Fund investment and investment advisory services; financial counseling services, namely, investment counseling; Management of portfolios comprising securities; Mutual fund investment; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts.
Providing information and analysis relating to economic market data; providing business and market research services to individual and institutional financial investors and financial professionals, in the field of financial and securities markets; market analysis; Compiling and analyzing statistics, data and other sources of information for business planning purposes and financial record-keeping for regulatory compliance purposes; Analyzing and compiling data for measuring the performance of financial markets and market trends in the securities markets | Fund investment and advisory services, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Investment counseling services, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Management of portfolios comprising securities, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Mutual fund investment and investment advisory services, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts; Financial services, namely, providing risk management services, financial management services, and securities trading, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Financial analysis, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Financial services, namely, providing financial analyses, financial data analytics, financial industry data analysis, investment risk assessment; Providing online information in the fields of investment management, financial risk management, and financial advisory services, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Financial research and analysis services, namely, development and implementation of robust modeling and data analytic frameworks, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals | Temporary use of on-line non-downloadable computer software for use by others in providing financial services, namely, providing risk management, financial information, financial management, securities trading and investment management services, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Providing a website featuring on-line non-downloadable software for providing information about investment management, financial risk management, and financial advisory services, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals
Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts
Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts
Fund investment and advisory services marketed and sold to institutional investors or through financial intermediaries, namely, investment advisors and broker-dealers, and which do not seek to maintain compliance with the statutory/tax requirements of retirement plans; Investment counseling services marketed and sold to institutional investors or through financial intermediaries, namely, investment advisors and broker-dealers, and which do not seek to maintain compliance with the statutory/tax requirements of retirement plans; Management of portfolios comprising securities marketed and sold to institutional investors or through financial intermediaries, namely, investment advisors and broker-dealers, and which do not seek to maintain compliance with the statutory/tax requirements of retirement plans; Mutual fund investment, administration, distribution, brokerage, and investment advisory services, marketed and sold to institutional investors or through financial intermediaries, namely, investment advisors and broker-dealers, and which do not seek to maintain compliance with the statutory/tax requirements of retirement plans; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments, marketed and sold to institutional investors or through financial intermediaries, namely, investment advisors and broker-dealers, and which do not seek to maintain compliance with the statutory/tax requirements of retirement plans; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts, marketed and sold to institutional investors or through financial intermediaries, namely, investment advisors and broker-dealers, and which do not seek to maintain compliance with the statutory/tax requirements of retirement plans
