Investment Planning
What is Investment Planning?
Investment management refers to the handling of financial assets and other investments—not only buying and selling them. Management includes devising a short- or long-term strategy for acquiring and disposing of portfolio holdings. It can also include banking, budgeting, and tax services and duties, as well.
Key Takeaways
- Investment management refers to the handling of financial assets and other investments by professionals for clients
- Clients of investment managers can be either individual or institutional investors.
- Investment management includes devising strategies and executing trades within a financial portfolio.
- Investment management firms handling over $25 million in assets must register with the SEC and accept fiduciary responsibility toward clients.
- Government Companies
