What is an investment manager
An investment manager is appointed by an investor to actively manage his or her assets. They are usually appointed by investors who do not have the time, knowledge or understanding of the markets to actively manage their own assets, therefore they appoint an investment manager to take on this responsibility.
DeltaQuest offer a complete range of banking services in a number of jurisdictions. To view the range of banking jurisdictions we offer services in, please Click here.
Features of an investment manager
An investment manager plays an active role in managing their clients’ funds. Their role is to make a range of financial decisions for the client, based on their financial history, background and preferences. The investment manager will assess the needs of the clients by discussing with them in line with their financial objectives and risk parameters. They will also discuss which investment instruments they will use, and which ones they would prefer to avoid.
Generally speaking, investment managers are completely responsible for managing the assets of the client. They must actively place trades using a range of investment strategies, in order to meet the specific investment goals of the individual.
When employing an investment manager it is vital that they are have considerable financial and market knowledge and that they are experienced in managing other peoples’ assets. This is because investment management carries a great deal of risk, particularly if carried out irresponsibly. In addition, once an investment manager has been appointed, they will generally have minimal contact with the client and therefore it is important to establish exactly which investment instruments the manager will be using.
In addition to the above, it is important to have regular meetings with your investment manager, to establish how successful your manager has been with your assets and what the future outlook is for them.
Print This Post
