Northern Trust

BNY MELLON SERVICOS FINANCEIROS DTVM S.ABNMS · Asset ManagementBrazil

68% matchPublic

BNY Mellon provides a wide range of global financial services and technology solutions across the financial lifecycle. Its offerings include securities services, wealth management, asset servicing, global payments, trade finance, and market execution services for institutional and individual clients.

SEI Investments CompanySEIC · Asset ManagementOaks, United States

65% matchPublicAI 30/100 ▼Green 4/100 ▲

SEI Investments Company is a publicly traded enterprise primarily focused on asset management. Leveraging its network of subsidiaries, SEI delivers a comprehensive suite of financial offerings. These encompass wealth, retirement, and investment solutions, alongside specialized asset management, asset administration, and outsourced investment processing services, in addition to general financial services and investment advisory expertise. Its extensive client roster serves a diverse array of financial entities, including private banks, independent financial advisors, investment managers, wealth management organizations, hedge fund managers, and broker-dealers. Additionally, it caters to corporations, institutional investors, various retirement schemes (both defined-benefit and defined-contribution), endowments, foundations, and non-profit organizations. Through its various entities, SEI actively manages customized client portfolios and also establishes and oversees a diverse range of mutual funds, covering equity, fixed income, and balanced strategies. Furthermore, the company directly engages in investments across public equity and fixed income markets. Its investment decisions are informed by a blend of fundamental and quantitative analytical techniques, integrating both top-down macroeconomic perspectives and bottom-up individual security analysis. Established in 1968, SEI maintains its headquarters in Oaks, Pennsylvania.

CITIC FAMC02799 · Asset ManagementChina

62% matchPublic

Operating through its various subsidiaries, China Huarong Asset Management Co., Ltd. delivers a comprehensive suite of financial asset management solutions. Its operations are structured across three primary divisions: Distressed Asset Management, Financial Services, and Asset Management and Investment. Core activities include the oversight, investment, and divestiture of debt-to-equity swap assets. Additionally, it engages in traditional banking functions by taking customer deposits and extending credit to both corporate entities and individual clients. Its extensive service portfolio further encompasses bankruptcy administration, diverse investment strategies, securities trading, project appraisal, and clearing and settlement. The company also specializes in financial leasing, securities and futures brokerage, fund and asset management, trust services, real estate and industrial development investments, and investment banking, among other offerings. For other financial institutions, it facilitates the issuance of financial bonds, inter-bank lending and borrowing, and commercial financing solutions. Furthermore, the company offers expert services in investment advisory, legal consultation, and risk management, alongside general financial consulting. Beyond these, its activities extend to asset securitization, custodian services for financial institutions, and the winding down and liquidation of enterprises. With a broad geographical footprint, it maintains 33 branch offices across 30 provinces, autonomous regions, and municipalities throughout Mainland China, as well as in Hong Kong and Macau. Established in 1999, its corporate headquarters are situated in Beijing, People's Republic of China.

Trustmark CorporationTRMK · BankingJackson, United States

72% matchPublic

Trustmark Corporation, the parent entity of Trustmark National Bank, delivers a comprehensive suite of banking and financial services to both individual consumers and corporate clients across the United States. Its operations are strategically divided into three core divisions: General Banking, Wealth Management, and Insurance. Under its General Banking arm, Trustmark provides a variety of deposit products, including checking, savings, money market, certificates of deposit (CDs), and individual retirement accounts (IRAs). The company also extends credit solutions such as commercial and industrial financing, loans for income-generating and owner-occupied commercial properties, construction and land development funding, personal installment loans, real estate loans, and lines of credit, alongside treasury management services. Its mortgage banking segment encompasses construction financing, the origination of conventional and government-backed mortgages, along with secondary market activities and comprehensive mortgage servicing. Furthermore, Trustmark delivers extensive wealth management and trust services, including the administration of personal trusts and estates, managing investment portfolios for individuals, employee benefit schemes, and philanthropic organizations. It also offers corporate trust and institutional custody, securities brokerage, financial and estate planning, retirement plan administration, and bespoke investment management. The insurance division caters to businesses with specialized products for sectors like healthcare, construction, manufacturing, hospitality, and real estate, in addition to group life and health plans. For individuals, it provides life, health, and personal lines insurance policies. As of December 31, 2021, Trustmark maintained a significant physical footprint, comprising 167 full-service and 13 limited-service branches, supplemented by 198 automated teller machines (ATMs) and 69 interactive teller machines (ITMs). Established in 1889, the company's headquarters are situated in Jackson, Mississippi.

GOLDMAN SACHS GRP INC.GOS · Investment BankingNew York City, United States

68% matchPublic

The Goldman Sachs Group, Inc. stands as a premier global financial institution, delivering a comprehensive suite of services to a diverse clientele including corporations, financial entities, governments, and private individuals around the world. Its operations are strategically divided into four primary segments: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management. The Investment Banking division offers expert financial advisory, guiding clients through strategic assignments such as mergers, acquisitions, asset divestitures, corporate defense, restructurings, and spin-offs. This segment also provides various lending facilities, including for middle-market and acquisition financing, in addition to transaction banking services. Furthermore, it specializes in underwriting both equity offerings—like common and preferred stock or convertible securities—and a broad array of debt instruments, spanning investment-grade, high-yield, bank, bridge, and emerging-market debt, while also originating structured products. Its Global Markets division is central to client transaction execution for both cash and derivative instruments. It actively deals in credit and interest rate products, provides equity intermediation, financing, clearing, settlement, and custody services, and offers solutions related to mortgages, currencies, commodities, and equities. Through its Asset Management segment, Goldman Sachs oversees capital across an extensive range of asset classes, such as equities, fixed income, hedge funds, private equity, real estate, currencies, and commodities. This includes providing customized investment advisory solutions and making direct investments in corporate, real estate, and infrastructure entities. Finally, the Consumer & Wealth Management division caters to individuals by offering personalized wealth advisory services, encompassing financial planning and investment management. It also provides private banking, various lending options (including unsecured loans), and facilitates savings and time deposits. Established in 1869, The Goldman Sachs Group, Inc. maintains its headquarters in New York, New York.

State Street Corporation, through its various subsidiaries, offers a comprehensive suite of financial products and services designed for institutional investors globally. Its extensive investment servicing segment provides a multitude of solutions, including asset custody, product accounting, daily valuation, and administrative support. This also covers specialized master trust, master custody, and depotbank services, along with record-keeping and cash management. The company facilitates foreign exchange, brokerage, and other trading services, in addition to offering securities finance and advanced custody products. Clients can access deposit and short-term investment facilities, as well as financing options like loans and leases. State Street further supports investment and alternative investment managers by outsourcing operational functions, and delivers sophisticated performance, risk, and compliance analytics, coupled with financial data management. Beyond these services, State Street provides portfolio management and risk analysis tools. It also handles trading and post-trade settlement, integrating compliance checks and managed data capabilities. The firm develops and offers a range of investment management strategies and products, including core and enhanced indexing, diversified multi-asset portfolios, active quantitative and fundamental approaches, and various alternative investments. Additional solutions encompass environmental, social, and governance (ESG) investing, strategies tailored for defined benefit and defined contribution plans, and comprehensive global fiduciary services. The company also operates its prominent exchange-traded fund (ETF) business under the SPDR brand. State Street serves a diverse client base, which includes mutual funds, collective investment funds, other pooled investment vehicles, corporate and public retirement programs, insurance companies, foundations, endowments, and independent investment managers. Founded in 1792, State Street Corporation is headquartered in Boston, Massachusetts.