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  2. Investment management - Wikipedia

    en.wikipedia.org/wiki/Investment_management

    Investment management. Investment management (sometimes referred to more generally as asset management) is the professional asset management of various securities, including shareholdings, bonds, and other assets, such as real estate, to meet specified investment goals for the benefit of investors. Investors may be institutions, such as ...

  3. Fund administration - Wikipedia

    en.wikipedia.org/wiki/Fund_administration

    Fund administration is the name given to the execution of middle-office activities including fund accounting, financial reporting, net asset value calculation, capital calls, distributions, investor communications and other functions carried out in support of an investment fund, which may take the form of a traditional mutual fund, a hedge fund, a private equity fund, a venture capital fund, a ...

  4. What Is Investment Management and Do You Need It? - AOL

    www.aol.com/finance/investment-management...

    Investment management refers to the process of managing financial assets and other investments. It can include any of the following: Coming up with an investment strategy for the buying and ...

  5. Wealth management - Wikipedia

    en.wikipedia.org/wiki/Wealth_management

    t. e. Wealth management ( WM) or wealth management advisory ( WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring ...

  6. What is wealth management and do you need it? - AOL

    www.aol.com/finance/wealth-management-231826568.html

    Wealth management is a comprehensive service focused on taking a holistic look at a client’s financial picture, including services such as investment management, financial planning, tax planning ...

  7. Chartered Financial Analyst - Wikipedia

    en.wikipedia.org/wiki/Chartered_Financial_Analyst

    Chartered Financial Analyst. The Chartered Financial Analyst ( CFA) program is a postgraduate professional certification offered internationally by the US-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financial professionals. The program teaches a wide range of subjects relating ...

  8. Financial services - Wikipedia

    en.wikipedia.org/wiki/Financial_services

    Financial services include accountancy, investment banking, investment management, and personal asset management. Financial products include insurance, credit cards, mortgage loans, and pension funds. Financial Services Authority Seychelles logo on building.

  9. Asset management - Wikipedia

    en.wikipedia.org/wiki/Asset_management

    Asset management is a systematic approach to the governance and realization of all value for which a group or entity is responsible. It may apply both to tangible assets (physical objects such as complex process or manufacturing plants, infrastructure, buildings or equipment) and to intangible assets (such as intellectual property, goodwill or financial assets).

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