Selecting an Investment Manager: Important Considerations
While we shared a brief insight on Investment Managers, this article points out some of the important aspects to consider while making a selection of an Investment Manager When making a selection, Investors must decide what kind of investment manager they need. This depends on what point in the financial planning process they are at. […]
Insights on Investment Manager
An investment manager is a person/group of persons or businesses that manage security portfolios for clients based on the client’s defined investment objectives and parameters. The day-to-day buying and selling of securities, portfolio monitoring, transaction settlement, performance assessment, regulatory reporting, and client reporting are all tasks that an investment manager may conduct when managing client […]
