Wealth Advisors bring time-tested experience, seamless execution and a fundamental understanding of the needs of investors with significant wealth. This includes forward-thinking, complex…
A Leading Global Institutional Asset Manager
With approximately US$720 billion in client assets under management, Wellington Management serves as an investment advisor to more than 2,100 institutions…
An international financial services company headquartered in Chicago, Illinois, USA. It provides investment management, asset and fund administration, fiduciary and banking services through a network…
Founded in 1939, Neuberger Berman is a private, 100% independent, employee-owned investment manager. From offices in 30 cities worldwide, the firm manages a range of strategies-including equity,…
Invesco is one of the world's largest and most diversified independent investment management firms. We don't simply invest globally. We combine the flexibility of a strong local presence with the…
With over 140 years of experience, the MetLife companies are a leading innovator and a recognized leader in protection planning and retirement and savings solutions around the world. We have…
Founded in 1979 with primary offices in California and Washington, along with a wholly-owned subsidiary in London and joint venture affiliate in Germany.
• One of the largest independent investment…
New York Life, one of America's largest mutual life insurance companies. New York Life and its subsidiaries provide insurance, investment and retirement solutions. For 175 years, we've been helping…
Prudential Capital Group has been a leading provider of private debt, mezzanine and equity securities to companies worldwide for more than 75 years. Managing a portfolio of nearly $82 billion (as of…
Prudential Financial (NYSE:PRU) was founded on the belief that financial security should be within reach for everyone, and for over 140 years, we have helped our customers reach their potential and…
Private Wealth Management
Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial…
Barings is a $382+ billion* global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct…
RBC Wealth Management has been helping to build and preserve its clients' wealth for more than 100 years. We are one of the world's top 10 largest wealth managers* and a segment of Royal Bank of…
Founded in 1937 with one of the first balanced mutual funds, Putnam Investments has built a world-wide reputation as a leading investment management organisation. Today, we manage assets for over 13…
AXA Advisors is a subsidiary of AXA Financial, Inc., a member of the global AXA Group. Financial services and products available to individuals and small businesses through AXA Advisors and its…
Manulife Financial is a leading Canada-based financial services group with principal operations in Asia, Canada and the United States. Clients look to Manulife for strong, reliable, trustworthy and…
Our Mission
To help secure the long-term goals of our clients and the advisors who serve them.
Our Values
Trust. Integrity. Discipline. Ingenuity.
Our Promise
Investment Quality.
We adhere to a…
Not a place to go out of undergrad if you want to be on the investment side. Those roles are reserved for those with MBAs, banking experience, or very extensive credit analyst experience.
At Russell, our purpose is improving financial security for people.
We take that purpose seriously everyday. So we provide strategic advice and implementation to institutional investors. We create…
Aberdeen Asset Management PLC is an internationally based fund management company. We manage investments for private individuals and institutions around the world. Although our headquarters remain in…
Franklin Templeton Investments is a global investment manager. At the core of our business are multiple world-class investment management groups – Franklin, Templeton and Mutual Series – each…
As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes,…
John Hancock is a company built on trust and integrity. Throughout our rich history which spans more than 150 years, we have remained true to the ideals on which our company was built, while also…
Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and…
GIC was incorporated in 1981 under the Singapore Companies Act and is wholly owned by the Government of Singapore. Our aim is to achieve good long-term returns for the Government - a reasonable risk-…
The MIT Fund is considered to be the oldest mutual fund, founded back in 1924. Sunl Life Financial is the parent company. AUM is roughly $250B as of 7/25/12.
Grosvenor is one of the largest hedge fund sponsors globally. With estimated assets under management of $22.6 billion as of December 31, 2009, Grosvenor ranked as the third largest fund of fund firms…
Eaton Vance Corp., through its subsidiaries, engages in the creation, marketing, and management of investment funds in the United States. It also provides investment management and counseling…
A multi-family office with USD26bn AuM.
Hall Capital Partners LLC is an independent, SEC-registered investment advisor that builds and manages customized, global, multi-asset class portfolios for…
Formerly U.S. Trust, Bank of America Private Wealth Management.
Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping…
Dodge & Cox is an American mutual fund company, founded in 1930 by Van Duyn Dodge and E. Morris Cox, that provides professional investment management services. Headquartered in San Francisco,…
Principal Financial Group is a global financial services company headquartered in Des Moines, Iowa. Principal Financial Group (The Principal) provides a wide range of financial services including…
Allianz Global Investors is one of the world's leading active investment managers. Understanding our clients' needs in order to act to their best advantage is embedded in our business, using our…
LPL Financial was founded with a pioneering vision: to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and…
Asset Management arm of Royal Bank of Canada and subsidiary of RBC Wealth Management with operations on 3 continents and $350+ billion in assets under management globally.
The Allianz Group is one of the world's leading insurers and asset managers with more than 100 million private and corporate customers in more than 70 countries. We are proud to be the Worldwide…
Reinsurance company
Global Atlantic Financial Group, through its subsidiaries, offers a broad range of retirement, life and reinsurance products designed to help our customers address financial…
Fiera Capital Corporation is an independent full-service, high quality, strongly capitalized investment management firm with approximately $54 billion in assets under management.
Fiera Capital is…
PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. The company has portfolio management and research teams in Newark, New Jersey, London, Tokyo and…
Oak Hill Advisors, L.P. is a leading independent investment firm specializing in leveraged loans, high yield bonds, distressed securities, structured products and turnaround private equity…
At Voya Investment Management, a heritage of partnership and innovation serves clients at every step. Put the best team behind you with Voya's leading investment advice: solutions built on research…
The Ayco Company, L.P. - A Goldman Sachs Company is one of the nation's leading providers of comprehensive financial counseling and education services for corporate executives and employees as well…
Amundi is a subsidiary jointly created by Société Générale and Crédit Agricole to regroup their activities of Asset Management. It was created in January 2010.
The companies that comprise the Capital Group share an investment philosophy designed to help long-term investors succeed in reaching their goals:
Consistent approach. Our investment philosophy is…
At PFM, asset managers, financial advisors and consultants partner with clients to transform their world. Our clients have individual needs, and our tailored advice reflects this. We have the…
Fidelity International offers investment solutions and retirement expertise to institutions, individuals and their advisers around the world. We bring together savings and pensions expertise with…
Aegon USA Investment Management, LLC ("AUIM") is an experienced institutional asset manager with global resources. We specialize in fixed income and asset allocation, where our fixed income expertise…
Your wealth is not measured by numbers alone, but by the extraordinary opportunities and challenges that define your life. At U.S. Trust, we apply our insight and expertise to help you make the most…
NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients. NISA manages over $234 billion in fixed income and equity securities and…
In business since 1859, AXA Equitable Life Insurance Company (formerly The Equitable Life Assurance Society of the United States), headquartered in New York, NY, is a leading financial protection…
Mirae Asset Global Investments was founded in Asia and now has a presence in 12 markets, where we take a collaborative approach in managing a fully diversified investment platform. Powered by a…
ince 1929, Lord Abbett has remained an independent, privately held firm with a singular focus on the management of money. As a trusted steward, we bring exceptional craftsmanship to this endeavor,…
AXA Investment Managers (AXA IM) is a multi-expert asset management company within the AXA Group, a global leader in financial protection and wealth management. We are one of the largest European-…
Sun Life Financial Inc. is an international financial services company known primarily as a life insurance company, but also has a strong presence in investment management with over $494 billion in…
Manulife Investment Management is the asset management arm of Manulife Financial Corporation, a global financial institution that has protected investor assets since 1887. We're passionate about…
For more than 140 years, Pacific Life has been helping to protect individuals and families from financial risks that can affect their investments, retirement savings, and businesses. Pacific Life…
American Century Investments® is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve health and…
Allstate Investments has decades of experience pursuing strategies in a broad array of asset classes and geographies in both the public and private markets. No matter the investment, we remain…
The Teacher Retirement System of Texas is responsible for investing funds under its stewardship and for delivering benefits to members as authorized by the Texas Legislature. TRS is a defined benefit…
Brandes Investment Partners, L.P., is a leading investment advisory firm, specializing in managing global equity and fixed-income assets for clients worldwide. Since the firm's inception in 1974,…
PineBridge is a private, global asset manager with a focus on active, high conviction investing.
PineBridge is majority-owned by a subsidiary of Pacific Century Group (PCG), an Asia-based private…
Aviva Investors* is a global Asset Management business dedicated to building and providing our clients with focused investment solutions. We are wholly owned by Aviva plc, one of the world's largest…
State Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide.
Since its founding in 1899 in Baltimore, Maryland, Legg Mason has evolved into one of the largest asset management firms in the world, serving individual and institutional investors on six continents…
Canadian Pension Plan Investment Board
CPP Investments is a professional investment management organization with a vital purpose: to help provide a foundation on which Canadians build financial…
We enable our clients to plan, save and invest for their futures. Find out more about what we offer by choosing one of our UK websites below – or scroll for information about our global business,…
Munich Re is one of the world's leading providers of reinsurance, primary insurance and insurance-related risk solutions. The group consists of the reinsurance and ERGO business segments, as well as…
At Hartford Investment Management Company (HIMCO), our sole business is asset management. Our vision is the pursuit of investment excellence centered on each client's success, while our mission is to…
Commonfund is the only institutional investment firm that delivers solutions for strategic investors within both the nonprofit and pension investment communities. Commonfund was founded in 1969 with…
Our mission remains the same today as when we opened our doors: to be a firm where every action we take, every investment strategy we employ, every decision we make, puts clients first. To award…
Rockefeller Capital Management is a leading independent financial services firm led by President and Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management,…
Asset Management company
Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm's performance-driven investors…
DWS Group GmbH & Co KgaA is a Germany-based company that provides integrated investment solutions. The Company offers active, passive and alternative investments across a wide range of asset…
Institutional Asset Mgmt
Strategic Investment Group®, a pioneer in dedicated Outsourced CIO (OCIO) solutions since 1987, offers a comprehensive service platform for managing customized portfolios…
Founded in 1959, OppenheimerFunds was an asset management firm serving financial advisors, individual investors and institutions, which specialized in equity, fixed income, alternative, multi-asset,…
Western Asset is one of the world's leading fixed income managers. From offices in Pasadena, Hong Kong, London, Melbourne, New York, São Paulo, Singapore, Tokyo and Dubai, the company provides…
Burgundy Asset Management Ltd. is a leading Canadian investment firm providing discretionary investment management services to private individuals, charitable foundations, endowments and pension…
SMTB is one of the largest asset managers in Japan, with AUM of USD 474 billion (as of 31st December 2013).
SMTB manages a broad spectrum of Japanese Equity products and is well known in Japan as a…
Baring Asset Management is an international investment management firm with offices, clients and business lines spanning the world's major markets. We provide investment management services in…
One of the country's largest money market fund managers, Federated Investors provides investment advisory and administrative services to more than 130 mutual funds. Federated Investors offers fixed-…
Acadian Asset Management LLC is a Boston-headquartered investment management firm with wholly owned affiliates located in Singapore, London, Tokyo and Sydney. The firm managed approximately US$100…
Asset Management firm focused on growth equity with around $22B AUM
Founded in 1964, Alger is widely recognized as a pioneer of growth-style investment management. Headquartered in New York City with…
Prudential Private Capital is the private capital arm of Prudential Financial and one of the largest private debt investors in the world with ~$98 billion in assets under management.
RBC Dominion Securities is part of RBC Wealth Management, a business segment of RBC (RY on TSX and NYSE). Since 1901, our expertise, reputation and personalized approach to wealth management and…
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