is now referred to as money-management, wealth, or portfolio management.
What are the basic concepts for Investment Management?
The purpose of investment management is to reach certain goals that are beneficial for the client. They could be institutional or individual investors, like pension plans, retirement savings or educational institutions, authorities as well as insurance corporations.
Management of investment services also involves the allocation of assets, analysis of financial statementsand choices of stocks. There is also monitoring of your portfolio’s investments, as well as its management strategy and implementation.
It also includes advising services as well as financial planning. These services are in addition to managing the portfolio of clients but to integrate the other goals and assets in the course of. Professional managers are able to manage many different securities and even financial assets including equities, bonds as well as real estate and commodities.
Managers may also be accountable to manage real assets like commodities, precious metals. Managers aid in aligning investment portfolios so that they are able to meet plans for retirement, estate and the distribution of assets.