Our History
A History Of Growth And Innovation
We reached US $100 billion in assets under management through years. By the end of 2015, our AUM rose to $390 billion. This is also when we acquired joonry & CO, the global private equity fund-of-funds specialist headquartered in DL and the Australian HR services operation of Feredo in August-a move that added more than 350 Expert associates to our ranks and enabled us to offer an unmatched array of invested and administrative services.
Established
It became the State Association of Investment Companies in 1999. In 2000, Company members included 68 mutual funds and 43 closed-end funds,and assets for the fund industry totaled $2.1 billion.
Became The Investment Expert
RealthX in 2003, the year that underwriters and advisers of mutual funds became eligible for membership. RealthX objectives are essential organizing priciples for the many and varied activities in which the company participates.
RealthX Relocated To Washington,DC
RealthX relocated to Washington, DC. RealthX Investment trust were welcomed as Company members in 2005 to improve public understanding of investment companies and the policy issues that affect funds and their shareholders.
Today in 2021
RealthX celebrates the 22th anniversary of its founding and of the key legislation that gave rise to the modern fund industry. RealthX serves as a spokesman for funds and their share holders before policymakers,opinion leaders and the global media.
We have invested $2.4 billion in 150 transactions
across 11 countries”
Download Our
2021 Highlights Review
Download PDF