Financial research, analysis, and advisory services, namely, securities research, investment advice and portfolio design consisting of providing analysis of and advice regarding investment in stocks, industry sectors, stock market indexes, mutual funds, unit investment trusts, exchange traded funds, and investment strategies, and designing unit investment trusts, exchange traded funds and actively managed funds

'activ':51 'advic':11,21 'advisori':5 'analysi':3,18 'consist':15 'design':14,43 'exchang':36,47 'financi':1 'fund':32,38,49,53 'index':30 'industri':26 'invest':10,23,34,40,45 'manag':52 'market':29 'mutual':31 'name':7 'portfolio':13 'provid':17 'regard':22 'research':2,9 'sector':27 'secur':8 'servic':6 'stock':25,28 'strategi':41 'trade':37,48 'trust':35,46 'unit':33,44

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