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Wellington Management Company
Wellington Management Company is a private, independent investment management firm with client assets under management totaling over US$1 trillion based in Boston, Massachusetts, United States. The firm serves as an investment advisor to over 2,200 institutions in over 60 countries, as of 30 June 2020. Its clients include central banks and sovereign institutions, pension funds, endowments and foundations, family offices, fund sponsors, insurance companies, financial intermediaries, and wealth managers. History In 1928, Philadelphia-based accountant Walter L. Morgan established the first balanced mutual fund in the United States, the Wellington Fund. Wellington Management Company was incorporated in 1933. In 1951, the firm hired John C. Bogle, who succeeded Morgan as chairman in 1970. In 1967, Wellington merged with Boston-based investment management firm Thorndike, Doran, Paine & Lewis. Bogle left in 1974 and established The Vanguard Group, retaining Wellington to manage som ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Russia Wharf
Russia Wharf is a completed high-rise building in downtown Boston, Massachusetts, Boston, Massachusetts. The building rises and contains 32 floors. Construction began in 2006 and was finished in early 2011; as such, the structure is one of the most recently completed high-rises in the city. Russia Wharf now stands as the List of tallest buildings in Boston, 31st-tallest building in the city. The architectural firm that designed the building is Childs Bertman Tseckares Inc., of Boston, Massachusetts. The civil engineer, also responsible for managing permitting (including Chapter 91 Licensing) was Vanasse Hangen Brustlin, Inc. of Watertown, Massachusetts, Watertown, Massachusetts. The mixed use project includes approximately of class-A commercial office space and 65 residential units. The site consists of approximately . From about 1897 to 2007, the site contained three low-rise mercantile buildings called the Russia, Graphic Arts, and Tufts Buildings. The office tower is being cons ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Financial Adviser
A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice. In the United States, a financial adviser carries a Series 7 and Series 66 or Series 65 qualification examination. According to the U.S. Financial Industry Regulatory Authority (FINRA), qualification designations and compliance issues must be reported for public view. Details of formal compliance issues can be found on thInvestment Adviser Public Disclosure(IAPD) website and details of non-formal issues can be found oOnesta FINRA specifies the following groups who may use the term ''financial advisor:'' brokers, investment advisers, private bankers, accountants, lawyers, insurance agents and financial planners. Financial advisors need to be able to take the full picture of the client's financial situation ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Financial Services Companies Established In 1928
Finance is the study and discipline of money, currency and capital assets. It is related to, but not synonymous with economics, the study of production, distribution, and consumption of money, assets, goods and services (the discipline of financial economics bridges the two). Finance activities take place in financial systems at various scopes, thus the field can be roughly divided into personal, corporate, and public finance. In a financial system, assets are bought, sold, or traded as financial instruments, such as currencies, loans, bonds, shares, stocks, options, futures, etc. Assets can also be banked, invested, and insured to maximize value and minimize loss. In practice, risks are always present in any financial action and entities. A broad range of subfields within finance exist due to its wide scope. Asset, money, risk and investment management aim to maximize value and minimize volatility. Financial analysis is viability, stability, and profitability assessment ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Environmental Finance
Environmental finance is a field within finance that employs market-based environmental policy instruments to improve the ecological impact of investment strategies. The primary objective of environmental finance is to regress the negative impacts of climate change through pricing and trading schemes. The field of environmental finance was established in response to the poor management of economic crises by government bodies globally. Environmental finance aims to reallocate a businesses resources to improve the sustainability of investments whilst also retaining profit margins. History In 1992, Richard L. Sandor proposed a new course outlining emission markets at the University of Chicago Booth School of Business, that would later be known as the course, ''Environmental Finance''. Sandor anticipated a social shift in perspectives on the effects of global warming and wanted to be on the frontier of new research. Prior to this in 1990, Sandor had been involved with the passing o ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Barron's (newspaper)
''Barron's'' is an American weekly magazine/newspaper published by Dow Jones & Company, a division of News Corp. Founded in 1921 by Clarence W. Barron (1855–1928) as a sister publication to ''The Wall Street Journal'', ''Barron's'' covers U.S. financial information, market developments, and relevant statistics. Each issue provides a summary of the previous week's market activity as well as news, reports, and an outlook on the week to come. Features Features in the publication include: * ''Market Week'' – coverage of the previous week's market activity * ''Barron's Roundtable'' – Posts from noted investors such as Bill Gross, Mario Gabelli, Abby Joseph Cohen, Felix Zulauf, and Marc Faber * ''Best Online Brokers'' – A ranking of the top online trading brokerage firms. Criteria include trading experience and technology, usability, mobile, range of offerings, research amenities, portfolio analysis & report, customer service & education, and costs. * ''Top Financial Adviso ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Pan-European Identity
Pan-European identity is the sense of personal identification with Europe, in a cultural or political sense. The concept is discussed in the context of European integration, historically in connection with hypothetical proposals, but since the formation of the European Union (EU) in the 1990s increasingly with regard to the project of ever-increasing federalisation of the EU. The model of a "pan-European" union is the Carolingian Empire, which first defined "Europe" as a cultural entity as the areas ruled by the Roman Catholic Church, later known as "Medieval Western Christendom" (which extended its scope further eastwards to the shores of the Baltic Sea during the course of the Middle Ages). The original proposal for a Paneuropean Union was made in 1922 by Count Richard von Coudenhove-Kalergi, who defined the term "pan-European" as referring to this historical sense of the western and central parts of continental Europe encompassing the cultures that evolved from medieval We ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Citywire
Citywire is a London-based financial publishing and information group. It provides news, information and insight for professional advisers and investors globally. The company specialises in tracking the performance of fund managers. Citywire is a private holdings company with over 200 employees based in London, Milan, Munich, Singapore and New York. History Citywire was founded in 1999 by business journalists from the Independent on Sunday and the Mail on Sunday. In 2001 Reuters acquired a stake in the company. Alongside Reuters, Investor Clifford Gundle also holds a large stake in the company. The company began publishing magazines in 2003 and continues to add weekly and international titles to its catalog. It publishes a variety of magazines aimed at financial advisors and asset management firms, together with daily business news. Since its launch, Citywire has expanded to become a global operation with offices in Munich, Singapore, Milan and New York. There are currently ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Chief Executive Officer
A chief executive officer (CEO), also known as a central executive officer (CEO), chief administrator officer (CAO) or just chief executive (CE), is one of a number of corporate executives charged with the management of an organization especially an independent legal entity such as a company or nonprofit institution. CEOs find roles in a range of organizations, including public and private corporations, non-profit organizations and even some government organizations (notably state-owned enterprises). The CEO of a corporation or company typically reports to the board of directors and is charged with maximizing the value of the business, which may include maximizing the share price, market share, revenues or another element. In the non-profit and government sector, CEOs typically aim at achieving outcomes related to the organization's mission, usually provided by legislation. CEOs are also frequently assigned the role of main manager of the organization and the highest-ranking offic ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Morningstar, Inc
Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois and was founded by Joe Mansueto in 1984. It provides an array of investment research and investment management services. With operations in 29 countries, Morningstar's research and recommendations are considered by financial journalists as influential in the asset management industry, and a positive or negative recommendation from Morningstar analysts can drive money into or away from any given fund. Through its asset management division, the firm currently manages over . The firm also provides software and data platforms for investment professionals, including "Morningstar Research Portal", "Morningstar Direct" and "Morningstar Advisor Workstation". History Founder Joe Mansueto initially had the idea for Morningstar in 1982 while reviewing mutual fund annual reports he had requested from several prominent fund managers. However, it was only after a year working as a stock analyst for ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Undertakings For Collective Investment In Transferable Securities Directive 2009
The Undertakings for Collective Investment in Transferable Securities Directive (UCITS2009/65/ECis a consolidated EU directive that allows collective investment schemes to operate freely throughout the EU on the basis of a single authorisation from one member state. EU member states are entitled to have additional regulatory requirements for the benefit of investors. Evolution The objective of Directive 85/611/EEC, adopted in 1985, was to allow for open-ended funds investing in transferable securities to be subject to the same regulation in every Member State. It was hoped that once such legislative uniformity was established throughout Europe, funds authorised in one Member State could be sold to the public in each Member State without further authorisation, thereby furthering the EU's goal of a single market for financial services in Europe. The reality differed somewhat from the expectation due primarily to individual marketing rules in each Member State that created obstacles ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
The Vanguard Group
The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania, with about $7 trillion in global assets under management, as of January 13, 2021. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs) in the world after BlackRock's iShares. In addition to mutual funds and ETFs, Vanguard offers brokerage services, educational account services, financial planning, asset management, and trust services. Several mutual funds managed by Vanguard are ranked at the top of the list of US mutual funds by assets under management. Along with BlackRock and State Street, Vanguard is considered to be one of the Big Three index fund managers that dominate corporate America. Founder and former chairman John C. Bogle is credited with the creation of the first index fund available to individual investors and was a proponent and major enabler of low-cost investing by individuals, though Rex Sinquefield has al ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
John C
John is a common English name and surname: * John (given name) * John (surname) John may also refer to: New Testament Works * Gospel of John, a title often shortened to John * First Epistle of John, often shortened to 1 John * Second Epistle of John, often shortened to 2 John * Third Epistle of John, often shortened to 3 John People * John the Baptist (died c. AD 30), regarded as a prophet and the forerunner of Jesus Christ * John the Apostle (lived c. AD 30), one of the twelve apostles of Jesus * John the Evangelist, assigned author of the Fourth Gospel, once identified with the Apostle * John of Patmos, also known as John the Divine or John the Revelator, the author of the Book of Revelation, once identified with the Apostle * John the Presbyter, a figure either identified with or distinguished from the Apostle, the Evangelist and John of Patmos Other people with the given name Religious figures * John, father of Andrew the Apostle and Saint Peter * Pope Jo ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
