The management of investments. Trust management. Investment portfolio

The management of investments. Trust management. Investment portfolio


Investment management is the professional asset management of various securities (shares, bonds and other securities) and other assets (e.g. real estate) in order to meet specific investment goals for the benefit of investors. Investors may be institutions (insurance companies, pension funds, corporations, charities, educational institutions, etc.) or private investors (both directly and through investment contracts or more commonly through collective investment scheme, for example, mutual funds or exchange-traded funds).

The term asset management is often used to refer investment management in the case of collective investments, while the more General term, the Fund management may refer to all forms of institutional investment as well as investment management for private investors. Investment managers who specialize in Advisory or discretionary management on behalf of (normally wealthy) private investors can usually provide their services as money management or portfolio management often within the context of so-called private banking.

The provision of investment management includes elements of financial statement analysis, asset selection, stock selection, plan implementation and ongoing monitoring of investments. Once in the competence in the field of financial services many of the world’s largest companies are at least in part investment managers and employ millions of staff.

The term “Fund Manager” (or investment consultant in the United States) refers to both a firm that provides investment management, and to the person who makes decisions on capital management. According to the report titled “the conquest of the growth in adverse times: global asset management 2012″ published by Boston Consulting Group in October 2012, the professionally managed assets in the global management of assets amounted to US $58,3 trillion. at year end 2011, compared with US $58,8 billion. in 2007.