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.

Fidelity Management & Research Co.'s (FMR) investment approach is based on a rigorous, fundamental, bottom-up stock selection process. The firm seeks to identify and invest in the stocks of companies with the potential for long-term capital appreciation or companies with hidden or unrealized value.FMR uses a wide variety of investment strategies in managing client assets, including, but not limited to, investments in: stocks and other equity securities; stocks with growth or value characteristics; bonds and other debt securities and repurchase agreements for those securities; and real estate related investments. The firm may participate in short sales, margin transactions, and option writing, including covered options, uncovered options or spreading strategies. FMR invests in US and non-US issuers, including issuers in emerging or frontier markets. They invest in companies with small, medium and large market capitalizations. Investments are allocated across different asset classes, market sectors, maturities, countries, and regions. Investments may be made in the securities of companies engaged in particular industries or market sectors and in a combination of underlying Fidelity funds.Margin may be required in connection with certain client futures and options transactions or in connection with short sales. FMR does not engage in the purchase of securities on margin, except in connection with the clearance and settlement of securities transactions.FMR may engage in swap transactions and swaptions, including interest rate, total return and credit default; written covered call options; and futures transactions, currency spot and forward trading and other currency related derivatives. In addition, FMR may engage in securities lending to parties such as broker-dealers or other institutions.

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.

Former Chief Executive Officer at Zenefits

T. Rowe Price Group, Inc. is a financial services holding company, which engages in the provision of investment management services through its subsidiaries. It provides an array of company sponsored U.S. mutual funds, other sponsored pooled investment vehicles, subadvisory services, separate account management, recordkeeping, and related services to individuals, advisors, institutions, financial intermediaries, and retirement plan sponsors. The company was founded by Thomas Rowe Price Jr. in 1937 and is headquartered in Baltimore, MD.