What is an investment manager

An investment manager is responsible for actively managing their clients’ assets. Their role is to make financial decisions for their clients, based on their financial background, preferences and objectives.  They are normally appointed by individuals or corporations who do not have the time or understanding of effectively managing their funds.

Features of an investment manager  

An investment manager is an individual or a company that makes investments with regards to various securities, such as shares and bonds, as well as assets, such as real estate, in order to meet the specific investment objectives for the benefit of their clients.

An investment manager is completely responsible for all activities related with the management of client portfolios, including:

  • Purchasing and selling of securities on a daily basis
  • Completion of transactions
  • Portfolio monitoring
  • Client reporting
  • Operation measuring

Investment managers conduct their activities by implementing a number of investment strategies that meet the particular objectives of their clients. They assess several investment opportunities by evaluating various risk parameters, along with their clients’ financial needs.

Investment management involves high risk, especially if it conducted irresponsibly. Therefore, when appointing an investment manager, it is crucial to make sure that they have significant market and financial knowledge, as well as great experience in investment management.

Furthermore, it is imperative to set out exactly which investment instruments the investment manager will be using. It is highly recommended to schedule regular meetings with them in order to assess how effective they have been with regards to managing your funds.