Investment Management

We help investors to manage their financial assets and securities, including shareholdings, bonds, and other assets, such as real estate, stocks, Crypto, and commodities, to meet specified investment goals for the benefit of investors.

What Is Investment Management?

Investment management refers to the handling of financial assets and other investments—not only buying and selling them. Management includes devising a short- or long-term strategy for acquiring and disposing of portfolio holdings. It can also include banking, budgeting, and tax services and duties, as well. The term most often refers to managing the holdings within an investment portfolio, and the trading of them to achieve a specific investment objective. Investment management is also known as money management, portfolio management, or wealth management. The Basics of Investment Management Professional investment management aims to meet particular investment goals for the benefit of clients whose money they have the responsibility of overseeing. These clients may be individual investors or institutional investors such as pension funds, retirement plans, governments, educational institutions, and insurance companies. Investment management services include asset allocation, financial statement analysis, stock selection, monitoring of existing investments, and portfolio strategy and implementation. Investment management may also include financial planning and advising services, not only overseeing a client’s portfolio but coordinating it with other assets and life goals. Professional managers deal with a variety of different securities and financial assets, including bonds, equities, commodities, and real estate. The manager may also manage real assets such as precious metals, commodities, and artwork. Managers can help align investment to match retirement and estate planning as well as asset distribution. In corporate finance, investment management includes ensuring a company’s tangible and intangible assets are maintained, accounted for, and well-utilized. According to an annual study by research and advisory firm Willis Towers Watson and the financial newspaper Pensions & Investments, the investment management industry is growing. When based on the combined holdings of the 500 biggest investment managers, the global industry had approximately US$93.8 trillion in assets under management (AUM) in 2018. This figure was over US $100 Trillion by year-end 2019.