The Vanguard Group is an American investment management company based in Malvern, Pennsylvania, that manages approximately $3.4 trillion[1] in assets. It is the largest provider of mutual funds and now the second-largest provider of exchange-traded funds (ETFs) in the world after BlackRock, with about $451 billion in ETF assets under management, as of March 2015.[3] It offers mutual funds and other financial products and services to retail and institutional investors in the United States and abroad. Founder and former chairman John C. Bogle is credited with the creation of the first index fund available to individual investors,[4] the popularization of index funds generally,[5] and driving costs down across the mutual fund industry.

SSgA Funds Management (SSgA FM) uses quantitative methods, as well as an industry-specific bottom-up investment approach to select stocks. The firm's mutual funds and institutional portfolios follow the same management style. They offer a broad range of strategies including: Active, Enhanced, and Passive Equity; Active & Passive Debt; Cash Management; Multi-Asset Class Solutions; Real Estate (including Direct Real Estate); Senior Loans; Managed Futures; and Private Equity. cash and real estate. ^The firm's Active, Enhanced & Passive are designed to outperform relative to benchmarks while maintaining appropriate risk exposure. Active equity strategies include enhanced equity and active quantitative strategies. The strategies cover market-cap and style segments of the market including: large-cap core, large-cap growth, large-cap value, mid-cap, small-cap, small-cap value, all-cap, and long-short equity. They also manage long-short and long-short market neutral strategies.SSgA FM's Active & Passive Debt strategies seek to meet clients' objectives by controlling risk, while diversifying sources of excess return. The firm offers a range of investment styles from passive to active, short to long duration, tax-exempt, sovereign to high yield, and single country to global. The strategies typically use a stratified sampling methodology to build portfolios with the same characteristics as the index using quantitative and fundamental methods.^SSgA FM's cash strategies seek to generate current income while preserving capital and liquidity by investing in diversified portfolios of short-term securities.SSgA FM's Multi-Asset Class strategies employ an asset allocation model as means of diversification and seeks to position assets among major investment categories. The goal is to manage risk and enhance returns.SSgA FM is an advisor to funds that employ both passive and actively managed REITs investing strategies. They also offer direct real estate investment strategies.SSgA FM is an advisor to a fund that employs senior loan investing strategies. An unaffiliated sub-advisor directs the investments of the fund.SSgA FM's Managed Futures strategy allocates assets using two approaches: a managed futures strategy and a fixed income strategy. The managed futures strategy seeks to capture returns tied to global macroeconomic trends in the commodity futures markets, taking both long and short positions. The fixed income strategy is designed to generate interest income and capital appreciation to add diversification to the returns generated by the managed futures strategy.SSgA FM's Private Equity strategies focus on rigorous partner selection, thorough evaluation of quality investment opportunities, and fundamental, research-driven research. The strategies make direct or co-investments across sectors, as well as fund investments.

BlackRock Fund Advisors offers active, enhanced and index strategies across markets and asset classes. The firm's products are offered in a variety of structures including separate accounts, mutual funds, iShares (ETFs) and other pooled investment vehicles. BlackRock Fund Advisors also offers risk management, advisory and enterprise investment system services to institutional investors through BlackRock Solutions.

Founder at The Clermont Group

Owner at ExxonMobil Fuels Marketing Co.