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Transcript
• Investment Management
https://store.theartofservice.com/the-investment-management-toolkit.html
Morgan Stanley - Investment Management
Investment Management provides asset
management products and services in equity,
fixed income, alternative investments, real
estate investment, and private equity to
institutional and retail clients through thirdparty retail distribution channels,
intermediaries and Morgan Stanley's
institutional distribution channel. Morgan
Stanley's asset management activities were
principally conducted under the Morgan
Stanley and Van Kampen brands until 2009.
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Bank of America - Investment management
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Global Wealth and Investment Management (GWIM)
manages assets of institutions and individuals
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ING Group - ING Investment Management
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ING Investment Management operates
along regional lines with centers of
expertise in Europe, the Americas and
Asia-Pacific.
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ING Group - ING Investment Management
1
ING Investment Management provides a
comprehensive range of investment
solutions and services to clients and
partners. It manages assets for
institutional clients, fund distributors and
ING labels, with approximately €326billion
in AUM. Over 3,200 professionals
manage client funds globally.
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Investment management
'Investment management' is the
professional asset management of various
Security (finance)|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
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Investment management
1
The term asset management is often used
to refer to the investment management of
collective investments, while the more
generic fund management may refer to all
forms of institutional investment as well as
investment management for private
investors
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Investment management
1
The provision of investment management
services includes elements of financial
statement analysis, asset selection, stock
selection, plan implementation and
ongoing monitoring of investments.
Coming under the remit of financial
services many of the world's largest
companies are at least in part investment
managers and employ millions of staff.
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Investment management
1
Fund manager (or investment adviser in
the United States) refers to both a
business|firm that provides investment
management services and an individual
who directs fund management decisions.
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Investment management
The Global investment management
industry is highly concentrated in nature, in
a universe of about 70,000 funds roughly
99.7% of the US fund flows in 2012 went
into just 185 funds. Additionally, a majority
of fund managers report that more than
50% of their inflows go to just three funds.
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Investment management - Investment managers and portfolio structures
At the heart of the investment
management industry are the managers
who invest and divest client investments.
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Investment management - Asset allocation
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The exercise of allocating funds among
these assets (and among individual
securities within each asset class) is what
investment management firms are paid for
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Investment management - Education or certification
A graduate degree or an investment
qualification such as the Chartered
Financial Analyst designation (CFA) may
help in having a career in investment
management.
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Foreign exchange market - Investment management firms
1
Investment management firms (who typically
manage large accounts on behalf of
customers such as pension funds and
endowments) use the foreign exchange
market to facilitate transactions in foreign
securities. For example, an investment
manager bearing an international equity
portfolio needs to purchase and sell several
pairs of foreign currencies to pay for foreign
securities purchases.
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Foreign exchange market - Investment management firms
1
Some investment management firms also
have more speculative specialist currency
overlay operations, which manage clients'
currency exposures with the aim of
generating profits as well as limiting risk.
While the number of this type of specialist
firms is quite small, many have a large
value of assets under management and,
hence, can generate large trades.
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Intergenerational equity - Investment management
1
In the context of institutional investment
management, intergenerational equity is
the principle that an endowed institution's
spending rate must not exceed its afterinflation rate of compound return, so that
investment gains are spent equally on
current and future constituents of the
endowed assets
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John Molson School of Business - The Goodman Institute of Investment Management
'The Goodman Institute of Investment
Management' is a program at the John
Molson School of Business. The Goodman
Institute’s MBA in Investment Management
Program provides the world’s only MBA
program that fully integrates the requirements
of the Chartered Financial Analyst|CFA
Program. This combined curriculum permits
students to study towards two worldrecognized designations simultaneously.
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MFS Investment Management
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'MFS Investment Management' (MFS) is
an American-based global asset manager,
formerly known as Massachusetts
Financial Services
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MFS Investment Management - Description
1
[http://investing.businessweek.com/resear
ch/stocks/private/snapshot.asp?privcapId=
868792] Company Overview of MFS
Investment Management, Inc., Retrieved
June 11, 2013
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BlackRock Investment Management (UK) Ltd.
'BlackRock, Inc.' is an American
Multinational corporation|multinational
investment management corporation
based in New York City. Founded in 1988,
initially as a risk management and fixed
income institutional asset manager,
BlackRock is the world's largest asset
manager with over $4.59 trillion in assets
under management.
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