What Is Investment Management, and Do You Need It?
Investment management is the process of building a portfolio of stocks, bonds and other investments based on your goals. You can hire an investment management service, or manage your own portfolio.
Hiring someone to manage your investment portfolio may sound like a service only the wealthy need — or can afford. But investment management is about making the most of your money: No matter how much you have in your portfolio, it’s important to ensure every rupee is optimized. An investment manager can help you do that.
Investment management, portfolio management and asset management are all terms that refer to services that provide oversight of a client’s investments. Investment management isn't just about managing the specific assets in a client's portfolio, it includes ensuring the portfolio continues to align with the client's goals, risk tolerance and financial priorities.
What does an investment manager do?
- An investment manager is a person or company that manages an investment portfolio on behalf of a client.
- Investment managers come up with an investment strategy to meet a client's goals, then use that strategy to decide how to divide the client's portfolio among different types of investments, such as stocks and bonds.
- The manager buys and sells those investments for the client as needed, and monitors the portfolio's overall performance.
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