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  2. Portfolio company - Wikipedia

    en.wikipedia.org/wiki/Portfolio_company

    A portfolio company (commonly abbreviated as PortCo) is a company or entity in which a venture capital firm, a startup studio, or a holding company invests. [1] All companies currently backed by a private equity firm can be spoken of as the firm's portfolio .

  3. Deloitte - Wikipedia

    en.wikipedia.org/wiki/Deloitte

    Deloitte Touche Tohmatsu Limited (/ d ə ˈ l ɔɪ t ˈ t uː ʃ t oʊ ˈ m ɑː t s uː / də-LOYT TOOSH toh-MAHT-soo), commonly referred to as Deloitte, is a British multinational professional services network based in London, England.

  4. Big Four accounting firms - Wikipedia

    en.wikipedia.org/wiki/Big_Four_accounting_firms

    None of the "firms" within the Big Four is actually a single firm; rather, they are professional services networks.Each is a network of firms, owned and managed independently, which have entered into agreements with the other member firms in the network to share a common name, brand, intellectual property, and quality standards.

  5. Not sure how to invest? How robo-advisors automate your ... - AOL

    www.aol.com/finance/automate-investing-robo...

    They continuously monitor and rebalance your portfolio based on market conditions and changes to your goals and risk preferences. Robo-advisors typically charge low annual advisory fees of 0.25% ...

  6. Category:Private equity portfolio companies - Wikipedia

    en.wikipedia.org/wiki/Category:Private_equity...

    Pages in category "Private equity portfolio companies" The following 200 pages are in this category, out of approximately 490 total. This list may not reflect recent changes .

  7. Multi-family office - Wikipedia

    en.wikipedia.org/wiki/Multi-family_office

    A multi-family office (MFO) is an independent organization that supports multiple families to manage their entire wealth.Multi-family offices typically provide a variety of services including tax and estate planning, risk management, objective financial counsel, trusteeship, lifestyle management, coordination of professionals, investment advice, and philanthropic foundation management.

  8. Public offering - Wikipedia

    en.wikipedia.org/wiki/Public_offering

    A public offering is the offering of securities of a company or a similar corporation to the public. Generally, the securities are to be publicly listed. In most jurisdictions, a public offering requires the issuing company to publish a prospectus detailing the terms and rights attached to the offered security, as well as information on the company itself and its finances.

  9. List of major SEC enforcement actions (2009–2012) - Wikipedia

    en.wikipedia.org/wiki/List_of_major_SEC...

    In October 2010, the SEC charged two hedge fund portfolio managers and their investment advisory businesses, Palisades Asset Management, LLC with overvaluing illiquid fund assets they placed in a "side pocket," misappropriating investor assets, and making material misrepresentations in connection with a securities offering. [21]