Logo
Unionpedia
Communication
Get it on Google Play
New! Download Unionpedia on your Android™ device!
Free
Faster access than browser!
 

Investment management

Index Investment management

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 specified investment goals for the benefit of the investors. [1]

65 relations: Accreditation Council for Business Schools and Programs, Active management, Advocacy group, Alpha capture system, American Academy of Financial Management, Asset, Asset classes, Asset management, Assets under management, Association to Advance Collegiate Schools of Business, Bachelor's degree, BlackRock, Bond (finance), Boston Consulting Group, Business, Business school, Capital asset pricing model, Cass Business School, Chartered Financial Analyst, Commodity, Corporate governance, Cross-correlation, David F. Swensen, Discretionary Investment Management, Diversification (finance), Exchange fund, Exchange-traded fund, Factor investing, Fama–French three-factor model, Financial adviser, Financial services, Financial statement analysis, Fund governance, Growth investing, Harry Markowitz, Internal audit, Investment, Investment fund, Investment style, Law, Legislation, List of asset management firms, Management, Market neutral, Market timing, Modern portfolio theory, Money management, Mutual fund, Passive management, Pension, ..., Pension fund, Portfolio (finance), Private banking, Real estate, Returns-based style analysis, Roger G. Ibbotson, Russell Investments, Securities lending, Security (finance), Separately managed account, Stock, Stock selection criterion, The Vanguard Group, Trade union, Transition management. Expand index (15 more) »

Accreditation Council for Business Schools and Programs

The Accreditation Council for Business Schools and Programs (ACBSP), formerly the Association of Collegiate Business Schools and Programs, is a U.S. organization offering accreditation services to business programs focused on teaching and learning.

New!!: Investment management and Accreditation Council for Business Schools and Programs · See more »

Active management

Active management (also called active investing) refers to a portfolio management strategy where the manager makes specific investments with the goal of outperforming an investment benchmark index.

New!!: Investment management and Active management · See more »

Advocacy group

Advocacy groups (also known as pressure groups, lobby groups, campaign groups, interest groups, or special interest groups) use various forms of advocacy in order to influence public opinion and/or policy.

New!!: Investment management and Advocacy group · See more »

Alpha capture system

An alpha capture system is a computer system that enables investment banks and other organisations to submit "trading ideas" or "trade ideas" TIM Ideas to clients in a written electronic format, for example TIM Group's TIM Ideas product or Bloomberg LP's Trade Ideas product.

New!!: Investment management and Alpha capture system · See more »

American Academy of Financial Management

The American Academy of Financial Management was a US-based board of standards, certifying body, and accreditation council focused on the finance sector and management professionals.

New!!: Investment management and American Academy of Financial Management · See more »

Asset

In financial accounting, an asset is an economic resource.

New!!: Investment management and Asset · See more »

Asset classes

An asset class is a group of instruments which have similar financial characteristics and behave similarly in the marketplace.

New!!: Investment management and Asset classes · See more »

Asset management

Asset management, broadly defined, refers to any system that monitors and maintains things of value to an entity or group.

New!!: Investment management and Asset management · See more »

Assets under management

In finance, assets under management (AUM), sometimes called funds under management (FUM), measures the total market value of all the financial assets which a financial institution such as a mutual fund, venture capital firm, or brokerage house manages on behalf of its clients and themselves.

New!!: Investment management and Assets under management · See more »

Association to Advance Collegiate Schools of Business

The Association to Advance Collegiate Schools of Business, also known as AACSB International, is an American professional organization.

New!!: Investment management and Association to Advance Collegiate Schools of Business · See more »

Bachelor's degree

A bachelor's degree (from Middle Latin baccalaureus) or baccalaureate (from Modern Latin baccalaureatus) is an undergraduate academic degree awarded by colleges and universities upon completion of a course of study lasting three to seven years (depending on institution and academic discipline).

New!!: Investment management and Bachelor's degree · See more »

BlackRock

BlackRock, Inc. is an American global investment management corporation based in New York City.

New!!: Investment management and BlackRock · See more »

Bond (finance)

In finance, a bond is an instrument of indebtedness of the bond issuer to the holders.

New!!: Investment management and Bond (finance) · See more »

Boston Consulting Group

The Boston Consulting Group (BCG) is an American multinational management consulting firm with 90 offices in 50 countries.

New!!: Investment management and Boston Consulting Group · See more »

Business

Business is the activity of making one's living or making money by producing or buying and selling products (goods and services).

New!!: Investment management and Business · See more »

Business school

A business school is a university-level institution that confers degrees in business administration or management.

New!!: Investment management and Business school · See more »

Capital asset pricing model

In finance, the capital asset pricing model (CAPM) is a model used to determine a theoretically appropriate required rate of return of an asset, to make decisions about adding assets to a well-diversified portfolio.

New!!: Investment management and Capital asset pricing model · See more »

Cass Business School

Cass Business School (short for the Sir John Cass Business School) was established in 1966, and is City, University of London's business school, located in the St Luke's area.

New!!: Investment management and Cass Business School · See more »

Chartered Financial Analyst

The Chartered Financial Analyst (CFA) Program is a professional credential offered internationally by the American-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financial professionals.

New!!: Investment management and Chartered Financial Analyst · See more »

Commodity

In economics, a commodity is an economic good or service that has full or substantial fungibility: that is, the market treats instances of the good as equivalent or nearly so with no regard to who produced them.

New!!: Investment management and Commodity · See more »

Corporate governance

Corporate governance is the mechanisms, processes and relations by which corporations are controlled and directed.

New!!: Investment management and Corporate governance · See more »

Cross-correlation

In signal processing, cross-correlation is a measure of similarity of two series as a function of the displacement of one relative to the other.

New!!: Investment management and Cross-correlation · See more »

David F. Swensen

David F. Swensen (born 1954) is an American investor, endowment fund manager, and philanthropist.

New!!: Investment management and David F. Swensen · See more »

Discretionary Investment Management

Discretionary Investment Management is a form of professional investment management that invests on behalf of their clients through a variety of securities.

New!!: Investment management and Discretionary Investment Management · See more »

Diversification (finance)

In finance, diversification is the process of allocating capital in a way that reduces the exposure to any one particular asset or risk.

New!!: Investment management and Diversification (finance) · See more »

Exchange fund

An exchange fund or swap fund is a mechanism specific to the U.S., first introduced in the late 1960s, that allows holders of a large amount of a single stock to diversify into a basket of other stocks without directly selling their stock.

New!!: Investment management and Exchange fund · See more »

Exchange-traded fund

An exchange-traded fund (ETF) is an investment fund traded on stock exchanges, much like stocks.

New!!: Investment management and Exchange-traded fund · See more »

Factor investing

Factor investing is an investment approach that involves targeting quantifiable firm characteristics or “factors” that can explain differences in stock returns.

New!!: Investment management and Factor investing · See more »

Fama–French three-factor model

In asset pricing and portfolio management the Fama–French three-factor model is a model designed by Eugene Fama and Kenneth French to describe stock returns.

New!!: Investment management and Fama–French three-factor model · See more »

Financial adviser

A financial adviser is a professional who suggests and renders financial services to clients based on their financial situation.

New!!: Investment management and Financial adviser · See more »

Financial services

Financial services are the economic services provided by the finance industry, which encompasses a broad range of businesses that manage money, including credit unions, banks, credit-card companies, insurance companies, accountancy companies, consumer-finance companies, stock brokerages, investment funds, individual managers and some government-sponsored enterprises.

New!!: Investment management and Financial services · See more »

Financial statement analysis

Financial statement analysis (or financial analysis) is the process of reviewing and analyzing a company's financial statements to make better economic decisions.

New!!: Investment management and Financial statement analysis · See more »

Fund governance

Fund governance refers to a system of checks and balances and work performed by the governing body (board) of an investment fund to ensure that the fund is operated in the best interests of the fund and its investors.

New!!: Investment management and Fund governance · See more »

Growth investing

Growth investing is a style of investment strategy focused on capital appreciation.

New!!: Investment management and Growth investing · See more »

Harry Markowitz

Harry Max Markowitz (born August 24, 1927) is an American economist, and a recipient of the 1989 John von Neumann Theory Prize and the 1990 Nobel Memorial Prize in Economic Sciences.

New!!: Investment management and Harry Markowitz · See more »

Internal audit

Internal auditing is an independent, objective assurance and consulting activity designed to add value and improve an organization's operations.

New!!: Investment management and Internal audit · See more »

Investment

In general, to invest is to allocate money (or sometimes another resource, such as time) in the expectation of some benefit in the future – for example, investment in durable goods, in real estate by the service industry, in factories for manufacturing, in product development, and in research and development.

New!!: Investment management and Investment · See more »

Investment fund

An investment fund is a way of investing money alongside other investors in order to benefit from the inherent advantages of working as part of a group.

New!!: Investment management and Investment fund · See more »

Investment style

Investment style refers to different style characteristics of equities, bonds or financial derivatives within a given investment philosophy.

New!!: Investment management and Investment style · See more »

Law

Law is a system of rules that are created and enforced through social or governmental institutions to regulate behavior.

New!!: Investment management and Law · See more »

Legislation

Legislation (or "statutory law") is law which has been promulgated (or "enacted") by a legislature or other governing body or the process of making it.

New!!: Investment management and Legislation · See more »

List of asset management firms

An asset management company (AMC) is an asset management / investment management company/firm that invests the pooled funds of retail investors in securities in line with the stated investment objectives.

New!!: Investment management and List of asset management firms · See more »

Management

Management (or managing) is the administration of an organization, whether it is a business, a not-for-profit organization, or government body.

New!!: Investment management and Management · See more »

Market neutral

An investment strategy or portfolio is considered market-neutral if it seeks to avoid some form of market risk entirely, typically by hedging.

New!!: Investment management and Market neutral · See more »

Market timing

Market timing is the strategy of making buy or sell decisions of financial assets (often stocks) by attempting to predict future market price movements.

New!!: Investment management and Market timing · See more »

Modern portfolio theory

Modern portfolio theory (MPT), or mean-variance analysis, is a mathematical framework for assembling a portfolio of assets such that the expected return is maximized for a given level of risk.

New!!: Investment management and Modern portfolio theory · See more »

Money management

Money management is the process of expense tracking, investing, budgeting, banking and evaluating taxes of ones money which is also called investment management.

New!!: Investment management and Money management · See more »

Mutual fund

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities.

New!!: Investment management and Mutual fund · See more »

Passive management

Passive management (also called passive investing) is an investing strategy that tracks a market-weighted index or portfolio.

New!!: Investment management and Passive management · See more »

Pension

A pension is a fund into which a sum of money is added during an employee's employment years, and from which payments are drawn to support the person's retirement from work in the form of periodic payments.

New!!: Investment management and Pension · See more »

Pension fund

A pension fund, also known as a superannuation fund in some countries, is any plan, fund, or scheme which provides retirement income.

New!!: Investment management and Pension fund · See more »

Portfolio (finance)

In finance, a portfolio is a collection of investments held by an investment company, hedge fund, financial institution or individual.

New!!: Investment management and Portfolio (finance) · See more »

Private banking

Private banking is banking, investment and other financial services provided by banks to high-net-worth individuals (HNWIs) with high levels of income or sizable assets.

New!!: Investment management and Private banking · See more »

Real estate

Real estate is "property consisting of land and the buildings on it, along with its natural resources such as crops, minerals or water; immovable property of this nature; an interest vested in this (also) an item of real property, (more generally) buildings or housing in general.

New!!: Investment management and Real estate · See more »

Returns-based style analysis

Returns-based style analysis is a statistical technique used in finance to deconstruct the returns of investment strategies using a variety of explanatory variables.

New!!: Investment management and Returns-based style analysis · See more »

Roger G. Ibbotson

Roger G. Ibbotson is emeritus professor of the practice of finance at Yale School of Management and has written extensively on capital market returns, cost of capital, and international investment.

New!!: Investment management and Roger G. Ibbotson · See more »

Russell Investments

Russell Investments is a global asset management firm, founded in 1936.

New!!: Investment management and Russell Investments · See more »

Securities lending

In finance, securities lending or stock lending refers to the lending of securities by one party to another.

New!!: Investment management and Securities lending · See more »

Security (finance)

A security is a tradable financial asset.

New!!: Investment management and Security (finance) · See more »

Separately managed account

In the investment management industry, a separately managed account (SMA) is any of several different types of investment accounts.

New!!: Investment management and Separately managed account · See more »

Stock

The stock (also capital stock) of a corporation is constituted of the equity stock of its owners.

New!!: Investment management and Stock · See more »

Stock selection criterion

Stock selection criteria or stock picking is a multi-method technique for investing when specifically dealing with stocks (equity markets).

New!!: Investment management and Stock selection criterion · See more »

The Vanguard Group

The Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management.

New!!: Investment management and The Vanguard Group · See more »

Trade union

A trade union or trades union, also called a labour union (Canada) or labor union (US), is an organization of workers who have come together to achieve many common goals; such as protecting the integrity of its trade, improving safety standards, and attaining better wages, benefits (such as vacation, health care, and retirement), and working conditions through the increased bargaining power wielded by the creation of a monopoly of the workers.

New!!: Investment management and Trade union · See more »

Transition management

Transition management, in the financial sense, is a service usually offered by sell side institutions to help buy side firms transition a portfolio of securities.

New!!: Investment management and Transition management · See more »

Redirects here:

Fund managers, Funds management, Institutional Fund Management, Institutional asset management, Institutional fund management, Investment Management, Investment management company, Investment manager, Investment managers, Professional fund manager.

References

[1] https://en.wikipedia.org/wiki/Investment_management

OutgoingIncoming
Hey! We are on Facebook now! »