Investment advisory services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, and brokerage; Financial advisory and consultancy services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Investment management; Investment management in the fields of mutual funds, pension accounts, institutional accounts, and separate accounts; Financial research, analysis, and information services based on environmental, social and governance criteria.