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Established in 1923 by Governor Gifford Pinchot, the system has grown to manage more than $35 billion in assets. Employees of the Keystone State can rest assured the Pennsylvania State Employees Retirement System (SERS) is keeping a keen eye on their currency. SERS administers the statewide retirement and pension benefits fund for Pennsylvania's public employees. Serving more than 210,000 members, SERS is funded by a combination of employee contributions, employer contributions, and investment earnings. In addition to managing retirement accounts, the system provides retirees with health insurance.

Conning & Company was founded in 1912 and is headquartered in Hartford, Connecticut with additional offices in Dublin and London. Conning & Company was formerly a subsidiary of Swiss Reinsurance Co. Conning & Company provides insurance asset management and investment management services, and insurance-related research publications. It specializes in fixed-income products for institutional investors. The company, through its subsidiaries, offers insurance research, including information products, and insights and analyses of issues confronting the insurance industry, as well as provides insurance asset management, including portfolio management, and investment accounting and reporting services in the United States and Europe. It also provides access to various financial investment products, such as structured securities, derivative strategies and investment banking, and insurance and banking equity research.

The UK private banking unit of the Royal Bank of Scotland, Coutts provides private and commercial banking services for well-heeled individuals and families, as well as corporations and charities. The venerable banking group, which in its more than 300 years of operation has served royals and notables such as King George III and William Pitt, now specializes in financial planning for business owners and professionals; it also targets wealthy members of the music industry and sport. Services include investment management, securities dealing, trust planning, pension and tax advice, credit cards, and mortgages. Coutts has more than 20 offices in England and Wales.

Crowell Weedon & Co. was founded in 1932 and is headquartered in Los Angeles, California with additional offices in Carlsbad, West Covina, Encino, Newport Beach, Pasadena, San Diego, La Jolla, and Long Beach, California. Crowell, Weedon & Co. (CWC) provides financial advisory and securities brokerage services. The firm’s services include financial planning, fee-based investment programs, customized retirement strategies, investment advisory, corporate finance, preferred and common stocks, and tax-deferred annuities and insurance.

D. E. Shaw & Co., L.P. was founded in 1988 and is headquartered in New York, New York with additional offices in North America, Europe, and Asia. D. E. Shaw & Co., L.P. operates as an investment and technology development company. Its activities range from the deployment of investment strategies based on mathematical models or human expertise to the acquisition of existing companies and the financing or development of new ones. The company's investment activities include quantitative strategies based on mathematical and computational models, and qualitative strategies based on the analysis of human experts. It also provides debt and equity financing to healthy and financially distressed companies; makes venture capital investments in early and later stage ventures; and organizes and develops new technology-oriented ventures.

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