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Fun Facts
The investment industry is a cornerstone of wealth creation in the global economy, with global
assets under management exceeding $100 trillion. The term “investment” comes from the Latin word
“investire,” meaning “to clothe” or “to surround,” reflecting the act of putting resources into ventures
with the expectation of returns. The first recorded investment funds in the U.S. were introduced in the
1920s, providing individual investors with a way to diversify and gain exposure to the stock market.
Today, the investment industry spans a wide array of products, including stocks, bonds, mutual funds,
ETFs, and alternative investments such as real estate and private equity. It employs millions of
professionals, including portfolio managers, financial analysts, and advisors, who work to help
individuals and institutions achieve their financial goals through strategic investment and risk
management.