Investment Management

Investment management applies to the treatment of financial assets and other properties—not only buying and selling them. Management involves devising a short- or long-term plan for collecting and disposing of portfolio holdings. In terms of corporate finance, investment management means ensuring that the company’s assets and resources are well-utilized and maintained. It can also involve budgeting, banking, and tax services and duties, as well. Investment management, portfolio management, and asset management are all phrases that apply to services that give omission of a client’s investments. Investment management isn’t just about maintaining the special assets in a client’s case, it involves securing the portfolio extends to align with the client’s aims, risk tolerance, and financial priorities.

Professional investment management intends to meet special investment purposes for the interest of clients whose money they have the reliability of overseeing. These clients may be individual investors or institutional investors such as retirement plans, pension funds, educational institutions, governments, and insurance companies.

Management services include financial statement analysis, asset allocation, stock selection, monitoring of existing investments, and portfolio strategy and implementation.

An investment manager is a character or company that operates an investment portfolio on account of a client. Investment managers proceed up with an investment plan to meet a client’s purposes, then practice that plan to determine how to divide the client’s portfolio among various types of investments, such as bonds and stocks. The manager purchases and sells those investments for the client as required, and controls the portfolio’s overall execution.

The module includes:

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