The term investment company has two distinct meanings. The
first applies to various types of investment funds and trusts, while the
second refers to Small Business Investment Companies, or SBICs.
Investment companies, in the form of mutual funds, closed-end funds,
and unit investment trusts, are popular investment vehicles that offer
a variety of features and benefits.
Mutual funds, also known as open-end investment companies, can be
structured as stock funds, bond funds, or money market funds.
Most mutual funds offer new shares to the public on a continuous basis;
they are required to redeem outstanding shares at any time upon request,
at a price based on the current value of the fund's net assets.
Closed-end funds are investment companies that issue a fixed number
of shares. These shares are traded on a stock exchange.
Unit investment trusts are investment companies that buy and hold
a portfolio of stocks, bonds, or other securities. Real estate
investment trusts (REITs) are special purpose investment companies
that own, finance, and/or operate, income-producing real estate.
Small Business Investment Companies (SBICs) are financial institutions
that make equity capital and long-term credit available to small,
independent businesses. Since the SBIC program was created in 1958,
this public/private partnership has provided financing solutions to more
than 100,000 small businesses in the USA. SBICs are private sector
firms licensed by the United States Small Business Administration.
They typically work with small companies whose financing requirements
range between $250,000 and $5 million. SBICs may qualify for
government-backed long-term loans in return for pledging to finance only
Investment Companies and Organizations
These government and private organization websites feature helpful
resources for small business and mutual fund investors.
- Investment Company Institute
National association of the U.S. investment company
industry. Founded in 1940, its membership includes mutual funds,
closed-end funds, exchange-traded funds, and unit investment trust
- Small Business Investment Companies (SBIC) Program
Overview of SBICs, public-private partnerships that
contribute to an environment where America's entrepreneurs can flourish.
The Small Business Investor Alliance is an organization
of lower middle market private equity funds and investors. Its members
provide venture capital to small and medium size businesses in the USA.
The National Association of Real Estate Investment Trusts
is the representative voice for U.S. REITs and other publicly traded
real estate companies.
Both new and seasoned investors can benefit from the information offered
by these popular investment companies and resources. Here you will
find a broad range of investing advice, news, and research.
- Fidelity Investments
Financial planning, trading, and investment products and services for the individual investor.
- Edgar Online
This business information source specializes in the extraction, packaging and distribution of public company information contained in SEC filings.
- Investor Place
Stock investment advice from independent investment advisors.
- Forbes Magazine
This business magazine features financial and investment news and reports.
- The Wall Street Journal
This source of business and financial news offers both print and online editions.
Trusted financial advice and business forecasts for more than 75 years.
- Thomson Reuters Financial
Financial research and information services from Thomson Reuters.
- Bonds Online
Online services and information source for fixed income investments.
- Economist Intelligence Unit
Features global business news and information resources.
- Dun & Bradstreet
Offers business analysis tools and company credit information.
- Hoover's Online
Comprehensive company, industry, and market intelligence. A D&B service.
Related Investing Sites
Investment Company Solution Providers
Suggest your Investment Company-related website for editorial review and possible inclusion in this product and service provider directory.
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American Banker. Friday, 25 May 2018.
- Amazon to bring 1,000 jobs to Ottawa with new warehouse
Two MPs are confirming online retail giant Amazon is set to make a major investment in Ottawa, with a warehouse that will employ roughly 1,000 people.
Canadian Broadcasting Corporation. Thursday, 24 May 2018.
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