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  2. Morningstar, Inc. - Wikipedia

    en.wikipedia.org/wiki/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 ...

  3. Capital Group Companies - Wikipedia

    en.wikipedia.org/wiki/Capital_Group_Companies

    Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with over $2.6 trillion in assets under management. Founded in Los Angeles, California in 1931, it is privately held and has offices around the globe in the Americas, Asia, Australia and Europe .

  4. Active management - Wikipedia

    en.wikipedia.org/wiki/Active_management

    Active management. Active management (also called active investing) is an approach to investing. In an actively managed portfolio of investments, the investor selects the investments that make up the portfolio. Active management is often compared to passive management or index investing.

  5. Index fund - Wikipedia

    en.wikipedia.org/wiki/Index_fund

    John Bogle, Bogle on Mutual Funds: New Perspectives for the Intelligent Investor, Dell, 1994, ISBN 0-440-50682-4 Mark T. Hebner, Foreword by Harry Markowitz , Index Funds: The 12-Step Recovery Program for Active Investors , IFA Publishing; Updated and Revised, 2015, ISBN 0976802317

  6. AQR Capital - Wikipedia

    en.wikipedia.org/wiki/AQR_Capital

    AQR Capital Management (short for Applied Quantitative Research) is a global investment management firm based in Greenwich, Connecticut, United States.The firm, which was founded in 1998 by Cliff Asness, David Kabiller, John Liew, and Robert Krail, offers a variety of quantitatively driven alternative and traditional investment vehicles to both institutional clients and financial advisors.

  7. Exclusive: Behind Genius Ventures raises its second fund at ...

    www.aol.com/finance/exclusive-behind-genius...

    Doherty’s firm, Behind Genius, has closed its second fund at $8.9 million, Fortune has exclusively learned. The firm writes checks between $150,000 and $250,000 and has previously invested in ...

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