Investment management is more than just buying or selling stocks. Investment services refer to management when it comes to handling financial assets and even other investments, other than buying or selling them. The management also includes devising the short or long-term strategy to dispose of and acquire portfolio holdings.
It also includes budgeting, banking, and tax services too.
The term also refers to managing the holdings within the investment portfolio and trading them in achieving a certain investment objective. Investment management was also known as money management, wealth, or portfolio management.
What are the Basics of Investment Management?
Investment management aims to meet certain investment goals for the client’s benefit. These clients may be institutional or individual investors, like retirement plans, pension funds, educational institutions, governments, and even insurance companies.
Investment services management also includes allocation of assets, analyzing financial statements, and even stock selections. There is also monitoring of existing investments and the portfolio implementation and strategy.
It also includes advising services and financial planning, not only to oversee the client’s portfolio but also to coordinate with other assets and goals in life. That is why professional managers deal with many securities and even financial assets including equities, bonds, real estate, and commodities.
Furthermore, managers could also manage real assets like commodities, precious metals, and even artwork. They help in aligning investments so they could match estate and retirement planning, and asset distribution.