Factbites
 Where results make sense
About us   |   Why use us?   |   Reviews   |   PR   |   Contact us  

Topic: Investment management


Related Topics

In the News (Sat 28 Nov 09)

  
  Nestlerode & Loy, Inc.: Investment Management & Consultation Services
Investment management is the utilization of professionals to guide your portfolio towards your financial goals.
Because the primary income from investment management clients is fee based on the value of the client's holdings under management, the firm can only earn more from an individual client if that client's account grows in value.
Our investment management agreement also allows each client to select any brokerage firm (discount brokerage firms are preferred) he or she desires for the execution of transactions.
www.nestlerode.com /web/investment/index.shtml   (1199 words)

  
  Investment management - Wikipedia, the free encyclopedia
The term asset management is often used to refer to the investment management of collective investments, whilst the more generic fund management may refer to all forms of institutional investment as well as investment management for private investors.
Investment managers who specialize in advisory or discretionary management on behalf of (normally wealthy) private investors may often refer to their services as wealth management or portfolio management often within the context of so-called "private banking".
Investment management is a large and important global industry in its own right responsible for caretaking of trillions of dollars, euros, pounds and yen.
en.wikipedia.org /wiki/Investment_management   (2296 words)

  
 Morrison & Foerster : Practices : Practice Areas : Investment Management   (Site not responding. Last check: 2007-10-10)
Morrison and Foerster is one of the leading law firms representing registered investment companies and others in the investment management industry.
Among the firm's investment management clients are mutual fund families managed by Bank of America, Bessemer, Wells Fargo, Barclays Global, Atlantic Trust and Firsthand Funds, and independent trustees overseeing mutual funds managed by Credit Suisse and John Hancock.
In addition to providing ongoing advice and counsel to investment management firms, the firm is active in representing investment companies and investment advisers in administrative proceedings and litigation in a variety of federal and state arenas.
www.mofo.com /practice/practice/investment.html   (398 words)

  
 Alberta Finance - Alberta Investment Management - Fund Management   (Site not responding. Last check: 2007-10-10)
The role of the client service manager is to co-ordinate implementation of the fund’s investment policies, monitor compliance with guidelines and constraints, report on investment performance and make recommendations regarding the mix of asset classes that best reflect the risk tolerance of the fund.
External managers are used to take advantage of specialized knowledge or expertise, which may not be available or difficult to establish and sustain internally on a cost-effective basis.
Total investment costs (including IMD expenses, transaction costs, reporting charges, custody fees, servicing fees and external manager fees) are benchmarked annually to ensure that they are both fair and reasonable.
www.finance.gov.ab.ca /business/investments/fund_management.html   (870 words)

  
 Investment Management Info Pages
Investment management, also known as asset management, is the professional management of various equities, fixed income securities, derivative products, and other assets (e.g.
Investment Managers fall into four basic categories: hedge funds and proprietary trading desks, mutual funds, high net worth (clients), and institutional funds such as pension or retirement funds.
Investment Research – The investment research segment is responsible for generating recommendations to portfolio managers on specific companies and industries.
www.wm.edu /career/Infopages/InvestmentManagementInfoPage.cfm   (3067 words)

  
 Investment Management
Our approach to investment management is most effective when coupled with financial planning that reflects where you are today and where you want to be as your life progresses.
If you prefer a fully managed relationship, your portfolio manager will oversee the equity assets in your account according to guidelines you establish, and meet with you periodically to go over the performance of your portfolio.
Fixed-income investments are subject to various risks including changes in interest rates, credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications and other factors.
www.usbank.com /cgi_w/cfm/pcg/products_and_services/investment_mgmt/invest_mgmt_ps.cfm   (1633 words)

  
 [No title]
Our investment management lawyers have participated in the organization and registration of numerous investment advisory firms and public and private investment companies, and have provided the full range of ongoing legal services to investment advisers, investment companies and their boards.
Our investment management lawyers are committed to representing each client in a highly consultive and tailored manner to ensure that its needs are met with the highest standards of care, professionalism and efficiency.
We also represent investment company clients in the negotiation of investment advisory and other vendor arrangements, transfers of control of investment advisers and in mergers, acquisitions and the consolidation and integration of investment companies and advisers.
www.faegre.com /firm_practice_detail.asp?practiceID=57   (764 words)

  
 K&LNG : Kirkpatrick & Lockhart Nicholson Graham LLP : Practices & Industries : Investment Management and Hedge Funds
Our practice involves all aspects of the investment company business: from organizing and registering open-end and closed-end funds, both as series and individual portfolios, to providing ongoing advice and representation to the funds and their advisers, directors and distributors.
We also advise investment advisory clients with respect to ERISA compliance matters concerning the provision of additional services to plans and the receipt of compensation from third parties with respect to plan services or investments.
We additionally serve as legal counsel to investment advisers and broker-dealers that manage the assets of pension funds, hedge funds, offshore funds and individuals.
www.klng.com /practices/ServiceDetail.aspx?service=30   (2283 words)

  
 Investment Management   (Site not responding. Last check: 2007-10-10)
Investment Management provides leadership in investment management for DoD Enterprise-level business systems, coordinates the efforts of the DoD 5000 series as it pertains to business systems, and provides Business Transformation Agency input for the Quadrennial Defense Review (QDR).
Investment Management is responsible for reporting on IRB certification status in Congressional Reports and Defense Business Systems Management Committee (DBSMC) meetings.
In addition, Investment Management is responsible for updating and defining IRB data elements in the DoD Information Technology Portfolio Data Repository (DITPR) and conducting the systems inventory for the Office of Management and Budget (OMB).
www.dod.mil /bta/org_im.html   (154 words)

  
 Global Investment Management Representation - Curtis, Mallet-Prevost, Colt & Mosle LLP
Representation of the U.S. investment management arm of a French financial group in creation and ongoing maintenance of a family of Netherlands Antilles and British Virgin Islands investment funds and arrangements whereby interests in the funds are distributed worldwide to non-U.S. investors.
Representation of a Bermuda-based investment manager with worldwide operations in connection with the formation of a series of Cayman Islands unit trusts whose shares were sold to Far Eastern investors; underlying investments of the unit trusts included U.S., European and other listed equity securities, derivative instruments and investment funds.
Advice to a U.S. investment manager in connection with the aggregation of a family of offshore funds into a multiportfolio umbrella fund and its re-establishment as a Luxembourg fund qualifying as an Undertakings for the Collective Investment of Transferable Securities (UCITS), including qualification of the UCITS for sale to the public in various European jurisdictions.
www.cm-p.com /practice_management.htm   (1920 words)

  
 ING Investment Management   (Site not responding. Last check: 2007-10-10)
Prior to joining ING, she was an associate portfolio manager for five years on the quantitative team at Merrill Lynch Investment Managers with oversight of $60 billion of assets including daily cash management and determination of trading needs and strategies for all index and enhanced strategies.
Prior to joining ING Investment Management, he was a quantitative research analyst and portfolio manager at JPMorgan, where he managed enhanced-index equity portfolios and developed models for stock selection.
Prior to joining ING Investment Management, she was an analyst at UBS Investment Bank, where she was responsible for risk analysis methodologies for portfolios of convertible bonds, derivatives, risk arbitrage and long-short equity.
www.inginvestment.com /people/equity_quant.shtml   (1827 words)

  
 Luxembourg: Investment Management
With more than 8,000 funds and assets under management in excess of €1.5 trillion at the end of 2005, Luxembourg is the second most important investment fund domicile in the world after the US.
The Luxembourg fund centre is the prime location for the pan-European and global distribution of investment funds.
Tailoring efficiently operated investment funds to meet the needs of investors and distributing them successfully on a cross-border basis is an increasingly challenging undertaking due to the pace at which investors needs are evolving, increased competition and the changing complexity of the tax and regulatory environment.
www.pwcglobal.com /lu/eng/about/ind/investment_mgt.html   (497 words)

  
 Investment Management Confidence Remains Steady
Basically, investment managers have been bullish about their environmental conditions since the second half of 2003, and throughout 2004, and this coincides, unsurprisingly, with booming stock markets.
Smaller managers suffered small net outflows, which was contrary to their experience during the third quarter.
This is the eighth survey of investment managers, the 12th of banks and the sixth of life insurers conducted in South Africa.
www.ey.com /global/content.nsf/South_Africa/12_Jan_05_Investment_Management_Confidence_Remains_Steady   (703 words)

  
 Investment Management
Your TD Banknorth Wealth Management financial advisor takes this understanding, tempers it with market insight and translates it into an investment management strategy that will drive you toward your goals and steer you away from undue risk.
Our investment management solutions can incorporate advisory and investment services and can address a range of objectives - from preserving principal with maximum current income to maximizing growth.
Investment and insurance products: not a deposit; not FDIC insured; not insured by any federal government agency; not guaranteed by the bank or any affiliate; and, may be subject to investment risk, including possible loss of value.
www.tdbanknorth.com /assetmgmt/individual_solutions/investment_management.html   (221 words)

  
 Mesirow Financial - Our Businesses - Investment Management
Our Investment Management division is composed of multiple businesses all with one purpose: to provide sound and unbiased advice with an emphasis on protecting your interests at all times.
Investment Strategies: Mesirow Financial Investment Strategies provides robust asset allocation strategies and fund selection capabilities for insurance companies, mutual fund complexes, broker/dealers and 401(k) plan sponsors.
Investment Management: Along with all of the specialized services we offer our corporate clients, our institutional products are also at their disposal.
www.mesirowfinancial.com /investmentmanagement/default.jsp   (655 words)

  
 Asset manager - Investment management - Wikipedia, the free encyclopedia   (Site not responding. Last check: 2007-10-10)
The term asset management is often used to refer to the investment managment of Global Investor’s 2005 top 10 asset managers by assets under management.
General Motors Asset Management (GMAM) is the marketing name used by each of the members of the GMAM Group which consists of certain investment advisors and
Investment management, also called asset management, fund management, Global Investor’s 2005 top 10 asset managers by assets under management.
online-class.sitesarea.com /q/online-class-asset-manager.htm   (212 words)

  
 Investment Management
She serves her clients as a discretionary investment manager to ensure investment transactions are implemented in a timely manner and in accordance with client instructions.
Kedre's experience in the retirement plan and investment arenas allow each client to meet their needs for account structure and portfolio structure.
As a Fee-Only advisor, Kedre's compensation is based on the market value of the assets under her management.
dwp.bigplanet.com /kmellorcpapfs/investmentmanagement1   (271 words)

  
 Mayer, Brown, Rowe & Maw LLP - Investment Management
One of our most significant practice areas is the Investment Management Group comprised of partners, counsel and associates who are highly experienced in servicing specialized client needs.
In addition, the Investment Management Practice advises clients on, among other things, investment company, broker-dealer, investment adviser and transfer agent status questions, under federal and state securities laws, that frequently arise in connection with corporate financing and reorganization transactions or the establishment of securities distribution and referral programs.
Advice often focuses on investment adviser and broker-dealer status questions, organizing and registering investment advisers and broker-dealers, and resolving on-going investment adviser and broker-dealer compliance issues.
www.mayerbrownrowe.com /investmentmanagement/index.asp   (1679 words)

  
 Investment Management
Investment management is about attaining investment objectives under specified constraints; for example, achieving the best possible return for a given level of risk.
When managing a portfolio for a particular investor, the goal is to maximize the portfolio return for the level of risk that the investor is willing to take.
This limitation makes the public's view of the holdings subject to distortions such as "window-dressing," in which the portfolio manager buys stocks that have performed well so that investors will see those stocks in the portfolio holdings (cost basis is not reported) and perceive the manager to be capable of selecting the top performers.
www.quickmba.com /finance/invest   (3813 words)

  
 Investment Management | BDO Stoy Hayward
BDO Stoy Hayward Investment Management combines the independent, client-focused approach of a boutique practice with the resources of a major organisation.
Our Investment Management's services focus on independent discretionary and advisory investment management as well as comprehensive financial advice, including inheritance tax and protection planning.
The Investment Strategy Group also advise on a number of asset classes and products, including equity funds, hedge funds, actual property and property funds, bond funds and tax shelter investments.
www.bdo.co.uk /investmentmanagement   (219 words)

  
 Investment Management - All About All findings   (Site not responding. Last check: 2007-10-10)
Generation Investment Management is a London based investment firm which has been set up to tap growing demand for an investment style that blends traditional equity research with a focus on other factors such as social and environmental responsibility and corporate governance.
Investment management, also called portfolio management or money management, it is a branch of investment analysis that looks into the process of managing money.
As these systems reach the end of their useful life, these public and private organizations are challenged to make the significant investments required to renew their assets if they are to continue to provide the level of service expected amidst population growth and budget constraints.
www.allaboutall.info /search/Investment%20Management   (594 words)

  
 Investment Management
The Investment Manager has full responsibility for the selection of every individual security that is added to the investment portfolio.
Managing an investment portfolio begins with the identification of what is to be accomplished...
To successfully manage your investment program, you must be consistent in your decision making, disciplined in applying your rules, and patiently determined to allow enough time for your strategy to succeed.
www.sancoservices.com /investmentmanagement.htm   (1078 words)

  
 Welcome to JLFranklin Wealth Planning
We bring discipline to your financial plan, by helping you choose the investments that are expected to achieve your goals, while monitoring your portfolio over time to ensure that you are on track to reach your objectives.
When we design your investment plan, we help you choose a level of risk that you are comfortable with, and we implement the plan using asset allocation principles.
Delegating management of your investments to a professional simplifies your life and allows you more time to do the things that you enjoy.
www.jlfwealth.com /investment_management   (2187 words)

Try your search on: Qwika (all wikis)

Factbites
  About us   |   Why use us?   |   Reviews   |   Press   |   Contact us  
Copyright © 2005-2007 www.factbites.com Usage implies agreement with terms.