Joseph Armato | What Is Investment Management?

What Is Investment Management? Investment management includes more than just purchasing and selling financial assets and other investments. Creating a short- or long-term strategy for the acquisition and sale of portfolio holdings is a component of management. It may also cover banking, budgeting, and tax-related services and obligations. As to Joseph Armato , The phrase most frequently relates to managing the holdings within a portfolio of investments and trading them to accomplish a certain investment goal. Money management, portfolio management, and wealth management are other terms for investment management. The Basics of Investment Management Professional investment management strives to accomplish certain investment objectives for the benefit of clients whose money they are tasked with managing. These customers could include retail investors like individuals or institutional investors like pension funds, retirement plans, governments, institutes of higher learning, an...