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  2. BlackRock Greater Europe Investment Trust - Wikipedia

    en.wikipedia.org/wiki/BlackRock_Greater_Europe...

    BlackRock Greater Europe Investment Trust plc (LSE: BRGE) is a large British investment trust dedicated to small, mid and large-sized European company investments. Established as the Merrill Lynch Greater Europe Investment Trust in June 2004, [ 2 ] [ 3 ] it adopted the current name in 2008.

  3. Net capital rule - Wikipedia

    en.wikipedia.org/wiki/Net_capital_rule

    In late 2008 and early 2009, prominent scholars such as Alan Blinder, John Coffee, Niall Ferguson, and Joseph Stiglitz explained (1) the old net capital rule limited investment bank leverage (defined as the ratio of debt to equity) to 12 (or 15) to 1 and (2) following the 2004 rule change, which relaxed or eliminated this restriction ...

  4. White Weld & Co. - Wikipedia

    en.wikipedia.org/wiki/White_Weld_&_Co.

    Relaunched in 2012, the business is headquartered in Chicago. [1] Previously, White, Weld & Co. was a Boston-based investment bank, historically managed by Boston Brahmins until its sale to Merrill Lynch in 1978. [2] The Weld family name can be traced back to the founding of Massachusetts in the 1630s.

  5. Merrill (company) - Wikipedia

    en.wikipedia.org/wiki/Merrill_(company)

    The company was founded on January 6, 1914, when Charles E. Merrill opened Charles E. Merrill & Co. for business at 7 Wall Street in New York City. [11] A few months later, Merrill's friend, Edmund C. Lynch, joined him, and in 1915 the name was officially changed to Merrill, Lynch & Co. [12] At that time, the firm's name included a comma between Merrill and Lynch, which was dropped in 1938. [13]

  6. Impact investing - Wikipedia

    en.wikipedia.org/wiki/Impact_investing

    Impact investing occurs across asset classes; for example, private equity/venture capital, debt, and fixed income. Impact investments can be made in either emerging or developed markets, and depending on the goals of the investors, can "target a range of returns from below-market to above-market rates". [6]

  7. What is the net investment income tax and who has to pay it?

    www.aol.com/finance/net-investment-income-tax...

    Had their net investment income been $300,000, then Kelly and John would pay 3.8 percent on the $250,000 by which their MAGI exceeds the income thresholds. Here, Kelly and John would pay $9,500 in ...

  8. Unit investment trust - Wikipedia

    en.wikipedia.org/wiki/Unit_investment_trust

    A UIT portfolio may contain one of several different types of securities. The two main types are stock (equity) trusts and bond (fixed-income) trusts.. Unlike a mutual fund, a UIT is created for a specific length of time and is a fixed portfolio: its securities will not be sold or new ones bought except in certain limited situations (for instance, when a company is filing for bankruptcy or the ...

  9. BlackRock - Wikipedia

    en.wikipedia.org/wiki/BlackRock

    The deal included the mutual-fund business State Street Research & Management in 2005. [17] BlackRock merged with Merrill Lynch's Investment Managers division (MLIM) in 2006, [15] [22] halving PNC's ownership and giving Merrill a 49.5% stake in the company. [23] In October 2007, BlackRock acquired the fund-of-funds business of Quellos Capital ...

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