Industries :: Funds, Trusts, Pensions & Pooled Investments

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	Funds, Trusts, Pensions & Pooled Investments


Summary \| Industry Subsectors \| Related Careers & Salaries

Industries / Funds, Trusts, Pensions & Pooled Investments

Pension Funds

Health and Welfare Funds

Other Insurance Funds

Open-End Investment Funds

Trusts, Estates, and Agency Accounts

Real Estate Investment Trusts

Other Financial Vehicles

Pension Funds

Description: This industry comprises legal entities (i.e., funds, plans, and/or programs) organized to provide retirement income benefits exclusively for the sponsor's employees or members.

Examples: Retirement plans, Pension funds and plans, Employee benefit plans

Health and Welfare Funds

Description: This industry comprises legal entities (i.e., funds, plans, and/or programs) organized to provide medical, surgical, hospital, vacation, training, and other health- and welfare-related employee benefits exclusively for the sponsor's employees or members.

Examples: N/A

Other Insurance Funds

Description: This industry comprises legal entities (i.e., funds (except pension, and health- and welfare-related employee benefit funds)) organized to provide insurance exclusively for the sponsor, firm, or its employees or members. Self-insurance funds (except employee benefit funds) and workers' compensation insurance funds are included in this industry.

Examples: N/A

Open-End Investment Funds

Description: This industry comprises legal entities (i.e., open-end investment funds) organized to pool assets that consist of securities or other financial instruments. Shares in these pools are offered to the public in an initial offering with additional shares offered continuously and perpetually and redeemed at a specific price determined by the net asset value.

Examples: Money market mutual funds, open-ended, Investment funds, open-ended

Trusts, Estates, and Agency Accounts

Description: This industry comprises legal entities, trusts, estates, or agency accounts, administered on behalf of the beneficiaries under the terms of a trust agreement, will, or agency agreement.

Examples: Testamentary trusts, Private estates (i.e., administering on behalf of beneficiaries), Personal investment trusts, Bankruptcy estates

Real Estate Investment Trusts

Description: This industry comprises legal entities that are Real Estate Investment Trusts (REITs).

Examples: N/A

Other Financial Vehicles

Description: This industry comprises legal entities (i.e., funds (except insurance and employee benefit funds; open-end investment funds; trusts, estates, and agency accounts; and Real Estate Investment Trusts (REITs)).

Examples: Unit investment trust funds, Special purpose vehicles, Real Estate Mortgage Investment Conduits (REMICs), Face-amount certificate funds, Collateralized Mortgage Obligations (CMOs), Closed-end investment funds (except REITs)

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