It matters who we see as expert… who we see as holding the power of knowledge… who we trust to manage capital in all its forms
CONTRACTORS
CONTRACTORS
An outside party or company who is legally designated to provide a specific service or job
CUSTODIANS
CUSTODIANS
Individuals or organizations that protect securities by holding them for safekeeping in order to minimize the risk of theft or loss
EXECUTIVE TEAMS
EXECUTIVE TEAMS
A team of individuals at the highest level of organizational management who have the day-to-day responsibilities of managing a company or corporation
ESCROW AGENTS
ESCROW AGENTS
Individuals or institutions that serve as a neutral, trusted third party to hold documents and funds in the transfer of assets, acting for both parties in line with instructions
FINANCIAL ADVISORS
FINANCIAL ADVISORS
Professionals who helps individuals manage their finances by providing advice on money issues such as investments, insurance, mortgages, college savings, estate planning, taxes, and retirement
INDUSTRY EXPERTS
INDUSTRY EXPERTS
People who are trusted as having knowledge and authority about a specific subject matter or industry
INVESTMENT COMMITTEES
INVESTMENT COMMITTEES
Maintain the prudent and effective investment of an endowment and formulates and oversees the investment policies and management of the endowment
INVESTMENT MANAGERS
INVESTMENT MANAGERS
Individuals or organizations that make investments in portfolios of securities on behalf of clients, in accordance with the investment objectives defined by those clients
INVESTORS
INVESTORS
People who provides capital with the expectation of financial or other gain in the future
INVESTOR RELATIONS
INVESTOR RELATIONS
The role of enabling the most effective two-way communication between a company, the financial community, and other constituencies
EMPLOYEES
EMPLOYEES
A person usually below the executive level who is hired by another to perform a service in exchange for wages or salary
LAWYERS
LAWYERS
Attorneys that represent the interests of their clients and provide legal advice
STAKEHOLDERS
STAKEHOLDERS
Individuals or groups who may not have a financial interest in a business or investment, but have something else at stake
STRATEGIC PARTNERS
STRATEGIC PARTNERS
Parties in a long term agreement, sharing physical and/or intellectual resources in achievement of defined outcome
TAX ACCOUNTANTS
TAX ACCOUNTANTS
Accountants that advise investors and companies of tax implications
ANALYSTS
ANALYSTS
Research and examine companies and markets in order to run calculations that will determine the perceived value of a particular investment
AUDITORS
AUDITORS
Produce an audit, a report that judges procedures and financial performance reports against the external standards that ensure common reporting across systems of finance
BENEFICIARIES
BENEFICIARIES
The group or individual who gains as the result of an investment, or specific financial instrument such as an insurance policy
BOARD MEMBERS
BOARD MEMBERS
A group of governors that are elected to act as representatives of the shareholders to establish policies and to make decisions on major issues
OTHER SECTION CATEGORIES




Criterion Institute, 501(c)(3) 81 Church Hill Rd · Haddam, CT 06438 860-345-3520 (main) · info@criterioninstitute.org ©2020, all rights reserved.

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