3G Handy Guide - Investment Management, 2nd Edition

3G Handy Guide: Investment Management, 2nd Edition

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2023 | ISBN: 1984680188 | English | 310 pages | True PDF | 30 MB

Investment management involves devising long-term and short-term plans to acquire and dispose of portfolio holdings. It also includes activities such as budgeting, banking, and tax services. Investment managers, also known as asset managers, are responsible for making clients' money grow in order to help them achieve their financial aspirations and goals. An investment manager is a person or company that manages an investment portfolio on behalf of a client. Investment managers develop an investment strategy to meet a client's goals, then use that strategy to decide how to allocate the client's portfolio among different types of investments, such as stocks and bonds. The manager buys and sells those investments for the client as needed and monitors the portfolio's overall performance.

Some investment managers are also financial planners, providing holistic financial advice on topics such as cash-flow management, taxes, insurance, and estate planning. Others work with high net-worth clients to address their financial planning and investment management needs, as well as coordinate the services of other professionals, such as lawyers and accountants. This comprehensive approach is often referred to as wealth management.