ASSET MANAGEMENT How do you call a professional investment consultant? Asset manager

ASSET MANAGER Institutional asset managers invest the assets of pension funds, insurance companies, etc. Asset managers working independently or in private banks manage the portfolio of wealthy individuals and families.

ASSET MANAGER They have to decide how to allocate funds for which they are responsible, - Whether to invest in shares, funds, bonds, foreign currencies, precious metals, etc. Whether to try to accumulate capital, or to concentrate on capital preservation and the avoidance of risks Whether to use an active strategy – buying and selling frequently, adapting the portfolio to changing circumstances, or a passive strategy – leaving the position unchanged for a long time

ASSET MANAGEMENT 1st paragraph: Individual portfolios Institutional funds 2nd paragraph: Objectives Size 3rd paragraph: Strategy Investment style (diversification)