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  2. Morgan Stanley - Wikipedia

    en.wikipedia.org/wiki/Morgan_Stanley

    Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City.With offices in 41 countries and more than 75,000 employees, the firm's clients include corporations, governments, institutions, and individuals.

  3. Pennsylvania Public School Employees' Retirement System

    en.wikipedia.org/wiki/Pennsylvania_Public_School...

    The Public School Employees’ Retirement System (PSERS) is a pension fund for public school employees in the Commonwealth of Pennsylvania.Eligible members include all full-time public school employees, part-time hourly public school employees who render at least 500 hours of service in the school year, and part-time per diem public school employees who render at least 80 days of service in ...

  4. Dean Witter Reynolds - Wikipedia

    en.wikipedia.org/wiki/Dean_Witter_Reynolds

    Dean Witter Reynolds was an American stock brokerage and securities firm catering to a variety of clients. Prior to the company's acquisition, it was among the largest firms in the securities industry with over 9,000 account executives (ranking third in the US in 1996) and was among the largest members of the New York Stock Exchange.

  5. Pension administration in the United States - Wikipedia

    en.wikipedia.org/wiki/Pension_administration_in...

    Pension administration in the United States. Pension administration in the United States is the act of performing various types of yearly service on an organizational retirement plan, such as a 401 (k), profit sharing plan, defined benefit plan, or cash balance plan. Increasingly, employers are also implementing these plan types in combination ...

  6. Mortgages for seniors: Getting a home loan in retirement - AOL

    www.aol.com/finance/mortgages-seniors-getting...

    Pension: Copies of retirement award or benefit letter statements and/or tax returns. 401(k), IRA and Keogh distributions: Copies of statements and/or tax returns.

  7. Taiwan pension fund awards $2.3 billion ESG mandate to ... - AOL

    www.aol.com/news/taiwan-pension-fund-awards-2...

    The fund management arms of HSBC and Morgan Stanley were among three others to win a mandate from Taiwan's largest pension manager to run Asia's first climate change-focused fund worth a total $2. ...

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  9. Investment outsourcing - Wikipedia

    en.wikipedia.org/wiki/Investment_outsourcing

    Investment outsourcing. Investment outsourcing is the process whereby institutional investors and high-net-worth families engage a third party to manage all or a portion of their investment portfolio. This arrangement can include functions such as establishing the asset allocation, selecting investment managers, implementing portfolio decisions ...