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  2. Putnam Investments - Wikipedia

    en.wikipedia.org/wiki/Putnam_Investments

    www.putnam.com. Putnam Investments is an investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Headquartered in Boston, Massachusetts, it has offices in London, Tokyo, Frankfurt, Sydney, and Singapore. [2] Putnam is currently a subsidiary of ...

  3. Thomas H. Lee Partners - Wikipedia

    en.wikipedia.org/wiki/Thomas_H._Lee_Partners

    TH Lee Putnam Ventures is a technology-focused private equity firm affiliated with THL and Putnam Investments, a leading global money management firm. TH Lee Putnam Ventures manages $1.1 billion in capital commitments and has invested approximately $850 million in more than 43 companies since the firm's formation in 1999.

  4. 2003 mutual fund scandal - Wikipedia

    en.wikipedia.org/wiki/2003_mutual_fund_scandal

    On September 3, 2003, New York Attorney General Eliot Spitzer announced the issuance of a complaint against New Jersey hedge fund company Canary Capital Partners LLC, charging that they had engaged in "late trading" in collusion with Bank of America 's Nations Funds. Bank of America is charged with permitting Canary to purchase mutual fund ...

  5. Franklin Templeton Investments - Wikipedia

    en.wikipedia.org/wiki/Franklin_Templeton_Investments

    Franklin Resources, Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc. It is listed on the New York Stock Exchange under the ticker symbol BEN, in honor of Benjamin Franklin ...

  6. Empower (financial services) - Wikipedia

    en.wikipedia.org/wiki/Empower_(financial_services)

    Empower was created in 1891, when parent company Great-West Lifeco was founded as an insurance provider on the Canadian prairie. [1] After serving more than a century of expansion and a profound evolution of service offerings, the modern iteration of Empower was launched in 2014, when the retirement businesses of Great-West Life combined the record-keeping services of Great-West Financial ...

  7. Charles E. Haldeman - Wikipedia

    en.wikipedia.org/wiki/Charles_E._Haldeman

    He then joined Putnam Investments as co-lead of the investment division. [5] In the wake of the Mutual fund scandal of 2003, he was appointed President and CEO of Putnam and has since led the company forward in reorganization, compliance, and enhanced disclosure. Having stabilized the business, Haldeman led an initiative to sell the company.

  8. BrightSphere Investment Group - Wikipedia

    en.wikipedia.org/wiki/BrightSphere_Investment_Group

    The company was founded in 1980 as United Asset Management (UAM) by Norton Reamer, who previously had served as the CEO of Putnam Investments. [1] [2] The company was the first major firm with a business model that consisted of purchasing a number of money management firms.

  9. PanAgora Asset Management - Wikipedia

    en.wikipedia.org/wiki/PanAgora_Asset_Management

    In 2004, Eric Sorensen joined PanAgora from Putnam Investments and is currently the president and CEO of the firm. [12] In the same year, Putnam Investments acquired an additional 30% stake of PanAgora from Ippon Life increasing its holding to 80%. [13] In 2018, Putnam Investments acquired the remaining 20% stake of PanAgora from Nippon Life. [14]

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