Collective Investment Funds Research Articles

State Street Corp.

AbstractCommercial Banking (MIC: 8.1 SIC: 6022 NAIC: 522110)State Street is a financial holding company. Co. conducts its business primarily through its principal bank subsidiary, State Street Bank and Trust Company. Co. provides a range of products and services for institutional investors. Co. has two reportable lines of business: Investment Servicing and Investment Management. Co.'s customers include mutual funds and other collective investment funds, corporate and public retirement plans, insurance companies, foundations, endowments and other investment pools, and investment managers. As of Dec 31 2006, Co. had total assets of $107.35 billion and total deposits of $65.65 billion.

Taxation of Collective Investment Funds

Taxation of Collective Investment Funds

State Street Corp.

AbstractCommercial Banking (MIC: 8.1 SIC: 6022 NAIC: 522110)State Street is a bank holding company that conducts business worldwide principally through its subsidiary, State Street Bank and Trust Company. Co. is a specialist in meeting the needs of institutional investors, including investment management and investment research, primarily for institutional investors worldwide. Co.'s customers include mutual funds and other collective investment funds, corporate and public pension funds, investment managers, and others. As of Dec 31 2005, Co. had total assets of $97.97 billion and total deposits of $59.65 billion.

State Street Corp.

Mergent's Dividend AchieversVolume 3, Issue 3 p. 260-260 U.S. Company Reports State Street Corp.† First published: 30 June 2006 https://doi.org/10.1002/div.4486 † Contact: : Ronald E. Logue — Chmn., C.E.O. Address: : State Street Financial Center, One Lincoln Street, Boston, MA 02111-2900 Web Site: : www.statestreet.com AboutPDF ToolsRequest permissionExport citationAdd to favoritesTrack citation ShareShare Give accessShare full text accessShare full-text accessPlease review our Terms and Conditions of Use and check box below to share full-text version of article.I have read and accept the Wiley Online Library Terms and Conditions of UseShareable LinkUse the link below to share a full-text version of this article with your friends and colleagues. Learn more.Copy URL Share a linkShare onFacebookTwitterLinkedInRedditWechat Abstract Commercial Banking (MIC: 8.1 SIC: 6022 NAIC: 522110) State Street is a bank holding company that conducts business worldwide principally through its subsidiary, State Street Bank and Trust Company. Co. is a specialist in meeting the needs of institutional investors, including investment management and investment research, primarily for institutional investors worldwide. Co.'s customers include mutual funds and other collective investment funds, corporate and public pension funds, investment managers, and others. As of Dec 31 2005, Co. had total assets of $97.97 billion and total deposits of $59.65 billion. Volume3, Issue3Summer 2006Pages 260-260 RelatedInformation

Post-Keynesianism, socialisation of investment and Swedish wage-earner funds

This paper analyses the performance of one of the most controversial of recent economic policy 'experiments', namely Swedish Wage-earner Funds (WEFs). It examines the ability of the WEFs to meet macroeconomic, financial and democratic objectives. The analysis indicates a favourable financial performance, but little significant democratisation. Macroeconomic influence was constrained by the limited size of the scheme and, though associated with positive changes in economic variables, the experiment was ultimately overwhelmed by the collapse of an asset price 'bubble'. Nevertheless, the performance of the WEFs has legitimised the concept of collective investment funds as an economic policy instrument. Copyright 2006, Oxford University Press.

An Analysis of Wage-Earner Funds in Sweden: Distinguishing Myth from Reality

This article analyses the performance of one of the most innovative ‘experiments’ in the extension of infiuence over the economic sphere, namely the Swedish wage-earner funds (WEFs). It examines the ability of the WEFs to pursue economic democratization in terms of macroeconomic, .nancial and democratic objectives. Results are mixed, with favourable .nancial and macroeconomic performance constrained by the limited size of the scheme, whereas employee infiuence through shareholding was inconsistent and of little significance. Nevertheless, WEF performance has legitimized collective investment funds as a potential instrument of economic democratization, while demonstrating that pursuit of social goals need not undermine allocative efficiency.

Czech Republic, Hungary and Poland: Development of collective investment funds and securities markets

The Czech Republic, Hungary and Poland are regarded as being among the most advanced of the Central European countries in terms of financial sector development. This paper reviews the legislative and regulatory background to the development of investment funds in these countries and highlights the impact that governmental attitudes and mass privatisation programmes have had on fund market development.

The Expanding Jurisdiction of the Securities and Exchange Commission: Variable Annuities and Bank Collective Investment Funds

The Expanding Jurisdiction of the Securities and Exchange Commission: Variable Annuities and Bank Collective Investment Funds

Regulation of Bank-Operated Collective Investment Funds. Judicial or Legislative Resolution of an Administrative Controversy?

Regulation of Bank-Operated Collective Investment Funds. Judicial or Legislative Resolution of an Administrative Controversy?