The Intriguing World Of Investment Management

Investment management is about making the most of your money, whether you have a lot or a little. It's about maintaining an investment portfolio or a collection of financial assets. Investment managers provide advice and direction to their clients so they meet their goals and get returns on their financial assets. This can include purchasing and selling assets, creating short- or long-term investment strategies, overseeing a portfolio's asset allocation, and developing a tax strategy.

Investment management is about making the most of your money

Investment management is the maintenance of an investment portfolio, or a collection of financial assets. It can include purchasing and selling assets, creating short- or long-term investment strategies, overseeing a portfolio's asset allocation and developing a tax strategy.

Investment managers provide advice and direction to their clients so they meet their goals and get returns on their financial assets. This means helping investors define sensible objectives and then providing access to specific investments which represent a good match. For example, investment managers will seek to quantify the risk and return potential of different ideas and then structure the investments appropriately within portfolios, diversifying risk and targeting opportunities.

Investment management services are used by a very broad range of people and organisations. These range from a ‘retail investor’ - a member of the public - whose goals will be savings-related, focusing on retirement, saving for children, wealth transfer and legacy planning, all the way through to very large institutions and governments.

Investment managers help clients meet their goals

Investment management is about making the most of your money. It's important to ensure every dollar is optimised. It includes purchasing and selling assets, creating short- or long-term investment strategies, overseeing a portfolio's asset allocation and developing a tax strategy. Investment management can be done independently or with an investment manager's help.

Investment managers provide advice and direction to their clients so they meet their goals and get returns on their financial assets. They help investors define sensible objectives and then provide access to specific investments which represent a good match. Investment management services are used by a very broad range of people and organisations. These range from a 'retail investor' - a member of the public - whose goals will be savings-related, focusing on retirement, saving for children, wealth transfer and legacy planning, all the way through to very large institutions and governments.

Investment management also includes ensuring the portfolio continues to align with the client's goals, risk tolerance and financial priorities.

Investment managers help clients get returns on their financial assets

Investment managers identify new ideas and seek to quantify the risk and return potential of these ideas through research. They then structure the investments appropriately within portfolios, diversify risk and target opportunities. They help investors define sensible objectives and then provide access to specific investments which represent a good match.

Investment management services are used by a very broad range of people and organisations, from retail investors (members of the public) to large institutions and governments.

No matter how much money a client has in their portfolio, it is important to ensure every dollar is optimised. Investment management can be done independently or with the help of an investment manager.

Investment managers help clients define sensible objectives

Investment management is about making the most of your money, ensuring that every dollar is optimised. Investment managers help clients define sensible objectives by providing advice and direction so that they meet their goals and get returns on their financial assets.

Investment managers help clients diversify risk

Investment management is about making the most of your money. It involves the maintenance of an investment portfolio, or a collection of financial assets. Investment managers help clients diversify risk by providing advice and direction so that they meet their goals and get returns on their financial assets. They identify new ideas and seek to quantify the risk and return potential of these ideas. They then structure the investments appropriately within portfolios, diversify risk and target opportunities.

Investment managers can help clients diversify risk by providing access to specific investments which represent a good match for their goals and risk tolerance. For example, a retail investor, who is a member of the public, will have savings-related goals, such as retirement, saving for children, wealth transfer and legacy planning. On the other hand, large institutions and governments will have very different goals.

Investment managers can also help businesses buy other businesses. They can provide advice on mergers and acquisitions, and help to structure the deal in a way that minimises risk and maximises return.

Frequently asked questions