A lot of what we see as finance is actually pure packaging. Securities and other investments are packaged into product that make it easy for the person with assets to buy.
LOAN PORTFOLIOS
LOAN PORTFOLIOS
Usually the major asset of banks, thrifts, and other lending institutions, these are loans that have been made or bought and are being held for repayment
Asset Class: Alternative Investments
MANAGED FUNDS
MANAGED FUNDS
A structure that manages the investments of multiple clients via a collective investment approach and strategy
Asset Class: Private or Public Equities
MUTUAL FUNDS
MUTUAL FUNDS
An investment fund that raises money from shareholders and invests it in stocks, bonds, options, futures, currencies, or money market securities, and offer investors the advantages of diversification and professional management
Asset Class: Multiple
REAL ESTATE INVESTMENT TRUSTS
REAL ESTATE INVESTMENT TRUSTS

Also called REITs, these manage a portfolio of real estate to earn profits for and pay dividends to shareholders. Patterned after investment companies, REITs make investments in a diverse array of real estate, such as shopping centers, medical facilities, nursing homes, office buildings, and hotels

Asset Class: Public Equities
SECURITIES PORTFOLIOS
SECURITIES PORTFOLIOS
Combines holdings of more than one stock, bond, commodity, real estate investment, cash equivalent, or other asset by an individual or institutional investor. The purpose of the portfolio is to reduce risk through diversification
Asset Class: Multiple
SOVEREIGN WEALTH FUNDS
SOVEREIGN WEALTH FUNDS
Government-owned pools of investment funds in the currency of another sovereign entity and are funded by foreign currency reserves
Asset Class: Multiple
VENTURE AND PRIVATE EQUITY FUNDS
VENTURE AND PRIVATE EQUITY FUNDS
Investments into early stage (venture) or expansion stage (private equity) companies that have a high amount of risk but potential for high amounts of return
Asset Class: Private Equities
BOND PORTFOLIOS
BOND PORTFOLIOS
A fixed income portfolio composed of convertible, corporate, treasury, mortgage and/or municipal bonds
Asset Class: Private Equities
EXCHANGE TRADED FUNDS
EXCHANGE TRADED FUNDS
Referred to as ETF’s, these are marketable securities that track an index, a commodity, bonds, or a basket of assets like an index fund and trade like a common stock on a stock exchange
Asset Class: Public Equities
HEDGE FUNDS
HEDGE FUNDS
An investment fund that pools capital from a limited number of accredited individual or institutional investors and invests in a variety of assets, often with complex portfolio construction and risk management techniques
Asset Class: Alternative Investments
CLOSED-END FUNDS
CLOSED-END FUNDS
A publicly traded investment company that raises a fixed amount of capital through an initial public offering (IPO) and is then structured, listed, and traded like a stock on a stock exchange
Asset Class: Public Equities
OTHER SECTION CATEGORY


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