Terms

Investment Management

Investment Management

Investment management pertains to the handling of financial assets and other investments, aside from buying and selling them. It includes planning a short- or long-term strategy for the acquisition and disposal of portfolio holdings. It can also include budgeting, banking, and tax services and duties.

Asset Classes

Commodity
Equity
Real Estate

Entity Types

Investment Advisory

Industries

Banking
Insurance

Terms

Bond
Financial Asset
Financial Statement Analysis
Investment Portfolio
Retirement
Stock Pick

Mentioned by the Following

Entities

13D Global Strategy & Research
36 South Capital Advisors
AXA Advisors, LLC
Abacus Wealth Partners
Altera Investments
Artisan Partners
Avalon Investment & Advisory
Bank of New York Mellon
Barclays Investment Bank
Barrow, Hanley, Mewhinney & Strauss, LLC
Bell Investment Advisors
Bleakley Advisory Group
BlockTower Capital
Bond Angle, LLC
Buckingham Strategic Wealth
CFA Institute
CFRA Research
COEX Partners
Cabot Wealth Network
Cantor Fitzgerald
Carroll Financial
Clarfeld Financial Advisors
Cowen Inc.
Crescat Capital
Federated Hermes
FengHe Group
Fidelity International
Financial Markets Training Ltd
Flagship Harbor Advisors
Forager Funds
Fulcrum Financial Group, LLC
GFM Asset Management
Glovista Investments
Goldman Sachs
Goldman Sachs Personal Financial Management
Gratus Capital
Guardian Life
Harbert Management Corporation
Headwaters Solutions LP
Healey Development
Hightower Bethesda
Homrich Berg
Horizon Kinetics
Incrementum AG
Introspect Capital
Jaguar Growth Partners
Kayne Anderson Rudnick
Kennedy Lewis Investment Management
Kidder, Peabody & Co.
Kovitz
LVW Advisors
Legal & General
Linde Equity
MGO Wealth Advisors
Marcato Capital Management
Montgomery Investment Management
Morningstar
Mutual Limited
Ned Davis Research
Nordea
PDT Partners
PNC Financial Services
PWL Capital
Pacific Investment Management Company
Pring Turner Capital Group
RIA Advisors
Ronit Capital
SEI
Satovsky Asset Management, LLC
Seilern Investment Management
Simone Zajac Wealth Management Group
Sitka Pacific Capital Management
Societe Generale Corporate and Investment Banking
Strategic Investment Group
Sturgeon Capital
THE SETTLEMENT & MANAGEMENT RESEARCH CONSULTANCY LIMITED
The Blue Collar Investor
The MBA Investment Fund, L.L.C.
The Mather Group
The Motley Fool
The Vanguard Group
Thiel Capital
Tradition Asset Management
Tressis Gestión SGIIC
Truvestments
Tweedy Browne Company LLC
UBS
Ulysses Management
Wealth Resources Group
Wellington Management
Wells Fargo
William Blair & Company
Woodside Holdings Investment Management

Entity Types

Investment Holding Company

Events

Investment Company Act of 1940

Industries

Asset Management
Finance, Investments & Asset Management

People

Albert Meyer
Alex Shevelev
Allison Schrager
Amelia Bourdeau
Ami Joseph
Amin Elkholy
Andreas Clenow
Andrés Cardenal
Andy Clarke
Andy Lees
Anne Richards
Arjun Divecha
Art Samberg
Aswath Damodaran
Ben Hunt
Blair DuQuesnay
Bob Brinker
Bob Johnson
Bob Lang
Bob Savage
Brett Owens
Brian Frank
Brian Portnoy
Bruce Zimmerman
Burt Malkiel
Cathie Wood
Chaim Siegel
Charles Brandes
Charles Munger
Chris Cole
Chris DeMuth Jr
Chris Errico
Chris Knowlton
Chris Pavese
Chris Versace
Chris Watling
Chuck Carnevale
Clemente Cappello
Cullen Roche
Dan Bortolotti
Dana Anspach
Daniel Want
Daniel Zajac
Daren Riley
David Brief
David Hunter
David Krejca
David Siegel
Donald van Deventer
Ed Yardeni
Edward Altman
Edward Bonham-Carter
Edwin Elton
Eric Parnell
Eric Peters
Erik Conley
Francis Hunt
Frank Martin
Frank Reilly
Galen Burghardt
Gareth Murphy
Gary Antonacci
Gerald Jensen
Giovanni Pozzi
Greg Williamson
Harald Malmgren
Hildy Richelson
J Mintzmyer
Jack Selby
James Clunie
Jawad Mian
Jeff Marcus
Jeff Massey
Jeff Snider
Jeffrey Kleintop
Jerry Haworth
Jim Bell
Jim O'Shaughnessy
John Buckingham
John Hempton
John Reese
Jonathan DeYoe
Jonathan Satovsky
Keith Brown
Keith Dicker
Kelley Wright
Kent Collier
Kerr Neilson
Kirk Spano
Lance Roberts
Larry Carroll
Larry Fink
Laurence Siegel
Lee Freeman-Shor
Lenore Hawkins
Leo Kolivakis
Louis Llanes
Louis Navellier
Louise Gunderson
Luke Ellis
Lyon Polk
Maitha Al Shamsi
Maleeha Bengali
Manny Roman
Mark Curtis
Mark Gallogly
Mark Hake
Mark Hart
Markus Heitkoetter
Martin Gruber
Marty Fridson
Mason Morfit
Matt Hu
Matt Krantz
Matt Tucker
Meb Faber
Michael Covel
Michael Defosse
Michael Gayed
Michael Kramer
Michael Lebowitz
Michael Nicoletos
Michael Schneider
Mick McGuire
Mike Green
Mohnish Pabrai
Monika Zahler
Nancy Zambell
Nelson Peltz
Nic Carter
Paul Mampilly
Pete Muller
Peter Atwater
Peter Seilern
Randy Conner
Reuben Advani
Rick Rieder
Robert Levine
Roger Montgomery
Ron Rowland
Roy Sebag
Russ Brownback
Russel Kinnel
Russell Palmer
Sahm Adrangi
Samuel Rines
Sanford Leeds
Scott Pape
Scott Van Den Berg
Seth Daniels
Simon Hamilton
Simon Lack
Sophia Bera
Spuds Powell
Stephen Brown
Stephen Perry
Steve Johnson
Tariq Dennison
Ted Siedle
Terrence Belton
Thomas Herold
Thomas McDonald
Tobias Carlisle
Toni Turner
Trevor Mottl
Van Tharp
Victor Haghani
Vincent Catalano
Wally Obermeyer
Woody Brock
Xavier Rolet

Positions

10½ Lessons from Experience
Above the Market
Active Equity Portfolio Management
Benchmarks and Investment Management
Capital Ideas
Common Stocks as Long Term Investments
Finance
Financial Risk Analytics
Gold
Handbook of Finance
Illusions of Wealth
Insights into the Global Financial Crisis
Institutional Investment Management
Investment Management after the Global Financial Crisis
Investment Management for Insurers
Investments
Modern Portfolio Theory and Investment Analysis
Points of Inflection
Portfolio Construction and Analytics
Structured Credit Products
The 5 Mistakes Every Investor Makes and How to Avoid Them
The Fund Industry
The Handbook of Fixed Income Options
The Money Map Method
The Theory and Practice of Investment Management
The Theory and Practice of Investment Management Workbook
The Total Money Makeover
Your Rich Life

Albert Meyer

Alex Shevelev

Allison Schrager

Amelia Bourdeau

Ami Joseph

Amin Elkholy

Andreas Clenow

Andrés Cardenal

Andy Clarke

Andy Lees

Anne Richards

Arjun Divecha

Art Samberg

Aswath Damodaran

Ben Hunt

Blair DuQuesnay

Bob Brinker

Bob Johnson

Bob Lang

Bob Savage

Brett Owens

Brian Frank

Brian Portnoy

Bruce Zimmerman

Burt Malkiel

Cathie Wood

Chaim Siegel

Charles Brandes

Charles Munger

Chris Cole

Chris DeMuth Jr

Chris Errico

Chris Knowlton

Chris Pavese

Chris Versace

Chris Watling

Chuck Carnevale

Clemente Cappello

Cullen Roche

Dan Bortolotti

Dana Anspach

Daniel Want

Daniel Zajac

Daren Riley

David Brief

David Hunter

David Krejca

David Siegel

Donald van Deventer

Ed Yardeni

Edward Altman

Edward Bonham-Carter

Edwin Elton

Eric Parnell

Eric Peters

Erik Conley

Francis Hunt

Frank Martin

Frank Reilly

Galen Burghardt

Gareth Murphy

Gary Antonacci

Gerald Jensen

Giovanni Pozzi

Greg Williamson

Harald Malmgren

Hildy Richelson

J Mintzmyer

Jack Selby

James Clunie

Jawad Mian

Jeff Marcus

Jeff Massey

Jeff Snider

Jeffrey Kleintop

Jerry Haworth

Jim Bell

Jim O'Shaughnessy

John Buckingham

John Hempton

John Reese

Jonathan DeYoe

Jonathan Satovsky

Keith Brown

Keith Dicker

Kelley Wright

Kent Collier

Kerr Neilson

Kirk Spano

Lance Roberts

Larry Carroll

Larry Fink

Laurence Siegel

Lee Freeman-Shor

Lenore Hawkins

Leo Kolivakis

Louis Llanes

Louis Navellier

Louise Gunderson

Luke Ellis

Lyon Polk

Maitha Al Shamsi

Maleeha Bengali

Manny Roman

Mark Curtis

Mark Gallogly

Mark Hake

Mark Hart

Markus Heitkoetter

Martin Gruber

Marty Fridson

Mason Morfit

Matt Hu

Matt Krantz

Matt Tucker

Meb Faber

Michael Covel

Michael Defosse

Michael Gayed

Michael Kramer

Michael Lebowitz

Michael Nicoletos

Michael Schneider

Mick McGuire

Mike Green

Mohnish Pabrai

Monika Zahler

Nancy Zambell

Nelson Peltz

Nic Carter

Paul Mampilly

Pete Muller

Peter Atwater

Peter Seilern

Randy Conner

Reuben Advani

Rick Rieder

Robert Levine

Roger Montgomery

Ron Rowland

Roy Sebag

Russ Brownback

Russel Kinnel

Russell Palmer

Sahm Adrangi

Samuel Rines

Sanford Leeds

Scott Pape

Scott Van Den Berg

Seth Daniels

Simon Hamilton

Simon Lack

Sophia Bera

Spuds Powell

Stephen Brown

Stephen Perry

Steve Johnson

Tariq Dennison

Ted Siedle

Terrence Belton

Thomas Herold

Thomas McDonald

Tobias Carlisle

Toni Turner

Trevor Mottl

Van Tharp

Victor Haghani

Vincent Catalano

Wally Obermeyer

Woody Brock

Xavier Rolet