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

Balancer Labs
100 Women In Finance
507 Capital
AXA Advisors, LLC
AcreTrader
Adam Khoo Learning Technologies Group
Alibaba
Artifex Financial Group
Ashcroft Capital
Atom Finance
Avondale Investment Management
BMO Harris Bank
BNP Paribas
Bain & Company
Baker Street Advisors
Beacon Pointe
Bipsync
Bison Interests
Bleakley Financial Group
Brenton Point Wealth Advisors
Bridge Financial Technology
CapWealth
Carraighill
Cassaday & Company, Inc.
Citywire USA
Collins Investment Group
Continuum Economics
Cott Law Group
Croatan Investments
D.B. Root & Company
Dynamo Software
ENAM
EVOKE ARIS
Essex Investment Management
Euphrates Advisors
Federal Financial Analytics
Fidelity National Information Services
Financial Data Professional Institute
First Bridge Data
First Citizens Bank
First DAG
Forge Global
Fulcrum Financial Group, LLC
GND Partners
Gerber Kawasaki Wealth & Investment Management
HRC Financial Group
Heritage Financial Services
Hines
IEQ Capital
Icahn Enterprises
Interactive Advisors
Investment Counsel Company
Investment Management Due Diligence Association
Jacobi
Janney Montgomery Scott
Jones Lang LaSalle
Kaplan Financial
Kirchner Group
Kurtosys
Leeb Capital Management
Leede Jones Gable
MG&A Wealth
McGee Wealth Management
Mercer Advisors
Mitsubishi UFJ
Monetary Metals
Musca Capital
Neuravest Research
Newton Investment Management
Nomura Corporate Research and Asset Management Inc.
OAKS Asset Management
Objective Capital Management
Oppenheimer & Co.
Osprey Funds
Pacific Investment Management Company
Parataxis Capital
Paul R. Ried Financial Group
Percent
Piper Sandler
Polish Financial Supervision Authority
Pring Turner Capital Group
Professional Planning Group
Qontigo
Rally Rd
Raymond James Financial
Robertson Stephens
Sanctuary Wealth
Schechter Wealth
Sfermion
Siepe
Smonik Systems
Stack Financial Management
StoneX Group
The ITEX Group
The Vanguard Group
Tradition Asset Management
Transwestern
Trendrating
Tufts Financial Group
VWG Wealth Management
Van Lanschot Kempen
Wave Financial
Wellington Management
Zerodha
eVestment
myCIO Wealth Partners

Entity Types

Financial Services
Investment Advisory

Industries

Accounting

People

Aaron Brown
Adam Epstein
Adam Mesh
Adam Spilka
Adrian Day
Ajay Kapur
Alan Zafran
Albert Yeh
Alex Lennard
Amanda Pullinger
Amanda Tepper
Amir Mossanen
Andrea Gentilini
Andrew Beer
Andrew Houghton
Andrew Keys
Andrew Saunders
Andrew Schneider
Andy Schwartz
Angela Gingras
Angelo Robles
Anneka Treon
Aryeh Bourkoff
Ash Chopra
Barry Bannister
Barry Garber
Barry Glassman
Ben Chrnelich
Ben Friedland
Ben Inker
Benoit Descourtieux
Bernie Kent
Bert Dohmen
Bill Hortz
Bill Kaye
Bill King
Bill Poulos
Bill Selig
Bill Winterberg
Bob Collins
Bob Kendall
Bob Stone
Brad Sherman
Brendan Lake
Brian Estes
Brian Hunsaker
Brian Nelson
Brian Werdesheim
Brien Lundin
Bruce Burrows
Bruce Frumerman
Bruce Mumford
Bryan Cavalier
Bud King
Callum Thomas
Cameron Hight
Carlos Sava
Carter Malloy
Charles Day
Charlie Morris
Chen Zhao
Chiente Hsu
Chris Aitken
Chris Bailey
Chris Cooke
Chris Gimbert
Chris Hohlstein
Chris Johnson
Chris Rossbach
Christian Thwaites
Christian Ulbrich
Christina Boyd
Christine Breck
Christophe Tanghe
Chuck Bean
Clay Gardner
Coleman Andrews
Corby Pryor
Courtney Smith
Craig Pfeiffer
Craig Stobo
Dan Arnold
Dan Klein
Dan O'Connell
Dan Schwartz
Dan Sondhelm
Dana Stewardson
Daniel Applegarth
Daniel Masters
Daniel Peris
Daniel Strachman
Danny Donado
Darius Sit
Darren Harp
Dave Descalzi
Dave Donnelly
David Hou
David Lees
David Mathews
David Modiano
David Nage
David Perkins
David Root
David Steinbach
David Truffelman
Dean Braun
Dean Trindle
Debashish Bose
Debra Brede
Devin Condron
Diana Joseph
Doug Foreman
Doug Kinsey
Doug MacKay
Drianne Benner
Ed Harrington
Ed Swenson
Ed Woodford
Edouard Robbes
Ehren Stanhope
Eli Rauch
Emad Mostaque
Emma Giamartino
Eric Crittenden
Eric Gray
Eric Henderson
Eric Muschinski
Erin Scannell
Fotios Piniros
Francis Gannon
Frank Burke
Frank Fabozzi
Frank Parker
Garett Lim
Garrett Goggin
Gary Anetsberger
Gavin von Loeser
Genevieve Roch-Decter
Genna Lozovsky
Geoff Marcus
Geoffrey Webster
George Brod
George Silva
Gerald Jensen
Gerry Klingman
Ghislain Gouraige
Gil Luria
Glenn Degenaars
Gordon Johnson
Greg Drose
Greg Foss
Greg Franks
Greg King
Greg O'Brien
Greg Onken
Greg Reid
Greg Smith
Guy Cerundolo
Harold Trischman
Harry Clark
Hasty Johnson
Henry Ma
Howard Wang
Ira Kravitz
Ivan Barretto
Jack Bogle
James Stack
James Stafford
Jamil Baz
Janet Brown
Jason Gerlach
Jason Moser
Jason Stephens
Jay Chen
Jeannine Vanian
Jeff Alfano
Jeff Colin
Jeff Fischer
Jeff Gitterman
Jeff Megar
Jeff Schulze
Jeffrey Mettel
Jeffrey Werdesheim
Jeremy Miller
Jeremy Schwartz
Jesse Felder
Jim Leitner
Jim McLaughlin
Jim Osman
Jim Puplava
Joe Martina
Joe McAlinden
Joe Messinger
Joel Litman
John Bowman
John Exley
John Fichthorn
John Gottfurcht
John Kosar
John Montgomery
John Polis
John Shadden
John Spears
Jon Eilbeck
Jon Markman
Jon Morris
Jonas Elmerraji
Jonathan Goldberg
Jonathan Murray
Jono Steinberg
Joseph Jacques
Josh Levine
Josh Malkin
Josh Young
Judith McGee
Juliette Menga
Justin Carbonneau
Justin Weinkle
Jérôme Stern
Karen Brennan
Keith Black
Kent Kirby
Kevin Coldiron
Kevin Cott
Kevin Meyersburg
Kieran Goodwin
Kinjal Amin
Komal Sri-Kumar
Kris Tuttle
Kyle Kazan
Larry Lepard
Lex Sokolin
Linda Smith
Linda Xie
Lisa Callicotte
Liz Young
Luca Mossini
Lyle LaMothe
Lyle Wolberg
Mac Overton
Mal Makin
Marc Brooks
Marc Rubinstein
Marc Schechter
Marcelo Lopez
Marcin Liberadzki
Marcos Douer
Margaret Starner
Margret Trilli
Mark Boyar
Mark Cortazzo
Mark Cullen
Mark Gehlbach
Mark Moore
Mark Sear
Mark Smith
Mary Deatherage
Mary Mullin
Mash Patel
Matt Audette
Matt Dillig
Matt Kircher
Matt Patsky
Matt Peron
Matt Ran
Matthew Byer
Matthias Knab
Melissa Corrado-Harrison
Michael Kanigher
Michael Barrington-Hibbert
Michael Craig-Scheckman
Michael Gildenhorn
Michael Howell
Michael Murphy
Michael Parekh
Michael Petley
Michael Pusateri
Michael Rubenstein
Michael Schaenen
Michael Zeuner
Michelle Noyes
Mick McLaughlin
Mickey Harley
Mikael Sarwe
Mike Abrams
Mike Boniello
Mike Kantrowitz
Mike Kurz
Mike Ricca
Mike Sawyer
Mitch Stein
Moss Crosby
Neal Berger
Neil Canell
Nelly Nyambi
Nelson Chu
Niall Boland
Nicholas Callais
Nick Lawson
Nilus Mattive
Noreen Beaman
Oscar Vollmer
Patrick Bet-David
Patrick Krulik
Patrick McVeigh
Paul Ried
Paul Zemsky
Peg Pike
Peter Albano
Peter Churchouse
Peter Doyle
Peter Lacalamita
Philip Fischer
Philip Kessler
Prateek Mehrotra
Preston McSwain
Randy Carver
Randy Garcia
Rasheed Hammouda
Ravi Malik
Ray Nolte
Rebecca Corbin
Rich Apostolik
Richard Bloxam
Richard Chen
Richard Couch
Richard Lieberman
Rishi Narang
Rita Lee
Rob Davis
Rob Riedl
Rob Siracusano
Robert Skinner II
Roger Wacker
Rory Eakin
Ross Gerber
Roxton McNeal
Russ Norwood
Russell Palmer
Ryan Ripp
Ryan Sprowls
Saker Nusseibeh
Sam Subramanian
Sanjoy Ghosh
Santiago Ulloa
Scott Acheychek
Scott MacKillop
Scott Wood
Sean Yu
Seth Merrin
Shannon Eusey
Sharon Oberlander
Shawn Allen
Shirl Penney
Stephen Castellano
Stephen Lee
Stephen Leeb
Steve Goulden
Steve Kurz
Steve Schultz
Steve Weinberger
Sudhu Arumugam
Sunil Singhania
Ted Davis
Terri Jacobsen
Thomas Riegert
Todd Battaglia
Todd Shaver
Todd Silaika
Tom Frame
Tom Jacobs
Tom Price
Tom Slater
Tony Mackenzie
Tony Saliba
Troy Thornton
Ty Popplewell
Urban Carmel
Valerie Houts
Venkat Rao
Vicki Ellis
Victor Livingstone
Vince DiLullo
Vince Sarullo
Warren Pies
Whit Gibbs
Will Braman
Will Strong
William Sharpe
Worth Wray
Yoshi Nakamura
Zach Scheidt
Zack Miller
Zed Francis

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

Aaron Brown

Adam Epstein

Adam Mesh

Adam Spilka

Adrian Day

Ajay Kapur

Alan Zafran

Albert Yeh

Alex Lennard

Amanda Pullinger

Amanda Tepper

Amir Mossanen

Andrea Gentilini

Andrew Beer

Andrew Houghton

Andrew Keys

Andrew Saunders

Andrew Schneider

Andy Schwartz

Angela Gingras

Angelo Robles

Anneka Treon

Aryeh Bourkoff

Ash Chopra

Barry Bannister

Barry Garber

Barry Glassman

Ben Chrnelich

Ben Friedland

Ben Inker

Benoit Descourtieux

Bernie Kent

Bert Dohmen

Bill Hortz

Bill Kaye

Bill King

Bill Poulos

Bill Selig

Bill Winterberg

Bob Collins

Bob Kendall

Bob Stone

Brad Sherman

Brendan Lake

Brian Estes

Brian Hunsaker

Brian Nelson

Brian Werdesheim

Brien Lundin

Bruce Burrows

Bruce Frumerman

Bruce Mumford

Bryan Cavalier

Bud King

Callum Thomas

Cameron Hight

Carlos Sava

Carter Malloy

Charles Day

Charlie Morris

Chen Zhao

Chiente Hsu

Chris Aitken

Chris Bailey

Chris Cooke

Chris Gimbert

Chris Hohlstein

Chris Johnson

Chris Rossbach

Christian Thwaites

Christian Ulbrich

Christina Boyd

Christine Breck

Christophe Tanghe

Chuck Bean

Clay Gardner

Coleman Andrews

Corby Pryor

Courtney Smith

Craig Pfeiffer

Craig Stobo

Dan Arnold

Dan Klein

Dan O'Connell

Dan Schwartz

Dan Sondhelm

Dana Stewardson

Daniel Applegarth

Daniel Masters

Daniel Peris

Daniel Strachman

Danny Donado

Darius Sit

Darren Harp

Dave Descalzi

Dave Donnelly

David Hou

David Lees

David Mathews

David Modiano

David Nage

David Perkins

David Root

David Steinbach

David Truffelman

Dean Braun

Dean Trindle

Debashish Bose

Debra Brede

Devin Condron

Diana Joseph

Doug Foreman

Doug Kinsey

Doug MacKay

Drianne Benner

Ed Harrington

Ed Swenson

Ed Woodford

Edouard Robbes

Ehren Stanhope

Eli Rauch

Emad Mostaque

Emma Giamartino

Eric Crittenden

Eric Gray

Eric Henderson

Eric Muschinski

Erin Scannell

Fotios Piniros

Francis Gannon

Frank Burke

Frank Fabozzi

Frank Parker

Garett Lim

Garrett Goggin

Gary Anetsberger

Gavin von Loeser

Genevieve Roch-Decter

Genna Lozovsky

Geoff Marcus

Geoffrey Webster

George Brod

George Silva

Gerald Jensen

Gerry Klingman

Ghislain Gouraige

Gil Luria

Glenn Degenaars

Gordon Johnson

Greg Drose

Greg Foss

Greg Franks

Greg King

Greg O'Brien

Greg Onken

Greg Reid

Greg Smith

Guy Cerundolo

Harold Trischman

Harry Clark

Hasty Johnson

Henry Ma

Howard Wang

Ira Kravitz

Ivan Barretto

Jack Bogle

James Stack

James Stafford

Jamil Baz

Janet Brown

Jason Gerlach

Jason Moser

Jason Stephens

Jay Chen

Jeannine Vanian

Jeff Alfano

Jeff Colin

Jeff Fischer

Jeff Gitterman

Jeff Megar

Jeff Schulze

Jeffrey Mettel

Jeffrey Werdesheim

Jeremy Miller

Jeremy Schwartz

Jesse Felder

Jim Leitner

Jim McLaughlin

Jim Osman

Jim Puplava

Joe Martina

Joe McAlinden

Joe Messinger

Joel Litman

John Bowman

John Exley

John Fichthorn

John Gottfurcht

John Kosar

John Montgomery

John Polis

John Shadden

John Spears

Jon Eilbeck

Jon Markman

Jon Morris

Jonas Elmerraji

Jonathan Goldberg

Jonathan Murray

Jono Steinberg

Joseph Jacques

Josh Levine

Josh Malkin

Josh Young

Judith McGee

Juliette Menga

Justin Carbonneau

Justin Weinkle

Jérôme Stern

Karen Brennan

Keith Black

Kent Kirby

Kevin Coldiron

Kevin Cott

Kevin Meyersburg

Kieran Goodwin

Kinjal Amin

Komal Sri-Kumar

Kris Tuttle

Kyle Kazan

Larry Lepard

Lex Sokolin

Linda Smith

Linda Xie

Lisa Callicotte

Liz Young

Luca Mossini

Lyle LaMothe

Lyle Wolberg

Mac Overton

Mal Makin

Marc Brooks

Marc Rubinstein

Marc Schechter

Marcelo Lopez

Marcin Liberadzki

Marcos Douer

Margaret Starner

Margret Trilli

Mark Boyar

Mark Cortazzo

Mark Cullen

Mark Gehlbach

Mark Moore

Mark Sear

Mark Smith

Mary Deatherage

Mary Mullin

Mash Patel

Matt Audette

Matt Dillig

Matt Kircher

Matt Patsky

Matt Peron

Matt Ran

Matthew Byer

Matthias Knab

Melissa Corrado-Harrison

Michael Kanigher

Michael Barrington-Hibbert

Michael Craig-Scheckman

Michael Gildenhorn

Michael Howell

Michael Murphy

Michael Parekh

Michael Petley

Michael Pusateri

Michael Rubenstein

Michael Schaenen

Michael Zeuner

Michelle Noyes

Mick McLaughlin

Mickey Harley

Mikael Sarwe

Mike Abrams

Mike Boniello

Mike Kantrowitz

Mike Kurz

Mike Ricca

Mike Sawyer

Mitch Stein

Moss Crosby

Neal Berger

Neil Canell

Nelly Nyambi

Nelson Chu

Niall Boland

Nicholas Callais

Nick Lawson

Nilus Mattive

Noreen Beaman

Oscar Vollmer

Patrick Bet-David

Patrick Krulik

Patrick McVeigh

Paul Ried

Paul Zemsky

Peg Pike

Peter Albano

Peter Churchouse

Peter Doyle

Peter Lacalamita

Philip Fischer

Philip Kessler

Prateek Mehrotra

Preston McSwain

Randy Carver

Randy Garcia

Rasheed Hammouda

Ravi Malik

Ray Nolte

Rebecca Corbin

Rich Apostolik

Richard Bloxam

Richard Chen

Richard Couch

Richard Lieberman

Rishi Narang

Rita Lee

Rob Davis

Rob Riedl

Rob Siracusano

Robert Skinner II

Roger Wacker

Rory Eakin

Ross Gerber

Roxton McNeal

Russ Norwood

Russell Palmer

Ryan Ripp

Ryan Sprowls

Saker Nusseibeh

Sam Subramanian

Sanjoy Ghosh

Santiago Ulloa

Scott Acheychek

Scott MacKillop

Scott Wood

Sean Yu

Seth Merrin

Shannon Eusey

Sharon Oberlander

Shawn Allen

Shirl Penney

Stephen Castellano

Stephen Lee

Stephen Leeb

Steve Goulden

Steve Kurz

Steve Schultz

Steve Weinberger

Sudhu Arumugam

Sunil Singhania

Ted Davis

Terri Jacobsen

Thomas Riegert

Todd Battaglia

Todd Shaver

Todd Silaika

Tom Frame

Tom Jacobs

Tom Price

Tom Slater

Tony Mackenzie

Tony Saliba

Troy Thornton

Ty Popplewell

Urban Carmel

Valerie Houts

Venkat Rao

Vicki Ellis

Victor Livingstone

Vince DiLullo

Vince Sarullo

Warren Pies

Whit Gibbs

Will Braman

Will Strong

William Sharpe

Worth Wray

Yoshi Nakamura

Zach Scheidt

Zack Miller

Zed Francis