Investment Companies

AllianceBernstein

Overview: AllianceBernstein is a leading global investment management and investment research firm, headquartered in New York. AllianceBernstein is a publicly-traded partnership, with a majority ownership stake held by AXA Financial. AllianceBernstein has these principal lines of business: Mutual funds Section 529 college savings plans Retirement planning products Separately managed accounts Pension funds & institutional investments …

AllianceBernstein Read More »

Obtaining Venture Capital

Business Cases Overview: Business cases are documents that explain, either for internal or external audiences, the rationale for and financial projections associated with: New products New business ventures New companies Changes in product pricing or marketing Major capital expenditures on business infrastructure The above list is not exhaustive, but covers the principal rationales for developing …

Obtaining Venture Capital Read More »

Venture Capital Funds

See More About financial firms money managers securities research investment bankers Venture Capital Overview: Venture capital funds are highly specialized investment companies, within the broader subcategory of private equity. They buy equity stakes (that is, partial ownership) in startup companies that need seed money. Of particular interest to venture capital funds are entrepreneurs with new …

Venture Capital Funds Read More »

University Endowments

University Endowments Overview: Most colleges and universities, both public and public, have endowments that provide income to supplement other sources of operating revenue, such as tuition, donations, government grants and taxpayer funded assistance. Additionally, many private secondary schools, and even some elite private primary schools, also may have significant endowments. Both educational endowments in general, …

University Endowments Read More »

Private Equity Funds

Private Equity Overview: Private equity funds are investment companies that, as a rule, do not hold publicly-traded securities. Instead, they normally seek equity stakes (that is, partial ownership) in private companies. They also may invest in so-called private placements of securities from public companies. That is, securities that are not offered to the general public …

Private Equity Funds Read More »

TIAA-CREF

Overview: The Teachers Insurance and Annuity Association, or TIAA, was established in 1918 by the Carnegie Foundation, to improve the financial lot of college professors by offering them pensions. Andrew Carnegie’s interest in this matter dated back to 1890, when he became aware of low pay among professors and subsequently donated $10 million to set …

TIAA-CREF Read More »

CalPERS

Definition: CalPERS is the California Public Employees’ Retirement System. The 4th largest pension fund in the world, and the largest in the U.S., CalPERS has long been a highly influential leader among institutional investors. As of August 2009, CalPERS reported: $190 billion in assets 2,000 employees 1.6 million benficiaries Also Known As: California Public Employees’ …

CalPERS Read More »

Vanguard

Vanguard Overview: The Vanguard Group is headquartered in Valley Forge, PA and is effectively owned by the investors in its mutual funds. Its main lines of business include: Mutual Funds Discount Brokerage Retirement Services Size: Vanguard reported these figures are as of May, 2008: Employees = 12,000 Domestic Mutual Funds = 150 Mutual Fund Assets …

Vanguard Read More »

T. Rowe Price

Overview: T. Rowe Price Group, Inc. is a publicly-traded corporation headquartered in Baltimore. Its main lines of business include: Mutual Funds Discount Brokerage Retirement Services Advisory Planning (Financial Planning) Job Openings: See this list of current job openings. Size: T. Rowe Price reported these figures as of June, 2008: Employees = 5,308 Mutual Funds = …

T. Rowe Price Read More »