What Is Investment Management?
Investment management is the process of professionally managing your investments. It involves shareholdings, bonds and other assets, aiming to meet your financial goals. Using professional advice and techniques, investment managers can help you reach your financial goals. Read on to find out more about the different types of investment management and their benefits. Listed below are a few of the most common types. Investing in a diversified portfolio is an excellent way to diversify your portfolio.
Investors should focus on the philosophy, process, and people when choosing an investment manager. Most investment managers have one or more of these three P’s. The philosophy refers to the overarching beliefs of the investment organization. These beliefs could range from buying growth shares to value shares, to believing in market timing. They may also include their team of researchers. They should be backed by a proof-statement that supports their stated philosophy.
An investment manager typically holds a bachelor’s degree, but advanced education and financial certifications are beneficial. A certified financial planner is an example of such a certification. Depending on the assets they manage, investment managers must register with the U.S. Securities and Exchange Commission (SEC) and their state. There are several other requirements for this job as well, but generally, investment managers need a minimum of three years of experience before they can register.