Ratings of global and domestic investment funds

An investment bank is an organization specializing in stock transactions. They were separated from traditional banks in 1933 in the United States, when a ban was established on combining activities in the securities market with attracting and placing deposits in order to protect depositors.

Below is a list of the 10 largest investment banks, along with a ranking by revenue.

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1. JP Morgan is the world's largest investment bank, operating in more than 60 countries. The bank provides services related to investment banking, treasury and securities, as well as asset management services, works with individuals and legal entities and provides other services. JP Morgan ranks number one in international investment banking fees with over 8% market share. He was awarded the "Best Investment Bank in North America" ​​award by Global Finance. During 2021, the bank earned approximately $5.7 billion in investment banking fees.
2. Goldman Sachs is a leading banking and investment organization providing a wide range of products and services to corporations, financial institutions, governments and high net worth individuals. The company operates through four business segments: investment banking, institutional banking, investing and lending and investment management. The investment banking segment accounted for $5 billion in fees in 2021. In 2016, Global Finance named Goldman Sachs the best bank in the M&A market. As of March 20, 2021, the bank's market capitalization was more than $103 billion.
3. Bank of America Merrill Lynch – (BAML) is the corporate and investment banking division of Bank of America Corporation. It is one of the leading providers of wealth management, securities trading and sales services, as well as corporate finance and investment banking services. Bank of America was ranked No. 3 in total fees in investment banking. For 2021, he earned $4.5 billion in investment banking fees. Global Finance named Bank of America Merrill Lynch the world's best lender and The Banker named it the most progressive personal investment bank.
4. Morgan Stanley provides its products and services to corporations, governments, institutions and individuals around the world. The bank operates through three business segments: institutional securities, investment management and wealth management. The Investment Management segment generates income from investment banking, primarily from the placement of investments in real estate and commercial banking funds. The bank's head office is located in New York. The bank's main offices are in London, Tokyo, Hong Kong and other global financial centers. In 2021, Morgan Stanley was named the top equity bank in North America and the United States by Global Finance.
5. Citigroup is a global financial services holding company with more than 200 million customers. Citi Institutional Clients Group (ICG) provides investment and corporate banking products and services to corporations, governments, financial institutions and high net worth individuals. The company has five divisions: capital markets creation, corporate and investment banking, securities markets and operations, treasury and commercial solutions and private bank (Citi Private Bank). In 2021, investment banking revenues managed by Citi Institutional Clients Group totaled $3.8 billion.
6. Barclays Capital is the investment arm of Barclays. The organization provides financial advisory, capital raising and financing, and risk management services to corporations, governments and financial institutions around the world. Investment banking fees totaled $3.2 billion in 2021. Barclays has been recognized as the most progressive investment bank for equity-linked securities (The Banker).
7. Credit Suisse Group is one of the most prestigious investment banks and one of the world's largest wealth management companies with total assets under management of 1.345 trillion. Swiss francs (as of September 30, 2021). The bank has two international divisions: Private Banking & Wealth Management and Investment Banking. Investment Banking provides securities services and financial advice to corporations, governments, institutional investors and high net worth individuals. It offers loan and equity underwriting, mergers and acquisitions (M&A), sales and trading, asset sales, prime brokerage, capital raising services, investment research and other services. As of March 20, 2021, Credit Suisse's market capitalization was approximately $46 billion.
8. Deutsche Bank is one of the largest banks in Europe by total assets. It comprises five corporate divisions: Corporate Banking & Securities (CB&S), International Transaction Banking, German Asset & Wealth Management (Deutsche Asset & Wealth Management), Private & Business Clients and Non-Core Activities. CB&S is one of the leading investment and fixed income banking organizations. Greenwich Associates ranked Deutsche Bank number one in the world for fixed income by market share. The Banker named Deutsche Bank the most progressive investment bank for initial public offerings and capital raising.
9. Wells Fargo is the largest bank in the world by market value. It is ranked first, second or third in the United States for most of its products and services. The company has four main business groups: community banking, capital, brokerage and pensions, consumer lending and wholesale banking. In 2016, Wells Fargo's income from investment banking exceeded $2 billion.
10. UBS is a global organization with offices in more than 50 countries. It includes six business units: Wealth Management, Wealth Management Americas, Retail and Corporate, Global Asset Management, Investment Bank and Corporate Center. The investment bank (UBS Investment Bank) is engaged in servicing institutional clients and provides wealth management services in two main divisions: corporate client solutions and investment client services. Global Finance recognized it as the best investment bank in the world in 2021.

Concept of an investment fund

Investment funds are organizations whose members collectively own assets. Companies work to preserve and increase investors' capital.

The existence of funds is due to the fact that some citizens do not always have the skills to manage money competently. Users do not know how to create an investment portfolio, select stocks and other securities. If a person purchases shares of a fund, analysts and managers do all the work for him.

The main task of an investment fund is to preserve and increase the capital of investors.

During periods of economic stability, the number of funds increases. Clients invest their savings in shares to make a profit. During a crisis, the popularity of organizations decreases, since the economic downturn leads to a deterioration in the well-being of the population. There are fewer investors.

The fund's operating model is as follows:

1. Participants pay their shares.
2. Managers place client funds into projects. This could be securities, real estate, or other assets.
3. Profits are distributed among the members of the fund. Each shareholder receives income in accordance with the number of shares.

The units are distinguished by their liquidity. The participant can sell them at any time if he considers it profitable or just needs money.

The next advantage of the funds is the professional management of depositors' funds, which reduces financial risks. Analysts know the most profitable industries and assets. Managers use their skills to make money in the financial markets. In return they receive a reward.

Employees are interested in effective capital investments because their income directly depends on this. They receive bonuses from profits.

The main advantages of investment funds:

1. Professional financial management.
2. Portfolio diversification. Risk reduction is achieved by investing in various assets.
3. The shares are affordable, so anyone can purchase them.
4. Transparent structure of the organization.
5. Joint investments allow investors to join forces and earn more than they would alone.

But investment funds do not guarantee income for their members. There is always a risk that a portfolio's value will decline due to poor asset selection, market downturns, or other adverse factors.

Bitcoin

The creation of this cryptocurrency was announced to the world in 2008. In 2009, the first auctions were organized, where 1 bitcoin was offered for 1 dollar. Today, the value of Bitcoin fluctuates, but within the exorbitant range of several tens of thousands of dollars. Publicly, the mysterious programmer Satoshi Nakamoto is considered the author of Bitcoin. The cryptocurrency is absolutely transparent, every movement in this financial market can be tracked by any user, which completely protects Bitcoin from counterfeiting. It is believed that the project was launched independently, without the participation of global financial institutions. Be that as it may, today cryptocurrencies abroad are already freely exchanged for traditional money and participate in full financial circulation. This is how the Bitcoin project turned from exotic to very influential.

Criterias of choice

The safety of investments and profitability in the stock market directly depend on which investment fund the investor has chosen. To determine the appropriate option, you need to do the following:

1. Determine how much money can be allocated. The smaller it is, the narrower the range of possibilities.
2. Find out what the turnover period is. Each fund has its own. For example, buying real estate is a long-term investment. When investing in bonds and stocks, money moves faster, but the risk increases.
3. Choose the type of investment fund, paying attention to its liquidity. Mutual funds and ETFs are suitable for beginners. Experienced investors who know how to balance risk and return can choose real estate funds or mixed ones.
4. Select a management organization. Citizens can cooperate with Russian brokers or transfer money to one of the foreign companies. American investment funds are popular among investors in many countries around the world: BlackRock, Vanguard, etc.
5. Having selected several organizations, you need to look at their places in the rankings. They are compiled by Standard & Poor's, Moody's and Fitch Ratings. Among the Russian ones: “Expert RA” and NRA. Information is published in the public domain.
6. Make your final choice.

Popular funds managed by major companies have performed well. When comparing several organizations, you need to pay attention to the period of operation of the investment fund on the market and the size of the minimum investment amount. It is worth checking with representatives of the organization whether regular customers have benefits and discounts. You also need to find out in what cases it is allowed to exchange shares of one fund for another.

COSMOS Package Tracking System

Thanks to this system, trade via the Internet began to develop. The largest company that has developed in this area is the world-famous Amazon, as well as thousands of medium-sized and hundreds of thousands of small sites. The system made it possible to organize supply logistics and track the movement of goods. For example, with its help, each buyer can trace the entire path of movement of a parcel from the supplier. At first, COSMOS was created specifically to control and systematize the movement of huge masses of goods. Further development led to the creation of modern online trading in the form in which it is used today throughout the world.

Rating of world investment funds

Investment funds operate in many countries around the world, the largest organizations are located in the USA. There are several companies in Russia that occupy high positions in the ratings.

Northern Trust

Northern Trust began operations in 1889 and is headquartered in Chicago. The financial company serves wealthy people and works with institutional investors.

Financial company Northern Trust has been in business since 1889.

The organization is engaged in settlement and cash services and lending. It provides brokerage services and cooperates with insurance companies and pension funds. She offers financial consulting and property management to individuals.

Clients are located in many countries around the world. The company's employees calculate risks and provide analytical services.

BlackRock

The organization's headquarters is located in New York. When it comes to assets under management, BlackRock ranks first among companies.

BlackRock manages hundreds of funds.

The firm began operations in 1988 as part of the BlackStone Group. In 1992, separation occurred. This is how the name BlackRock came about. There are 8 people among the founders of the investment fund, headed by Lawrence Fink. The company's clients are located in more than 100 countries, and BlackRock manages hundreds of funds.

The Vanguard Group

Vanguard Group partners with institutional investors and individuals. The organization provides the opportunity to invest in funds trading on the exchange. The company provides consulting services. Specialists help clients in the field of financial planning and management of retirement savings accounts.

The Vanguard Group provides financial planning services,

management of savings pension accounts.

Fidelity Investments

The company has been operating since 1946. It manages assets and carries out transactions with securities on behalf of clients. Investment fund employees deal with pension savings, asset insurance, etc.

Fidelity Investments has been in the financial services market since 1946.

PIMCO

This international organization invests in commodities and stocks. She works with hedge funds and ETFs. PIMCO offers wealth management services. Its clients include pension and sovereign funds, individual and institutional investors. The organization's headquarters is located in California. The company opened representative offices in Asia, European countries and South America.

The PIMCO investment fund invests in commodities and stocks.

T. Rowe Price

T. Rowe began business in 1937 and is headquartered in Baltimore. The organization offers clients a choice of investment funds. Specialists provide advice to institutional and individual investors and manage pension savings. The company acts as a financial intermediary in transactions. Representative offices of the organization are open in many countries around the world. Among them are Singapore, Japan, Great Britain, etc.

T. Rowe Price is headquartered in Baltimore.

BlackStone

BlackStone Group has been operating since 1985. The organization was founded by Stephen Schwarzman and Peter Peterson, who worked at Lehman Brothers before creating their own business. BlackStone's clients include Procter and Gamble, Sony, Microsoft and other large companies. The fund specializes in direct investments and real estate investments. The company offers clients hedging and lending services.

BlackStone brings together several investment funds.

Several investment funds operate under the name BlackStone. They manage pension savings and funds of insurance organizations. The company cooperates with wealthy individuals and institutional investors.

Since 1992, the company has been engaged in equity investment, purchasing properties and securities related to real estate. In its activities, BlackStone focuses on the acquisition of office space and hotel complexes. During the mortgage crisis in the United States, the investment fund bought private homes, which were later put up for sale. After the economic recovery, the organization sold them at an increased price.

The investment fund has broad interests: from the acquisition of television channels and amusement parks to investments in energy and security.

Carlyle Group

The company began operating in 1987 and is headquartered in Washington. The Carlyle Group has concentrated assets in its portfolio, some of which are in the renewable energy sector. Since 2012, they have been managed by a subsidiary of an investment fund called Cogentrix.

Kohlberg Kravis Roberts

KKR & Co has been operating in the American market since 1976, with offices open in 16 countries. The headquarters of the investment fund is located in New York. The organization's specialists are engaged in private capital management. Traders invest clients' funds in real estate around the world, infrastructure construction and the energy industry. KKR & Co is engaged in lending and hedges risks.

Wells Fargo & Company

✔ Head office is located in San Francisco

✔ Total asset value – $1,947,672,000

One of the largest banking conglomerates. In addition to the USA, Wells Fargo is active in Canada.

The main directions of the Corporation’s work are:

• Retail banking services.
• Client asset management.
• Transactions with shares of other companies.

The company owns shares of financial enterprises, industrial and technological corporations, etc.

List of the best in Russia

Over the past 30 years, organizations have appeared in Russia that help clients increase capital. These funds find profitable investment options in different industries.

The largest investment companies are reliable; their products show returns higher than bank deposits.

The rating presents organizations that have earned positive reviews from investors and experts.

FINAM

The holding began operating in 1994. The company is reliable. She received a license from the Bank of Russia to provide brokerage services.

FINAM Holding has been operating since 1994 and provides brokerage services.

The organization's activities have been awarded. Among them is "Stock Market Elite", which has been received several times. The holding includes a management company and an investment fund. FINAM provides brokerage services to clients and operates a training

TeleTrade began operations in 1994. The broker opened a wide network of representative offices in the CIS countries and regions of Russia. Investors are offered several savings programs, and there is a mailing list with analytics.

TeleTrade has a wide network of representatives throughout Russia and the CIS.

"BCS Broker"

The headquarters of BrokerCreditService is located in Novosibirsk, the first client was registered in 1995. Now it is a company with a high reliability rating, representative offices have been opened in 53 cities of the country. Investors are offered various financial instruments and programs. They can transfer funds to professional traders for management.

BCS Broker has a high reliability rating.

FinPro

The consulting group team consists of highly qualified consultants. The mission of the organization is to increase the economic and financial literacy of the population, to familiarize listeners with the opportunity to increase capital through investment. Specialists will help you choose mutual funds, funds and other assets.

"Finance-Invest"

The company began operating in 1995. Clients receive access to the stock market and can transfer funds to trust management. The organization is focused on emerging markets, working primarily with the CIS countries and Russia. Investment fund employees are engaged in consulting clients and managing capital

Through the investment fund, anyone can invest in precious metals, the mining industry and other areas. Individuals are given the opportunity to invest in a commercial project with high profitability. Contracts that an organization enters into with individuals indicate a fixed rate.

Adfincom

The company has been operating since 2008. The main activity of the company is concluding transactions in financial markets. Clients invest money in funds, stocks and other securities. Employees develop new products taking into account the wishes of investors.

"VTB Capital"

VTB Capital is one of the leaders in the field of investment services. The company offers clients a wide range of banking and financial products. She is engaged in consulting, asset management, and risk hedging. The company finds profitable solutions for clients by attracting funds into the Russian economy. The organization engages in direct investment and issues equity and debt securities. Specialists provide assistance in the field of acquisitions and mergers of capital, and other services.

VTB Capital is a leader in investment

The investment fund has been operating since 2004. It is at the top of the rating of Russian financial companies. The organization is reliable and is engaged in trust management. The quality of services is at a high level. Clients include insurance companies, private investors and non-governmental funds.

Gazprombank - Asset Management has been engaged in trust management since 2004.

"Sber Asset Management"

The company has been operating since 1996. This is the first organization to engage in asset management in the Russian space. Clients can choose from 28 funds with returns of more than 10% per year.

Sber Asset Management offers a yield of more than 10% per annum.

Shanghai Stock Exchange

This is a Chinese exchange (Shanghai Stock Exchange), created by historical standards quite recently - in 1990 and in 30 years has become the largest in the world. It ranks fourth in terms of transaction volume worldwide. Such exchanges are not new in the financial world. But the Chinese created and are developing it according to their own rules. And it has global influence thanks to the colossal volume of transactions.

The consumer sector will grow on earnings

Expert Online asked analysts to evaluate the rating data (you can view them in full here) from the point of view of portfolio investors. It is perhaps useless to talk about the attractiveness of the entire market, Bogdan Zvarich, senior analyst at Freedom Finance Investment Company, comments on the current situation for Russian investors. There are almost always industries or companies on the market that would be of interest to investors. “So, right now, despite high oil prices, I don’t expect significant growth for oil companies,” he says. “But companies focused on domestic demand—retail or developers—may be interesting.”

The economic recovery observed recently should lead to an increase in real incomes of the population, and, therefore, contribute to the growth of consumption. And those sectors that are focused on domestic demand can benefit from this. It is clear that each issuer must be considered separately and a decision must be made on it separately. and this applies not only to the designated sectors, but also to all others - in individual oil and gas stocks you can find certain ideas that will work. “If we take a principled approach to “market” interest, then I do not rule out that our market will continue its upward dynamics, and the MICEX index, as the main indicator, may rise to the area of ​​historical highs - 2300 points,” says Zvarich.

SunTrust Banks

SunTrust Banks was founded in 1891 and is now the largest subsidiary. According to the 2021 census, the bank operates 2,100 ATMs and 1,500 branches, and employs 24,000 employees in the institution's offices. Every year the company is expanding, so new employees are required for the offices.

The bank's activities include

• processing loans,
• insurance,
• consumer banking,
• investment services,
• stock
• mortgage,
• management of large and private capital,
• real estate
• commercial real estate,
• asset Management,

Truist Financial Corporation

✔ Headquarters – Charlotte, North Carolina

✔ Total asset value – $499,183,000.

One of the ten largest banks in America. Offers businesses and the public a wide range of traditional banking products. It has many branches in the eastern states of the United States.

• The main activity is lending to businesses and individuals.
• The bank accepts deposits and is a leader in their volume in several states.
• Truist Financial Corporation also engages in insurance operations.

The Bank's main income comes from interest on loans.

JPMorgan Chase

The banking institution emerged through the merger of several financial institutions and is now one of the four largest banks in the United States along with Bank of America. According to Forbes for 2021, the bank was included in the list of the largest public companies.

The main revenue comes from the USA.

1. The main activities of the popular bank are:
2. investments,
3. provision of financial services to individuals and non-profit organizations,
4. securities management,
5. transactions, etc.

PNC Financial Services Group

✔ Headquarters – Pittsburgh, Pennsylvania

✔ Total asset value – $461,817,000.

A large financial company operating in several segments of the financial market.

Main directions:

• Retail customer service. Here we should especially highlight the wide network of ATMs, loans to small businesses and the issue of Visa cards.
• Business lending in the USA, Canada and the UK.
• Mortgage credit lending. PNC has a dedicated division for this business, with offices throughout the United States.
• Institutional banking services, consultations.

Ally Financial (“Eli Financial”)

✔ Headquarters in Detroit, Michigan

✔ Total asset value – $185,270,000.

The bank has several areas, but its main activity concerns the purchase of cars and related services. The bank does not have traditional offices, but operates in a “virtual” format.

This includes:

• car loans;
• holding car auctions;
• related insurance services.

The bank also engages in mortgage lending and works with stock exchanges.

Step on the gas

Meanwhile, the interests of portfolio investors have always included companies with a stable cash flow and significant weight in the domestic or foreign market, depending on the type of activity, about Alexey Antonov. In general, there are always two branches of investment: traditional companies that have not left the lists of the first in their industry for decades, and those that have been able to occupy new niches. For example, it has been customary to invest in the oil and gas industry for a long time, and everyone knows that even despite various kinds of collapses or bans, such as in the case of agreements within the OPEC framework, this industry will always be attractive and active.

In Russian realities, in general, everything is relatively natural and traditional. In the current situation, however, gas companies benefit more; for example, gas production in the country is growing at a faster rate than oil, the analyst notes. Next in terms of attractiveness for investors is the financial sector: the consolidation of the banking market and the increasing role of the state in it is a positive signal for investors and a guarantee that in a few years such glaring scandals as in the case of Ugra or Tatfondbank should not arise.

State Street Corporation

✔ Headquarters in Boston, Massachusetts

✔ Total asset value – $272,075,000.

A bank engaged in asset management and custody services. In this regard, what was written above about other banks will be true for State Street Corporation.

The Bank does not offer retail products. State Street Corporation owns shares of other businesses, mostly financial and technology companies.

Capital One Financial Corporation

✔ Headquartered in Tysons Corner, Virginia

✔ Total asset value – $421,883,000.

A bank with a special focus on two retail loan products.

Namely on:

• Car loans. Here Capital One Financial Corporation is the second largest provider of this service in the United States.
• Issues of credit cards. The bank is among the top five in issuing Visa and MasterCard cards.

Capital One generates the most revenue from interest on its products. In addition to the United States, the Bank also regularly operates in Canada and the United Kingdom.