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AHEAD OF PRINT Financial Analysts Journal Volume 67  Number 6 ©2011 CFA Institute PERSPECTIVES
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Document Date: 2011-10-17 10:32:58

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City

Hoboken / Boston / Washington / DC / Atlanta / Cambridge / /

Company

Barclays Bank / Keystone Group / TIAA-CREF / SEI Investments / Mellon Bank / Charles Schwab / Franklin Templeton Investments fund / BNY Mellon / Capital Group / CFA Institute 18 AIM Group / Deutsche Bank / MFS Investment Management / Thomson Reuters / AIG / Morgan Stanley / Vanguard / Manulife Financial / RiverSource / Schwab Funds / JPMorgan Chase / Zurich Scudder Investments / American Express / Legg Mason / Smith Barney/Citigroup / Citigroup / Fiduciary Trust / DWS Investments/Deutsche Bank / T. Rowe Price / BlackRock / J.P. Morgan / PIMCO / Allianz / Affiliated Managers Group / Fidelity / Wells Fargo / Van Kampen / PaineWebber / Ameriprise Financial / Goldman Sachs / State Street / Salomon Smith Barney / Merrill Lynch / PNC Financial Services Group / Prudential / OppenheimerFunds / Bank of America / John Hancock / Cox / Putnam Funds / Sanford C. Bernstein / Miller / Anderson & Sherrerd / Invesco / Citibank / American Express Funds / John Wiley & Sons / NICSA / /

Country

Bermuda / United Kingdom / United States / /

Currency

USD / /

Event

M&A / Security Buyback / Reorganization / Business Partnership / Name Change / /

Facility

Market Share Fund Complex Rank Market Share Fund Complex / Vanguard Fund Complex / CFA Institute / Investment Company Institute / AHEAD OF PRINT Rank Fund Complex / /

IndustryTerm

financial products / casualty insurance divisions / insurance agents / insurance services / insurance / variable annuity products / internet bubble / investment banking / financial supermarket / bank / fund groups / financial product / discount broker / retail banking / retail brokerage / bank-related groups / asset management / fund management / retail investors / financial supermarkets / asset management products / annuity insurance / banking / personalized investment services / fund / /

Organization

CFA Institute / Harvard Business School / Brookings Institution / Dimensional Fund / Investment Company Institute / /

Person

Theresa Hamacher / Robert Pozen / /

Position

president / manager Total Notes / dedicated asset manager / money manager / small discount broker / chairman and president / CEO / discount broker / manager in the process / Asset manager / portfolio manager / Advisors / senior lecturer / institutional manager / dedicated manager / analyst / manager needs / /

Product

Franklin / /

ProvinceOrState

Massachusetts / /

PublishedMedium

Financial Analysts Journal / /

URL

www.wiley.com/go / /

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