Investment Management

Investment management involves the professional handling of financial assets and securities on behalf of clients to achieve specific investment goals. This service includes portfolio management, asset allocation, and investment analysis. Investment managers make decisions on behalf of individual investors, pension funds, or institutions to maximize returns while managing risk. Investment management services often come with a fee, typically a percentage of assets under management (AUM).

Example

An individual hires an investment manager to create and manage a portfolio that aligns with their long-term goals, such as saving for retirement or funding a child’s education.