Industries

Finance, Investments & Asset Management - Industry

Investment Management is the process of ensuring that a company's tangible and intangible assets are maintained, accounted for, and put to their highest and best use. It refers to the handling of financial assets and other investments—not only buying and selling them. Asset management is the process of developing, operating, maintaining, and selling assets in a cost-effective manner. Most commonly used in finance, the term is used in reference to individuals or firms that manage assets on behalf of individuals or other entities. Investment management services include asset allocation, financial statement analysis, stock selection, monitoring of existing investments, and portfolio strategy and implementation.

Industries

Asset Management
Financials

Strategies

Asset Allocation

Terms

Financial Asset
Financial Statement Analysis
Investment Management
Portfolio Management

Mentioned by the Following

Entities

100 Women In Finance
AXA Advisors, LLC
Adam Khoo Learning Technologies Group
Alibaba
Artifex Financial Group
Avondale Investment Management
BNP Paribas
Bain & Company
Baker Street Advisors
Beacon Pointe
Bipsync
Bleakley Financial Group
Brenton Point Wealth Advisors
Bridge Financial Technology
CapWealth
Cassaday & Company, Inc.
Citywire USA
Collins Investment Group
Continuum Economics
Cott Law Group
D.B. Root & Company
Dynamo Software
EVOKE ARIS
Essex Investment Management
Fidelity National Information Services
First Bridge Data
Forge Global
Fulcrum Financial Group, LLC
GND Partners
HRC Financial Group
Heritage Financial Services
IEQ Capital
Icahn Enterprises
Interactive Advisors
Investment Counsel Company
Investment Management Due Diligence Association
Jacobi
Janney Montgomery Scott
Kaplan Financial
Kurtosys
Leeb Capital Management
Leede Jones Gable
MG&A Wealth
McGee Wealth Management
Mercer Advisors
Neuravest Research
Newton Investment Management
Nomura Corporate Research and Asset Management Inc.
Objective Capital Management
Oppenheimer & Co.
Pacific Investment Management Company
Paul R. Ried Financial Group
Piper Sandler
Polish Financial Supervision Authority
Pring Turner Capital Group
Professional Planning Group
Qontigo
Raymond James Financial
Robertson Stephens
Sanctuary Wealth
Schechter Wealth
Siepe
Smonik Systems
Stack Financial Management
The ITEX Group
The Vanguard Group
Tradition Asset Management
Trendrating
Tufts Financial Group
VWG Wealth Management
Wellington Management
eVestment
myCIO Wealth Partners

Entity Types

Financial Services
Investment Advisory

Industries

Accounting

People

Adam Epstein
Adam Mesh
Alan Zafran
Amanda Pullinger
Amanda Tepper
Amir Mossanen
Andrea Gentilini
Andrew Saunders
Andrew Schneider
Andy Schwartz
Angelo Robles
Ash Chopra
Barry Garber
Barry Glassman
Ben Chrnelich
Bernie Kent
Bert Dohmen
Bill Hortz
Bill King
Bill Poulos
Bill Winterberg
Bob Collins
Bob Stone
Brad Sherman
Brendan Lake
Brian Hunsaker
Brian Nelson
Brian Werdesheim
Brien Lundin
Bruce Burrows
Bud King
Callum Thomas
Cameron Hight
Carlos Sava
Charles Day
Chris Aitken
Chris Cooke
Chris Hohlstein
Chris Johnson
Chris Rossbach
Christian Thwaites
Christina Boyd
Christine Breck
Chuck Bean
Courtney Smith
Craig Pfeiffer
Dan Klein
Dan O'Connell
Dan Schwartz
Dan Sondhelm
Daniel Applegarth
Daniel Strachman
Danny Donado
Darren Harp
Dave Descalzi
David Hou
David Lees
David Root
David Truffelman
Dean Braun
Dean Trindle
Debra Brede
Devin Condron
Diana Joseph
Doug Foreman
Doug Kinsey
Doug MacKay
Drianne Benner
Ed Swenson
Eric Gray
Eric Henderson
Eric Muschinski
Erin Scannell
Fotios Piniros
Frank Fabozzi
Garrett Goggin
Gary Anetsberger
Gavin von Loeser
Geoff Marcus
George Silva
Gerald Jensen
Gerry Klingman
Ghislain Gouraige
Glenn Degenaars
Greg Drose
Greg Franks
Greg Onken
Greg Smith
Harold Trischman
Henry Ma
Howard Wang
Ira Kravitz
Ivan Barretto
Jack Bogle
James Stack
James Stafford
Janet Brown
Jason Gerlach
Jason Moser
Jason Stephens
Jeannine Vanian
Jeff Colin
Jeff Fischer
Jeff Megar
Jeffrey Mettel
Jeffrey Werdesheim
Jeremy Miller
Jim McLaughlin
Jim Osman
Joe Martina
Joe McAlinden
Joe Messinger
Joel Litman
John Bowman
John Exley
John Kosar
John Montgomery
John Shadden
John Spears
Jon Markman
Jonas Elmerraji
Jonathan Goldberg
Jonathan Murray
Joseph Jacques
Josh Levine
Josh Malkin
Judith McGee
Justin Carbonneau
Justin Weinkle
Jérôme Stern
Kent Kirby
Kevin Cott
Kinjal Amin
Kris Tuttle
Lyle LaMothe
Lyle Wolberg
Mal Makin
Marc Schechter
Marcin Liberadzki
Marcos Douer
Margaret Starner
Margret Trilli
Mark Cortazzo
Mark Gehlbach
Mark Moore
Mark Sear
Mark Smith
Mary Deatherage
Mary Mullin
Mash Patel
Matt Dillig
Matt Kircher
Matt Ran
Matthew Byer
Matthias Knab
Melissa Corrado-Harrison
Michael Kanigher
Michael Murphy
Michael Petley
Michael Pusateri
Michael Zeuner
Mike Abrams
Mike Kurz
Mike Ricca
Mike Sawyer
Mitch Stein
Moss Crosby
Neil Canell
Nelly Nyambi
Niall Boland
Nilus Mattive
Noreen Beaman
Oscar Vollmer
Patrick Krulik
Paul Ried
Peg Pike
Peter Churchouse
Philip Fischer
Prateek Mehrotra
Preston McSwain
Randy Carver
Randy Garcia
Rebecca Corbin
Rich Apostolik
Richard Lieberman
Rita Lee
Rob Davis
Rob Riedl
Rob Siracusano
Robert Skinner II
Roger Wacker
Rory Eakin
Russ Norwood
Russell Palmer
Ryan Sprowls
Sam Subramanian
Sanjoy Ghosh
Santiago Ulloa
Scott MacKillop
Scott Wood
Sean Yu
Seth Merrin
Shannon Eusey
Sharon Oberlander
Shawn Allen
Shirl Penney
Stephen Castellano
Stephen Leeb
Steve Schultz
Steve Weinberger
Ted Davis
Terri Jacobsen
Todd Battaglia
Todd Shaver
Todd Silaika
Tom Frame
Tom Jacobs
Tony Mackenzie
Valerie Houts
Venkat Rao
Victor Livingstone
Vince Sarullo
Will Braman
William Sharpe
Zach Scheidt
Zack Miller

Publications

Bogle On Mutual Funds
Enough
Finance and the Good Society
Financial Mentor
John Bogle on Investing
The Theory of Investment Value
Winning at Active Management

Terms

Risk Tolerance

Adam Epstein

Adam Mesh

Alan Zafran

Amanda Pullinger

Amanda Tepper

Amir Mossanen

Andrea Gentilini

Andrew Saunders

Andrew Schneider

Andy Schwartz

Angelo Robles

Ash Chopra

Barry Garber

Barry Glassman

Ben Chrnelich

Bernie Kent

Bert Dohmen

Bill Hortz

Bill King

Bill Poulos

Bill Winterberg

Bob Collins

Bob Stone

Brad Sherman

Brendan Lake

Brian Hunsaker

Brian Nelson

Brian Werdesheim

Brien Lundin

Bruce Burrows

Bud King

Callum Thomas

Cameron Hight

Carlos Sava

Charles Day

Chris Aitken

Chris Cooke

Chris Hohlstein

Chris Johnson

Chris Rossbach

Christian Thwaites

Christina Boyd

Christine Breck

Chuck Bean

Courtney Smith

Craig Pfeiffer

Dan Klein

Dan O'Connell

Dan Schwartz

Dan Sondhelm

Daniel Applegarth

Daniel Strachman

Danny Donado

Darren Harp

Dave Descalzi

David Hou

David Lees

David Root

David Truffelman

Dean Braun

Dean Trindle

Debra Brede

Devin Condron

Diana Joseph

Doug Foreman

Doug Kinsey

Doug MacKay

Drianne Benner

Ed Swenson

Eric Gray

Eric Henderson

Eric Muschinski

Erin Scannell

Fotios Piniros

Frank Fabozzi

Garrett Goggin

Gary Anetsberger

Gavin von Loeser

Geoff Marcus

George Silva

Gerald Jensen

Gerry Klingman

Ghislain Gouraige

Glenn Degenaars

Greg Drose

Greg Franks

Greg Onken

Greg Smith

Harold Trischman

Henry Ma

Howard Wang

Ira Kravitz

Ivan Barretto

Jack Bogle

James Stack

James Stafford

Janet Brown

Jason Gerlach

Jason Moser

Jason Stephens

Jeannine Vanian

Jeff Colin

Jeff Fischer

Jeff Megar

Jeffrey Mettel

Jeffrey Werdesheim

Jeremy Miller

Jim McLaughlin

Jim Osman

Joe Martina

Joe McAlinden

Joe Messinger

Joel Litman

John Bowman

John Exley

John Kosar

John Montgomery

John Shadden

John Spears

Jon Markman

Jonas Elmerraji

Jonathan Goldberg

Jonathan Murray

Joseph Jacques

Josh Levine

Josh Malkin

Judith McGee

Justin Carbonneau

Justin Weinkle

Jérôme Stern

Kent Kirby

Kevin Cott

Kinjal Amin

Kris Tuttle

Lyle LaMothe

Lyle Wolberg

Mal Makin

Marc Schechter

Marcin Liberadzki

Marcos Douer

Margaret Starner

Margret Trilli

Mark Cortazzo

Mark Gehlbach

Mark Moore

Mark Sear

Mark Smith

Mary Deatherage

Mary Mullin

Mash Patel

Matt Dillig

Matt Kircher

Matt Ran

Matthew Byer

Matthias Knab

Melissa Corrado-Harrison

Michael Kanigher

Michael Murphy

Michael Petley

Michael Pusateri

Michael Zeuner

Mike Abrams

Mike Kurz

Mike Ricca

Mike Sawyer

Mitch Stein

Moss Crosby

Neil Canell

Nelly Nyambi

Niall Boland

Nilus Mattive

Noreen Beaman

Oscar Vollmer

Patrick Krulik

Paul Ried

Peg Pike

Peter Churchouse

Philip Fischer

Prateek Mehrotra

Preston McSwain

Randy Carver

Randy Garcia

Rebecca Corbin

Rich Apostolik

Richard Lieberman

Rita Lee

Rob Davis

Rob Riedl

Rob Siracusano

Robert Skinner II

Roger Wacker

Rory Eakin

Russ Norwood

Russell Palmer

Ryan Sprowls

Sam Subramanian

Sanjoy Ghosh

Santiago Ulloa

Scott MacKillop

Scott Wood

Sean Yu

Seth Merrin

Shannon Eusey

Sharon Oberlander

Shawn Allen

Shirl Penney

Stephen Castellano

Stephen Leeb

Steve Schultz

Steve Weinberger

Ted Davis

Terri Jacobsen

Todd Battaglia

Todd Shaver

Todd Silaika

Tom Frame

Tom Jacobs

Tony Mackenzie

Valerie Houts

Venkat Rao

Victor Livingstone

Vince Sarullo

Will Braman

William Sharpe

Zach Scheidt

Zack Miller