Investment management aims to meet some investment goals to the advantage of the customer. The clients could be institutions or private investors, such as pension funds, retirement plans, educational institutions, governments as well as insurance companies.
The investment management service includes the allocation and analysis of financial reports as well as the stock selections. It also includes monitoring investment portfolios and portfolio execution and the strategy.
It includes financial planning as well as advising, which are used to manage the portfolio of customers and to coordinate the other assets they have. That is why professional managers are able to manage many different securities and financial assets, including equities, bonds property, real estate, as well as commodities.
Managers may also be accountable in the management of real assets, including precious metals. They can assist with aligning investments so they could match estate and retirement planning, as well as distribution of assets.