21
• Investment Management https://store.theartofservice.com/the-investment-management- toolkit.html

Investment Management

Embed Size (px)

Citation preview

Page 1: Investment Management

• Investment Management

https://store.theartofservice.com/the-investment-management-toolkit.html

Page 2: Investment Management

Morgan Stanley - Investment Management

1 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 third-party 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.

https://store.theartofservice.com/the-investment-management-toolkit.html

Page 3: Investment Management

Bank of America - Investment management

1 Global Wealth and Investment Management (GWIM) manages assets of institutions and

individuals

https://store.theartofservice.com/the-investment-management-toolkit.html

Page 4: Investment Management

ING Group - ING Investment Management

1 ING Investment Management operates along regional lines with centers of expertise in Europe, the

Americas and Asia-Pacific.

https://store.theartofservice.com/the-investment-management-toolkit.html

Page 5: Investment Management

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.

https://store.theartofservice.com/the-investment-management-toolkit.html

Page 6: Investment Management

Investment management

1 '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

https://store.theartofservice.com/the-investment-management-toolkit.html

Page 7: Investment Management

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

https://store.theartofservice.com/the-investment-management-toolkit.html

Page 8: Investment Management

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.https://store.theartofservice.com/the-investment-management-toolkit.html

Page 9: Investment Management

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.

https://store.theartofservice.com/the-investment-management-toolkit.html

Page 10: Investment Management

Investment management

1 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.

https://store.theartofservice.com/the-investment-management-toolkit.html

Page 11: Investment Management

Investment management - Investment managers and portfolio structures

1 At the heart of the investment management industry are the

managers who invest and divest client investments.

https://store.theartofservice.com/the-investment-management-toolkit.html

Page 12: Investment Management

Investment management - Asset allocation

1 The exercise of allocating funds among these assets (and among individual securities within each asset class) is what investment management firms are paid for

https://store.theartofservice.com/the-investment-management-toolkit.html

Page 13: Investment Management

Investment management - Education or certification

1 A graduate degree or an investment qualification such as the Chartered Financial Analyst designation (CFA)

may help in having a career in investment management.

https://store.theartofservice.com/the-investment-management-toolkit.html

Page 14: Investment Management

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.

https://store.theartofservice.com/the-investment-management-toolkit.html

Page 15: Investment Management

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.

https://store.theartofservice.com/the-investment-management-toolkit.html

Page 16: Investment Management

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 after-inflation rate of

compound return, so that investment gains are spent equally on current

and future constituents of the endowed assets

https://store.theartofservice.com/the-investment-management-toolkit.html

Page 17: Investment Management

John Molson School of Business - The Goodman Institute of Investment Management

1 '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 world-recognized designations simultaneously.

https://store.theartofservice.com/the-investment-management-toolkit.html

Page 18: Investment Management

MFS Investment Management

1 'MFS Investment Management' (MFS) is an American-based global asset

manager, formerly known as Massachusetts Financial Services

https://store.theartofservice.com/the-investment-management-toolkit.html

Page 19: Investment Management

MFS Investment Management - Description

1 [http://investing.businessweek.com/research/stocks/private/

snapshot.asp?privcapId=868792] Company Overview of MFS

Investment Management, Inc., Retrieved June 11, 2013

https://store.theartofservice.com/the-investment-management-toolkit.html

Page 20: Investment Management

BlackRock Investment Management (UK) Ltd.

1 '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.

https://store.theartofservice.com/the-investment-management-toolkit.html