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
AMP Capital
AXA Advisors, LLC
Abacus Wealth Partners
Alex. Brown
Altera Investments
Amtelon Capital
Artisan Partners
Avalon Investment & Advisory
Bank of New York Mellon
Barclays Investment Bank
Barrow, Hanley, Mewhinney & Strauss, LLC
Bell Investment Advisors
Bienville Capital Management
Bleakley Advisory Group
BlockTower Capital
Bond Angle, LLC
British Land
Buckingham Strategic Wealth
CB1 Capital
CBRE Global Investors
CFA Institute
CFRA Research
COEX Partners
Cabot Wealth Network
Cantor Fitzgerald
Carroll Financial
Chesapeake Capital Corporation
Clarfeld Financial Advisors
Commonwealth Financial Network
Cowen Inc.
Crescat Capital
D.K. Brede Investment Management
DECALIA
Duxton Asset Management
Enduring Investments
Essentia Analytics
Federated Hermes
FengHe Group
Fidelity International
Financial Markets Training Ltd
First Republic
Flagship Harbor Advisors
Forager Funds
Fulcrum Financial Group, LLC
Fundamental Global®
GFM Asset Management
Glovista Investments
Goldman Sachs
Goldman Sachs Personal Financial Management
Gratus Capital
Guardian Life
Guggenheim Partners
Harbert Management Corporation
Headwaters Solutions LP
Healey Development
Hightower Bethesda
Homrich Berg
Horizon Kinetics
Incrementum AG
Innovatus Capital Partners
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
Mainstay Capital Management
Marcato Capital Management
Marcellus Investment Managers
Montgomery Investment Management
Moran Wealth Management
Morningstar
Mutual Limited
Ned Davis Research
Nordea
Oppenheimer & Co.
PDT Partners
PNC Financial Services
PWL Capital
Pacific Alternative Asset Management Company
Pacific Investment Management Company
Pring Turner Capital Group
RIA Advisors
Raptor Group
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
TSG Wealth Management
The Bensignor Group
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
Treasury Partners
Tressis Gestión SGIIC
Tristan Capital Partners
Truvestments
Tweedy Browne Company LLC
UBS
Ulysses Management
Wateroak Advisors
Wealth Resources Group
Wellington Management
Wells Fargo
William Blair & Company
Wintergreen Advisers
Woodside Holdings Investment Management
Zor Capital

Entity Types

Investment Holding Company

Events

Investment Company Act of 1940

Industries

Asset Management
Finance, Investments & Asset Management

People

Abdulhadi Shahadah
Adam Butler
Alan Higgins
Alan Whitman
Albert Meyer
Alex Shevelev
Allison Schrager
Amelia Bourdeau
Ami Joseph
Amin Elkholy
Anatoly Crachilov
Andreas Clenow
Andrew Economos
Andrew Irvine
Andrew Lapthorne
Andrés Cardenal
Andy Clarke
Andy Cosh
Andy Lees
Anne Richards
Arjun Divecha
Art Samberg
Aswath Damodaran
Ben Axler
Ben Hunt
Bill Ehrman
Bill Smead
Bill Strazzullo
Blair DuQuesnay
Bob Brinker
Bob Johnson
Bob Lang
Bob Savage
Bob Waldele
Bradley Safalow
Brett Owens
Brian Bennett
Brian Frank
Brian Portnoy
Brian Strachan
Bruce Zimmerman
Burt Malkiel
Cathie Wood
Chaim Siegel
Charles Brandes
Charles Munger
Charlie McKinney
Cheryl Young
Chris Cole
Chris DeMuth Jr
Chris Errico
Chris Hentemann
Chris Knowlton
Chris Pavese
Chris Versace
Chris Watling
Chris Weafer
Chuck Carnevale
Clare Flynn Levy
Clarke Lemons
Clemente Cappello
Colleen O’Callaghan
Cullen Roche
Dan Bortolotti
Dana Anspach
Daniel Fries
Daniel Want
Daniel Zajac
Daren Riley
Darrell Pennington
David Brief
David Ellis III
David Hou
David Hunter
David Krejca
David Salem
David Siegel
David Singer
David Trainer
Des Sheehy
Desmond Kinch
Divya Narendra
Donald van Deventer
Doug Noland
Drew Freides
Drew Zager
Ed Yardeni
Edward Altman
Edward Bonham-Carter
Edwin Elton
Emily Rubin
Eric Parnell
Eric Peters
Erik Conley
Erin Gibbs
Francis Hunt
Frank Martin
Frank Reilly
Frank Seminara
Galen Burghardt
Gareth Murphy
Gary Antonacci
Gerald Jensen
Giovanni Pozzi
Greg Williamson
Harald Malmgren
Harsh Madhusudan
Hilary Kramer
Hildy Richelson
Ian Laming
J Mintzmyer
Jack Selby
James Clunie
James Garriss
Jawad Mian
Jeff Grinspoon
Jeff Marcus
Jeff Massey
Jeff Snider
Jeffrey Kleintop
Jerry Haworth
Jesse Felder
Jim Bell
Jim O'Shaughnessy
Jim Pallotta
Joe Montgomery
Joe Perry
John Buckingham
John Hempton
John Reese
Jonathan Cohen
Jonathan DeYoe
Jonathan Satovsky
Jordan Waxman
Justin Schack
Kathleen Moriarty
Kay Van-Petersen
Keith Brown
Keith Dicker
Kelley Wright
Kent Collier
Kerr Neilson
Kevin Peters
Kevin Smith
Kirk Spano
Lance Roberts
Larry Carroll
Larry Fink
Laurence Siegel
Lee Freeman-Shor
Lee Robertson
Leigh Cohen
Lenore Hawkins
Leo Kolivakis
Leo Stevenson
Louis Llanes
Louis Navellier
Louise Gunderson
Luke Ellis
Lyon Polk
Maitha Al Shamsi
Maleeha Bengali
Manfredi Catella
Manny Roman
Marc Faber
Marc Ostwald
Mark Curtis
Mark Douglass
Mark Gallogly
Mark Hake
Mark Hart
Mark Hiley
Mark Schulten
Mark Walker
Markus Heitkoetter
Martin Gruber
Marty Fridson
Mason Morfit
Matt Hu
Matt Krantz
Matt Tucker
Max Wolff
Meb Faber
Michael Ashton
Michael Covel
Michael Defosse
Michael Gayed
Michael Howell
Michael Kramer
Michael Lebowitz
Michael Nicoletos
Michael Schneider
Mick McGuire
Mike Alkin
Mike Capombassis
Mike Green
Mike Matthews
Mike Philbrick
Mike Wilson
Mohnish Pabrai
Monika Zahler
Nancy Zambell
Nelson Peltz
Nestor Vicknair
Nic Carter
Niels Jensen
Omar Bassal
Paul Britton
Paul Mampilly
Pete Muller
Peter Atwater
Peter Kraus
Peter Rohr
Peter Seilern
Raghav Kapoor
Randy Conner
Ray Carroll
Reuben Advani
Reza Zafari
Ric Edelman
Richard Jones
Rick Rieder
Rob Metcalf
Robert Levine
Rodolfo De Benedetti
Rodrigo Gordillo
Roger Montgomery
Roger Wacker
Ron Rowland
Roy Sebag
Russ Brownback
Russel Kinnel
Russell Palmer
Sahm Adrangi
Sam Burns
Samuel Rines
Sanford Leeds
Scott Siegel
Scott Davies
Scott Magnesen
Scott Pape
Scott Stackman
Scott Tiras
Scott Van Den Berg
Seth Daniels
Shane Oliver
Shannon McConaghy
Simon Hamilton
Simon Lack
Sophia Bera
Spuds Powell
Stephen Brown
Stephen Dowd
Stephen Perry
Steve Johnson
Sy Jacobs
Tariq Dennison
Ted Siedle
Terrence Belton
Thomas Herold
Thomas McDonald
Thomas Sullivan
Tobias Carlisle
Todd Harrison
Tom Moran
Toni Turner
Trevor Mottl
Van Tharp
Victor Haghani
Vincent Catalano
Vitaliy Katsenelson
Wally Obermeyer
Woody Brock
Xavier Rolet

Positions

10½ Lessons from Experience
Above the Market
Active Equity Portfolio Management
Austrian Economics, Money and Finance
Benchmarks and Investment Management
Capital Ideas
Common Stocks as Long Term Investments
Finance
Financial Risk Analytics
Gold
Handbook of Finance
How We Trade Options
Illusions of Wealth
Insights into the Global Financial Crisis
Institutional Investment Management
Investing In The Modern Age
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
Rescue Your Money
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
Think and Grow Rich And The Richest Man in Babylon
Your Rich Life

Abdulhadi Shahadah

Adam Butler

Alan Higgins

Alan Whitman

Albert Meyer

Alex Shevelev

Allison Schrager

Amelia Bourdeau

Ami Joseph

Amin Elkholy

Anatoly Crachilov

Andreas Clenow

Andrew Economos

Andrew Irvine

Andrew Lapthorne

Andrés Cardenal

Andy Clarke

Andy Cosh

Andy Lees

Anne Richards

Arjun Divecha

Art Samberg

Aswath Damodaran

Ben Axler

Ben Hunt

Bill Ehrman

Bill Smead

Bill Strazzullo

Blair DuQuesnay

Bob Brinker

Bob Johnson

Bob Lang

Bob Savage

Bob Waldele

Bradley Safalow

Brett Owens

Brian Bennett

Brian Frank

Brian Portnoy

Brian Strachan

Bruce Zimmerman

Burt Malkiel

Cathie Wood

Chaim Siegel

Charles Brandes

Charles Munger

Charlie McKinney

Cheryl Young

Chris Cole

Chris DeMuth Jr

Chris Errico

Chris Hentemann

Chris Knowlton

Chris Pavese

Chris Versace

Chris Watling

Chris Weafer

Chuck Carnevale

Clare Flynn Levy

Clarke Lemons

Clemente Cappello

Colleen O’Callaghan

Cullen Roche

Dan Bortolotti

Dana Anspach

Daniel Fries

Daniel Want

Daniel Zajac

Daren Riley

Darrell Pennington

David Brief

David Ellis III

David Hou

David Hunter

David Krejca

David Salem

David Siegel

David Singer

David Trainer

Des Sheehy

Desmond Kinch

Divya Narendra

Donald van Deventer

Doug Noland

Drew Freides

Drew Zager

Ed Yardeni

Edward Altman

Edward Bonham-Carter

Edwin Elton

Emily Rubin

Eric Parnell

Eric Peters

Erik Conley

Erin Gibbs

Francis Hunt

Frank Martin

Frank Reilly

Frank Seminara

Galen Burghardt

Gareth Murphy

Gary Antonacci

Gerald Jensen

Giovanni Pozzi

Greg Williamson

Harald Malmgren

Harsh Madhusudan

Hilary Kramer

Hildy Richelson

Ian Laming

J Mintzmyer

Jack Selby

James Clunie

James Garriss

Jawad Mian

Jeff Grinspoon

Jeff Marcus

Jeff Massey

Jeff Snider

Jeffrey Kleintop

Jerry Haworth

Jesse Felder

Jim Bell

Jim O'Shaughnessy

Jim Pallotta

Joe Montgomery

Joe Perry

John Buckingham

John Hempton

John Reese

Jonathan Cohen

Jonathan DeYoe

Jonathan Satovsky

Jordan Waxman

Justin Schack

Kathleen Moriarty

Kay Van-Petersen

Keith Brown

Keith Dicker

Kelley Wright

Kent Collier

Kerr Neilson

Kevin Peters

Kevin Smith

Kirk Spano

Lance Roberts

Larry Carroll

Larry Fink

Laurence Siegel

Lee Freeman-Shor

Lee Robertson

Leigh Cohen

Lenore Hawkins

Leo Kolivakis

Leo Stevenson

Louis Llanes

Louis Navellier

Louise Gunderson

Luke Ellis

Lyon Polk

Maitha Al Shamsi

Maleeha Bengali

Manfredi Catella

Manny Roman

Marc Faber

Marc Ostwald

Mark Curtis

Mark Douglass

Mark Gallogly

Mark Hake

Mark Hart

Mark Hiley

Mark Schulten

Mark Walker

Markus Heitkoetter

Martin Gruber

Marty Fridson

Mason Morfit

Matt Hu

Matt Krantz

Matt Tucker

Max Wolff

Meb Faber

Michael Ashton

Michael Covel

Michael Defosse

Michael Gayed

Michael Howell

Michael Kramer

Michael Lebowitz

Michael Nicoletos

Michael Schneider

Mick McGuire

Mike Alkin

Mike Capombassis

Mike Green

Mike Matthews

Mike Philbrick

Mike Wilson

Mohnish Pabrai

Monika Zahler

Nancy Zambell

Nelson Peltz

Nestor Vicknair

Nic Carter

Niels Jensen

Omar Bassal

Paul Britton

Paul Mampilly

Pete Muller

Peter Atwater

Peter Kraus

Peter Rohr

Peter Seilern

Raghav Kapoor

Randy Conner

Ray Carroll

Reuben Advani

Reza Zafari

Ric Edelman

Richard Jones

Rick Rieder

Rob Metcalf

Robert Levine

Rodolfo De Benedetti

Rodrigo Gordillo

Roger Montgomery

Roger Wacker

Ron Rowland

Roy Sebag

Russ Brownback

Russel Kinnel

Russell Palmer

Sahm Adrangi

Sam Burns

Samuel Rines

Sanford Leeds

Scott Siegel

Scott Davies

Scott Magnesen

Scott Pape

Scott Stackman

Scott Tiras

Scott Van Den Berg

Seth Daniels

Shane Oliver

Shannon McConaghy

Simon Hamilton

Simon Lack

Sophia Bera

Spuds Powell

Stephen Brown

Stephen Dowd

Stephen Perry

Steve Johnson

Sy Jacobs

Tariq Dennison

Ted Siedle

Terrence Belton

Thomas Herold

Thomas McDonald

Thomas Sullivan

Tobias Carlisle

Todd Harrison

Tom Moran

Toni Turner

Trevor Mottl

Van Tharp

Victor Haghani

Vincent Catalano

Vitaliy Katsenelson

Wally Obermeyer

Woody Brock

Xavier Rolet